Dynamic Insurer Configuration API

Overview

This API allows clients to dynamically configure insurers and their settings without modifying the codebase. Instead of hardcoded entities for each insurer, the system now uses a flexible configuration approach.

Key Features

✅ Dynamic insurer configuration
✅ Client-specific plan configurations
✅ Flexible data table structure
✅ Validation against configuration
✅ Bulk operations support
✅ Migration from existing hardcoded data

API Endpoints

Configuration Management

Get Insurer Configurations


GET /api/v1/private/dynamic/insurer/{insurerId}/configurations?configType=civil_status

Create Insurer Configuration


POST /api/v1/private/dynamic/insurer/{insurerId}/configurations
Content-Type: application/json
 
{
  "configType": "civil_status",
  "configName": "Single",
  "configValue": "Single",
  "configMetadata": {
    "description": "Single marital status",
    "isActive": true
  },
  "sortOrder": 1
}

Update Configuration


PUT /api/v1/private/dynamic/insurer/configurations/{configUuid}
Content-Type: application/json
 
{
  "configName": "Updated Name",
  "configValue": "Updated Value"
}

Delete Configuration


DELETE /api/v1/private/dynamic/insurer/configurations/{configUuid}

Get Configuration Schema


GET /api/v1/private/dynamic/insurer/{insurerId}/schema

Bulk Create Configurations


POST /api/v1/private/dynamic/insurer/{insurerId}/configurations/bulk
Content-Type: application/json
 
{
  "configurations": [
    {
      "configType": "civil_status",
      "configName": "Single",
      "configValue": "Single",
      "sortOrder": 1
    },
    {
      "configType": "civil_status",
      "configName": "Married",
      "configValue": "Married",
      "sortOrder": 2
    }
  ]
}

Data Table Management

Get Data Table Entries


GET /api/v1/private/dynamic/insurer/company/{companyUuid}/data-table?insurerId=maxicare&page=1&pageSize=10&search=john

Create Data Table Entry


POST /api/v1/private/dynamic/insurer/company/{companyUuid}/data-table
Content-Type: application/json
 
{
  "insurerId": "maxicare",
  "empNo": "EMP001",
  "lastName": "Doe",
  "firstName": "John",
  "middleName": "M",
  "email": "john.doe@example.com",
  "mobileNumber": "09123456789",
  "memberType": "Principal",
  "civilStatus": "Single",
  "planType": "Individual",
  "planLevel": "Basic",
  "relationCode": "Self",
  "memberStatus": "Active",
  "dynamicConfig": {
    "customField1": "value1",
    "customField2": "value2"
  }
}

Update Data Table Entry


PUT /api/v1/private/dynamic/insurer/data-table/{dataTableUuid}
Content-Type: application/json
 
{
  "memberStatus": "Inactive",
  "planType": "Family"
}

Delete Data Table Entry


DELETE /api/v1/private/dynamic/insurer/data-table/{dataTableUuid}

Bulk Upload Data Table Entries


POST /api/v1/private/dynamic/insurer/company/{companyUuid}/insurer/{insurerId}/data-table/bulk-upload
Content-Type: application/json
 
{
  "entries": [
    {
      "empNo": "EMP001",
      "lastName": "Doe",
      "firstName": "John",
      "email": "john.doe@example.com",
      "memberType": "Principal",
      "civilStatus": "Single"
    },
    {
      "empNo": "EMP002",
      "lastName": "Smith",
      "firstName": "Jane",
      "email": "jane.smith@example.com",
      "memberType": "Dependent",
      "civilStatus": "Married"
    }
  ]
}

Get Data Table Statistics


GET /api/v1/private/dynamic/insurer/company/{companyUuid}/data-table/statistics?insurerId=maxicare

Get Available Configurations


GET /api/v1/private/dynamic/insurer/{insurerId}/available-configurations

Configuration Types

Standard Configuration Types

civil_status - Marital status options
plan_type - Insurance plan types
member_type - Member categories (Principal, Dependent, etc.)
plan_level - Plan levels (Basic, Standard, Premium, etc.)
relation_code - Relationship codes (Spouse, Child, Parent, etc.)
member_status - Member status (Active, Inactive, Suspended, etc.)
branch_name - Branch locations
site_name - Site locations
sub_group - Sub-group classifications
rank - Employee ranks
life_rider - Life insurance riders
limit - Coverage limits
room_board - Room and board options
class_number - Class numbers
class_description - Class descriptions
transaction_type - Transaction types
mbl - Maximum Benefit Limits

Custom Configuration Types

You can create any custom configuration type by using the configType field with any string value.

Data Table Fields

Core Fields (Always Present)

empNo - Employee number
lastName - Last name
firstName - First name
middleName - Middle name
extension - Name extension
email - Email address
mobileNumber - Mobile number
gender - Gender
age - Age
pwd - PWD status

Dynamic Fields (Based on Configuration)

civilStatus - Civil status
planType - Plan type
planLevel - Plan level
memberType - Member type
relationCode - Relation code
memberStatus - Member status
branchName - Branch name
siteName - Site name
subGroup - Sub group
rank - Rank
lifeRider - Life rider
limit - Limit
roomBoard - Room and board
classNumber - Class number
classDescription - Class description
transactionType - Transaction type
mbl - MBL

TAT Fields

accountNumberTat - Account number TAT
membershipCardTat - Membership card TAT
accountNumberEta - Account number ETA
membershipCardEta - Membership card ETA
labelAccountNumber - Account number label
labelMembershipCard - Membership card label

Flexible Configuration

dynamicConfig - JSON field for any custom configuration data

Migration from Existing Data

Running Migration


import { InsurerMigrationService } from './src/utils/migrateToDynamicInsurer';
 
const migrationService = new InsurerMigrationService();
await migrationService.runAllMigrations();

Migration Process

Creates dynamic configurations for existing insurers (Maxicare, Icare, Intellicare)
Migrates existing hardcoded data to dynamic structure
Maintains data integrity and relationships
Preserves existing functionality

Benefits

For Developers

✅ No need to create new entities for each insurer
✅ Single data table structure for all insurers
✅ Flexible configuration system
✅ Easy to add new insurers
✅ Maintainable codebase

For Clients

✅ Self-service configuration
✅ Custom field support
✅ Flexible plan management
✅ Easy data management
✅ Scalable solution

For Business

✅ Faster time to market for new insurers
✅ Reduced development costs
✅ Better client satisfaction
✅ Scalable architecture
✅ Future-proof solution

Example Usage

Adding a New Insurer

Create insurance provider in the system
Configure the insurer using the API
Set up company-specific plans
Start using the dynamic data table

Client Configuration

Client logs into the system
Navigates to insurer configuration
Sets up their specific plan options
Configures validation rules
Manages their data through the API

This dynamic system provides a flexible, scalable solution that eliminates the need for hardcoded insurer entities while maintaining all existing functionality.