09.Insurance

Version 7.10 by Maguli Gogoladze on 2025/10/13 14:36

Contents

Overview
- Primary Users
- Navigation Path
Business Description
Programs
- Features and Functionalities
  - Buttons Description
  - Grid Columns Description
Technical Description
Additional
- References
Contact Us

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

Programs

Features and Functionalities

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.

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.

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 :

Draft records- color is green and can be authorized or deleted
Approved records - color is black and can be deauthorized only
Deleted records - color grey, can be only undeleted

The page where Programs Tab is located is divided into two Grids. The Programstab is in the Upper Grind.

The Grid Below, Program Detailsinclude tabs as Prices, Age Conditions, Group Conditions and Risks, 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.

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

Add/Edit

This section allows to user to register/Edit received different insurance terms from insurance suppliers and create the Programs.

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.

Note: The Edit button is always active/visible only when the record has a "draft" status.

Program name (zone0	This is the field where the Insurance agent types the name of the program it will be identified in the system.
Departure Country	The user select the country from the drop down menu, which will be insurance coverage area.
Departure Cities
Arrival Country
Supplier	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.
Insurance Type	Specific type of insurance at the moment are two: Medical Non-departure
Coverage Amount	This section shows the total insurance value defined by the supplier and applicable to this specific program only.
Add Insurance Type	This is the field that allows the user to add additional Insurance Type and Coverage Amount fields when needed to this program. The Insurance Type can be added as much as required and available at the moment of creation Insurance Programs.
Transportation & repatriation	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.
Deductible	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.
Cancel
Save
Close

Delete/Undelete

Authorize/Deauthorize

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.

Permission "Authorize" - is active when the program has "draft" status.
Permission "Deauthorize" - is active when the program has "authorized" status.

After Authorization Programs/Insurance should be active/published.

It is important to mention that it is impossible to Authorize/Activate Programs without prices attached.

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".

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:

Repository: https://git.nugios.services/nugios-core/webapps/nugioscore-angular

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

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

Contact Us

If you notice any inconsistencies or have comments, please don't hesitate to leave it to us. Your feedback is valuable.