09.Insurance
Overview
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.
The user (a selling agent of Kazunion) may sell insurance as an additional service when booking includes only tours.
Insurance module allows to choose between different Insurances/additional supplements and have authority to sell specific insurance to selected tourists individually.
This functionality is available only for Nugioscore Kazunion only for the moment.
Primary Users
Reservation department, System Administrator
Navigation Path
Nugioscore/Sales/Insurance
Business Description
Features and Functionalities
The main grid displays the search results of reservations linked to the selected contragent, including detailed payment information for each entry. Results are shown in a table format, with filtering and sorting options to help users quickly find relevant data. This enables efficient monitoring of client payment activity, identification of outstanding balances, and supports accurate financial reporting. All records displayed in the main grid have "Post" or "Proceeded" status only.
Note: The main grid at the bottom displays the financial summary for the selected contragent. It includes the total number of records, followed by financial data categorized by currency, total price, amount received, and the resulting difference.
Buttons Description
| Grid Options | A detailed description see here: Grid Options |
| Filter Options | A detailed description see here: Filter Options |
| Refresh | A detailed description see here: Refresh |
| Export to Excel | A detailed description see here: Export to Excel |
Grid Columns Description
| Name | Description | Database Name |
| Group | Payment currency as per destination. | CurName [Finance.Currency] |
Technical Description
Architecture Overview
The Client Balance module has the following architecture:
Code Link
Frontend:
Backend:
Project: RustarOnline.WebApi
Databases and Tables
| Database Type | Database Name | Table Name* | Table Description* |
| MSSQL | All NugiosCore Databases | finance._get_client_balance Procedure* | View of invoices and documents balance by contragents |
*The Client Balance module does not have a dedicated table in the database. Instead, the UI Grid is generated based on the stored procedure finance._get_client_balance
Data Types of Tables
finance._get_client_balance Procedure*
| Field Name | Display Name | Field Type | Short Description |
| OInvHID | N/A | uniqueidentifier | For invoices: Finance.IncInvoiceHdr [IInvHID] or Finance.OutInvoiceHdr [OInvHID]; ID of invoice (for tech) For documents: Finance.BankDocument [BDID] or Finance.CashDocument [CDID]; ID of document (for tech) |
Log Details
The log files are stored in a designated location: https://elkalyzer.nugios.services/app/discover
Additional
References
| Cross-references | N/A |
| Related modules | Incoming and Outgoing Invoices, Bank and Cash documents, NewRF |
| Media library | N/A |
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