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PolicyHolder Users search criteria
option to show inactive deleted user
date on which the user should be active
user search (contribution_fe ?)
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PolicyHolder insuree search criteria
option to show inactive user
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deleted user
insuree search (contribution_fe ?)
contribution plan bundle search (contribution_fe ?)
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The material (Save) UI button will save all the changes made on the list.
Link to
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a possibility to add tab with (will be the case for the contract and payment):
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other entities
place holder for other tab / link to search pages → those should be added by contribution_fe
place holder for other tab / link to search pages → those should be added by contribution_fe1 tab from the contract module
a simple pre-filtered for the contract search → select/double click will lead to contract pages (in the contract scope)
1 tab form the payment module (should have):
a simple pre-filtered for the
payment search → select/double click will lead to contribution pages (made by Bluesquare) TBD
2 tab from the policy module (Nice to have):
a simple pre-filtered for the
contribution search → select/double click will lead to contribution pages (made by Bluesquare) TBD
Link to other entities
a simple pre-filtered for the policy search → select/double click will lead to contribution pages (made by Bluesquare) TBD
Frontend Configuration
Get Backend Configuration for the dropdown/enums or duplicate it
configurable Regex for validation/constraint for the phone and FAX (Nice to have)
plus message when the constraint is not respected (in different languages)
configurable Regex for validation/constraint for AccountancyAccount (Nice to have)
plus message when the constraint is not respected (in different languages)
configurable Regex for validation/constraint PaymentReference (Nice to have)
plus message when the constraint is not respected (in different languages)
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 fields