Wiki source code of 09.Insurance
Version 19.2 by Maguli Gogoladze on 2025/10/31 10:26
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| author | version | line-number | content |
|---|---|---|---|
| 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 tours and hotels. | ||
| 12 | |||
| 13 | (% style="text-align: justify;" %) | ||
| 14 | The insurance module allows you to choose between different insurance/additional supplements and have the 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 | [[image:1760346202966-316.png||height="207" width="848"]] | ||
| 32 | |||
| 33 | = (% style="font-size:28px" %)Business Description(%%) = | ||
| 34 | |||
| 35 | = Programs = | ||
| 36 | |||
| 37 | == Features and Functionalities == | ||
| 38 | |||
| 39 | 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. | ||
| 40 | |||
| 41 | This is a space where the [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] is allowed to create/edit the insurance programs. The detailed information about programs is registered using the button Add/Edit Program. | ||
| 42 | |||
| 43 | When a program is added/edited, it is saved as a draft. There are three types of status of the records, and toolbar elements for these kinds of records may be different as per status : | ||
| 44 | |||
| 45 | * Draft records- color is green and can be authorized or deleted | ||
| 46 | * Approved records - color is black and can be deauthorized only | ||
| 47 | * Deleted records - color grey, can only be undeleted | ||
| 48 | |||
| 49 | The page where the Programs Tab is located is divided into two Grids. The Programs tab is in the Upper Grind. The Grid Below, Program Details include tabs as Prices, Age Conditions, Group Conditions and Risks, shows/allows to add detailed information about a particular insurance program. Accordingly, the information in the grid below changes according to the programs selected in the upper grid. | ||
| 50 | |||
| 51 | [[image:1760357301108-701.png||height="292" width="860"]] | ||
| 52 | |||
| 53 | === Buttons Description === | ||
| 54 | |||
| 55 | |(% 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/]] | ||
| 56 | |(% 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/]] | ||
| 57 | |(% 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/]] | ||
| 58 | |(% style="width:145px" %)**Add/Edit**|(% style="width:901px" %)((( | ||
| 59 | This section allows to user to register/edit received different insurance terms from insurance suppliers and create the Programs. | ||
| 60 | |||
| 61 | If any of the mandatory fields stay empty during the registration process, the notification comes out: //Please Fill in the Information//. | ||
| 62 | |||
| 63 | If a [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] enters incorrect information type, the system shows a text directly in the field: //Incorrect Information//. | ||
| 64 | |||
| 65 | Note: The Edit button is always active/visible only when the record has a "Draft" status. | ||
| 66 | |||
| 67 | [[image:1760349548993-578.png||height="266" width="290"]] | ||
| 68 | |||
| 69 | |(% style="width:208px" %)**Program name (zone)**|(% style="width:1059px" %)This is the field where the Insurance agent types the name of the program that will be identified in the system. | ||
| 70 | |(% style="width:208px" %)**Departure[[ Country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]]**|(% style="width:1059px" %)The user select the [[country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] from the drop down menu, which will be the insurance coverage area. | ||
| 71 | |(% style="width:208px" %)**Departure [[Cities>>doc:Fundamentals.Nugioscore.Sales.13\.Cities (transfers).WebHome]]**|(% style="width:1059px" %)The [[city>>doc:Fundamentals.Nugioscore.Sales.13\.Cities (transfers).WebHome]] from which tourist begins the trip. | ||
| 72 | |(% style="width:208px" %)**Arrival [[Country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]]**|(% style="width:1059px" %)The [[Country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] of destination. | ||
| 73 | |(% style="width:208px" %)**Supplier**|(% style="text-align:justify; width:1059px" %)The Supplier is the company that provides the insurance service to the Company. It is drop-down list and the [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] will have the possibility to choose the desired supplier from the list. | ||
| 74 | |(% style="width:208px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:1059px" %)((( | ||
| 75 | (% style="text-align: justify;" %) | ||
| 76 | Specific type of insurance at the moment are two: | ||
| 77 | |||
| 78 | * Medical | ||
| 79 | * Non-departure | ||
| 80 | ))) | ||
| 81 | |(% style="width:208px" %)**Coverage Amount**|(% style="text-align:justify; width:1059px" %)This section shows the total insurance value defined by the supplier and applicable to this specific program only. | ||
| 82 | |(% style="width:208px" %)**Add **[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:1059px" %)((( | ||
| 83 | (% style="text-align: justify;" %) | ||
| 84 | This is the field that allows the user to add additional [[Insurance Type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]] and Coverage Amount fields when needed to this program. The [[Insurance Type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]] can be added as much as required and available at the moment of creation Insurance Programs. | ||
| 85 | ))) | ||
| 86 | |(% style="width:208px" %)**Transportation & repatriation**|(% style="text-align:justify; width:1059px" %)This field applies to the value of coverage amount of transportation and repatriation, which may be required during the insurance coverage period. The [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] is optional, and the [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] selects one from the drop-down list. | ||
| 87 | |(% style="width:208px" %)**Deductible**|(% style="width:1059px" %)This field applies to the value of coverage amount of transportation and repatriation, which may be required during the insurance coverage period. It shows how much is deductible from the total coverage amount. | ||
| 88 | |(% style="width:208px" %)**Cancel**|(% style="width:1059px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]] | ||
| 89 | |(% style="width:208px" %)**Save**|(% style="width:1059px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]] | ||
| 90 | |(% style="width:208px" %)**Close**|(% style="width:1059px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]] | ||
| 91 | ))) | ||
| 92 | |(% style="width:145px" %)**Delete/Undelete**|(% style="width:901px" %)((( | ||
| 93 | 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/]]. | ||
| 94 | |||
| 95 | 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. | ||
