Dynamic Insurance System - Entity Relationship Diagram

Overview

This ERD represents the complete dynamic insurance configuration system that allows for flexible, insurer-agnostic management of insurance providers, configurations, file uploads, and UI components.

Entity Relationship Diagram

System Architecture Overview

🏗️ Core Architecture

The dynamic system is built around 4 main pillars:

1. Configuration Management - Dynamic insurer configurations
2. File Upload System - Flexible Excel file processing
3. UI Component System - Dynamic button and permission management
4. Data Storage - Flexible member data storage

🔗 Key Relationships

1. Insurance Provider (HowdenInsuranceProvider)

• Central Hub: All dynamic configurations are linked to insurance providers
• One-to-Many: Each provider can have multiple configurations, file upload configs, UI buttons, and data entries
• Provider Name: Used as insurerId in dynamic system (e.g., “maxicare”, “icare”, “intellicare”)

2. Client Company (HowdenClientCompany)

• Plan Management: Companies can create custom plans from available insurer configurations
• File Upload: Companies can configure their own file upload formats
• Data Storage: Companies store their member data in the dynamic data table

3. Configuration Flow

Insurance Provider → Insurer Configurations → Company Plans → Member Data

📊 Entity Descriptions

InsurerConfiguration

• Purpose: Stores available configuration options for each insurer
• Types: civil_status, plan_type, member_type, level, relation, etc.
• Flexibility: JSON metadata allows for custom configuration data

InsurerConfigurationPlan

• Purpose: Links insurer configurations to specific company plans
• Customization: Companies can create custom plan names and descriptions
• Metadata: JSON field for plan-specific configuration

CompanyFileUploadConfiguration

• Purpose: Defines file upload formats and validation rules for each company
• Types: new_members, renewal, cancellation, account_number, etc.
• Validation: Comprehensive validation rules including required fields, unique fields, and custom validations

CompanyFileUploadHeader

• Purpose: Defines individual column headers for file uploads
• Data Types: string, number, date, boolean, stringOrNumber
• Validation: Column-specific validation rules (min/max length, patterns, allowed values)

InsurerUIButtonConfiguration

• Purpose: Defines dynamic UI buttons for each insurer
• Types: upload, download, action, view
• Configuration: JSON fields for button behavior and UI settings

InsurerUIButtonPermission

• Purpose: Role-based access control for UI buttons
• Roles: HR, BROKER, PRINCIPAL, ADMIN, ALL
• Conditions: JSON field for complex permission rules

InsurerDataTable

• Purpose: Flexible storage for member data from any insurer
• Structure: Mix of fixed columns and dynamic JSON configuration
• Flexibility: Can store any insurer-specific fields in dynamicConfig JSON

🚀 System Benefits

1. Insurer Agnostic: Works with any insurance provider without code changes
2. Company Customization: Each company can configure their own plans and file formats
3. Role-Based Access: Granular permission control for UI components
4. Flexible Validation: Comprehensive file upload validation system
5. Scalable: Easy to add new insurers, configurations, and features
6. Data Integrity: Proper foreign key relationships and constraints

🔄 Data Flow

1. Setup Phase:

   • Create Insurance Provider
   • Define Insurer Configurations
   • Set up File Upload Configurations
   • Configure UI Buttons and Permissions

2. Company Onboarding:

   • Company selects available configurations
   • Creates custom plans
   • Configures file upload formats
   • Sets up UI permissions

3. Operational Phase:

   • Upload files with dynamic validation
   • Store member data in flexible format
   • Display role-based UI components
   • Generate reports and exports

📈 Scalability Features

• JSON Fields: Allow for future extensions without schema changes
• UUID Primary Keys: Enable distributed systems and microservices
• Soft Deletes: Maintain data integrity while allowing “deletion”
• Audit Trails: Created/Updated timestamps for all entities
• Sort Orders: Flexible ordering of configurations and UI elements

This dynamic system provides a complete, flexible solution for managing insurance configurations across multiple providers and companies! 🎯