Pension
Pension
Description
L'entité Pension contient toutes les informations communes liées à de l'épargne individuelle ou collective.
Relations
Ascendantes
Entité | Propriété |
|---|---|
Offer | pension |
Project | pension |
Descendantes
Entité | Propriété |
|---|---|
GroupPension | groupPension |
History | history |
IndividualPension | individualPension |
InvestmentBreakdown | investmentBreakdowns |
SeverancePay | severancePays |
Liste des propriétés
Nom | Type | Dernière version modifiée | Description | Getter | Setter | Deprecated |
|---|---|---|---|---|---|---|
UnitsOfAccountsExpenseRatio | Number | 2.0.0 | Simulateur capital/rente : frais sur encours UC. | getPensionUnitsOfAccountsExpenseRatio | setPensionUnitsOfAccountsExpenseRatio | - |
adviceFollowed | Boolean | 2.0.0 | Conseil suivi concernant le mode de gestion financière préconisé. | getPensionAdviceFollowed | setPensionAdviceFollowed | - |
advisedFinancialManagementMethod | FinancialManagementMethodEnum | 2.0.0 | Mode de gestion financière préconisé. | getPensionAdvisedFinancialManagementMethod | setPensionAdvisedFinancialManagementMethod | - |
advisedFinancialManagementOption | GuidedManagementOptionEnum | 2.0.0 | Mode préconisé de gestion pilotée. | getPensionAdvisedFinancialManagementOption | setPensionAdvisedFinancialManagementOption | - |
alreadyUsedRetirement | Number | 2.0.0 | Simulateur de retraite fiscale disponible (résultat) : montant déjà utilisé de l'enveloppe déductible. | getPensionAlreadyUsedRetirement | setPensionAlreadyUsedRetirement | - |
arrearsFee | Number | 2.6.0 | Frais sur arrérages. Il s'agit d'une ponction faite directement sur la rente versée. Ils rémunèrent l'assureur pour sa gestion du capital sur le long terme (%). | getPensionArrearsFee | setPensionArrearsFee | - |
availableFiscalAmountOverTheYear | Number | 2.0.0 | Simulateur de retraite fiscale disponible (résultat) : enveloppe fiscale disponible sur l'année. | getPensionAvailableFiscalAmountOverTheYear | setPensionAvailableFiscalAmountOverTheYear | - |
availableUnusedFiscalAmount | Number | 2.0.0 | Simulateur disponible fiscal retraite (résultat) : montant du report de l'enveloppe fiscale disponible pour les années futures. | getPensionAvailableUnusedFiscalAmount | setPensionAvailableUnusedFiscalAmount | - |
createdAt | Date | | Date de création de l'entité Pension | getPensionCreatedAt | Lecture seule | - |
createdBy | String | | Utilisateur à l'origine de la création de l'entité Pension | getPensionCreatedBy | Lecture seule | - |
deathClause | DeathClauseEnum | 2.0.0 | Clause de décès. | getPensionDeathClause | setPensionDeathClause | - |
depositFiscalChoice | FiscalChoiceEnum | 2.0.0 | Cadre fiscal du versement. | getPensionDepositFiscalChoice | setPensionDepositFiscalChoice | - |
desiredFinancialManagementMethod | FinancialManagementMethodEnum | 2.0.0 | Mode de gestion financière souhaité par le client. | getPensionDesiredFinancialManagementMethod | setPensionDesiredFinancialManagementMethod | - |
dutyOfAdviceSkipped | Boolean | 2.0.0 | Devoir de conseil ignoré. | getPensionDutyOfAdviceSkipped | setPensionDutyOfAdviceSkipped | - |
expectedAnnualPensionInvestment | Number | 2.0.0 | Montant du placement envisagé. | getPensionExpectedAnnualPensionInvestment | setPensionExpectedAnnualPensionInvestment | - |
feesRateOnDeposit | Number | 2.0.0 | Simulateur capital/rente : frais sur versement. | getPensionFeesRateOnDeposit | setPensionFeesRateOnDeposit | - |
financialManagementMethod | FinancialManagementMethodEnum | 2.0.0 | Mode de gestion financière retenu. | getPensionFinancialManagementMethod | setPensionFinancialManagementMethod | - |
