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(TBC, could work with scheduler)UC3-1: Add bulk "contract": Policy holder List > select policyholder(s) (or for all the PH part of the search result) > generate bulk contract (…) > enter the date on which the contract must be created if not already covered by previous contract.
UC3-10: add “Contract“: Contract search > “Add“ contract > fill the details on the contract page (draft) >save (mandatory fields required) > the insuree from the PH are imported with default calculation params
UC3-2: Add "contract" from PH: Policy holder List > Select a Policy Holder > Contract list> Generate contract (the insuree from the PH are imported with default calculation params) > fill the details on the contract page (draft)
UC3-11: Access to contract via contract search: Contract search > select contract
UC3-12: Access to a contract via PolicyHolder :Policy holder List > Select a Policy Holder > Contract list > Select contract
UC3-3: Update contract details: edit button on contract selected >update the details on the contract page (updatable fields will depend on the state) > save
UC3-3.1: add contract detail contractDetail : update contract > click on add PH ContractDetail (show Ph insuree) > enter the details in the popup > save
UC3-3.2: Update contractDetails: update contract > click the edit button of the ContractDetail (show Ph insuree)> confirm in the delete conf popup
UC3-3.3: Dupdate delete contract detail: update contract > click the delete button of the PH ContractDetail (show Ph insuree)> confirm in the delete conf popup
UC3-4: Submit (“sign PH)) "contract": contract selected >open contract > Submit/sign contract > conf popup
(TBC)UC3-5: Approve (“sign Insurance“) "Contract" bulk: Select contract(s) > Approve contract (…)(only for submitted contract) > conf pop up with the number of contract impacted
UC3-13: Approve (“sign Insurance“) "Contract": Select contract > open contract > contract Approved (only for submitted contract) > conf popup
UC3-13.1: see contribution details: "Contract": Select contract > open contract > open contribution details tab
UC3-6: Counter "Contract": Select contract > open contract > Counter contract / reject (only for submitted contract) > conf popup
UC3-7: Amend "contract": Select contract > open contract > Generate Amendment > confirmation with Amendment number > add details (if it is about a new employee, they should be added before on the employee list)
UC3-X: Delete"contract": Contract list > click on the delete button> conf popup (only available for contract in updatable or approvable status)
Backend
UC3-8: send payment notification by email
UC3-9: send update required (from ask update) notification by email
UC3-14: (TBC replace UC3-1) create contract based on CPB periodicity / “renew-replace contract”
UC3-15: once approved (contract):
Check if there is a valid policy for the insure covered by the contract (+ grace period), if not then it will create such policy with the normal duration and a status "contracted."
matching contribution need to be created linked to the policie(s)
it the overall amount is > 0 ; create the related payment (payment status 3),
if there is an amendment with a null or negative amount and without payment, add the policy of that amendment to the payment
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create
run service updateFromPHInsuree
NotifiedAmount = ContractValuation(false)
Contract state will become “Draft”
edit/update
check rights for contract / amendments
check status
if in “draft”/ “request for information“ / “counter“ only the code cannot be changed,
if in “Negotiable” changes are possible only with the authority “Approve/ask for change”
delete
check rights
block deleting contract not in Updateable or Approvable state
submit
check right
RectifiedAmount = ContractValuation(false)
create Contractcontribution (see createcontractContribution service)
send signal
Contract state will become “Negotiable”
approved
check rights (Approve/ask for change)
send signal
RectifiedAmount = ContractValuation(true)
create Contractpayment (see createcontractPayment service)
Contract state will become “Executable”
counter
check right (Approve/ask for change)
Contract state will become “counter”,
renew
create a new contract that follow the existing active contract (if not yet existing)
amend
check rights
create a new “amendment“ contract from the last amendement
increment Amendment of 1 (i.e. 1st amendment will have 1, 2nd: 2 … )
change status of the previous contract/amendement to 6 “addendum“
ContractValuation(bool save)
create the ContractContributionPlanDetails based on the ContractDetails
save them only if the save param is true
return the total amount
createContribution
create the contributions based on the ContractContributionPlanDetails
createcontractPayment
create a payment that cover all contributions related to the contract
updateFromPHInsuree
if PH is set, Update the ContractDetails based on the PHInsuree
getNegativeAmountAmendement (creditnote)
look for approved contract (amendement) for that PH that have a negative AmountDue
activateContractedPolicies (listen to payment signal)
Activate the policy related to the contract (create policy insuree for the contract period + grace period)
Contract state will become “effective”,
launch TerminateContractchange status to 7 - Effective
TerminateContract
previous contract of the (DateValidTo) will become “terminated“
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CPB picker restricted to the PHCPB if PH define on the contract *
Insuree picker restricted to the PHinsuree if PH define on the contract *
calculation parameters (Mandatory fields will be managed by the calculation contribution)
Save button
The relationship whit the contract is not displayed because implicit
confirmation popup
on delete contract details
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