| 96 | ))) | ||
| 97 | |(% style="width:145px" %)**Authorize/Deauthorize**|(% style="width:901px" %)((( | ||
| 98 | This feature is available to some specific [[users>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] only who have been granted special permission to authorize/deauthorize the created insurance program and its terms in the NugiosCore system. | ||
| 99 | |||
| 100 | * Permission "Authorize" - is active when the program has "Draft" status. | ||
| 101 | * Permission "Deauthorize" - is active when the program has "Authorized" status. | ||
| 102 | |||
| 103 | After Authorization Programs/Insurance are active/published. | ||
| 104 | |||
| 105 | It is important to mention that it is impossible to Authorize/Activate Programs without prices attached. | ||
| 106 | |||
| 107 | When the program is authorized in the Insurance tab and in the Published column, it has the status "Yes" but if you deauthorize the program, in the Insurance tab and in the Published column, it gets the status "No". | ||
| 108 | ))) | ||
| 109 | |(% 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/]] | ||
| 110 | |||
| 111 | === Grid Columns Description === | ||
| 112 | |||
| 113 | |(% style="text-align:center; width:234px" %)**Name**|(% style="text-align:center; width:1088px" %)**Description**|(% style="text-align:center; width:198px" %)**Database Name** | ||
| 114 | |(% style="width:234px" %)**Program name (zone)**|(% style="width:1088px" %)The name of the insurance program to be used to identify in the system.|(% style="width:198px" %) | ||
| 115 | |(% style="width:234px" %)**Departure [[Country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]]**|(% style="width:1088px" %)The [[country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] that will be the insurance coverage area.|(% style="width:198px" %) | ||
| 116 | |(% style="width:234px" %)**Departure[[ City>>doc:Fundamentals.Nugioscore.Sales.13\.Cities (transfers).WebHome]]**|(% style="width:1088px" %)The [[City>>doc:Fundamentals.Nugioscore.Sales.13\.Cities (transfers).WebHome]] from which the tourist begins the trip.|(% style="width:198px" %) | ||
| 117 | |(% style="width:234px" %)**Arrival [[Country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]]**|(% style="width:1088px" %)The [[country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] of destination.|(% style="width:198px" %) | ||
| 118 | |(% style="width:234px" %)**Supplier**|(% style="width:1088px" %)The insurance company name that provides the insurance service to the Company. |(% style="width:198px" %) | ||
| 119 | |(% style="width:234px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:1088px" %)((( | ||
| 120 | It shows whether the insurance is Medical or Non-departure. | ||
| 121 | )))|(% style="width:198px" %) | ||
| 122 | |(% style="width:234px" %)**Coverage Amount**|(% style="width:1088px" %)The total insurance value is defined by the Supplier and is applicable to this specific program only.|(% style="width:198px" %) | ||
| 123 | |(% style="width:234px" %)**Transportation & Repatriation**|(% style="width:1088px" %)The value of coverage amount of transportation and repatriation, which may be required during the insurance coverage period.|(% style="width:198px" %) | ||
| 124 | |(% style="width:234px" %)**Deductible**|(% style="width:1088px" %)The value of coverage amount of transportation and repatriation, which may be required during the insurance coverage period. It shows how much is deductible from the total coverage amount.|(% style="width:198px" %) | ||
| 125 | |(% style="width:234px" %)**Status**|(% style="width:1088px" %)It shows the status whether it is authorized or not.|(% style="width:198px" %) | ||
| 126 | |||
| 127 | == Program Details == | ||
| 128 | |||
| 129 | (% style="text-align: justify;" %) | ||
| 130 | The page where the Programs Tab is located is divided into two Grids. The Programs tab is in the Upper Grind. | ||
| 131 | |||
| 132 | (% style="text-align: justify;" %) | ||
| 133 | The Grid Below, Program Details includes Prices, Age Conditions, Group Conditions, and Risks tabs, shows/allows to add detailed information about a particular insurance Program. Accordingly, the information in the grid below changes according to the programs selected in the upper grid. | ||
| 134 | |||
| 135 | [[image:1760625455315-165.png||height="456" width="779"]] | ||
| 136 | |||
| 137 | === (% style="font-size:24px" %)Prices(%%) === | ||
| 138 | |||
| 139 | (% style="text-align: justify;" %) | ||
| 140 | (% style="font-size:22px" %)**Features and Functionalities** | ||
| 141 | |||
| 142 | |||
| 143 | (% style="text-align: justify;" %) | ||
| 144 | 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 the Add/Edit button. | ||
| 145 | |||
| 146 | (% style="text-align: justify;" %) | ||
| 147 | Note 1: After Program creation, the first price added should match the program's [[Insurance type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]. It should be impossible to attach different [[insurance type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]] prices without having a mandatory price with the same [[insurance type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]] as in the program attached. | ||
| 148 | |||
| 149 | (% style="text-align: justify;" %) | ||
| 150 | Note 2: The prices are critical components in the 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. | ||
| 151 | |||
| 152 | (% style="font-size:20px" %)**Buttons Description** | ||
| 153 | |||
| 154 | |(% style="width:241px" %)**Grid Options**|(% style="width:1281px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]] | ||
| 155 | |(% style="width:241px" %)**Filter Options**|(% style="width:1281px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]] | ||
| 156 | |(% style="width:241px" %)**Refresh**|(% style="width:1281px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]] | ||
| 157 | |(% style="width:241px" %)**Add/Edit**|(% style="width:1281px" %)((( | ||
| 158 | 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. | ||
| 159 | |||
| 160 | The registration or correction of the particular Program's prices is possible only by using the Prices Add/Edit buttons. | ||
| 161 | |||
| 162 | If any of the fields above marked as mandatory stay 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//. | ||
| 163 | |||
| 164 | If a [[user>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Security/02.Users/]] enters incorrect information type for any fields listed above, the incorrect record field changes the border color to red and shows a text directly in the field: //Incorrect Information//. | ||
| 165 | |||
| 166 | |(% style="width:211px" %)**[[Insurance Type>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Sales/10.Insurance%20Types/]]**|(% style="width:1039px" %)((( | ||
