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 (this role should be only available to admin, other should only archive by setting the DateValidTo)

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
• PolicyHolderContractDetails
  • Portal C/R/U/D (4 authorities)
• PolicyHolderUser
  • Portal C/R/U/D (4 authorities)
• Payment
  • Portal sent* (TBC)
• ContributionPlanBundle
  • Portal R
• ContributionPlan
  • Portal R

Details design