freeDepositPaymentMethod | FreeDepositPaymentMethodEnum | 2.0.0 | Mode de paiement du versement libre. | getPensionFreeDepositPaymentMethod | setPensionFreeDepositPaymentMethod | - |
freeDepositValue | Number | 2.0.0 | Montant du versement libre. | getPensionFreeDepositValue | setPensionFreeDepositValue | - |
guidedManagementOption | GuidedManagementOptionEnum | 2.0.0 | Mode de la gestion pilotée. | getPensionGuidedManagementOption | setPensionGuidedManagementOption | - |
id | String | | Identifiant unique de l'entité Pension | getPensionId | Lecture seule | - |
isFloorGuaranteeEnabled | Boolean | 2.0.0 | Garantie plancher. | getPensionIsFloorGuaranteeEnabled | setPensionIsFloorGuaranteeEnabled | - |
isLifeAnnuityEnabled | Boolean | 2.0.0 | Rente viagère. | getPensionIsLifeAnnuityEnabled | setPensionIsLifeAnnuityEnabled | - |
knowledgeLevel | KnowledgeLevelEnum | 2.0.0 | Niveau de connaissance du client en produits d'épargne retraite. | getPensionKnowledgeLevel | setPensionKnowledgeLevel | - |
madelinHealthContribution | Number | 2.0.0 | Simulateur disponible fiscal retraite : montant cotisations Madelin santé. | getPensionMadelinHealthContribution | setPensionMadelinHealthContribution | - |
madelinInsuranceContribution | Number | 2.0.0 | Simulateur disponible fiscal retraite : montant cotisations Madelin prévoyance. | getPensionMadelinInsuranceContribution | setPensionMadelinInsuranceContribution | - |
madelinPensionContributionOrPerin | Number | 2.0.0 | Simulateur disponible fiscal retraite : montant versements Madelin retraite ou PER individuel. | getPensionMadelinPensionContributionOrPerin | setPensionMadelinPensionContributionOrPerin | - |
mainExpectation | PensionMainExpectationEnum | 2.1.1 | Objectif de la souscription au plan épargne retraite. | getPensionMainExpectation | setPensionMainExpectation | - |
perecoOrPercolCompanyContribution | Number | 2.0.0 | Simulateur disponible fiscal retraite : montant abondement entreprise PERECO ou PERCOL. | getPensionPerecoOrPercolCompanyContribution | setPensionPerecoOrPercolCompanyContribution | - |
peroOrClause83MandatoryContribution | Number | 2.0.0 | Simulateur disponible fiscal retraite : cotisations obligatoires article 83 ou PERO. | getPensionPeroOrClause83MandatoryContribution | setPensionPeroOrClause83MandatoryContribution | - |
perp | Number | 2.4.0 | Plan d'épargne retraite populaire. | getPensionPerp | setPensionPerp | - |
perpOrPerinDeposit | Number | 2.0.0 | Simulateur disponible fiscal retraite : versements PERP ou PER individuel. | getPensionPerpOrPerinDeposit | setPensionPerpOrPerinDeposit | - |
planAvailabilityOption | PensionPlanAvailabilityOptionEnum | 2.0.0 | Besoins en liquidités sur les placements épargne retraite. | getPensionPlanAvailabilityOption | setPensionPlanAvailabilityOption | - |
planExpectations | PensionPlanExpectationsEnum | 2.1.1 | Attentes concernant ce plan épargne retraite. | getPensionPlanExpectations | setPensionPlanExpectations | - |
saverProfileScore | Number | 2.0.0 | Scoring profil épargnant. | getPensionSaverProfileScore | setPensionSaverProfileScore | - |
saverProfileType | SaverProfileTypeEnum | 2.1.1 | Profil épargnant. | getPensionSaverProfileType | setPensionSaverProfileType | - |
scheduledDepositPeriodicity | PeriodicityEnum | 2.0.0 | Périodicité du versement programmé. | getPensionScheduledDepositPeriodicity | setPensionScheduledDepositPeriodicity | - |
scheduledDepositValue | Number | 2.0.0 | Montant du versement programmé. | getPensionScheduledDepositValue | setPensionScheduledDepositValue | - |