| 167 | Specific type of insurance, list of options at the present moment are: | ||
| 168 | |||
| 169 | ~1. Medical. | ||
| 170 | |||
| 171 | 2. Non-departure | ||
| 172 | ))) | ||
| 173 | |(% style="width:211px" %)**Days from**|(% style="width:1039px" %)The number of insured days, the field indicates the start date of the validity period of Insured days. | ||
| 174 | |(% style="width:211px" %)**Days to**|(% style="width:1039px" %)Number of Insured Days: The field indicates the end date of the validity period of insured days. | ||
| 175 | |(% style="width:211px" %)**Price%**|(% style="width:1039px" %)((( | ||
| 176 | This field shows the selling price % of insurance during the insured period, and the currency of the insurance must be calculated. | ||
| 177 | |||
| 178 | Price and Price % are radio buttons, and only one of them is used in Selling Price/Selling Price % formation. | ||
| 179 | ))) | ||
| 180 | |(% style="width:211px" %)**Price**|(% style="width:1039px" %)((( | ||
| 181 | This field shows the price of insurance during the insured period, and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] of the insurance must be calculated and displayed in the system. | ||
| 182 | |||
| 183 | Price and Price % are radio buttons, and only one of them is used in Selling Price/Selling Price % formation. | ||
| 184 | ))) | ||
| 185 | |(% style="width:211px" %)**Cost**|(% style="width:1039px" %)This field shows the cost of insurance during the insured period, and the currency of the insurance must be calculated in. | ||
| 186 | |(% style="width:211px" %)**Selling Price**|(% style="width:1039px" %)This field shows the selling price of insurance during the insured period, and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] of the insurance it must be calculated in. | ||
| 187 | |(% style="width:211px" %)**Final price**|(% style="width:1039px" %)((( | ||
| 188 | The price is to be calculated by a system as per specific conditions: | ||
| 189 | |||
| 190 | Per Pax- payment of insurance per pax | ||
| 191 | |||
| 192 | Per day- payment of insurance per day | ||
| 193 | |||
| 194 | Per Stay- payment of insurance per stay | ||
| 195 | |||
| 196 | Per Group- payment of insurance per group | ||
| 197 | |||
| 198 | The Final Price shall be equal to the Selling Price value or to the calculated value of Selling Price % and shall be read only for the user. | ||
| 199 | ))) | ||
| 200 | |(% style="width:211px" %)**Save**|(% style="width:1039px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]] | ||
| 201 | |(% style="width:211px" %)**Cancel**|(% style="width:1039px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]] | ||
| 202 | |(% style="width:211px" %)**Close**|(% style="width:1039px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]] | ||
| 203 | ))) | ||
| 204 | |(% style="width:241px" %)**Delete/Undelete**|(% style="width:1281px" %)((( | ||
| 205 | 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/]]. | ||
| 206 | |||
| 207 | 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. | ||
| 208 | ))) | ||
| 209 | |(% style="width:241px" %)**Export to Excel**|(% style="width:1281px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]] | ||
| 210 | |||
| 211 | (% style="font-size:20px" %)**Grid Columns Description** | ||
| 212 | |||
| 213 | |(% style="width:246px" %)**Name**|(% style="text-align:center; width:1061px" %)**Description**|(% style="text-align:center; width:169px" %)**Database Name** | ||
| 214 | |(% style="width:246px" %)[[**Insurance Type**>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Sales/10.Insurance%20Types/]]|(% style="width:1061px" %)It shows the insurance type, whether it is Medical or Non-departure.|(% style="width:169px" %) | ||
| 215 | |(% style="width:246px" %)**Days from**|(% style="width:1061px" %)The number of insured days, the field indicates the start date of the validity period of Insured days.|(% style="width:169px" %) | ||
| 216 | |(% style="width:246px" %)**Days to**|(% style="width:1061px" %)Number of insured days: the field indicates the end date of the validity period of Insured days.|(% style="width:169px" %) | ||
| 217 | |(% style="width:246px" %)**Price%**|(% style="width:1061px" %)((( | ||
| 218 | Cost% - This field shows the markup amount of the age supplements in % | ||
| 219 | |||
| 220 | Selling Price% - This field shows the Markup amount in %. | ||
| 221 | )))|(% style="width:169px" %) | ||
| 222 | |(% style="width:246px" %)**Cost**|(% style="width:1061px" %)It shows the cost amount of the insurance program and the currency this cost amount is displayed in the system.|(% style="width:169px" %) | ||
| 223 | |(% style="width:246px" %)**Price**|(% style="width:1061px" %)((( | ||
| 224 | It displays the pricing of the insurance program in amount instead of %. | ||
| 225 | )))|(% style="width:169px" %) | ||
| 226 | |(% style="width:246px" %)**Selling Price%**|(% style="width:1061px" %)It displays the insurance selling price in % and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]; it must be displayed in the system.|(% style="width:169px" %) | ||
| 227 | |(% style="width:246px" %)**Selling Price**|(% style="width:1061px" %)It displays the insurance selling price in amount and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]; it must be displayed in the system.|(% style="width:169px" %) | ||
| 228 | |(% style="width:246px" %)**Final Price**|(% style="width:1061px" %)((( | ||
| 229 | The price is calculated by a system as per specific conditions: | ||
| 230 | |||
| 231 | The Final Price shall be equal to the Selling Price value or to the calculated value of Selling Price % and shall be read only for the [[users>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Security/02.Users/]]. | ||
| 232 | )))|(% style="width:169px" %) | ||
| 233 | |(% style="width:246px" %)**Per**|(% style="width:1061px" %)((( | ||
| 234 | It shows the price condition, whether it is: | ||
| 235 | |||
| 236 | Per Pax- payment of insurance per pax | ||
| 237 | |||
| 238 | Per day- payment of insurance per day | ||
| 239 | |||
| 240 | Per Stay- payment of insurance per stay | ||
| 241 | |||
| 242 | Per Group- payment of insurance per group | ||
| 243 | )))|(% style="width:169px" %) | ||
| 244 | |(% style="width:246px" %)**Status**|(% style="width:1061px" %)It shows whether it is authorized or not.|(% style="width:169px" %) | ||
| 245 | |||
| 246 | === (% style="font-size:20px" %)**Age Conditions**(%%) === | ||
| 247 | |||
| 248 | This is the section where the insurance manager adds/edits Age Conditions. | ||
| 249 | |||
| 250 | Age Conditions should be attached to programs, but programs could be created even without having them; they are optional. | ||
| 251 | |||
