Contribution plan

The contribution plan enable different pricing and enrollment logic for a given product.

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.

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Img. 136 Navigation Contribution plan

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

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Img. 137 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

      ../../_images/contribution_plan.edit.png

      Img. 138 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