Contribution plan bundle

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.

Img. 139 Navigation Contribution plan bundle

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

Img. 140 Search Contribution plan bundle

Search Page

1. 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

2. 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

     

     Img. 141 EditContribution plan bundle

     “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

3. create Contribution plan bundle button

   a creation popup will be displayed