| 252 | When added/edited, Age Conditions are saved as Drafts. They also could be: | ||
| 253 | |||
| 254 | ~1. Deleted/Undeleted manually ; | ||
| 255 | |||
| 256 | 2. Activated/saved as Drafts alongside programs automatically. | ||
| 257 | |||
| 258 | Note: If any of the fields of the form are marked as mandatory and stay empty during the registration process, a particular field/fields change border color into red and show the text directly in the field: //Please Fill in the Information//. | ||
| 259 | |||
| 260 | If a [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] enters incorrect information type for any fields of this form, change the border color to red and show a text directly in the field: //Incorrect Information//. | ||
| 261 | |||
| 262 | The pricing manager is able to insert both positive and negative values in the cost and selling price fields. If the value is negative, it means that an appropriate discount is offered on Age Conditions. | ||
| 263 | |||
| 264 | (% style="font-size:20px" %)**Features and Functionalities** | ||
| 265 | |||
| 266 | (% style="font-size:20px" %)**Buttons Description** | ||
| 267 | |||
| 268 | |(% style="width:238px" %)**Grid Options**|(% style="width:1284px" %)A detailed description see here: [[Grid Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Grip%20options/]] | ||
| 269 | |(% style="width:238px" %)**Filter Options**|(% style="width:1284px" %)A detailed description see here: [[Filter Options>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Filter%20options/]] | ||
| 270 | |(% style="width:238px" %)**Refresh**|(% style="width:1284px" %)A detailed description see here: [[Refresh>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Refresh/]] | ||
| 271 | |(% style="width:238px" %)**Add/Edit**|(% style="width:1284px" %)((( | ||
| 272 | The registration or correction of the particular Program's Age Supplements is possible only in the Age Supplements Tab. | ||
| 273 | |||
| 274 | |(% style="width:177px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:1088px" %)((( | ||
| 275 | There are two types of Insurance at the moment: | ||
| 276 | |||
| 277 | * Medical | ||
| 278 | * Non-departure | ||
| 279 | ))) | ||
| 280 | |(% style="width:177px" %)**Age from**|(% style="width:1088px" %)The field shows the initial age the Insurance/program may start applying from. | ||
| 281 | |(% style="width:177px" %)**Age to**|(% style="text-align:justify; width:1088px" %)The field shows the maximum age the Insurance/program may stop applying to. | ||
| 282 | |(% style="width:177px" %)**Is an Infant**|(% style="text-align:justify; width:1088px" %)This field is a check box, and it is marked by the user only if it is applicable. | ||
| 283 | |(% style="width:177px" %)**Deductible**|(% style="text-align:justify; width:1088px" %)The deductible is an amount that is not covered by the supplier and is the cost of the tourist. | ||
| 284 | |(% style="width:177px" %)**Price%**|(% style="width:1088px" %)((( | ||
| 285 | (% style="text-align: justify;" %) | ||
| 286 | This is the switch that allows the insurance manager to display the pricing of the program in % instead of an amount. | ||
| 287 | |||
| 288 | (% style="text-align: justify;" %) | ||
| 289 | Cost% - This field shows the cost amount in % | ||
| 290 | |||
| 291 | (% style="text-align: justify;" %) | ||
| 292 | Selling Price% - This field shows the Markup amount in %. | ||
| 293 | ))) | ||
| 294 | |(% style="width:177px" %)**Price**|(% style="width:1088px" %)((( | ||
| 295 | (% style="text-align: justify;" %) | ||
| 296 | This is the switch that allows the insurance manager to display the pricing of the program in amount instead of %. | ||
| 297 | |||
| 298 | (% style="text-align: justify;" %) | ||
| 299 | Cost - This field shows the markup amount of the age supplements and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] this cost amount must be displayed in the system. | ||
| 300 | |||
| 301 | (% style="text-align: justify;" %) | ||
| 302 | Selling Price - This field shows the [[Markup>>doc:Fundamentals.Nugioscore.Flights.12\.Markups.WebHome]] amount (calculated from Selling Price - Prices Tab) of the age supplement and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] it must be displayed in the system. | ||
| 303 | ))) | ||
| 304 | |(% style="width:177px" %)**Cost**|(% style="width:1088px" %)This field shows the [[markup>>doc:Fundamentals.Nugioscore.Flights.12\.Markups.WebHome]] amount of the age supplements and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]. This cost amount must be displayed in the system. | ||
| 305 | |(% style="width:177px" %)**Selling Price**|(% style="width:1088px" %)This field shows the Markup amount (calculated from the Selling price- Prices Tab) of the age supplement and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] it must be displayed in the system. | ||
| 306 | |(% style="width:177px" %)**Code**|(% style="width:1088px" %)This field refers to the Codes provided by insurance suppliers. | ||
| 307 | |(% style="width:177px" %)**Save**|(% style="width:1088px" %)A detailed description see here: [[Save>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Save/]] | ||
| 308 | |(% style="width:177px" %)**Cancel**|(% style="width:1088px" %)A detailed description see here: [[Cancel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Cancel/]] | ||
| 309 | |(% style="width:177px" %)**Close**|(% style="width:1088px" %)A detailed description see here: [[Close>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Close/]] | ||
| 310 | ))) | ||
| 311 | |(% style="width:238px" %)**Delete/Undelete**|(% style="width:1284px" %)((( | ||
| 312 | 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/]]. | ||
| 313 | |||
| 314 | 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. | ||
| 315 | ))) | ||
| 316 | |(% style="width:238px" %)**Export to Excel**|(% style="width:1284px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]] | ||
| 317 | |||
| 318 | (% style="font-size:20px" %)**Grid Columns Description** | ||
| 319 | |||
| 320 | |(% style="width:239px" %)**Name**|(% style="width:1072px" %)**Description**|(% style="width:210px" %)**Database Name** | ||
| 321 | |(% style="width:239px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:1072px" %)It shows the [[insurance type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]], whether it is Medical or Non-departure.|(% style="width:210px" %) | ||
| 322 | |(% style="width:239px" %)**Age from**|(% style="width:1072px" %)The initial age the Insurance/program may start applying from.|(% style="width:210px" %) | ||
| 323 | |(% style="width:239px" %)**Age to**|(% style="width:1072px" %)The maximum age the Insurance/program may stop applying to.|(% style="width:210px" %) | ||
