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changes.mady.by.user Patrick Delcroix

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Each PolicyHolder (employer) will be registered in openIMIS.
Each PolicyHolder will have access to some schemes.
The PolicyHolder would have the possibility to add insuree insurees with a contract period, default pricing parameters (e.g., income) and the contribution plan bundle to use.


Business Processes

The process bellow will all respect the location scope of the users, meaning that, to add a policyholder PolicyHolder for a region, the scheme clerk must have access to that very region.
The enrollment process that will be supported will be coming from is defined by Nepal requirements, even if we tried to . Althrough we try to make it broader, it might not support all the enrollment process processes of all group insurances.Image Removed


Image Added

Use cases

PolicyHolder (employer)

The first step before enrolling insure insuree under a PolicyHolder, one needs to make sure that the PolicyHolder is defined in the tool; openIMIS. Read right is required to have access to the search/list screen, Managing PolicyHolder . Managing PolicyHolders will be the role of the SchemeClerkClerk.

Web

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application

  • UC7-1: Search: PolicyHolder List > use the search box > search, the default list will show only the active policy holderPolicyHolders
  • UC7-2: Add: PolicyHolder List > "addAdd" PolicyHolder > fill the details on the Policy holder PolicyHolder page > saveSave
  • UC7-3: Update: PolicyHolder List > "Select" PolicyHolder > update the details on the Policy holder page > saveSave
  • UC7-4: Delete: PolicyHolder List > "Select" PolicyHolder > Delete (this role should be only available to admin, others should only archive by setting the DateValidTo)

PolicyHolder User

Web application

  • UC7-5: search Search users: PolicyHolder List > "Select" PolicyHolder > UserList User List > > search, the default list will show only the active policy holder active PolicyHolder's users
  • UC7-6: add Add users: PolicyHolder List > "Select" PolicyHolder > UserList User List > add user > add details (validity dates) > Save
  • UC7-7: update Update users: "Select" PolicyHolder > UserList > (Search user) >Select User > change details (validity dates) > Save
  • UC7-8: block Delete user: "Select" PolicyHolder > UserList > (Search user) >Select User > change details > BlockDelete


PolicyHolder insuree

Managing PolicyHolder's insure will be possible from the PolicyHolder page. This should be possible for the PolicyHolderClerk and the SchemeClerk.

Web application

  • UC1-1: Search: PolicyHolder List > "Select" PolicyHolder > Insuree tab > use the search box > search, the default list will show only the active policy holder insuree
  • UC1-2: Add: PolicyHolder List > "Select" PolicyHolder > Insuree tab > 'add' insure > fill the details on the PolicyHolder insuree page > save
  • UC1-3: Update (error): PolicyHolder List > "Select" PolicyHolder > Insuree tab > update the details on the PolicyHolder page > save
  • UC1-4: Replace: (new version) PolicyHolder List > "Select" PolicyHolder > Insuree tab > update the details on the Policy holder page > create new version > add ValidityTo
  • UC1-5: Delete: PolicyHolder List > "Select" PolicyHolder > Insuree tab > "Select" an insuree> Delete (this role should be only available to admin, other should only archive by setting the DateValidTo)

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Managing Policy holder contribution plan bundle, this should be possible for the SchemeClerk or SchemeAdmin.

Web application

  • UC11-1: Search: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > use the search box > search, the default list will show only the active contribution plan
  • UC11-2: Add: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > 'add' contribution plan bundles > fill the details on the Policy holder insuree page > save
  • UC11-3: Replace (new version):"Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > update the contribution plan > create a new version > add ValidityTo
  • UC11-4: Delete: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > Delete

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  • UUID (char(24) )
  • Version (integer - to be used for optimistic locking)
  • ContributionPlanBundleUUID (fk_contributionPlanBundle)
  • PolicyHolderUUID (fk policyHolder)
  • Json_ext (json)
  • DateCreated (date)
  • DateUpdated (date)
  • UserUpdatedUUID (fk users)
  • UserCreatedUUID (fk users)
  • isActive (bool)
  • DateValidFrom (date)
  • DateValidTo (date)


PolicyHolderUser

  • UUID (char(24) )
  • UserUUID (fk_user)
  • PolicyHolderUUID (fk policyHolder)
  • Json_ext (json)
  • DateCreated (date)
  • DateUpdated (date)
  • UserUpdatedUUID (fk users)
  • UserCreatedUUID  (fk users)
  • isActive (bool)
  • DateValidFrom (date)
  • DateValidTo (date)

...

Mutation as part of the schema file:

Permissions

See models section above

Models

See models section above

Services

  • CRUD services
  • replacePolicyolder
  • replacePolicyHolderInsuree
  • replacePoicyHolderContributionPlanBundle



Front end

The list of PolicyHolder should use the same layout as other existing list in openIMIS (claims, insuree ...)

