UseCases-FollowUpMutations

Use Case # Use Case Description FUM Type Above/Below TH Passing TH JJS Passing TH SVE FU Action JJS FU Action SVE Action FM pkOne TM / MutType / DocType Record Clan FM / MutType / DocType Record Type Clan

1

New entry SVE below JJS threshold

-

below

no

-

-

-

-

- SVE EIN / EIN_BELEG_SVE

SVE 2110, 2100, 2050, 2010

-

-

2

New entry SVE above JJS threshold

ENTRY_ABOVE_THRESHOLD

above

yes

-

not negotiable (auto Confirm)

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Sets MutationType EIN* FM EIN not negotiable

- SVE EIN / EIN_BELEG_SVE

SVE 2110, 2100, 2050, 2010

- JJS EIN / EIN_BELEG_JJS

-

3

Income increase SVE below JJS threshold

-

below

no

-

-

-

-

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

-

-

4

Income raised/increase SVE above JJS threshold (passing)

SALARY_RAISED_ABOVE_ THRESHOLD

above

yes

-

not negotiable (auto Confirm)

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Apply only NEW mutation data* Sets MutationType EIN

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- JJS EIN / EIN_BELEG_JJS_LOM

-

5

Income increase SVE above JJS threshold (remained above)

SALARY_REMAINED_ABOVE_ THRESHOLD

above

no

-

not negotiable (auto Confirm) FM not shown in UI as well FM Infotext not shown)

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Sets MutationType LOM

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- JJS LOM / LOM_BELEG_AO_JJS oder LOM_BELEG_O_JJS oder LOM_BELEG_O_BELATED_JJS(Beleg erzeugen aber nicht zeigen im UI)

JJS 2050

6.A

Income reduction SVE below JJS threshold

SALARY_DECREASED_BELOW_ THRESHOLD

below

yes

-

Confirm

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Sets only NEW mutation data* Sets MutationType AUS* FM AUS negotiable

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- JJS AUS / AUS_BELEG_JJS_CONFIRMED

JJS 2050

6.B

Income reduction SVE below JJS threshold

SALARY_DECREASED_BELOW_ THRESHOLD

below

yes

-

Reject

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Sets only NEW mutation data* Sets MutationType AUS (state reject)* Sets MutationType LOM (state confirm)* FM AUS negotiable

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- JJS AUS / AUS_BELEG_JJS_REJECTED ( Status explizit ausweisen) - JJS LOM / LOM_BELEG_AO_JJS oder LOM_BELEG_O_JJS oder LOM_BELEG_O_BELATED_JJS

JJS AUS 2050JJS LOM 2050

6.C

Income reduction SVE below SVE threshold

SALARY_DECREASED_BELOW_ PENSION_FUND_ENTRY_THRESHOLD

below

no

yes

-

Confirm

Copies SVE-TM to SVE-FM:* Keeps client SVE* Sets only NEW mutation data* Sets MutationType AUS (confirmed)* FM AUS negotiable

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- SVE AUS / AUS_BELEG_SVE_CONFIRMED

SVE 2010, 2100

6.D

Income reduction SVE below SVE threshold

SALARY_DECREASED_BELOW_ PENSION_FUND_ENTRY_THRESHOLD

below

no

yes

-

Reject

Copies SVE-TM to SVE-FM:* Keeps client SVE* Adopts only NEW mutation data* Sets MutationType AUS (state reject)* Sets MutationType LOM (state confirm, not negotiable)

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- SVE AUS / AUS_BELEG_SVE_REJECTED (Status explizit ausweisen)

-

6.E

Income reduction SVE below SVE and JJS threshold

SALARY_DECREASED_BELOW_ ALL_THRESHOLDS

below

yes

yes

not negotiable (auto Confirm)

Confirm

Copies SVE-TM to SVE-FM:* Keeps client SVE* Sets only NEW mutation data* Sets MutationType AUS (state confirm) * Sets MutationType LOM SVE (state confirm, not negotiable)* Sets MutationType Exit JJS (state confirm, not negotiable)

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- SVE AUS / AUS_BELEG_SVE_CONFIRMED- JJS AUS / AUS_BELEG_JJS_CONFIRMED