| 324 | |(% style="width:239px" %)**Is an infant**|(% style="width:1072px" %)It is marked by the [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] only if it is applicable.|(% style="width:210px" %) | ||
| 325 | |(% style="width:239px" %)**Deductible**|(% style="width:1072px" %)An amount that is not covered by the supplier and is the cost of the tourist.|(% style="width:210px" %) | ||
| 326 | |(% style="width:239px" %)**Cost**|(% style="width:1072px" %)This field shows the markup amount of the age supplements and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]; this cost amount must be displayed in the system.|(% style="width:210px" %) | ||
| 327 | |(% style="width:239px" %)**Selling price**|(% style="width:1072px" %)This field shows the Markup amount (calculated from the Selling price- Prices Tab) of the age supplement and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] it must be displayed in the system.|(% style="width:210px" %) | ||
| 328 | |(% style="width:239px" %)**Code**|(% style="width:1072px" %)This field refers to the codes provided by insurance suppliers.|(% style="width:210px" %) | ||
| 329 | |(% style="width:239px" %)**Status**|(% style="width:1072px" %)It shows whether it is authorized or not.|(% style="width:210px" %) | ||
| 330 | |||
| 331 | === (% style="font-size:20px" %)**Group Conditions**(%%) === | ||
| 332 | |||
| 333 | (% style="font-size:20px" %)**Features and Functionalities** | ||
| 334 | |||
| 335 | To fill in the information about the insurance Program's Group Discounts, a Kazunion manager should choose the Program Tab and press the Add/Edit buttons. | ||
| 336 | |||
| 337 | Group Discounts should be attached to programs, but programs could be created even without having them; they should be optional. | ||
| 338 | |||
| 339 | If any of the fields above marked as mandatory stay empty during the 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//. | ||
| 340 | |||
| 341 | If a [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] enters incorrect information type for any fields listed above, the incorrect record field should change border color to red and show a text directly in the field: //Incorrect Information//. | ||
| 342 | |||
| 343 | When added/edited, Group Discounts are saved as Drafts. They also could be: | ||
| 344 | |||
| 345 | ~1. Deleted/Undeleted manually, | ||
| 346 | |||
| 347 | 2. Activated/saved as Draft alongside programs automatically. | ||
| 348 | |||
| 349 | The pricing manager is able to insert both positive and negative values in the cost and selling price fields. If the value is negative, it means that an appropriate discount is offered on Group Conditions. | ||
| 350 | |||
| 351 | |||
| 352 | (% style="font-size:20px" %)**Buttons Description** | ||
| 353 | |||
| 354 | |(% 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/]] | ||
| 355 | |(% 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/]] | ||
| 356 | |(% 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/]] | ||
| 357 | |(% style="width:214px" %)**Add/Edit**|(% style="width:988px" %)((( | ||
| 358 | |(% style="width:200px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:770px" %)((( | ||
| 359 | There are two types of Insurance at the moment: | ||
| 360 | |||
| 361 | * Medical | ||
| 362 | * Non-departure | ||
| 363 | ))) | ||
| 364 | |(% style="width:200px" %)**Group from**|(% style="width:770px" %)Shows the group number from which the group discount is applied. | ||
| 365 | |(% style="width:200px" %)**Group to**|(% style="width:770px" %)Shows the group number up to which the group discount is applied. | ||
| 366 | |(% style="width:200px" %)**Price%**|(% style="width:770px" %)((( | ||
| 367 | This is the switch that allows the insurance manager to display the pricing of the program in % instead of an amount. | ||
| 368 | |||
| 369 | Cost% - This field shows the markup amount of the age supplements in % | ||
| 370 | |||
| 371 | Selling Price% - This field shows the markup amount in %. | ||
| 372 | ))) | ||
| 373 | |(% style="width:200px" %)**Price**|(% style="width:770px" %)((( | ||
| 374 | This is the switch that allows the insurance manager to display the pricing of the program in amount instead of %. | ||
| 375 | |||
| 376 | Cost - This field shows the markup amount of the age supplements and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] this cost amount must be displayed in the system. | ||
| 377 | |||
| 378 | Selling Price - Selling Price - This field shows the Markup amount (calculated from Selling Price - Prices Tab) of the age supplement and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] it must be displayed in the system. | ||
| 379 | ))) | ||
| 380 | |(% style="width:200px" %)**Code**|(% style="width:770px" %)This field shows the markup amount of the age supplements and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] this cost amount must be displayed in the system. | ||
| 381 | |(% 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/]] | ||
| 382 | |(% 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/]] | ||
| 383 | |(% 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/]] | ||
| 384 | ))) | ||
| 385 | |(% style="width:214px" %)**Delete/Undelete**|(% style="width:988px" %)((( | ||
| 386 | 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/]]. | ||
| 387 | |||
| 388 | 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. | ||
| 389 | ))) | ||
| 390 | |(% style="width:214px" %)**Export to Excel**|(% style="width:988px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]] | ||
| 391 | |||
| 392 | (% style="font-size:20px" %)**Grid Columns Description** | ||
| 393 | |||
| 394 | |(% style="text-align:center; width:209px" %)**Name**|(% style="text-align:center; width:823px" %)**Description**|(% style="text-align:center; width:161px" %)**Database Name** | ||
| 395 | |(% style="width:209px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:823px" %)It shows the [[insurance type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]], whether it is Medical or Non-departure.|(% style="width:161px" %) | ||
| 396 | |(% style="width:209px" %)**Group from**|(% style="width:823px" %)The group number from which the group discount is applied.|(% style="width:161px" %) | ||
| 397 | |(% style="width:209px" %)**Group to**|(% style="width:823px" %)The group number up to which the group discount is applied.|(% style="width:161px" %) | ||
| 398 | |(% style="width:209px" %)**Cost**|(% style="width:823px" %)It shows the cost amount of the group condition and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] this cost amount is displayed in the system.|(% style="width:161px" %) | ||
| 399 | |(% style="width:209px" %)**Selling Price**|(% style="width:823px" %)It displays the insurance selling price in amount and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]; it must be displayed in the system.|(% style="width:161px" %) | ||