taxDeductibleAmount | Number | 2.0.0 | Simulateur disponible fiscal retraite (résultat) : enveloppe déductible retraite. | getPensionTaxDeductibleAmount | setPensionTaxDeductibleAmount | - |
transferDepositValue | Number | 2.0.0 | Montant du versement du transfert entrant. | getPensionTransferDepositValue | setPensionTransferDepositValue | - |
updatedAt | Date | | Date de modification de l'entité Pension | getPensionUpdatedAt | Lecture seule | - |
updatedBy | String | | Utilisateur à l'origine de la modification de l'entité Pension | getPensionUpdatedBy | Lecture seule | - |
Enums
DeathClauseEnum
- DeathClauseEnum.NOMINATIVE_CLAUSE
- DeathClauseEnum.STANDARD_CLAUSE
FinancialManagementMethodEnum
- FinancialManagementMethodEnum.FREE
- FinancialManagementMethodEnum.GUIDED
FiscalChoiceEnum
- FiscalChoiceEnum.PERSONAL
- FiscalChoiceEnum.PROFESSIONAL
- FiscalChoiceEnum.RENONCIATION
FreeDepositPaymentMethodEnum
- FreeDepositPaymentMethodEnum.AUTOMATIC_DEBIT
- FreeDepositPaymentMethodEnum.BANK_TRANSFER
- FreeDepositPaymentMethodEnum.CHECK
GuidedManagementOptionEnum
- GuidedManagementOptionEnum.BALANCE
- GuidedManagementOptionEnum.CAREFUL
- GuidedManagementOptionEnum.DYNAMIC
KnowledgeLevelEnum
- KnowledgeLevelEnum.HIGH
- KnowledgeLevelEnum.LOW
- KnowledgeLevelEnum.MEDIUM
PensionMainExpectationEnum
- PensionMainExpectationEnum.FISCAL_REDUCTION
- PensionMainExpectationEnum.RETIRED_CAPITAL_PROFIT
PensionPlanAvailabilityOptionEnum
- PensionPlanAvailabilityOptionEnum.MAY_NEED
- PensionPlanAvailabilityOptionEnum.NEED_ANYTIME
- PensionPlanAvailabilityOptionEnum.NEED_ANYTIME_FOR_PRIMARY_RESIDENCE
- PensionPlanAvailabilityOptionEnum.NONE
PensionPlanExpectationsEnum
- PensionPlanExpectationsEnum.FISCAL_REDUCTION
- PensionPlanExpectationsEnum.LIFE_ANNUITY_PROFIT
- PensionPlanExpectationsEnum.MIDDLE_OR_LONG_TERM_INCOME_PROFIT
- PensionPlanExpectationsEnum.PARTNER_DEATH_PROTECTION
- PensionPlanExpectationsEnum.PRIMARY_RESIDENCE_CAPITAL_PROFIT
- PensionPlanExpectationsEnum.RETIRED_CAPITAL_PROFIT
PeriodicityEnum
- PeriodicityEnum.HALF_YEARLY
- PeriodicityEnum.MONTHLY
- PeriodicityEnum.QUARTERLY
- PeriodicityEnum.YEARLY
SaverProfileTypeEnum
- SaverProfileTypeEnum.BALANCE
- SaverProfileTypeEnum.CAREFUL
- SaverProfileTypeEnum.DYNAMIC
Exemple
import { Entities } from '@fasstech/oip-core';
import { getOfferId } from '@fasstech/oip-core/entities/offer';
import { getPensionAdviceFollowed, getPensionAdvisedFinancialManagementMethod, getPensionAdvisedFinancialManagementOption, getPensionAlreadyUsedRetirement, getPensionArrearsFee, getPensionAvailableFiscalAmountOverTheYear, getPensionAvailableUnusedFiscalAmount, getPensionDeathClause, getPensionDepositFiscalChoice, getPensionDesiredFinancialManagementMethod, getPensionDutyOfAdviceSkipped, getPensionExpectedAnnualPensionInvestment, getPensionFeesRateOnDeposit, getPensionFinancialManagementMethod, getPensionFreeDepositPaymentMethod, getPensionFreeDepositValue, getPensionGuidedManagementOption, getPensionIsFloorGuaranteeEnabled, getPensionIsLifeAnnuityEnabled, getPensionKnowledgeLevel, getPensionMadelinHealthContribution, getPensionMadelinInsuranceContribution, getPensionMadelinPensionContributionOrPerin, getPensionMainExpectation, getPensionPerecoOrPercolCompanyContribution, getPensionPeroOrClause83MandatoryContribution, getPensionPerp, getPensionPerpOrPerinDeposit, getPensionPlanAvailabilityOption, getPensionPlanExpectations, getPensionSaverProfileScore, getPensionSaverProfileType, getPensionScheduledDepositPeriodicity, getPensionScheduledDepositValue, getPensionTaxDeductibleAmount, getPensionTransferDepositValue, getPensionUnitsOfAccountsExpenseRatio, setPensionAdviceFollowed, setPensionAdvisedFinancialManagementMethod, setPensionAdvisedFinancialManagementOption, setPensionAlreadyUsedRetirement, setPensionArrearsFee, setPensionAvailableFiscalAmountOverTheYear, setPensionAvailableUnusedFiscalAmount, setPensionDeathClause, setPensionDepositFiscalChoice, setPensionDesiredFinancialManagementMethod, setPensionDutyOfAdviceSkipped, setPensionExpectedAnnualPensionInvestment, setPensionFeesRateOnDeposit, setPensionFinancialManagementMethod, setPensionFreeDepositPaymentMethod, setPensionFreeDepositValue, setPensionGuidedManagementOption, setPensionIsFloorGuaranteeEnabled, setPensionIsLifeAnnuityEnabled, setPensionKnowledgeLevel, setPensionMadelinHealthContribution, setPensionMadelinInsuranceContribution, setPensionMadelinPensionContributionOrPerin, setPensionMainExpectation, setPensionPerecoOrPercolCompanyContribution, setPensionPeroOrClause83MandatoryContribution, setPensionPerp, setPensionPerpOrPerinDeposit, setPensionPlanAvailabilityOption, setPensionPlanExpectations, setPensionSaverProfileScore, setPensionSaverProfileType, setPensionScheduledDepositPeriodicity, setPensionScheduledDepositValue, setPensionTaxDeductibleAmount, setPensionTransferDepositValue, setPensionUnitsOfAccountsExpenseRatio } from '@fasstech/oip-core/entities/pension';
import { DeathClauseEnum, FinancialManagementMethodEnum, FiscalChoiceEnum, FreeDepositPaymentMethodEnum, GuidedManagementOptionEnum, KnowledgeLevelEnum, PensionMainExpectationEnum, PensionPlanAvailabilityOptionEnum, PensionPlanExpectationsEnum, PeriodicityEnum, SaverProfileTypeEnum } from '@fasstech/oip-core/entities/pension/enums';
import { getProjectId } from '@fasstech/oip-core/entities/project';
(async () => {
let ProjectEntity = await Entities('Project').get({ id: projectId });
let OfferEntity = await Entities('Offer').create();
const PensionEntity = await Entities('Pension').get(OfferEntity);
setPensionUnitsOfAccountsExpenseRatio(85, PensionEntity);
setPensionAdviceFollowed(false, PensionEntity);
setPensionAdvisedFinancialManagementMethod(FinancialManagementMethodEnum.GUIDED, PensionEntity);
setPensionAdvisedFinancialManagementOption(GuidedManagementOptionEnum.CAREFUL, PensionEntity);
setPensionAlreadyUsedRetirement(97, PensionEntity);
setPensionArrearsFee(97, PensionEntity);
setPensionAvailableFiscalAmountOverTheYear(97, PensionEntity);
setPensionAvailableUnusedFiscalAmount(97, PensionEntity);
setPensionDeathClause(DeathClauseEnum.NOMINATIVE_CLAUSE, PensionEntity);
setPensionDepositFiscalChoice(FiscalChoiceEnum.PROFESSIONAL, PensionEntity);
setPensionDesiredFinancialManagementMethod(FinancialManagementMethodEnum.FREE, PensionEntity);
setPensionDutyOfAdviceSkipped(true, PensionEntity);
setPensionExpectedAnnualPensionInvestment(101, PensionEntity);
setPensionFeesRateOnDeposit(102, PensionEntity);
setPensionFinancialManagementMethod(FinancialManagementMethodEnum.FREE, PensionEntity);
setPensionFreeDepositPaymentMethod(FreeDepositPaymentMethodEnum.AUTOMATIC_DEBIT, PensionEntity);
setPensionFreeDepositValue(102, PensionEntity);
setPensionGuidedManagementOption(GuidedManagementOptionEnum.CAREFUL, PensionEntity);
setPensionIsFloorGuaranteeEnabled(false, PensionEntity);
setPensionIsLifeAnnuityEnabled(false, PensionEntity);
setPensionKnowledgeLevel(KnowledgeLevelEnum.MEDIUM, PensionEntity);
setPensionMadelinHealthContribution(109, PensionEntity);
setPensionMadelinInsuranceContribution(109, PensionEntity);
setPensionMadelinPensionContributionOrPerin(109, PensionEntity);
setPensionMainExpectation([PensionMainExpectationEnum.RETIRED_CAPITAL_PROFIT], PensionEntity);
setPensionPerecoOrPercolCompanyContribution(112, PensionEntity);
