Contribution Plan Bundle (User Manual)
- Harry Larbi
- Thea Minnich
The goal of the contribution plans bundle (CPB) is the group several contribution plan to build a standard offering for a bundle of product.
The goal is to ease enrollement of conplex offerings where it would be easy otherwise for the user to mkae a misstake.
The Contribution plan bundle is linked to Contribution plans.
Pre-conditions
Product must be created
Navigation
All functionality for use with the administration of Contribution plan bundle can be found under the main menu Administration, sub menu Contribution plan bundle.
Clicking on the sub menu Contribution plan bundle re-directs the current user to the Find contract Page.
Search Page
Search criteria
Code: code of Contribution plan bundle
Name: name of Contribution plan bundle
Calculation rule: rule part of a contribution plan
Insurance product: insurance product of a contribution plan
Date valid from/to: period on which the Contribution plan bundle is valid
Periodicity: periodicity of the Contribution plan bundle plan in months
Show deleted
results
the columns name definiction matches with the search criteria definitions:
the rows are the search results
Edit Contribution plan bundle
Doubleclick on the line or clicking on the edit button will open the edit page
“Create New Contribution Plan” button can add a new link between the bundle and a contribution plan
create popup will be displayed
Edit button
edit popup will be displayed
delete button
confirmation popup will be displayed
replace button
replace popup will be displayed, the old link will have the validity to updated to the validiy from of the new link
Delete
Confirmation pop up is displayed
duplicate
a creation popup will be displayed
create Contribution plan bundle button
a creation popup will be displayed
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