| 400 | |(% style="width:209px" %)**Code**|(% style="width:823px" %)This field refers to the codes provided by insurance suppliers.|(% style="width:161px" %) | ||
| 401 | |(% style="width:209px" %)**Status**|(% style="width:823px" %)It shows whether it is authorized or not.|(% style="width:161px" %) | ||
| 402 | |||
| 403 | === (% style="font-size:20px" %)**Risks**(%%) === | ||
| 404 | |||
| 405 | (% style="font-size:20px" %)**Features and Functionalities** | ||
| 406 | |||
| 407 | (% style="text-align: justify;" %) | ||
| 408 | This section is used to fill in the information about the Insurance Program's Risks. | ||
| 409 | |||
| 410 | (% style="text-align: justify;" %) | ||
| 411 | If any of the fields above marked as mandatory stay empty during the 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//. | ||
| 412 | |||
| 413 | (% style="text-align: justify;" %) | ||
| 414 | If a [[user>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]] enters incorrect information type for any fields listed above ➝ for every incorrect record field border color should change to red and show a text directly in the field: //Incorrect Information//. | ||
| 415 | |||
| 416 | (% style="text-align: justify;" %) | ||
| 417 | Note: Added risks should be attached to programs, but programs could be created even without having them; they should be optional. | ||
| 418 | |||
| 419 | (% style="font-size:20px" %)**Buttons Description** | ||
| 420 | |||
| 421 | |(% 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/]]. | ||
| 422 | |(% 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/]]. | ||
| 423 | |(% 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/]]. | ||
| 424 | |(% style="width:217px" %)**Add/Edit**|(% style="width:985px" %)((( | ||
| 425 | The registration or correction of the particular Risks is possible only in the Risks Tab. | ||
| 426 | |||
| 427 | |(% style="width:177px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:487px" %)((( | ||
| 428 | There are two types of Insurance at the moment: | ||
| 429 | |||
| 430 | * Medical | ||
| 431 | * Non-departure | ||
| 432 | ))) | ||
| 433 | |(% style="width:177px" %)**Name**|(% style="text-align:justify; width:487px" %)Name of risks covered by the insurance. | ||
| 434 | |(% style="width:177px" %)**Coverage**|(% style="text-align:justify; width:487px" %)The field shows the maximum age the Insurance/program may stop applying to. | ||
| 435 | |(% style="width:177px" %)**Price%**|(% style="width:487px" %)((( | ||
| 436 | (% style="text-align: justify;" %) | ||
| 437 | This is the switch that allows the insurance manager to display the pricing of the program in % instead of an amount. | ||
| 438 | |||
| 439 | (% style="text-align: justify;" %) | ||
| 440 | Cost% - This field shows the markup amount of the age supplements in % | ||
| 441 | |||
| 442 | (% style="text-align: justify;" %) | ||
| 443 | Selling Price% - This field shows the Markup amount in %. | ||
| 444 | ))) | ||
| 445 | |(% style="width:177px" %)**Price**|(% style="width:487px" %)((( | ||
| 446 | (% style="text-align: justify;" %) | ||
| 447 | This is the switch that allows the insurance manager to display the pricing of the program in amount instead of %. | ||
| 448 | |||
| 449 | (% style="text-align: justify;" %) | ||
| 450 | Cost - This field shows the markup amount of the age supplements and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] this cost amount must be displayed in the system. | ||
| 451 | |||
| 452 | (% style="text-align: justify;" %) | ||
| 453 | Selling Price - This field shows the Markup amount (calculated from Selling price- Prices Tab) of the age supplement and the [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] it must be displayed in the system. | ||
| 454 | ))) | ||
| 455 | |(% style="width:177px" %)**Code**|(% style="text-align:justify; width:487px" %)This field refers to the Codes provided by insurance suppliers. | ||
| 456 | |(% 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/]] | ||
| 457 | |(% 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/]] | ||
| 458 | |(% 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/]] | ||
| 459 | ))) | ||
| 460 | |(% style="width:217px" %)**Delete/Undelete**|(% style="width:985px" %)((( | ||
| 461 | 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/]]. | ||
| 462 | |||
| 463 | 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. | ||
| 464 | ))) | ||
| 465 | |(% style="width:217px" %)**Export to Excel**|(% style="width:985px" %)A detailed description see here: [[Export to Excel>>url:https://xwiki.nugios.com/xwiki/bin/view/Fundamentals/Nugioscore/Additionals/Navigation%20Bar/Export%20to%20XLSX/]] | ||
| 466 | |||
| 467 | (% style="font-size:20px" %)**Grid Columns Description** | ||
| 468 | |||
| 469 | |(% style="text-align:center; width:216px" %)**Name**|(% style="text-align:center; width:787px" %)**Description**|(% style="text-align:center; width:198px" %)**Database Name** | ||
| 470 | |(% style="width:216px" %)[[**Insurance type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:787px" %)It shows the [[insurance type>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]], whether it is Medical or Non-departure.|(% style="width:198px" %) | ||
| 471 | |(% style="width:216px" %)**Name**|(% style="width:787px" %)Name of risks covered by the insurance.|(% style="width:198px" %) | ||
| 472 | |(% style="width:216px" %)**Coverage**|(% style="width:787px" %)It shows the maximum age the Insurance/program may stop applying to|(% style="width:198px" %) | ||
| 473 | |(% style="width:216px" %)**Cost**|(% style="width:787px" %)It shows the program cost amount and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]. This cost amount is displayed in the system.|(% style="width:198px" %) | ||
| 474 | |(% style="width:216px" %)**Selling Price **|(% style="width:787px" %)It displays the program selling price in amount and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]]; it must be displayed in the system.|(% style="width:198px" %) | ||
| 475 | |(% style="width:216px" %)**Code**|(% style="width:787px" %)The codes provided by insurance suppliers|(% style="width:198px" %) | ||
| 476 | |(% style="width:216px" %)**Status**|(% style="width:787px" %)It shows whether it is authorized or not.|(% style="width:198px" %) | ||
| 477 | |||
| 478 | = Insurances = | ||
| 479 | |||
| 480 | == Features and Functionalities == | ||
| 481 | |||
| 482 | (% style="text-align: justify;" %) | ||
| 483 | Kazunion agents sell insurance as an additional product while booking tours. Till today, insurance type, price, coverage amount and currency are fixed. | ||
| 484 | |||