Menu:

Policyholder menu itme should be located under the main menu "Insuree and policy menu"

PolicyHolder search pages

List of the search criterias

  • code (string)
  • Tradename (string) 
  • Location (Select)
  • LegalForm (configEnum:legalForm ) (Select)
  • ActivityCode (configEnum:activity) (Select)
  • DateValidFrom (date) - Date picker
  • DateValidTo (date) - Date picker

List of the columns in the search result

  • display name (code - Tradename )
  • Location
  • LegalForm (configEnum:legalForm )
  • ActivityCode (configEnum:activity)
  • DateValidFrom (date)
  • DateValidTo (date)
  • Delete button at the end of the line (see Location module)

MaterialUI + to add a policy holder

The PolicyHolder card

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General Information

Once a policyholder open from the search list, the "General information" section or tab is displayed with those fields (editable for the one with enough rights)

  • PolicyHolder information that can be edited (as the opened tab called general information)
  • Code (varchar) (Mandatory)
  • TradeName (varchar) (Mandatory)
  • LocationsUUID (fk tblLocations) (Mandatory)
    • Search for location with Level - Code - Name (all strings)
  • Address (varchar/json): mutliline Box String OR (Address line 1, line2 , post code, city)
  • Phone (varchar): string + configurable Regex for validation/constraint
  • Fax (varchar): + configurable Regex for validation/constraint
  • Email (varchar) + std email field
  • ContactName (varchar/json)
  • LegalForm (configEnum:legalForm )
  • ActivityCode (configEnum:activity)
  • AccountancyAccount (varchar) + configurable Regex for validation/constraint
  • ?bankAccount (json) 
  • PaymentReference (varchar) + configurable Regex for validation/constraint
  • DateValidFrom (date) (Mandatory)
  • DateValidTo (date)

...

PolicyHolder Users

This pages/section will link link interactive user to policyholder

...

, in order to allow them access on that policy holder data

...

on the policyholder portal (show only user with one of portal authorities)

This page or section could be in different form

  • a tab in the Policyholder card
  • a dedicated page, access from the policyholder card via a link that prefill  policyholder search criteria
  • a new "menu" that have the name of the policy holder

PolicyHolder Users search criterias

  • option to show inactive user

other search should be location on the column header (TBC)

  • user search (contribution_fe ?)

PolicyHolder Users result column

  • (User name / names first / last) Contribution of fe user module, Dropdown for new and value (or readonly dropdown preselected) for existing
  • DateValidFrom (date)(input field)
  • DateValidTo (date) (input field)
  • Delete (will put it inactive, change the DateValidTo ) (+ add button in place of delete)add should be a

an empty line at the top of the list

...

with the (plus) add button in place of delete,once filled, new empty line should be displayed

The material (Save

...

) UI buttom

...

will save all the changes made on the list


PolicyHolder Insurees

This pages/section will link the policyholder and a given insuree

...

, and will enable the addition of data on that relationship (contribution

...

plan bundle and

...

calculation rules parameters)

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This page or section could be in different form

  • a tab in the Policyholder card
  • a dedicated page, access from the policyholder card via a link that prefill  policyholder search criteria
  • a new "menu" that have the name of the policy holder

PolicyHolder insuree search criterias

  • option to show inactive user

other search should be location on the column header (TBC)

  • insuree search (contribution_fe ?)
  • contribution plan bundle search (contribution_fe ?)

PolicyHolder insuree result column

  • (Insuree data) contribution_fe insure module,Dropdown for new and value for existing
  • (contribution plan bundle data) contribution_fe "contribution plan bundle" module, Dropdown of PHCPB for new and value for existing
  • (calculation data) contribution_fe "calculation/rules" module, (inputs fields)
  • DateValidFrom (date) (input field)
  • DateValidTo (date) (input field)
  • Delete (will put it inactive, change the DateValidTo )

...

an empty line at the top of the list

...

with the (plus) add button in place of delete

...

,once filled, new empty line should be displayed

The material (Save

...

) UI buttom

...

will save all the changes made on the list

PolicyHolder Contribution plan bundle

  • a tab for the PHCPB a or link simple pre-filtered for the PHCPB  search
    • option to show inactive PHCPB
    • link CPB to policyholder is allow access on that policy holder data to that user (show only user with one of portal authorities)
      • ( CPB data) contribution_fe CPB module,Dropdown for new and value for existing
      • (calculation data) contribution_fe "calculation/rules" module, (inputs fields)
      • Delete button
      add should be a

an empty line at the top of the list

...

with the (plus) add button in place of delete

...

,once filled, new empty line should be displayed

The material (Save

...

) UI buttom

...

will save all the changes made on the list

Link to entity of existing modules

  • a possibility to add tab  with (will be the case for the contract and payment)
    •  a simple pre-filtered for the contribution search → select/double click will lead to contribution pages (made by blue square) TBD
    •  a simple pre-filtered for the policy search → select/double click will lead to contribution pages (made by blue square) TBD

Link to other entities

  • place holder for other tab / link to search pages → those should be added by contribution_fe

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Front end Configuration

  • Get Backend Configuration for the dropdown/enums or duplicate it
  • configurable Regex for validation/constraint for the phone and FAX (NTHNice to have)
  • Get Be Config or duplicate it
  • configurable Regex for validation/constraint for AccountancyAccount (NTHNice to have)
  • configurable Regex for validation/constraint PaymentReference (NTHNice to have)

When a tab is opened, only the id and the name of the policy holder will be displayed in a top ribbon (as bread crumbs). or Prefilled search fields

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