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

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

• 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

  • replace→ 154 106

  • delete → 154 104

• portalPHC

  • search → 154 201

  • create → 154 202

  • update→ 154 203

  • submit→ 154 207

  • amend→ 154 209

• portalPHuser

  • search → 154 401

  • create → 154 402

  • update → 154 403

  • delete → 154 404

  • replace→ 154 406

• portalPayment

  • search →154 501

  • (nice to have: submit→ 154 507)

• portalPHContributionPlanbundle
  
  

  • search→ 154 601

• (NiceToHave)portalContributionPlanbundle 
  
  

  • search→ 154 701

• (NiceToHave)portalPlan
  
  

  • search→ 154 801

• (NiceToHave)portalInsureePolicy
  
  

  • search→ 154 901

Menu access:

• Policyholder Menu should be only active if portalPH search role is attached to the user (in addtion to PH search)

• PolicyHolderUser Menu (new in administration) should be accessible only if portalPHUser authority is activated

  • label: Policy Holder Users

  • icon: SupervisorAccountIcon from https://material-ui.com/components/material-icons/

PolicyHolder search

• The STD PH search page can be reused BUT only PH linked to the user in portalPHuser must be displayed

PolicyHolder Card

• For the General information or the existing TAB, the portalPH right must be checked in addition to the PH rights, the backend should ensure that an user that have only portalPH right is also linked to the PH displayed

• Payment tab should be develop in payment module
  
  

  • Payment Menu should be accessible only if portalPayment search  role
    
    

    • only payment related to the PH must be displayed

  • Payment are read-only