Contribution plan

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


Product must be created


All functionality for use with the administration of contribution plan can be found under the main menu Administration, sub menu Contribution plan.


Img. 136 Navigation Contribution plan

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


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


      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