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Wiki source code of 09.Insurance

Version 11.25 by Maguli Gogoladze on 2025/10/17 02:16
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1 {{box cssClass="floatinginfobox" title="**Contents**"}}
2 {{toc/}}
3 {{/box}}
4
5 = (% style="font-size:28px" %)**Overview**(%%) =
6
7 (% style="text-align: justify;" %)
8 The user (pricing manager of Kazunion tour operator) receives different insurance terms from insurance suppliers and registers them as programs. Then insurance packages are created based on programs and are available for agents to sell alongside with full packages.
9
10 (% style="text-align: justify;" %)
11 The user (a selling agent of Kazunion) may sell insurance as an additional service when booking includes only tours.
12
13 (% style="text-align: justify;" %)
14 Insurance module allows to choose between different Insurances/additional supplements and have authority to sell specific insurance to selected tourists individually.
15
16 (% style="text-align: justify;" %)
17 This functionality is available only for Nugioscore Kazunion only for the moment.
18
19 [[image:1760345651798-242.png||height="293" width="832"]]
20
21
22 == (% style="font-size:24px" %)Primary Users(%%) ==
23
24 Reservation department, System Administrator
25
26
27 == (% style="font-size:24px" %)Navigation Path(%%) ==
28
29 //Nugioscore/Sales/Insurance//
30
31
32 [[image:1760346202966-316.png||height="207" width="848"]]
33
34 = (% style="font-size:28px" %)Business Description(%%) =
35
36 = Programs =
37
38 == Features and Functionalities ==
39
40 The received different insurance terms from insurance suppliers are registered as programs in the system. Then insurance packages are created based on programs and are available for agents to sell alongside with full packages.
41
42 This is a space where the user is allowed to create/edit the insurance programs. The detailed information about programs is registered using button [[Add/Edit Program>>url:https://doc.clickup.com/2468594/p/h/2baqj-235103/79ae2e33368988f]].
43
44 When added/edited, a program is saved as Draft. There are three types of status of the records, and toolbar elements for this kind of records may be different as per status :
45
46 * Draft records- color is green and can be authorized or deleted
47 * Approved records - color is black and can be deauthorized only
48 * Deleted records - color grey, can be only undeleted
49
50 The page where [[Programs>>url:https://doc.clickup.com/2468594/p/h/2baqj-234383/79ae2e33368988f]] Tab is located is divided into two Grids. The [[Programs>>url:https://doc.clickup.com/2468594/p/h/2baqj-234383/79ae2e33368988f]]tab is in the Upper Grind.
51
52 The Grid Below, [[Program Details>>url:https://doc.clickup.com/2468594/p/h/2baqj-235183/79ae2e33368988f]]include tabs as [[Prices>>url:https://doc.clickup.com/2468594/p/h/2baqj-235203/79ae2e33368988f]], [[Age Conditions>>url:https://doc.clickup.com/2468594/p/h/2baqj-235223/79ae2e33368988f]], [[Group Conditions>>url:https://doc.clickup.com/2468594/p/h/2baqj-235243/79ae2e33368988f]] and [[Risks>>url:https://doc.clickup.com/2468594/p/h/2baqj-235263/79ae2e33368988f]], shows/allows to add detailed information about particular insurance Program. Accordingly, the information in the grid below changes according to the programs selected in the upper grid.
53
54 [[image:1760357301108-701.png||height="292" width="860"]]
55
56 === Buttons Description ===
57
58 |(% style="width:145px" %)**Grid Options**|(% style="width:901px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]]
59 |(% style="width:145px" %)**Filter Options**|(% style="width:901px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]]
60 |(% style="width:145px" %)**Refresh**|(% style="width:901px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]]
61 |(% style="width:145px" %)**Add/Edit**|(% style="width:901px" %)(((
62 This section allows to user to register/Edit received different insurance terms from insurance suppliers and create the [[Programs>>url:https://doc.clickup.com/2468594/p/h/2baqj-234383/79ae2e33368988f]].
63
64 If any of the mandatory fields stay empty during the registration process, the notification comes out: Please **Fill in the Information**. If a user enters an incorrect information type, the system shows a text directly in the field: **Incorrect Information**.
65
66 Note: The Edit button is always active/visible only when the record has a "draft" status.
67
68 [[image:1760349548993-578.png||height="266" width="290"]]
69
70 |(% style="width:217px" %)**Program name (zone0**|(% style="width:769px" %)This is the field where the Insurance agent types the name of the program it will be identified in the system.
71 |(% style="width:217px" %)**Departure Country**|(% style="width:769px" %)The user select the country from the drop down menu, which will be insurance coverage area.
72 |(% style="width:217px" %)**Departure Cities**|(% style="width:769px" %)(% style="color:#e74c3c" %)Needs info
73 |(% style="width:217px" %)**Arrival Country**|(% style="width:769px" %)(% style="color:#e74c3c" %)Needs info
74 |(% style="width:217px" %)**Supplier**|(% style="width:769px" %)The Supplier is the company that provides the insurance service to the Company. It is drop-down list and the user will have the possibility to choose the desired supplier from the list.
75 |(% style="width:217px" %)**Insurance Type**|(% style="width:769px" %)(((
76 Specific type of insurance at the moment are two:
77
78 * Medical
79 * Non-departure
80 )))
81 |(% style="width:217px" %)**Coverage Amount**|(% style="width:769px" %)This section shows the total insurance value defined by the supplier and applicable to this specific program only.
