Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Concepts

The pricing for the same benefit plan may differ from a sector to another; the «Contribution plan» are to define different cost/pricing rules and the payment periodicity (in a month) for a given Benefit plan.
A benefit package (product in IMIS) can have multiple Contribution plans attached meaning the insuree may have different contributions level (different calculation) but contribute to the same pool. The Contribution plans will have parameters such as maximum payment delay, grace periods.
A given company may have to subscribe to multiple benefit plans for each employee (basic health insurance, advanced health insurance, accident*, retirement*); The "Contribution plans bundle" groups "Contribution plans" to ease the assignation of multiple Contribution plans to an Insuree/employee. The Contribution plans part of the same bundle must have the same periodicity.
The start date of the contract will be on the 1st day of the month.
The Contribution plans and Contribution plans bundle might also be usable by the direct insurance/informal sector, but some code change is likely and not covered by this solution

Use cases

Contribution plan bundle:

Managing a contribution plan bundle should be possible for the SchemeAdmin

Web application

  • UC10-1: Search: contribution plan bundles List > use the search box > search, the default list will show only the active contribution plan bundle
  • UC10-2: Add: contribution plan bundle List > 'add' contribution plan bundle > fill the details on the contribution plan bundle page > save
  • UC10-3: Update: contribution plan bundles List > "Select" contribution plans bundles > update the details on the contribution plan bundle > save
  • UC10-4: Delete: contribution plan bundle List > "Select" contribution plan bundle > "Delete (this role should be only available to admin, others should only archive by setting the DateValidTo)
  • UC10-5: Replace: contribution plan bundle-> List contribution plan bundle List > "Select" contribution plan bundle > update the details on the contribution plan bundle, update the contribution plan > replace version > add ValidityTo (DateValidTo of the to-be-replace CPB will be set are the Validity from the new CPB )

backend

  • UC10-6: Replacing / removing propagation to policyholder contribution plan bundle
  • UC10-7: Replacing / removing propagation to policyholder insure contribution plan bundle





Contribution plan

Managing a contribution plan bundle should be possible for the SchemeAdmin

Web application

  • UC8-1: Search: contribution plan List > use the search box > search, the default list will show only the active contribution plan
  • UC8-2: Add: contribution plan List > 'add' contribution plan > fill the details on the contribution plan page > save
  • UC8-3: Update: contribution plan List > "Select" contribution plan > update the details on the contribution plan > save
  • UC8-4: Delete: contribution plan List > "Select" contribution plan > "Delete (this role should be only available to admin, others should only archive by setting the DateValidTo)
  • UC8-5: Replace: contribution plan bundle List > List contribution plan > "Select" contribution plan > update the details on the contribution plan > create a new version > add ValidityTo (DateValidTo of the to-be-replace CPB will be set are the Validity from the new CPB )

backend

  • UC8-6: Replacing / removing propagation to contribution plan bundle

Details design

Back end module

Entities

ContributionPlanBundle(HistoryBusinessModel)

  • Code (varchar)*
  • Name (varchar)

ContributionPlanBundleDetails - under ContributionPlanBundle (HistoryModel)

  • ContributionPlanBundleUUID: (fk ContributionPlanBundle)*
  • ContributionPlanUUID: (fk_contributionPlan)*

ContributionPlan(HistoryBusinessModel)

  • Code (varchar 32)
  • name(varchar 256)
  • CalculationUUID
  • BenefitPlanUUID (fk_product )
  • Periodicity (int)
    • Number of month between 2 payment
  • Amendment (0 for the contract)

Grace Period,Rate,Threshold will be stored on the json_ext part of HistoryModel

Mutations

Authorities

To manage the group insurance several authorities will be added, the existing authorities have a "*" :

  • ContributionPlanBundle
    • C/R/U/D(4 authorities)
  • ContributionPlan
    • C/R/U/D(4 authorities)

Services

  • C/U/D service ContributionPlanBundle
    • check autority
    • ensure Code uniqueness for ValidTo/ValidFrom
    • Ensure mandatory fields are present
    • code not editable once created
    • Ensure that the periodicity for the contribution plan are the same
  • Replace ContributionPlanBundle
  • C/U/D service ContributionPlan
    • check authority
    • ensure Code uniqueness for ValidTo/ValidFrom
    • Ensure mandatory fields are present
    • code not editable once created
  • Replace ContributionPlan

Front end

The list of Contract should use the same layout as other existing list in openIMIS (claims, insuree ...).

Menu

Contract menu item should be located under the main menu "Insuree and policy".

ContributionPlan search page

search criteria

  • Code
  • name
  • Date where the ContributionPlan are/were valid (Date entered > DateValidFrom and (Date entered<= DateValidTo or DateValidTo is NULL))
  • periodicity (all )

search result column

  • code
  • name
  • calculation (contribution_fe)
  • insurance Product (contribution_fe)
  • periodicity
  • DateValidTo
  • DateValidFrom

  • Delete (Trash) and Edit (Pen) buttons at the end of the line (see Location module)

MaterialUI :plus: to add a ContributionPlan

Double click or click on Edit button to update a PolicyHolder.

ContributionPlan card

  • code (mandatory, not editable once created)
  • name (mandatory)
  • calculation (contribution_fe) (mandatory)
  • insurance Product (contribution_fe) (mandatory)
  • periodicity (mandatory)
  • DateValidTo (mandatory)
  • DateValidFrom

The material (Save) UI button will save the changes

ContributionPlanBundle search page

search criteria

  • Code
  • name
  • Date where the ContributionPlan are/were valid (Date entered > DateValidFrom and (Date entered<= DateValidTo or DateValidTo is NULL))
  • calculation (contribution_fe) (info in the Contribution plan part of the bundle)
  • insurance Product (contribution_fe) (info in the Contribution plan part of the bundle)
  • periodicity (info in the Contribution plan part of the bundle)

search result column

  • code
  • name
  • DateValidTo
  • DateValidFrom

  • Delete (Trash) and Edit (Pen) buttons at the end of the line (see Location module)

MaterialUI :plus: to add a ContributionPlan

Double click or click on Edit button to update a PolicyHolder.

ContributionPlanBundle card

  • code (mandatory, not editable once created)
  • name (mandatory)
  • DateValidTo (mandatory)
  • DateValidFrom
  • LIST of the contribution plan
    • Column
      • name
      • code
      • product
      • periodicity
      • DateValidTo
      • DateValidFrom
      • replace and delete button

    • An empty line at the top of the list with the :plus: add button in place of delete, once filled, new empty line should be displayed.


The material (Save) UI button will save the changes


  • No labels

Did you encounter a problem or do you have a suggestion?

Please contact our Service Desk


This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License. https://creativecommons.org/licenses/by-sa/4.0/