From a96289ea3b1ac0698ee4b01086be59353b58f0d5 Mon Sep 17 00:00:00 2001 From: Oliver Schinagl Date: Tue, 25 Oct 2005 11:02:13 +0000 Subject: --- ADD/chapter6.tex | 94 +++++++++++++++++++++++++++++++++++++------------------- 1 file changed, 63 insertions(+), 31 deletions(-) diff --git a/ADD/chapter6.tex b/ADD/chapter6.tex index fb1e158..2ce4ed6 100644 --- a/ADD/chapter6.tex +++ b/ADD/chapter6.tex @@ -80,7 +80,11 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Add a new proposal} - +First the employee is checked to see if he/she has the right authorization level ( of the Business department). +If he has the appropriate level, he can create a new insurance proposal. After the proposal has been created, +the system will check if there are any cross or up sell opportunities that apply to the insurance used in the +proposal. After the two checks, the risks which the proposal insures are created and added to the risk list +of the proposal. \begin{figure} \begin{center} \epsfxsize=10cm @@ -91,7 +95,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Add a new representative} - +An employee can add a representative to a clients list of representatives. Before the representative can +be added to list, it has to be created. \begin{figure} \begin{center} \epsfxsize=10cm @@ -102,7 +107,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Add a new risk} - +Before a risk can be added to the risks list of a insurance proposal, it has to be created. \begin{figure} \begin{center} \epsfxsize=10cm @@ -113,7 +118,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Add a new type of client} - +First the employee is checked to see if he/she has the right authorization level. +If he has the appropriate level, he can create a new client type. \begin{figure} \begin{center} \epsfxsize=10cm @@ -124,7 +130,10 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Add a new up sell opportunity} - +First the employee is checked to see if he/she has the right authorization level (of the Business department). +If he has the appropriate level, he can add an up sell opportunity to the up sell +opportunities list. After it is added, the system will check if their are any insurances +which apply to the opportunity. \begin{figure} \begin{center} \epsfxsize=10cm @@ -135,7 +144,9 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Do basic calculations via website} - +If a user is logged in at the website he can create an insurance proposal. If the proposal is created +and the risks (1..N) are specified, it is used to calculate a premium amount. After the premium amount +has been calculated, the proposal and the risks (1..N) will be deleted again. \begin{figure} \begin{center} \epsfxsize=10cm @@ -146,7 +157,9 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Convert a proposal into a policy} - +First the employee is checked to see if he/she has the right authorization level. +If he has the appropriate level, he can convert the proposal into a policy. A new policy +is created and a payment info will be created and will be attached to it. \begin{figure} \begin{center} \epsfxsize=10cm @@ -157,7 +170,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Delete a payment} - +First the employee is checked to see if he/she has the right authorization level. +If he has the appropriate level, he can delete a payment. \begin{figure} \begin{center} \epsfxsize=10cm @@ -168,7 +182,10 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Delete a policy} - +First the employee is checked to see if he/she has the right authorization level. +Then the policy, the payment info ,the payment (1..N) attached to it and +the claims (1..M) attached to it will be deleted. +The proposal attached to it will not be deleted, because it can be reused. \begin{figure} \begin{center} \epsfxsize=10cm @@ -179,7 +196,10 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Delete a proposal} - +First the employee is checked to see if he/she has the right authorization level. +Then the proposal and the risks (1..N) attached to it will be deleted. Because of the deleted +proposal, the attached policy will also be deleted if there exists one. The Payment info, claims (1..K) +and the payments (1..M) attached to the policy will be deleted last. \begin{figure} \begin{center} \epsfxsize=10cm @@ -190,7 +210,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit a claim} - +An employee can edit an existing claim. \begin{figure} \begin{center} \epsfxsize=10cm @@ -201,7 +221,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit a client} - +An employee can edit an existing client. \begin{figure} \begin{center} \epsfxsize=10cm @@ -212,7 +232,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit an individual insurance} - +First the employee is checked to see if he/she has the right authorization level. +If he has the appropriate level, he can edit a