82 |(% style="width:217px" %)**Add Insurance Type**|(% style="width:769px" %)(((
83 This is the field that allows the user to add additional [[Insurance Type>>url:https://doc.clickup.com/2468594/p/h/2baqj-236603/79ae2e33368988f]] and [[Coverage Amount>>url:https://doc.clickup.com/2468594/p/h/2baqj-236623/79ae2e33368988f]] fields when needed to this program. The [[Insurance Type>>url:https://doc.clickup.com/2468594/p/h/2baqj-236603/79ae2e33368988f]] can be added as much as required and available at the moment of creation Insurance [[Programs>>url:https://doc.clickup.com/2468594/p/h/2baqj-234383/79ae2e33368988f]].
84 )))
85 |(% style="width:217px" %)**Transportation & repatriation**|(% style="width:769px" %)This field applies to the value of coverage amount of transportation and repatriation, that may be required during the insurance coverage period. The currency is optional and the user selects the one from the drop-down list.
86 |(% style="width:217px" %)**Deductible**|(% style="width:769px" %)This field applies to the value of coverage amount of transportation and repatriation, that may be required during the insurance coverage period. It shows how much is deductible from the total coverage amount.
87 |(% style="width:217px" %)**Cancel**|(% style="width:769px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]]
88 |(% style="width:217px" %)**Save**|(% style="width:769px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]]
89 |(% style="width:217px" %)**Close**|(% style="width:769px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]]
90 )))
91 |(% style="width:145px" %)**Delete/Undelete**|(% style="width:901px" %)(% style="color:#e74c3c" %)Needs Info
92 |(% style="width:145px" %)**Authorize/Deauthorize**|(% style="width:901px" %)(((
93 This feature is available to some specific users only who has been granted special permission to authorize/deauthorize the created insurance program and its terms in the Nugioscore system.
94
95 * Permission "Authorize" - is active when the program has "draft" status.
96 * Permission "Deauthorize" - is active when the program has "authorized" status.
97
98 After Authorization Programs/Insurance should be active/published.
99
100 It is important to mention that it is impossible to Authorize/Activate Programs without prices attached.
101
102 When the program is authorized in the [[Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-234403/79ae2e33368988f]] tab and in the [[Published>>url:https://doc.clickup.com/2468594/p/h/2baqj-253503/79ae2e33368988f]] column it has the status "yes" but if you deauthorize the program, in the [[Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-234403/79ae2e33368988f]] tab and in the [[Published>>url:https://doc.clickup.com/2468594/p/h/2baqj-253503/79ae2e33368988f]] column it gets the status "No".
103 )))
104 |(% style="width:145px" %)**Export to Excel**|(% style="width:901px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]]
105
106 === Grid Columns Description ===
107
108 |(% style="text-align:center; width:208px" %)**Name**|(% style="text-align:center; width:736px" %)**Description**|(% style="text-align:center; width:258px" %)**Database Name**
109 |(% style="width:208px" %)**Program name (zone)**|(% style="width:736px" %) |(% style="width:258px" %)
110 |(% style="width:208px" %)**Departure Country**|(% style="width:736px" %) |(% style="width:258px" %)
111 |(% style="width:208px" %)**Departure City**|(% style="width:736px" %) |(% style="width:258px" %)
112 |(% style="width:208px" %)**Arrival Country**|(% style="width:736px" %) |(% style="width:258px" %)
113 |(% style="width:208px" %)**Supplier**|(% style="width:736px" %) |(% style="width:258px" %)
114 |(% style="width:208px" %)**Insurance Type**|(% style="width:736px" %) |(% style="width:258px" %)
115 |(% style="width:208px" %)**Coverage Amount**|(% style="width:736px" %) |(% style="width:258px" %)
116 |(% style="width:208px" %)**Transportation & Repatriation**|(% style="width:736px" %) |(% style="width:258px" %)
117 |(% style="width:208px" %)**Deductible**|(% style="width:736px" %) |(% style="width:258px" %)
118 |(% style="width:208px" %)**Status**|(% style="width:736px" %) |(% style="width:258px" %)
119
120 == Program Details ==
121
122
123 The page where [[Programs>>url:https://doc.clickup.com/2468594/p/h/2baqj-234383/79ae2e33368988f]] Tab is located is divided into two Grids. The [[Programs>>url:https://doc.clickup.com/2468594/p/h/2baqj-234383/79ae2e33368988f]] tab is in the Upper Grind.
124
125 The Grid Below, [[Program Details>>url:https://doc.clickup.com/2468594/p/h/2baqj-235183/79ae2e33368988f]] includes [[Prices>>url:https://doc.clickup.com/2468594/p/h/2baqj-235203/79ae2e33368988f]], [[Age Conditions>>url:https://doc.clickup.com/2468594/p/h/2baqj-235223/79ae2e33368988f]], [[Group Conditions>>url:https://doc.clickup.com/2468594/p/h/2baqj-235243/79ae2e33368988f]] and [[Risks>>url:https://doc.clickup.com/2468594/p/h/2baqj-235263/79ae2e33368988f]] tabs, shows/allows to add detailed information about particular insurance Program. Accordingly, the information in the grid below changes according to the programs selected in the upper grid.
126
127 [[image:1760625455315-165.png||height="456" width="779"]]
128
129 === Prices ===
130
131 To fill in the information about insurance Program Prices a Kazunion manager chooses Program Tab in the Upper Grid ➝Prices Tab in the Grid below and press [[Add/Edit>>url:https://doc.clickup.com/2468594/p/h/2baqj-250243/79ae2e33368988f]] button.
132
133 **Note** 1: After Program creation the first price added should match the Programs Insurance type. It should be impossible to attach different insurance type prices without having a mandatory price with the same insurance type as in the program attached.
134
135 **Note** 2: The prices are critical components in an insurance creation process. Without prices attached, managers won't be able to authorize/activate programs, consequently, they won't be able to create Insurance itself.
