Contract

The contract define the wished coverage for a given list of isuree for a defined period

Pre-conditions

Contract works only with group insurance so far but this might evolve in the futur

Navigation

All functionality for use with the administration of contract can be found under the main menu Insurees and Policies, sub menu Contract.

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Img. 162 Navigation Contract

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

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Img. 163 Search Contract

Search Page

  1. Search criteria
  • Code: code of the policyholder, often given during the registration process
  • Policyholder: contract for a given policyholder
  • Amount from/to: serach contract by amount
  • Payment due date
  • Payment reference
  • Amendement: search for amendement (0 is none)
  • Date Valid from/to: Period covered by the contract
  • State: status of the contract
  • show deleted: show deleted policyhodler
  1. reset search criteria
  2. apply the search criteria
  3. Result pane

the columns name definiction matches with the search criteria definitions

the rows are the search results

  1. Edit policyholder
as doubleclick on the line, clicking on that button will open the policyholder Page
  1. Delete policyhodler
Confirmation pop up is displayed
  1. standard notification panel for async message (deletion / creation / updates … )

Card

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Img. 164 Navigation Contract

General inforamation

  • Code: code of the contract

  • Policyholder: contract for the given policyholder

  • amounts

    • notified : the amount when the contract was created, based on insuree default calculation parameters
    • rectified: the amount after modification of the contract (add/remove insuree, change of the calculation params .. )
    • Due: amount after validation of the schem admin

  • Date approved: date when the scheme admin approaved the contract

  • Payment due date

  • State: status of the contract

  • Payment reference

  • Amendement: amendement number (0 is none)

  • Date Valid from/to: Period covered by the contract

button

The button in 10 is reject a contract, required the approve rights and the contract to be in “negociable” state

The button in 11 is approve a contract, required the approve rights and the contract to be in “negociable” state

The button submit a contract, required the submit rights and the contract to be in “draft” or “Counter” state

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Img. 165 Search submit

The button submit a contract, required the amend rights and the contract to be in “effective” state

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Img. 166 Search amend

contract details tab

This tab shows the insuree linked to the contract

Search

  • Insuree number
  • Contribution bundle plan

Reset and aply search button are using the same icon as the PH

“Create new policyholder Insuree” button will open a creation pop up

Results

see search part of the columns descriptions

in addition to the standard column, the calcualtion column shows parameters that are pulled from the calcuation rules, in the picture the income is display in that column

edit button will open a edit popup

delete button will open a confirmation popup

duplicate will open a creation popup

Contribution plan tab

this tab is used to link Contribution plan to policyholder in order to reduce the possible Contribution plan choice for the policyholders

See contribution plan page for more details on contribution plan

payement tab

This tab shows the payments linked to policyholder contract

See payment page for more details on payment

person covered user

this tab shows the persons covered by the contract it can the the insuree but also the dependant if the contribution plan foresee it

see policyholder page