A contribution plan will attach a pricing strategy (calcRule) to given product, it can add up parameters in other pages when its stragegy requires information attached to other object: for example, a CP can ask the monthly income of an inuree to use it in the contribution value calculation
For one given product, multiple contribution plans could be created.
Pre-conditions
Product must be created
Navigation
All functionality for use with the administration of contribution plan can be found under the main menu
Administration
, sub menuContribution plan
.
Img. 115 Navigation Contribution plan
Clicking on the sub menu
Contribution plan
re-directs the current user to the Find contract Page.
Img. 116 Search Contribution plan
Search Page
Search criteria
Code: code of Contribution plan
Name: name of Contribution plan
Date valid from/to: period on which the Contribution plan is valid
Periodicity: periodicity of the Contribution plan plan in months
Show deleted
results
the columns name definiction matches with the search criteria definitions plus:
calucation rule: rule used to calculate the policy value but also all related logic (person to be covered, additionnal condition, grace periods …. )
insurance product: product to be used when creating policy/coverage
the rows are the search results
Edit Contribution plan
doubleclick on the line or clicking on the edit button will open the edit page
Img. 117 EditContribution plan
Delete
Confirmation pop up is displayed
duplicate
a creation popup will be displayed
create Contribution plan button
a creation popup will be displayed
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