136
137 (% style="font-size:20px" %)**Features and Functionalities**
138
139 (% style="font-size:20px" %)**Buttons Description**
140
141 |(% style="width:232px" %)**Grid Options**|(% style="width:970px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]]
142 |(% style="width:232px" %)**Filter Options**|(% style="width:970px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]]
143 |(% style="width:232px" %)**Refresh**|(% style="width:970px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]]
144 |(% style="width:232px" %)**Add/Edit**|(% style="width:970px" %)(((
145 This section is used to fill in the information about insurance Program Prices. The pricing terms are different as per the provided conditions by the insurance agent, They vary per day, per pax, per stay, per group.
146
147 The registration or correction of the particular Program's prices is possible only through using Prices Add/Edit buttons.
148
149 If any of the fields above marked as mandatory stays empty during the registration process, a particular field/fields change the border color into red and show the text directly in the field: Please Fill in the Information.
150
151 If a user enters an incorrect information type for any fields listed above, the incorrect record field changes the border color into red and shows a text directly in the field: Incorrect Information.
152
153 |(% style="width:231px" %)**Insurance Type**|(% style="width:721px" %)(((
154 Specific type of insurance, list of options at present moment are:
155
156 ~1. Medical.
157
158 2. Non-departure
159 )))
160 |(% style="width:231px" %)**Days from**|(% style="width:721px" %)Number of insured days, the field indicates the start date of the validity period of Insured days.
161 |(% style="width:231px" %)**Days to**|(% style="width:721px" %)Number of Insured Days, the field indicates the end date of validity period of Insured days.
162 |(% style="width:231px" %)**Price%**|(% style="width:721px" %)(((
163 This field shows the selling price % of insurance during the insured period and the currency of the insurance it must be calculated.
164
165 [[Price>>url:https://doc.clickup.com/2468594/p/h/2baqj-235683/79ae2e33368988f]] and [[Price %>>url:https://doc.clickup.com/2468594/p/h/2baqj-235703/79ae2e33368988f]] are radio buttons and only one of them is used in [[Selling Price/Selling Price %>>url:https://doc.clickup.com/2468594/p/h/2baqj-253563/79ae2e33368988f]] formation.
166 )))
167 |(% style="width:231px" %)**Price**|(% style="width:721px" %)(((
168 This field shows the price of insurance during the insured period and the currency of the insurance it must be calculated and displayed into the system.
169
170 [[Price>>url:https://doc.clickup.com/2468594/p/h/2baqj-235683/79ae2e33368988f]] and [[Price %>>url:https://doc.clickup.com/2468594/p/h/2baqj-235703/79ae2e33368988f]] are radio buttons and only one of them is used in [[Selling Price/Selling Price %>>url:https://doc.clickup.com/2468594/p/h/2baqj-253563/79ae2e33368988f]] formation.
171 )))
172 |(% style="width:231px" %)**Cost**|(% style="width:721px" %)This field shows the cost of insurance during the insured period and the currency of the insurance it must be calculated in.
173 |(% style="width:231px" %)**Selling Price**|(% style="width:721px" %)This field shows the selling price of insurance during the insured period and the currency of the insurance it must be calculated in.
174 |(% style="width:231px" %)**Final price**|(% style="width:721px" %)(((
175 The price to be calculated by a system as per specific conditions:
176
177 [[Per Pax>>url:https://doc.clickup.com/2468594/p/h/2baqj-250423/79ae2e33368988f]]- payment of insurance per pax
178
179 [[Per day>>url:https://doc.clickup.com/2468594/p/h/2baqj-250443/79ae2e33368988f]]- payment of insurance per day
180
181 [[Per Stay>>url:https://doc.clickup.com/2468594/p/h/2baqj-250463/79ae2e33368988f]]- payment of insurance per stay
182
183 [[Per Group>>url:https://doc.clickup.com/2468594/p/h/2baqj-250483/79ae2e33368988f]]- payment of insurance per group
184
185 The Final Price shall be equal to Selling Price value or to the calculated value of Selling Price % and shall be read only for the user.
186 )))
187 |(% style="width:231px" %)**Save**|(% style="width:721px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]]
188 |(% style="width:231px" %)**Cancel**|(% style="width:721px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]]
189 |(% style="width:231px" %)**Close**|(% style="width:721px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]]
190 )))
191 |(% style="width:232px" %)**Delete/Undelete**|(% style="width:970px" %)(((
192 A detailed description see here: [[Delete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Delete/]]/[[Undelete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Undelete/]].
193
194 When a record is deleted, its color changes to grey, but it remains visible in the main grid. The Undelete button appears only when the deleted record is selected in the grid.
195 )))
196 |(% style="width:232px" %)**Export to Excel**|(% style="width:970px" %)Needs Info
197
198 (% style="font-size:20px" %)**Grid Columns Description**
199
200 |(% style="width:235px" %)**Name**|(% style="text-align:center; width:797px" %)**Description**|(% style="text-align:center; width:169px" %)**Database Name**
201 |(% style="width:235px" %)**Insurance Type**|(% style="width:797px" %) |(% style="width:169px" %)
202 |(% style="width:235px" %)**Days from**|(% style="width:797px" %) |(% style="width:169px" %)
203 |(% style="width:235px" %)**Days to**|(% style="width:797px" %) |(% style="width:169px" %)
204 |(% style="width:235px" %)**Cost**|(% style="width:797px" %) |(% style="width:169px" %)
205 |(% style="width:235px" %)**Selling Price**|(% style="width:797px" %) |(% style="width:169px" %)
206 |(% style="width:235px" %)**Selling Price%**|(% style="width:797px" %) |(% style="width:169px" %)
207 |(% style="width:235px" %)**Final Price**|(% style="width:797px" %) |(% style="width:169px" %)
208 |(% style="width:235px" %)**Per**|(% style="width:797px" %) |(% style="width:169px" %)
209 |(% style="width:235px" %)**Status**|(% style="width:797px" %) |(% style="width:169px" %)
210
211 (% style="font-size:20px" %)**Age Conditions**
212
213 This is the section, where the insurance manager adds/edits Age Conditions.
214
215 Age Conditions should be attached to programs, but programs could be created even without having them, they are optional.