| 485 | (% style="text-align: justify;" %) | ||
| 486 | 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. | ||
| 487 | |||
| 488 | (% style="text-align: justify;" %) | ||
| 489 | In order to create Insurance in the [[Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-234403/79ae2e33368988f]] Module, a pricing manager presses the [[Add/Edit Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-248723/79ae2e33368988f]] button, fills in the form with the information provided by the suppliers, and saves it, The Insurance record is saved as Draft. To activate the insurance record a manager should authorize the draft. | ||
| 490 | |||
| 491 | (% style="text-align: justify;" %) | ||
| 492 | Insurance will be sold only as a component of the whole package. | ||
| 493 | |||
| 494 | (% style="text-align: justify;" %) | ||
| 495 | It is important to mention that a Kazunion manager won't be able to add Insurance without a 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). | ||
| 496 | |||
| 497 | (% style="text-align: justify;" %) | ||
| 498 | When the Kazunion agent starts the 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 the Kazunion web, it assesses them and calculate the best/most suitable price for the booking. | ||
| 499 | |||
| 500 | (% style="text-align: justify;" %) | ||
| 501 | 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. | ||
| 502 | |||
| 503 | (% style="text-align: justify;" %) | ||
| 504 | 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. | ||
| 505 | |||
| 506 | (% style="text-align: justify;" %) | ||
| 507 | After the reservation will be evaluated and approved sold Insurance will be activated. | ||
| 508 | |||
| 509 | It is important to note that: | ||
| 510 | |||
| 511 | * Insurance will not be created without a program attached; | ||
| 512 | * When a program is deauthorized ➝ the Insurance (using the particular program) should be deauthorized as well. Consequently, deauthorized insurance should be authorized manually to be active again. | ||
| 513 | |||
| 514 | === [[image:1760359430110-582.png||height="305" width="808"]] === | ||
| 515 | |||
| 516 | === Buttons Description === | ||
| 517 | |||
| 518 | |(% 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/]] | ||
| 519 | |(% 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/]] | ||
| 520 | |(% 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/]] | ||
| 521 | |(% style="width:188px" %)**Add/Edit**|(% style="width:1014px" %)((( | ||
| 522 | Creation/Correction of an Insurance is possible through using the Insurance Tab ➝[[Add/Edit Insurance>>url:https://doc.clickup.com/2468594/p/h/2baqj-248723/79ae2e33368988f]] buttons. | ||
| 523 | |||
| 524 | [[image:1760359538448-283.png]] | ||
| 525 | |||
| 526 | (% style="text-align: justify;" %) | ||
| 527 | Note: When the insurance and Add/Edit Insurance pop-up is open (after pressing Add/Edit Insurance 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) according to insurance type. | ||
| 528 | |||
| 529 | |(% 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. | ||
| 530 | |(% style="width:196px" %)**Insurance Zone**|(% style="width:559px" %)This information is imported here from Programs Tab. | ||
| 531 | |(% style="width:196px" %)[[**Country**>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]]|(% style="width:559px" %)This field refers to the [[country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] where insurance is valid. | ||
| 532 | |(% style="width:196px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:559px" %)((( | ||
| 533 | There are two types of Insurance at the moment: | ||
| 534 | |||
| 535 | * Medical | ||
| 536 | * Non-departure | ||
| 537 | |||
| 538 | The detailed description see here: [[Insurance Types>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]. | ||
| 539 | ))) | ||
| 540 | |(% style="width:196px" %)**Territory**|(% style="width:559px" %)This field refers to the Insurance Coverage Area. | ||
| 541 | |(% style="width:196px" %)**Coverage Amount**|(% style="width:559px" %)This field shows the total insurance value and [[currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] the coverage is paid in. | ||
| 542 | |(% style="width:196px" %)**Start Date**|(% style="width:559px" %)((( | ||
| 543 | This field includes the options like: | ||
| 544 | |||
| 545 | * Flight start date | ||
| 546 | * Flight end date | ||
| 547 | * Tour start date | ||
| 548 | * Tour end date | ||
| 549 | * Reservation date | ||
| 550 | |||
| 551 | It must be noted that only two of them (Flight start date, Tour start date) apply to medical insurance and the other two to Non-departure Insurance (Flight end date, Tour end date). | ||
| 552 | ))) | ||
| 553 | |(% style="width:196px" %)**End Date**|(% style="width:559px" %)((( | ||
| 554 | This field includes the options: | ||
| 555 | |||
| 556 | * Flight start date | ||
| 557 | * Flight end date | ||
| 558 | * Tour start date | ||
| 559 | * Tour end date | ||
| 560 | |||
| 561 | It must be noted that only two of them (Flight start date, Tour start date) apply to medical insurance and the other two to non-departure Insurance ([[Flight>>Flight]] end date, Tour end date). | ||
| 562 | ))) | ||
| 563 | |(% style="width:196px" %)**Only for Citizens of**|(% style="width:559px" %)The Insurance may cover some specific [[country/countries>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] only or the option may cover All. | ||
| 564 | |(% style="width:196px" %)**Excluding Citizens of**|(% style="width:559px" %)This field always must include those [[country/countries>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] the insurance doesn't apply to. | ||
| 565 | |(% 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. | ||
| 566 | |(% 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. | ||
| 567 | |(% 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. | ||
| 568 | |(% 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. | ||
| 569 | |(% style="width:196px" %)**Exclude Infants**|(% style="width:559px" %)This is an optional feature with yes/no option. | ||
| 570 | |(% 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]]. | ||
| 571 | |(% 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/]] | ||
| 572 | |(% 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/]] | ||
| 573 | |(% 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/]] | ||
| 574 | ))) | ||
| 575 | |(% style="width:188px" %)**Delete/Undelete**|(% style="width:1014px" %)This feature allows the user to cancel the deletion process and restore deleted records into the system. | ||
| 576 | |(% style="width:188px" %)**Authorize/Deauthorize**|(% style="width:1014px" %)((( | ||
| 577 | This feature is available to some specific users only who have been granted special permission to authorize/deauthorize the created insurance program and its terms in the NugiosCore system. | ||
