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Code (varchar 32)*
Version (integer - to be used for optimistic locking)**
TradeName (varchar 256)*
LocationsUUID (fk tblLocations)
Not limited to one level
Address (varchar/json 1024)
Phone (varchar 16)
Fax (varchar 16)
Email (varchar 256)
ContactName (varchar 256/json)
LegalForm (configEnum:legalForm)
ActivityCode (configEnum:activity)
AccountancyAccount (varchar 64)
?bankAccount (varchar /json)
PaymentReference (varchar 128)
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UserUUID (fk_user)*
PolicyHolderUUID (fk policyHolder)*
Services
CRUD services
replacePolicyHolderreplacePolicyHolderUser
replacePolicyHolderInsuree
replacePoicyHolderContributionPlanBundle
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Policyholder menu item should be located under the main menu "Insuree and policy".
PolicyHolder search
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page
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PolicyHolder search criteria
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Code (string)
Tradename (string)
Location (4 Select, one per level)
LegalForm (configEnum:legalForm ) (Select)
ActivityCode (configEnum:activity) (Select)
DateValidFrom (date) - Date picker
DateValidTo (date) - Date picker
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The PolicyHolder result columns
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)
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Once a PolicyHolder view/update page opens from the search list, the "General information" section or tab is displayed with those fields (editable for the one with enough rights):
Code (varchar) (Mandatory)
TradeName (varchar) (Mandatory)
LocationsUUID (fk tblLocations) (Mandatory)
Search for location with Level - Code - Name (all strings)
Address (varchar/json): multiline 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 validation
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/tab will link interactive (openIMIS) user to PolicyHolder, in order to allow them to access the PolicyHolder’s data on the PolicyHolder portal (show only user with one of portal authorities - PolicyHolderClerk).
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option to show inactive user
option to show past user (DateValidTo in the past)
other search should be location on the column header (TBC)
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(User name / firstname / lastname) 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)
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.
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