216
217 When added/edited, Age Conditions are saved as Drafts. They also could be:
218
219 ~1. Deleted/Undeleted manually ;
220
221 2. Activated/saved as Drafts alongside with programs automatically.
222
223 Note: If any of fields of the form is marked as mandatory and it stays empty while registration process , a particular field/fields changes border color into red and show the text directly in the field: Please Fill in the Information.
224
225 If a user enters incorrect information type for any fields of this form change border color into red and show a text directly in the field: Incorrect Information.
226
227 The pricing manager is able to insert both positive and negative values in cost and selling price fields. If the value is negative, it means that an appropriate discount is offered on Age Conditions.
228
229 (% style="font-size:20px" %)**Features and Functionalities**
230
231 (% style="font-size:20px" %)**Buttons Description**
232
233 |(% style="width:248px" %)**Grid Options**|(% style="width:954px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]]
234 |(% style="width:248px" %)**Filter Options**|(% style="width:954px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]]
235 |(% style="width:248px" %)**Refresh**|(% style="width:954px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]]
236 |(% style="width:248px" %)**Add/Edit**|(% style="width:954px" %)(((
237 The registration or correction of the particular Program's Age Supplements is possible only in Age Supplements Tab.
238
239 |(% style="width:225px" %)**Insurance Type**|(% style="width:711px" %)(((
240 There are two types of Insurance at the moment:
241
242 * Medical
243 * Non-departure
244 )))
245 |(% style="width:225px" %)**Age from**|(% style="width:711px" %)The field shows the initial age the Insurance/program may start applying from.
246 |(% style="width:225px" %)**Age to**|(% style="width:711px" %)The field shows the max age the Insurance/program may stop applying to.
247 |(% style="width:225px" %)**Is an Infant**|(% style="width:711px" %)This field is the check box and it is marked by the user only if it is applicable.
248 |(% style="width:225px" %)**Deductible**|(% style="width:711px" %)The deductible is an amount, that is not covered by the supplier and is the cost of the tourist.
249 |(% style="width:225px" %)**Price%**|(% style="width:711px" %)(((
250 This is the switch that allows the insurance manager to display the pricing of the program in % instead of amount.
251
252 Cost% - This field shows the markup amount of the age supplements in %
253
254 Selling Price% - This field shows the Markup amount in %.
255 )))
256 |(% style="width:225px" %)**Price**|(% style="width:711px" %)(((
257 This is the switch that allows the insurance manager to display the pricing of the program in amount instead of %.
258
259 Cost - This field shows the markup amount of the age supplements and currency this cost amount must be displayed into the system.
260
261 Selling Price - This field shows the Markup amount (calculated from [[Selling price>>url:https://doc.clickup.com/2468594/p/h/2baqj-235723/79ae2e33368988f]]- [[Prices>>url:https://doc.clickup.com/2468594/p/h/2baqj-235203/79ae2e33368988f]] Tab) of age supplement and currency it must be displayed in the system.
262 )))
263 |(% style="width:225px" %)**Cost**|(% style="width:711px" %)This field shows the markup amount of the age supplements and currency this cost amount must be displayed into the system.
264 |(% style="width:225px" %)**Selling Price**|(% style="width:711px" %)This field shows the Markup amount (calculated from [[Selling price>>url:https://doc.clickup.com/2468594/p/h/2baqj-235723/79ae2e33368988f]]- [[Prices>>url:https://doc.clickup.com/2468594/p/h/2baqj-235203/79ae2e33368988f]] Tab) of age supplement and currency it must be displayed in the system.
265 |(% style="width:225px" %)**Code**|(% style="width:711px" %)This field refers to the Codes provided by insurance suppliers.
266 |(% style="width:225px" %)**Save**|(% style="width:711px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]]
267 |(% style="width:225px" %)**Cancel**|(% style="width:711px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]]
268 |(% style="width:225px" %)**Close**|(% style="width:711px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]]
269 )))
270 |(% style="width:248px" %)**Delete/Undelete**|(% style="width:954px" %)(((
271 A detailed description see here: [[Delete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Delete/]]/[[Undelete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Undelete/]].
272
273 When a record is deleted, its color changes to grey, but it remains visible in the main grid. The Undelete button appears only when the deleted record is selected in the grid.
274 )))
275 |(% style="width:248px" %)**Export to Excel**|(% style="width:954px" %)(% style="color:#e74c3c" %)Needs Info
276
277 (% style="font-size:20px" %)**Grid Columns Description**
278
279 |(% style="width:239px" %)**Name**|(% style="width:731px" %)**Description**|**Database Name**
280 |(% style="width:239px" %)**Insurance Type**|(% style="width:731px" %) |
281 |(% style="width:239px" %)**Age from**|(% style="width:731px" %) |
282 |(% style="width:239px" %)**Age to**|(% style="width:731px" %) |
283 |(% style="width:239px" %)**Is an infant**|(% style="width:731px" %) |
284 |(% style="width:239px" %)**Deductible**|(% style="width:731px" %) |
285 |(% style="width:239px" %)**Cost**|(% style="width:731px" %) |
286 |(% style="width:239px" %)**Selling price**|(% style="width:731px" %) |
287 |(% style="width:239px" %)**Code**|(% style="width:731px" %) |
288 |(% style="width:239px" %)**Status**|(% style="width:731px" %) |
289
290 (% style="font-size:20px" %)**Group Conditions**
291
292 (% style="font-size:20px" %)**Features and Functionalities**
293
294 To fill in the information about insurance Program's Group Discounts, a Kazunion manager should choose Program Tab and press Add/Edit buttons.