| 578 | |||
| 579 | * Permission "Authorize" - is active when the program has "draft" status. | ||
| 580 | * Permission "Deauthorize" - is active when the program has "authorized" status. | ||
| 581 | |||
| 582 | After Authorization Programs/Insurance should be active/published. | ||
| 583 | |||
| 584 | It is important to mention that it is impossible to Authorize/Activate Programs without prices attached. | ||
| 585 | ))) | ||
| 586 | |(% 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/]] | ||
| 587 | |||
| 588 | === Grid Columns Description === | ||
| 589 | |||
| 590 | |(% style="text-align:center; width:193px" %)**Name**|(% style="text-align:center; width:789px" %)**Description**|(% style="text-align:center; width:207px" %)**Database Name** | ||
| 591 | |(% style="width:193px" %)**Insurance Name in Latin**|(% style="width:789px" %)The name of the program in Latin it will be identified in the system.|(% style="width:207px" %) | ||
| 592 | |(% style="width:193px" %)**Insurance Zone**|(% style="width:789px" %)It is the same as he name of the program to be identified in the system|(% style="width:207px" %) | ||
| 593 | |(% style="width:193px" %)[[**Country**>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]]|(% style="width:789px" %)The country which will be insurance coverage area.|(% style="width:207px" %) | ||
| 594 | |(% style="width:193px" %)[[**Insurance Type**>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]]|(% style="width:789px" %)((( | ||
| 595 | It includes the type of insurance: Medical or Non-departure | ||
| 596 | )))|(% style="width:207px" %) | ||
| 597 | |(% style="width:193px" %)**Coverage Amount**|(% style="width:789px" %)It shows the total insurance value defined by the supplier and applicable to this specific program only.|(% style="width:207px" %) | ||
| 598 | |(% style="width:193px" %)**Territory**|(% style="width:789px" %)(% style="color:#e74c3c" %)Needs info|(% style="width:207px" %) | ||
| 599 | |(% style="width:193px" %)**Start Date**|(% style="width:789px" %)It displays the date when the insurance coverage becomes effective.|(% style="width:207px" %) | ||
| 600 | |(% style="width:193px" %)**End Date**|(% style="width:789px" %)It displays the date when the insurance coverage expires.|(% style="width:207px" %) | ||
| 601 | |(% style="width:193px" %)**Only for Citizens of**|(% style="width:789px" %)It specifies the [[country>>doc:Fundamentals.Nugioscore.Sales.14\.Countries.WebHome]] whose citizens are eligible to apply to this insurance program.|(% style="width:207px" %) | ||
| 602 | |(% style="width:193px" %)**Excluding Citizens of**|(% style="width:789px" %)It specifies the country whose citizens are not eligible to apply for this insurance program.|(% style="width:207px" %) | ||
| 603 | |(% style="width:193px" %)**Tourist Age up to**|(% style="width:789px" %)It indicates that the upper age limit for the eligible tourists selected insurance program can be applied to|(% style="width:207px" %) | ||
| 604 | |(% style="width:193px" %)**Days before the Start of the Tour**|(% style="width:789px" %)It indicates the number of days before the tour’s start date when the insurance policy was purchased.|(% style="width:207px" %) | ||
| 605 | |(% style="width:193px" %)**A Commission is Given to a Partner**|(% style="width:789px" %)It indicates the status of whether a commission has been granted to the partner (True or False).|(% style="width:207px" %) | ||
| 606 | |(% style="width:193px" %)**Permission to Select a Tourist**|(% style="width:789px" %)It indicates whether the user has the right to select a tourist (True or False).|(% style="width:207px" %) | ||
| 607 | |(% style="width:193px" %)**Exclude Infants**|(% style="width:789px" %)It indicates whether infants are excluded from the policy or program (True or False)|(% style="width:207px" %) | ||
| 608 | |(% style="width:193px" %)**Additional Risks**|(% style="width:789px" %)It specifies any extra risks or coverages included beyond the standard insurance policy|(% style="width:207px" %) | ||
| 609 | |(% style="width:193px" %)**Published**|(% style="width:789px" %)It indicates whether the insurance has been published and is currently effective (True or False)|(% style="width:207px" %) | ||
| 610 | |(% style="width:193px" %)**Status**|(% style="width:789px" %)It indicates whether the insurance program is approved (Authorized) or still in process (Draft).|(% style="width:207px" %) | ||
| 611 | |||
| 612 | = (% style="font-size:28px" %)Technical Description(%%) = | ||
| 613 | |||
| 614 | == (% style="font-size:24px" %)Architecture Overview(%%) == | ||
| 615 | |||
| 616 | The Client Balance module has the following architecture: | ||
| 617 | |||
| 618 | == **Code Link** == | ||
| 619 | |||
| 620 | **__Frontend__:** | ||
| 621 | |||
| 622 | * **Repository:** __[[https:~~/~~/git.nugios.services/nugios-core/webapps/nugioscore-angular>>https://git.nugios.services/nugios-core/webapps/nugioscore-angular]] __ | ||
| 623 | |||
| 624 | **__Backend__:** | ||
| 625 | |||
| 626 | **Project:** RustarOnline.WebApi | ||
| 627 | |||
| 628 | == (% style="font-size:24px" %)Databases and Tables(%%) == | ||
| 629 | |||
| 630 | |(% 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*** | ||
| 631 | |||
| 632 | (% class="wikigeneratedid" %) | ||
| 633 | (% style="font-size:16px" %)**Data Types of Tables** | ||
| 634 | |||
| 635 | |(% 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** | ||
| 636 | |||
| 637 | (% style="color:inherit; font-family:inherit; font-size:24px; font-weight:600" %)Log Details | ||
| 638 | |||
| 639 | The log files are stored in a designated location: [[https:~~/~~/elkalyzer.nugios.services/app/discover>>https://elkalyzer.nugios.services/app/discover]] | ||
| 640 | |||
| 641 | |||
| 642 | = (% style="font-size:28px" %)**Additional**(%%) = | ||
| 643 | |||
| 644 | == (% style="font-size:24px" %)References(%%) == | ||
| 645 | |||
| 646 | |(% style="width:187px" %)**Cross-references**|(% style="width:761px" %)N/A | ||
| 647 | |(% style="width:187px" %)**Related modules**|(% style="width:761px" %) [[NewRF>>doc:Fundamentals.Nugioscore.Sales.20\.NewRF.WebHome]], [[Insurance Types>>doc:Fundamentals.Nugioscore.Sales.10\.Insurance Types.WebHome]], [[Users>>doc:Fundamentals.Nugioscore.Security.02\.Users.WebHome]], [[Currency>>doc:Fundamentals.Nugioscore.Finance.01\. Currency.WebHome]] | ||
| 648 | |(% style="width:187px" %)**Media library**|(% style="width:761px" %)N/A | ||
| 649 | |||
| 650 | = (% style="font-size:28px" %)**Contact Us**(%%) = | ||
| 651 | |||
| 652 | If you notice any inconsistencies or have comments, please don't hesitate to leave it to us. Your feedback is valuable. |