Contribution Plan (User Manual)

The goal of the contribution plans is the bring flexibity in the enrollment and princing models.

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 menu Contribution plan.

Open

Img. 115 Navigation Contribution plan

Clicking on the sub menu Contribution plan re-directs the current user to the Find contract Page.

Open

Img. 116 Search Contribution plan

Search Page

1. 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

2. 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

3. create Contribution plan button

   a creation popup will be displayed