...
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 (inactive policies will be hidden by default but it will be possible to show them in search results by means of a combination of the Show deleted and datevalid filter; the latter should be at Today per defaultnot deleted and today between dateValidFrom/TO)
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 insuree page > save
UC1-4: Replace: (new version) PolicyHolder List > "Select" PolicyHolder > Insuree tab > click on the replace button > create new version popup > conf : This will set the ValiditTo of previous to ValidityFrom of the new
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)
...
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(not deleted and today between dateValidFrom/TO)
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 > click on the replace button > create new version popup > conf : This will set the ValiditTo of previous to ValidityFrom of the new
UC11-4: Delete: PolicyHolder List > "Select" PolicyHolder > contribution plan tab > "Select" a contribution plan bundles > Delete
...
Code (string)
Tradename (string)
Location (4 Select, one per level)
LegalForm (configEnum:legalForm ) (Select)
ActivityCode (configEnum:activity) (Select)
DateValidFrom (dateToday by default) - Date pickerPicker
DateValidTo (date) - Date pickerPicker
checkbox to show deleted
(nice to have in R4) search per insuree
(nice to have in R4) search per contribution plan bundle
...
option to show deleted userdate on which the user should be active
DateValidFrom (Today by default)
DateValidTo
user search (contribution_fe ?)
...
option to show deleted user
insuree search (contribution_fe ?)
contribution plan bundle search (contribution_fe ?)
DateValidFrom (Today by default)
DateValidTo
PolicyHolder insuree result column
...
option to show inactive PHCPB
contribution plan bundle search (contribution_fe ?)
DateValidFrom (Today by default)
DateValidTo
PolicyHolder Contribution plan bundle result columns
...