Concepts

Use cases

Policyholder (employer)

Policy holder might want to manage his users

Policy holder portal

• UC12-6: add users: UserList > add user
• UC12-7: update user: UserList > (Search user) >Select User > change details > Save
• UC12-8: block user: UserList > (Search user) >Select User > change details > Block

Policy holder insuree

Managing policy holder insure will be possible from the policy holder page, this should be possible for the PolicyHolderClerk

Policy holder portal

• UC12-1: Search: My Insuree tab > use the search box > search, the default list will show only the active policy holder insuree
• UC12-2: Add: My Insuree tab > 'add' insure > fill the details on the Policy holder insuree page > save
• UC12-3: Update (error): My Insuree tab > update the details on the Policy holder page > save
• UC12-4: Replace (new version) My Insuree tab > update the details on the Policy holder page > create new version  > add ValidityTo
• UC12-5: Delete: My insuree tab > "Select" an insuree> Delete (this role should be only available to admin, other should only archive by setting the DateValidTo)

Contract

Policy holder portal

• UC14-1: search contract > My Contract list >fill search criteria > search

• UC14-2: Update details > My Contract list > Select contract > update one/several line > save

• UC14-3: Submit/sign "contract" > My Contract list > Select contract(s) > Submit/Sign contract

Authorities

To manage the group insurance several authorities will be added,

• PolicyHolder
  • Portal R
• PolicyHolderInsuree
  • Portal C/R/U/D (4 authorities)
• PolicyHolderContract
  • Portal Submit
  • Portal Amend
• PolicyHolderContractDetails
  • Portal C/R/U/D (4 authorities)
• PolicyHolderUser
  • Portal C/R/U/D (4 authorities)
• Payment
  • Portal sent* (TBC)
• ContributionPlanBundle
  • Portal R
• ContributionPlan
  • Portal R

Details design

Authorities (prefix 154)

• portalPH
  • search → 154 001
• portalPHI
  • search → 154 101
  • create → 154 102
  • update → 154 103
  • delete → 154 104
• portalPHC
  • submit→ 154 207
  • amend→ 154 209
• portalPHCD
  • search → 154 301
  • create → 154 302
  • update → 154 303
  • delete → 154 304

• portalPHuser
  • search → 154 401
  • create → 154 402
  • update → 154 403
  • delete → 154 404
• portalPayment
  • submit→ 154 507
• portalPlanbundle
  
  • search→ 154 601
• portalPlan
  
  • search→ 154 701