295
296 Group Discounts should be attached to programs, but programs could be created even without having them, they should be optional.
297
298 If any of fields above marked as mandatory stays empty while registration process, a particular field/fields should change border color into red and show the text directly in the field: Please Fill in the Information.
299
300 If a user enters incorrect information type for any fields listed above, incorrect record field should change border color into red and show a text directly in the field: Incorrect Information.
301
302 When added/edited, Group Discounts are saved as Drafts. They also could be:
303
304 ~1. Deleted/Undeleted manually ,
305
306 2. Activated/saved as Draft alongside with programs automatically.
307
308 The pricing manager is able to insert both positive and negative values in cost and selling price fields. If the value is negative, it means that an appropriate discount is offered on Group Conditions.
309
310
311 (% style="font-size:20px" %)**Buttons Description**
312
313 |(% style="width:214px" %)**Grid Options**|(% style="width:988px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]]
314 |(% style="width:214px" %)**Filter Options**|(% style="width:988px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]]
315 |(% style="width:214px" %)**Refresh**|(% style="width:988px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]]
316 |(% style="width:214px" %)**Add/Edit**|(% style="width:988px" %)(((
317 |(% style="width:200px" %)**Insurance Type**|(% style="width:770px" %)(((
318 There are two types of Insurance at the moment:
319
320 * Medical
321 * Non-departure
322 )))
323 |(% style="width:200px" %)**Group from**|(% style="width:770px" %)
324 |(% style="width:200px" %)**Group to**|(% style="width:770px" %)
325 |(% style="width:200px" %)**Price%**|(% style="width:770px" %)(((
326 This is the switch that allows the insurance manager to display the pricing of the program in % instead of amount.
327
328 **Cost% - **This field shows the markup amount of the age supplements in %
329
330 **Selling Price% - **This field shows the Markup amount in %.
331 )))
332 |(% style="width:200px" %)**Price**|(% style="width:770px" %)(((
333 This is the switch that allows the insurance manager to display the pricing of the program in amount instead of %.
334
335 **Cost - **This field shows the markup amount of the age supplements and currency this cost amount must be displayed into the system.
336
337 **Selling Price - **Selling Price - This field shows the Markup amount (calculated from [[Selling price>>url:https://doc.clickup.com/2468594/p/h/2baqj-235723/79ae2e33368988f]]- [[Prices>>url:https://doc.clickup.com/2468594/p/h/2baqj-235203/79ae2e33368988f]] Tab) of age supplement and currency it must be displayed in the system.
338 )))
339 |(% style="width:200px" %)**Code**|(% style="width:770px" %)This field shows the markup amount of the age supplements and currency this cost amount must be displayed into the system.
340 |(% style="width:200px" %)**Save**|(% style="width:770px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]]
341 |(% style="width:200px" %)**Cancel**|(% style="width:770px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]]
342 |(% style="width:200px" %)**Close**|(% style="width:770px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]]
343 )))
344 |(% style="width:214px" %)**Delete/Undelete**|(% style="width:988px" %)(((
345 A detailed description see here: [[Delete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Delete/]]/[[Undelete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Undelete/]].
346
347 When a record is deleted, its color changes to grey, but it remains visible in the main grid. The Undelete button appears only when the deleted record is selected in the grid.
348 )))
349 |(% style="width:214px" %)**Export to Excel**|(% style="width:988px" %)
350
351 (% style="font-size:20px" %)**Grid Columns Description**
352
353 |(% style="text-align:center; width:209px" %)**Name**|(% style="text-align:center; width:823px" %)**Description**|(% style="text-align:center; width:161px" %)**Database Name**
354 |(% style="width:209px" %)**Insurance Type**|(% style="width:823px" %) |(% style="width:161px" %)
355 |(% style="width:209px" %)**Group from**|(% style="width:823px" %) |(% style="width:161px" %)
356 |(% style="width:209px" %)**Group to**|(% style="width:823px" %) |(% style="width:161px" %)
357 |(% style="width:209px" %)**Cost**|(% style="width:823px" %) |(% style="width:161px" %)
358 |(% style="width:209px" %)**Selling Price**|(% style="width:823px" %) |(% style="width:161px" %)
359 |(% style="width:209px" %)**Code**|(% style="width:823px" %) |(% style="width:161px" %)
360 |(% style="width:209px" %)**Status**|(% style="width:823px" %) |(% style="width:161px" %)
361
362 (% style="font-size:20px" %)**Risks**
363
364 (% style="font-size:20px" %)**Features and Functionalities**
365
366 This section is used to fill in the information about the insurance Program's Risks.
367
368 If any of fields above marked as mandatory will stay empty while registration process, a particular field/fields should change border color into red and show the text directly in the field: Please Fill in the Information.
369
370 If a user enters incorrect information type for any fields listed above ➝ for every incorrect record field should change border color into red and show a text directly in the field: Incorrect Information.
371
372 Note: Added risks should be attached to programs, but programs could be created even without having them, they should be optional.
373
374
375 (% style="font-size:20px" %)**Buttons Description**
376
377 |(% style="width:217px" %)**Grid Options**|(% style="width:985px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]].
378 |(% style="width:217px" %)**Filter Options**|(% style="width:985px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]].
379 |(% style="width:217px" %)**Refresh**|(% style="width:985px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]].
380 |(% style="width:217px" %)**Add/Edit**|(% style="width:985px" %)(((
381 The registration or correction of the particular Risks is possible only in Risks Tab.
382
383 |(% style="width:177px" %)**Insurance Type**|(% style="width:487px" %)(((
384 There are two types of Insurance at the moment:
385
386 * Medical
387 * Non-departure
388 )))
389 |(% style="width:177px" %)**Name**|(% style="width:487px" %)Name of risks covered by the insurance.
