From a96289ea3b1ac0698ee4b01086be59353b58f0d5 Mon Sep 17 00:00:00 2001
From: Oliver Schinagl <oliver@schinagl.nl>
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
-- 
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