single insurance. \begin{figure} \begin{center} \epsfxsize=10cm @@ -223,7 +244,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit an insurance package} - +First the employee is checked to see if he/she has the right authorization level. +If he has the appropriate level, he can edit an insurance package. \begin{figure} \begin{center} \epsfxsize=10cm @@ -234,7 +256,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit a payment} - +An employee can edit an existing payment. \begin{figure} \begin{center} \epsfxsize=10cm @@ -245,7 +267,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit a policy} - +An employee can edit an existing policy. \begin{figure} \begin{center} \epsfxsize=10cm @@ -256,7 +278,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit risk} - +An employee can edit an existing risk. \begin{figure} \begin{center} \epsfxsize=10cm @@ -267,7 +289,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Edit a type of client} - +First the employee is checked to see if he/she has the right authorization level. +If he has the appropriate level, he can edit a client type. \begin{figure} \begin{center} \epsfxsize=10cm @@ -278,7 +301,9 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Employee management} - +First the employee is checked to see if he/she has the right authorization level (of the Business department). +If he has the appropriate level, he can search, add or remove a salary record from the list of salary records. If a salary record is added +to the list, it first has to be created. When removing a salary record from the list, it will be deleted. \begin{figure} \begin{center} \epsfxsize=10cm @@ -289,7 +314,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Generate government report} - +A report can be generated which contains all details of an insurance policy. \begin{figure} \begin{center} \epsfxsize=10cm @@ -300,7 +325,9 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Do internal career tracking} - +First the employee is checked to see if he/she has the right authorization level (of the Business department). +If he has the appropriate level, he can search, add or remove a career step from the list of career steps. If a career step is added +to the list, it first has to be created. When removing a career step from the list, it will be deleted. \begin{figure} \begin{center} \epsfxsize=10cm @@ -311,7 +338,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Manage a time sheet} - +When a employee wants to manage his timesheets, +he can add, search and remove timesheets. Before he adds a timesheet to his timesheet list, he must first create it. If he removes a timesheet from his timesheet list, the timesheet will be deleted. \begin{figure} \begin{center} \epsfxsize=10cm @@ -322,7 +350,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Query a client} - +An employee can query a client. \begin{figure} \begin{center} \epsfxsize=10cm @@ -333,7 +361,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Query an insurance package} - +First the employee is checked to see if he/she has the right authorization level (of the Business department). +If he has the appropriate level, he can query the insurance package. \begin{figure} \begin{center} \epsfxsize=10cm @@ -344,7 +373,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Query a payment} - +An employee can query a payment. \begin{figure} \begin{center} \epsfxsize=10cm @@ -355,7 +384,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Query a policy} - +An employee can query a policy. \begin{figure} \begin{center} \epsfxsize=10cm @@ -366,7 +395,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Query a proposal} - +An employee can query a proposal. \begin{figure} \begin{center} \epsfxsize=10cm @@ -377,7 +406,7 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Query a risk} - +An employee can query a risk. \begin{figure} \begin{center} \epsfxsize=10cm @@ -388,7 +417,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Remove a claim} - +An employee can remove a claim from a insurance policy list of claims. If the claim is +removed from the list, it will be deleted. \begin{figure} \begin{center} \epsfxsize=10cm @@ -399,7 +429,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Remove a cross sell opportunity} - +First the employee is checked to see if he/she has the right authorization level ( of the Business department). +If he/she has the appropriate level, he can remove an cross sell opportunity from the list. \begin{figure} \begin{center} \epsfxsize=10cm @@ -410,7 +441,8 @@ An employee can add a new payment to the a client-policy pair. \end{figure} \section*{Remove a representative} - +An employee can remove a representative from a clients list of representatives. If the representative is +removed from the list, it will be deleted. \begin{figure} \begin{center} \epsfxsize=10cm -- cgit v0.12