390 |(% style="width:177px" %)**Coverage**|(% style="width:487px" %)The field shows the max age the Insurance/program may stop applying to.
391 |(% style="width:177px" %)**Price%**|(% style="width:487px" %)(((
392 This is the switch that allows the insurance manager to display the pricing of the program in % instead of amount.
393
394 Cost% - This field shows the markup amount of the age supplements in %
395
396 Selling Price% - This field shows the Markup amount in %.
397 )))
398 |(% style="width:177px" %)**Price**|(% style="width:487px" %)(((
399 This is the switch that allows the insurance manager to display the pricing of the program in amount instead of %.
400
401 Cost - This field shows the markup amount of the age supplements and currency this cost amount must be displayed into the system.
402
403 Selling Price - This field shows the Markup amount (calculated from [[Selling price>>url:https://doc.clickup.com/2468594/p/h/2baqj-235723/79ae2e33368988f]]- [[Prices>>url:https://doc.clickup.com/2468594/p/h/2baqj-235203/79ae2e33368988f]] Tab) of age supplement and currency it must be displayed in the system.
404 )))
405 |(% style="width:177px" %)**Code**|(% style="width:487px" %)This field refers to the Codes provided by insurance suppliers.
406 |(% style="width:177px" %)**Save**|(% style="width:487px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]]
407 |(% style="width:177px" %)**Cancel**|(% style="width:487px" %)A detailed description see here: [[Cance>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]]
408 |(% style="width:177px" %)**Close**|(% style="width:487px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]]
409 )))
410 |(% style="width:217px" %)**Delete/Undelete**|(% style="width:985px" %)(((
411 A detailed description see here: [[Delete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Delete/]]/[[Undelete>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Undelete/]].
412
413 When a record is deleted, its color changes to grey, but it remains visible in the main grid. The Undelete button appears only when the deleted record is selected in the grid.
414 )))
415 |(% style="width:217px" %)**Export to Excel**|(% style="width:985px" %)
416
417 (% style="font-size:20px" %)**Grid Columns Description**
418
419 |(% style="text-align:center; width:216px" %)**Name**|(% style="text-align:center; width:787px" %)**Description**|(% style="text-align:center; width:198px" %)**Database Name**
420 |(% style="width:216px" %)**Insurance type**|(% style="width:787px" %) |(% style="width:198px" %)
421 |(% style="width:216px" %)**Name**|(% style="width:787px" %) |(% style="width:198px" %)
422 |(% style="width:216px" %)**Coverage**|(% style="width:787px" %) |(% style="width:198px" %)
423 |(% style="width:216px" %)**Cost**|(% style="width:787px" %) |(% style="width:198px" %)
424 |(% style="width:216px" %)**Selling Price **|(% style="width:787px" %) |(% style="width:198px" %)
425 |(% style="width:216px" %)**Code**|(% style="width:787px" %) |(% style="width:198px" %)
426 |(% style="width:216px" %)**Status**|(% style="width:787px" %) |(% style="width:198px" %)
427
428 = Insurances =
429
430 == Features and Functionalities ==
431
432 (% style="text-align: justify;" %)
433 Kazunion agents sell insurance as an additional product while booking tours. Till today insurance type, price, coverage amount and currency are fixed.
434
435 (% style="text-align: justify;" %)
436 A pricing manager (from nugioscore.kazunion) registers/adds prices, programs and insurances in order to record insurance conditions provided by suppliers and create a competitive insurance package to sell.
437
438 (% style="text-align: justify;" %)
439 In order to create Insurance in the [[Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-234403/79ae2e33368988f]] Module, a pricing manager presses [[Add/Edit Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-248723/79ae2e33368988f]] button, fills in form with info provided by the suppliers and save it, Insurance record is saved as Draft. To activate the insurance record a manager should authorize the draft.
440
441 (% style="text-align: justify;" %)
442 Insurance will be sold only as a component of whole package.
443
444 (% style="text-align: justify;" %)
445 It is important to mention that a Kazunion manager won't be able to add Insurance without Program attached. As soon as Insurance becomes authorized it becomes available for usage and it will be impossible to Authorize/Activate Programs without prices attached (see Insurance Creation Flow).
446
447 (% style="text-align: justify;" %)
448 When Kazunion agent will start booking process, specific parameters are sent to the nugioscore to be reviewed (Integration with Kazunion ~-~->Parameters from Kazunion to receive Insurance Data). When nugioscore receives specific parameters from Kazunion web, it assess them and calculate the best/most suitable price for the booking.
449
450 (% style="text-align: justify;" %)
451 After the best price calculation, nugioscore sends it back to the Kazunion web and the information is displayed in the same pop-up window as it is today.
452
453 (% style="text-align: justify;" %)
454 After the booking process, the whole information (reservation) is entered in nugioscore reservation forms, where it is handled by the reservation managers and accountant coordinators accordingly.
455
456 (% style="text-align: justify;" %)
457 After the reservation will be evaluated and approved sold Insurance will be activated.
458
459 It is important to note that:
460
461 * Insurance will not be created without a program attached;
462 * When a program will be deauthorized ➝ the Insurance (using the particular program) should be deauthorized as well. Consequently, deauthorized insurance should be authorized manually to be active again.
463
464 === [[image:1760359430110-582.png||height="305" width="808"]] ===
465
466 === Buttons Description ===
467
468 |(% style="width:188px" %)**Grid Options**|(% style="width:1014px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]]
469 |(% style="width:188px" %)**Filter Options**|(% style="width:1014px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]]
470 |(% style="width:188px" %)**Refresh**|(% style="width:1014px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]]
471 |(% style="width:188px" %)**Add/Edit**|(% style="width:1014px" %)(((
472 Creation/Correction of an Insurance is possible through using Insurance Tab ➝[[Add/Edit Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-248723/79ae2e33368988f]] buttons.
