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Wiki source code of 09.Insurance

Version 8.2 by Maguli Gogoladze on 2025/10/13 16:14
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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" %)
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="width:163px" %)**Name**|(% style="width:786px" %)**Description**|(% style="width:258px" %)**Database Name**
109 |(% style="width:163px" %)**Program name (zone)**|(% style="width:786px" %) |(% style="width:258px" %)
110 |(% style="width:163px" %)**Departure Country**|(% style="width:786px" %) |(% style="width:258px" %)
111 |(% style="width:163px" %)**Departure City**|(% style="width:786px" %) |(% style="width:258px" %)
112 |(% style="width:163px" %)**Arrival Country**|(% style="width:786px" %) |(% style="width:258px" %)
113 |(% style="width:163px" %)**Supplier**|(% style="width:786px" %) |(% style="width:258px" %)
114 |(% style="width:163px" %)**Insurance Type**|(% style="width:786px" %) |(% style="width:258px" %)
115 |(% style="width:163px" %)**Coverage Amount**|(% style="width:786px" %) |(% style="width:258px" %)
116 |(% style="width:163px" %)**Transportation & Repatriation**|(% style="width:786px" %) |(% style="width:258px" %)
117 |(% style="width:163px" %)**Deductible**|(% style="width:786px" %) |(% style="width:258px" %)
118 |(% style="width:163px" %)**Status**|(% style="width:786px" %) |(% style="width:258px" %)
119
120 = Insurances =
121
122 == Features and Functionalities ==
123
124 (% style="text-align: justify;" %)
125 Kazunion agents sell insurance as an additional product while booking tours. Till today insurance type, price, coverage amount and currency are fixed.
126
127 (% style="text-align: justify;" %)
128 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.
129
130 (% style="text-align: justify;" %)
131 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.
132
133 (% style="text-align: justify;" %)
134 Insurance will be sold only as a component of whole package.
135
136 (% style="text-align: justify;" %)
137 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).
138
139 (% style="text-align: justify;" %)
140 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.
141
142 (% style="text-align: justify;" %)
143 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.
144
145 (% style="text-align: justify;" %)
146 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.
147
148 (% style="text-align: justify;" %)
149 After the reservation will be evaluated and approved sold Insurance will be activated.
150
151 It is important to note that:
152
153 * Insurance will not be created without a program attached;
154 * 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.
155
156 = (% style="font-size:28px" %)Technical Description(%%) =
157
158 == (% style="font-size:24px" %)Architecture Overview(%%) ==
159
160 The Client Balance module has the following architecture:
161
162 == **Code Link** ==
163
164 **__Frontend__:**
165
166 * **Repository:** __[[https:~~/~~/git.nugios.services/nugios-core/webapps/nugioscore-angular>>https://git.nugios.services/nugios-core/webapps/nugioscore-angular]] __
167
168 **__Backend__:**
169
170 **Project:** RustarOnline.WebApi
171
172 == (% style="font-size:24px" %)Databases and Tables(%%) ==
173
174 |(% 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***
175 |(% 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
176
177 (% class="wikigeneratedid" %)
178 (% style="font-size:16px" %)**Data Types of Tables**
179
180 (% class="wikigeneratedid" %)
181 **finance._get_client_balance Procedure***
182
183 |(% 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**
184 |(% 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)
185 For documents: Finance.BankDocument [BDID] or Finance.CashDocument [CDID]; ID of document (for tech)
186
187 (% style="color:inherit; font-family:inherit; font-size:24px; font-weight:600" %)Log Details
188
189 The log files are stored in a designated location:  [[https:~~/~~/elkalyzer.nugios.services/app/discover>>https://elkalyzer.nugios.services/app/discover]]
190
191
192 = (% style="font-size:28px" %)**Additional**(%%) =
193
194 == (% style="font-size:24px" %)References(%%) ==
195
196 |(% style="width:187px" %)**Cross-references**|(% style="width:761px" %)N/A
197 |(% 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]]
198 |(% style="width:187px" %)**Media library**|(% style="width:761px" %)N/A
199
200 = (% style="font-size:28px" %)**Contact Us**(%%) =
201
202 If you notice any inconsistencies or have comments, please don't hesitate to leave it to us. Your feedback is valuable.