Content
Pre-conditions
Before configuring the policyholder, and the to-be-covered insuree; the insurees must be known in openIMIS and at least a product, a contribution plan and a contribution plan bundle must be configured.
Navigation
All functionality for use with the administration of Policyholder can be found under the main menu Insurees and Policies
, sub menu Policyholder
.
Clicking on the sub menu Policyholder
re-directs the current user to the Find Policyholder Page.
Search Page
Search criteria
Code
Code of the policyholder, often given during the registration process
Trade nameName of the policyholder
Region/District/Municipality/Village
Location of the policyholder
Legal Form
Legal form of the policyholder
Activity code
Code of the policyholder activity
Date Valid from/to
Period on which the policyholder is considered as valid for the scheme (eg. creation date / liquidation date)
Show deleted
Show deleted policyhodler
Reset search criteria
Apply the search criteria
Result pane
The columns name definitions match with the search criteria definitions. The rows are the serach results.Delete policyholder
Confirmation pop up is displayedEdit policyholder
As doubleclick on the line, clicking on that button will open the policyholder Pagestandard notification panel for async message (deletion / creation / updates … )
Form
General Information
Code
Code of the policyholder, often given during the registration processTrade name
Name of the policyholderRegion/District/Municipality/Village
Location of the policyholderLegal Form
Legal form of the policyholderActivity code
Code of the policyholder activityValidity date from/to
Period on which the policyholder is considered as valid for the scheme (eg. creation date / liquidation date)Address
Address of the policyholderPhone
Phone of the policyholderFax
Fax of the policyholderEmail
Email of the policyholderContact Name
Name of the contactAccountancy code
Bank Account
Payment reference
Policyholder insuree tab
This tab shows the insuree linked to the policyholder
Search
Insuree number
Contribution bundle plan
Date Valid from/to: Period on which the insuree is attached to the policyholder
Show deleted: show deleted link between policyholder and insuree
Reset and aply search button are using the same icon as the policyholder.
“Create new policyholder Insuree” button will open a creation pop up.
Results
See search part of the columns descriptions.
In addition to the standard column, the calcualtion column shows default parameters that are pulled from the calcuation rules, in the picture the income is display in that column. Once a contract is created, the data is duplicated on the contract details and might be modified for a specific contract.
Edit button will open a edit popup
Delete button will open a confirmation popup
Duplicate will open a creation popup
Contribution plan tab
This tab is used to link Contribution plan to policyholder in order to reduce the possible Contribution plan choice for the policyholders.
See contribution plan page for more details on contribution plan.
Payement tab
This tab shows the payments linked to policyholder contract.
See payment page for more details on payment.
Policyholder user
This tab is used to see User that that dedicated rights for this policyholder (that user might not be able to see other policyholder).
See policyholder page.
Contract
This tabs show the policyholder contract.
See contract page for more details on contract.
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