SVE 2010, 2100 JJS 2050

6.F

Income reduction SVE below SVE and JJS threshold

SALARY_DECREASED_BELOW_ ALL_THRESHOLDS

below

yes

yes

Reject

Reject

Copies SVE-TM to SVE-FM:* Changes client to JJS* Sets only NEW mutation data* Sets MutationType AUS SVE (state reject)* Sets MutationType LOM SVE (state confirm, not negotiable)* Sets MutationType AUS JJS (state reject)* Set MutationType LOM JJS (state confirm, not negotiable)

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- SVE AUS / AUS_BELEG_SVE_REJECTED (Status explizit ausweisen)- JJS AUS / AUS_BELEG_JJS_REJECTED (Status explizit ausweisen)- JJS LOM / LOM_BELEG_AO_JJS oder LOM_BELEG_O_JJS oder LOM_BELEG_O_BELATED_JJS

- JJS AUS 2050- JJS LOM 2050

6.G

Income reduction SVE below SVE and JJS threshold

SALARY_DECREASED_BELOW_ ALL_THRESHOLDS

below

yes

yes

Confirm

Reject

Copies SVE-TM to SVE-FM:* Changes client to JJS* Adopts only NEW mutation data* Sets MutationType AUS SVE (state reject)* Sets MutationType LOM SVE (state confirm, not negotiable)* Sets MutationType AUS JJS (state confirm)

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- SVE AUS / AUS_BELEG_SVE_REJECTED (Status explizit ausweisen)- JJS AUS / AUS_BELEG_JJS_CONFIRMED

JJS 2050

7

Income reduction SVE above JJS threshold

SALARY_RAISED_ABOVE_THRESHOLD

above

no

-

not negotiable (auto Confirm) FM not shown in UI as well FM Infotext not shown)

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Sets MutationType LOM

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

- JJS LOM / LOM_BELEG_AO_JJS oder LOM_BELEG_O_JJS oder LOM_BELEG_O_BELATED_JJS(Beleg erzeugen aber nicht zeigen im UI)

JJS 2050

8

Income reduction SVE below JJS threshold

-

below

no

-

-

-

-

- SVE LOM / LOM_BELEG_AO_SVE oder LOM_BELEG_O_SVE oder LOM_BELEG_O_BELATED_SVE

SVE 2050

-

-

9

Exit SVE below JJS threshold

-

below

-

-

-

-

-

- SVE AUS / AUS_BELEG_SVE_CONFIRMED

SVE 2050 SVE 2010, 2100

-

-

10

Exit SVE above JJS threshold

EXIT_ABOVE_THRESHOLD

above

-

-

not negotiable (auto Confirm) FM not shown in UI as well FM Infotext not shown)

-

Copies SVE-TM to JJS-FM:* Changes client to JJS* Adopts MutationType AUS

- SVE AUS / AUS_BELEG_SVE_CONFIRMED

SVE 2050 SVE 2010, 2100

- JJS AUS / AUS_BELEG_JJS_CONFIRMED (Beleg erzeugen aber nicht zeigen im UI)

JJS 2050

11

Stammdaten SVE (mit/ohne Kader)

PERSONAL_DATA_ABOVE_THRESHOLD

-

-

-

-

-

-

- SVE STM / STM_BELEG_SVE

SVE 2010, 2100, 2110

-

-

12

Kombination Typ

-

-

-

-

-

Ignorierung der STM nur für SVE, nur Berücksichtigung LOM für JJS, wie oben definiert

-

-

-

-

Glossary:

TH = Threshold FU = FollowUp TM = TriggerMutation FM = FollowUpMutation

Notes:

<1>: JJS-Eintritt automatisch erzeugt (Clan-Workflow)

<2>: JJS-Eintritt nicht automatisch erzeugt

<3>: Stammdaten werden zentral im Backend gehalten (keine JJS Mutation notwendig)

Referencing Tickets

  • #6866 - Folgemutationen - Umgang mit JJS Versicherung

  • #7530 - Neue Anforderungen DocumentTypes, Mandantenfilter, UseCases Folgemutation

  • #7713 - Erweiterung UC 10: FUM JJS + JJS MutBeleg erzeugen, aber nicht anzeigen role EMPLOYER