473
474 [[image:1760359538448-283.png]]
475
476 (% style="text-align: justify;" %)
477 Note: When insurance and [[Add/Edit Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-248723/79ae2e33368988f]] pop-up is open (after pressing [[Add/Edit Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-248723/79ae2e33368988f]] button), after choosing the specific program (in the Insurance Zone field) the following fields must be filled automatically from the program grid: [[Country>>url:https://doc.clickup.com/2468594/p/h/2baqj-234483/79ae2e33368988f]], [[Coverage (medical)>>url:https://doc.clickup.com/2468594/p/h/2baqj-234543/79ae2e33368988f]] according to insurance type.
478
479 |(% style="width:196px" %)**Insurance Name in Latin**|(% style="width:559px" %)This field is to give the name to the Insurance package in Latin. It is a text box and can be edited by the user when required.
480 |(% style="width:196px" %)**Insurance Zone**|(% style="width:559px" %)This information is imported here from Programs Tab.
481 |(% style="width:196px" %)**Country**|(% style="width:559px" %)This field refers to the country where insurance is valid.
482 |(% style="width:196px" %)**Insurance Type**|(% style="width:559px" %)(((
483 There are two types of Insurance at the moment:
484
485 * Medical
486 * Non-departure
487
488 The detailed description see here: Insurance Types.
489 )))
490 |(% style="width:196px" %)**Territory**|(% style="width:559px" %)This field refers to the Insurance Coverage Area.
491 |(% style="width:196px" %)**Coverage Amount**|(% style="width:559px" %)This field shows the total insurance value and currency the coverage is paid in.
492 |(% style="width:196px" %)**Start Date**|(% style="width:559px" %)(((
493 This field includes the options like:
494
495 * Flight start date
496 * Flight end date
497 * Tour start date
498 * Tour end date
499 * Reservation date
500
501 It must be noted that only two of them (Flight start date, Tour start date) are applicable to medical insurance and the other two to Non-departure Insurance (Flight end date, Tour end date).
502 )))
503 |(% style="width:196px" %)**End Date**|(% style="width:559px" %)(((
504 This field includes the options:
505
506 * Flight start date
507 * Flight end date
508 * Tour start date
509 * Tour end date
510
511 It must be noted that only two of them (Flight start date, Tour start date) are applicable to medical insurance and the other two to Non-departure Insurance (Flight end date, Tour end date).
512 )))
513 |(% style="width:196px" %)**Only for Citizens of**|(% style="width:559px" %)The Insurance may cover some specific country/countries only or the option may cover All.
514 |(% style="width:196px" %)**Excluding Citizens of**|(% style="width:559px" %)This field always must include those country/countries the insurance doesn't apply to.
515 |(% style="width:196px" %)**Tourist Age up to**|(% style="width:559px" %)The Insurance may apply to some category of clients only and therefore, the age limitation may be considered. This field shows the maximum age of a tourist, the insurance may apply to.
516 |(% style="width:196px" %)**Days before the start of the tour**|(% style="width:559px" %)This field shows the number of days before the tour the insurance is allowed to be purchased.
517 |(% style="width:196px" %)**A commission is given to a partner**|(% style="width:559px" %)This is an optional feature with yes/no option. It is usually defined by the insurance manager as per agreement between the parties.
518 |(% style="width:196px" %)**Permission to select a tourist**|(% style="width:559px" %)This is an optional feature with yes/no option. This feature will allow the insurance manager in related forms of other applications to sell insurance to the selected tourist only.
519 |(% style="width:196px" %)**Exclude Infants**|(% style="width:559px" %)This is an optional feature with yes/no option.
520 |(% style="width:196px" %)**Additional Risks**|(% style="width:559px" %)List of names of additional insurances. The additional options can be from one to three and are migrated from the from [[Risks>>url:https://doc.clickup.com/2468594/p/h/2baqj-235263/79ae2e33368988f]] section of [[Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-234403/79ae2e33368988f]].
521 |(% style="width:196px" %)**Save**|(% style="width:559px" %)See the description here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]]
522 |(% style="width:196px" %)**Cancel**|(% style="width:559px" %)See the description here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]]
523 |(% style="width:196px" %)**Close**|(% style="width:559px" %)See the description here:[[ Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]]
524 )))
525 |(% style="width:188px" %)**Delete/Undelete**|(% style="width:1014px" %)(% style="color:#e74c3c" %)Needs info(%%) This feature allows the user to cancel the deletion process and restore deleted records into the system.
526 |(% style="width:188px" %)**Authorize/Deauthorize**|(% style="width:1014px" %)(((
527 This feature is available to some specific users only who has been granted special permission to authorize/deauthorize the created insurance program and its terms in the Nugioscore system.
528
529 * Permission "Authorize" - is active when the program has "draft" status.
530 * Permission "Deauthorize" - is active when the program has "authorized" status.
