...
Each PolicyHolder (employer) will be registered in openIMIS.
Each PolicyHolder will have access to some schemes.
The PolicyHolder would have the possibility to add insurees with a contract period, default pricing parameters (e.g., income) and the contribution plan bundle to use.
...
The PolicyHolder will have user that will be able to connect on the policyholder portal
...
Business Processes
The process bellow will respect the location scope of the users, meaning that, to add a PolicyHolder for a region, the scheme clerk must have access to that very region.
The enrollment process that will be supported is defined by Nepal requirements. Althrough we try to make it broader, it might not support all the enrollment processes of all group insurances.
...
option to show inactive user
other search should be location on the column header (TBC)
user search (contribution_fe ?)
...
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 ?)
...
(Insuree data) contribution_fe insure module, Dropdown for new and value for existing
(contribution plan bundle data) contribution_fe "contribution plan bundle" module, Dropdown “Dropdown of PHCPB for PHCPB" for new, and value “value” for existing
(calculation data) contribution_fe "calculation/rules" module, (inputs fields)
DateValidFrom (date) (input field)
DateValidTo (date) (input field)
replace and Delete button (will put it inactive, change the DateValidTo)
...
PolicyHolder Contribution plan bundle
...
This page/section will link the CPB to PolicyHolder, only CPB part of that list will selectable on the PHuser page/section
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 PolicyHolder
PolicyHolder Contribution plan bundle search criteria
option to show inactive PHCPB
link CPB to PolicyHolder to allow access on that PolicyHolder data to that user (show only user with one of portal authorities)
contribution plan bundle search (contribution_fe ?)
PolicyHolder Contribution plan bundle result columns
(CPB data) contribution_fe CPB module, Dropdown for new and value for existing
(calculation data) contribution_fe "calculation/rules" module, (inputs fields, if any)
replace and Delete button (TBC)
An empty line at the top of the list with the 
add button in place of delete, once filled, new empty line should be displayed.
...
When a tab is opened, only the id and the name of the PolicyHolder will be displayed in a top ribbon (as bread crumbs) or Prefilled search fieldsFIXME: replace UI, search sub list (PHuser, PHinsuree, PHCPB)