Contribution Plan Bundle¶

The goal of the contribution plans bundle (CPB) is the group several contribution plan to build a standard offering for a bundle of product

the goal is to ease enrollement of conplex offerings where it would be easy otherwise for the user to mkae a misstake

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. 118 Navigation Contribution plan bundle

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

Img. 119 Search Contribution plan bundle

Search Page¶

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
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. 120 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
create Contribution plan bundle button

a creation popup will be displayed