531
532 After Authorization Programs/Insurance should be active/published.
533
534 It is important to mention that it is impossible to Authorize/Activate Programs without prices attached.
535 )))
536 |(% style="width:188px" %)**Export to Excel**|(% style="width:1014px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]]
537
538 === Grid Columns Description ===
539
540 |(% style="text-align:center; width:193px" %)**Name**|(% style="text-align:center; width:789px" %)**Description**|(% style="text-align:center; width:207px" %)**Database Name**
541 |(% style="width:193px" %)**Insurance Name in Latin**|(% style="width:789px" %) |(% style="width:207px" %)
542 |(% style="width:193px" %)**Insurance Zone**|(% style="width:789px" %) |(% style="width:207px" %)
543 |(% style="width:193px" %)**Country**|(% style="width:789px" %) |(% style="width:207px" %)
544 |(% style="width:193px" %)**Insurance Type**|(% style="width:789px" %) |(% style="width:207px" %)
545 |(% style="width:193px" %)**Coverage Amount**|(% style="width:789px" %) |(% style="width:207px" %)
546 |(% style="width:193px" %)**Territory**|(% style="width:789px" %) |(% style="width:207px" %)
547 |(% style="width:193px" %)**Start Date**|(% style="width:789px" %) |(% style="width:207px" %)
548 |(% style="width:193px" %)**End Date**|(% style="width:789px" %) |(% style="width:207px" %)
549 |(% style="width:193px" %)**Only for Citizens of**|(% style="width:789px" %) |(% style="width:207px" %)
550 |(% style="width:193px" %)**Excluding Citizens of**|(% style="width:789px" %) |(% style="width:207px" %)
551 |(% style="width:193px" %)**Tourist Age up to**|(% style="width:789px" %) |(% style="width:207px" %)
552 |(% style="width:193px" %)**Days before the Start of the Tour**|(% style="width:789px" %) |(% style="width:207px" %)
553 |(% style="width:193px" %)**A Commission is Given to a Partner**|(% style="width:789px" %) |(% style="width:207px" %)
554 |(% style="width:193px" %)**Permission to Select a Tourist**|(% style="width:789px" %) |(% style="width:207px" %)
555 |(% style="width:193px" %)**Exclude Infants**|(% style="width:789px" %) |(% style="width:207px" %)
556 |(% style="width:193px" %)**Additional Risks**|(% style="width:789px" %) |(% style="width:207px" %)
557 |(% style="width:193px" %)**Published**|(% style="width:789px" %)True /False|(% style="width:207px" %)
558 |(% style="width:193px" %)**Status**|(% style="width:789px" %) |(% style="width:207px" %)
559
560 = (% style="font-size:28px" %)Technical Description(%%) =
561
562 == (% style="font-size:24px" %)Architecture Overview(%%) ==
563
564 The Client Balance module has the following architecture:
565
566 == **Code Link** ==
567
568 **__Frontend__:**
569
570 * **Repository:** __[[https:~~/~~/git.nugios.services/nugios-core/webapps/nugioscore-angular>>https://git.nugios.services/nugios-core/webapps/nugioscore-angular]] __
571
572 **__Backend__:**
573
574 **Project:** RustarOnline.WebApi
575
576 == (% style="font-size:24px" %)Databases and Tables(%%) ==
577
578 |(% style="width:208px" %)(% style="font-size:12px" %)**Database Type**|(% style="width:176px" %)(% style="font-size:12px" %)**Database Name**|(% style="width:270px" %)(% style="font-size:12px" %)**Table Name***|(% style="width:548px" %)(% style="font-size:12px" %)**Table Description***
579 |(% style="width:208px" %)(% style="font-size:12px" %)MSSQL|(% style="width:176px" %)(% style="font-size:12px" %)All NugiosCore Databases|(% style="width:270px" %)(% style="font-size:12px" %)finance._get_client_balance Procedure*|(% style="width:548px" %)(% style="font-size:12px" %)View of invoices and documents balance by contragents
580
581 (% class="wikigeneratedid" %)
582 (% style="font-size:16px" %)**Data Types of Tables**
583
584 (% class="wikigeneratedid" %)
585 **finance._get_client_balance Procedure***
586
587 |(% style="width:109px" %)(% style="font-size:12px" %)**Field Name**|(% style="width:184px" %)(% style="font-size:12px" %)**Display Name**|(% style="width:263px" %)(% style="font-size:12px" %)**Field Type**|(% style="width:341px" %)(% style="font-size:12px" %)**Short Description**
588 |(% style="width:109px" %)(% style="font-size:12px" %)OInvHID|(% style="width:184px" %)(% style="font-size:12px" %)N/A|(% style="width:263px" %)(% style="font-size:12px" %)uniqueidentifier|(% style="width:341px" %)(% style="font-size:12px" %)For invoices: Finance.IncInvoiceHdr [IInvHID] or Finance.OutInvoiceHdr [OInvHID]; ID of invoice (for tech)
589 For documents: Finance.BankDocument [BDID] or Finance.CashDocument [CDID]; ID of document (for tech)
590
591 (% style="color:inherit; font-family:inherit; font-size:24px; font-weight:600" %)Log Details
592
593 The log files are stored in a designated location:  [[https:~~/~~/elkalyzer.nugios.services/app/discover>>https://elkalyzer.nugios.services/app/discover]]
594
595
596 = (% style="font-size:28px" %)**Additional**(%%) =
597
598 == (% style="font-size:24px" %)References(%%) ==
599
600 |(% style="width:187px" %)**Cross-references**|(% style="width:761px" %)N/A
601 |(% style="width:187px" %)**Related modules**|(% style="width:761px" %)[[Incoming>>doc:Fundamentals.Nugioscore.Finance.13\.Incoming Invoices.WebHome]] and [[Outgoing>>doc:Fundamentals.Nugioscore.Finance.14\.Outgoing Invoices.WebHome]] Invoices, [[Bank>>doc:Fundamentals.Nugioscore.Finance.15\.Bank Documents.WebHome]] and [[Cash>>doc:Fundamentals.Nugioscore.Finance.16\.Cash Documents.WebHome]] documents, [[NewRF>>doc:Fundamentals.Nugioscore.Sales.20\.NewRF.WebHome]]
602 |(% style="width:187px" %)**Media library**|(% style="width:761px" %)N/A
603
604 = (% style="font-size:28px" %)**Contact Us**(%%) =
605
606 If you notice any inconsistencies or have comments, please don't hesitate to leave it to us. Your feedback is valuable.