setPensionPeroOrClause83MandatoryContribution(112, PensionEntity);
setPensionPerp(112, PensionEntity);
setPensionPerpOrPerinDeposit(112, PensionEntity);
setPensionPlanAvailabilityOption(PensionPlanAvailabilityOptionEnum.MAY_NEED, PensionEntity);
setPensionPlanExpectations(PensionPlanExpectationsEnum.PRIMARY_RESIDENCE_CAPITAL_PROFIT, PensionEntity);
setPensionSaverProfileScore(115, PensionEntity);
setPensionSaverProfileType(SaverProfileTypeEnum.CAREFUL, PensionEntity);
setPensionScheduledDepositPeriodicity(PeriodicityEnum.YEARLY, PensionEntity);
setPensionScheduledDepositValue(115, PensionEntity);
setPensionTaxDeductibleAmount(116, PensionEntity);
setPensionTransferDepositValue(116, PensionEntity);
OfferEntity = await Entities('Pension').save(OfferEntity, PensionEntity);
ProjectEntity = await Entities('Offer').save(ProjectEntity, OfferEntity);
await Entities('Project').save(ProjectEntity);
const ProjectEntityToTest = await Entities('Project').get({ id: getProjectId(ProjectEntity) });
const OfferEntityToTest = await Entities('Offer').get(ProjectEntityToTest, getOfferId(OfferEntity));
const PensionEntityToTest = await Entities('Pension').get(OfferEntityToTest);
getPensionUnitsOfAccountsExpenseRatio(PensionEntityToTest); // 85
getPensionAdviceFollowed(PensionEntityToTest); // false
getPensionAdvisedFinancialManagementMethod(PensionEntityToTest); // FinancialManagementMethodEnum.GUIDED
getPensionAdvisedFinancialManagementOption(PensionEntityToTest); // GuidedManagementOptionEnum.CAREFUL
getPensionAlreadyUsedRetirement(PensionEntityToTest); // 97
getPensionArrearsFee(PensionEntityToTest); // 97
getPensionAvailableFiscalAmountOverTheYear(PensionEntityToTest); // 97
getPensionAvailableUnusedFiscalAmount(PensionEntityToTest); // 97
getPensionDeathClause(PensionEntityToTest); // DeathClauseEnum.NOMINATIVE_CLAUSE
getPensionDepositFiscalChoice(PensionEntityToTest); // FiscalChoiceEnum.PROFESSIONAL
getPensionDesiredFinancialManagementMethod(PensionEntityToTest); // FinancialManagementMethodEnum.FREE
getPensionDutyOfAdviceSkipped(PensionEntityToTest); // true
getPensionExpectedAnnualPensionInvestment(PensionEntityToTest); // 101
getPensionFeesRateOnDeposit(PensionEntityToTest); // 102
getPensionFinancialManagementMethod(PensionEntityToTest); // FinancialManagementMethodEnum.FREE
getPensionFreeDepositPaymentMethod(PensionEntityToTest); // FreeDepositPaymentMethodEnum.AUTOMATIC_DEBIT
getPensionFreeDepositValue(PensionEntityToTest); // 102
getPensionGuidedManagementOption(PensionEntityToTest); // GuidedManagementOptionEnum.CAREFUL
getPensionIsFloorGuaranteeEnabled(PensionEntityToTest); // false
getPensionIsLifeAnnuityEnabled(PensionEntityToTest); // false
getPensionKnowledgeLevel(PensionEntityToTest); // KnowledgeLevelEnum.MEDIUM
getPensionMadelinHealthContribution(PensionEntityToTest); // 109
getPensionMadelinInsuranceContribution(PensionEntityToTest); // 109
getPensionMadelinPensionContributionOrPerin(PensionEntityToTest); // 109
getPensionMainExpectation(PensionEntityToTest); // [PensionMainExpectationEnum.RETIRED_CAPITAL_PROFIT]
getPensionPerecoOrPercolCompanyContribution(PensionEntityToTest); // 112
getPensionPeroOrClause83MandatoryContribution(PensionEntityToTest); // 112
getPensionPerp(PensionEntityToTest); // 112
getPensionPerpOrPerinDeposit(PensionEntityToTest); // 112
getPensionPlanAvailabilityOption(PensionEntityToTest); // PensionPlanAvailabilityOptionEnum.MAY_NEED
getPensionPlanExpectations(PensionEntityToTest); // PensionPlanExpectationsEnum.PRIMARY_RESIDENCE_CAPITAL_PROFIT
getPensionSaverProfileScore(PensionEntityToTest); // 115
getPensionSaverProfileType(PensionEntityToTest); // SaverProfileTypeEnum.CAREFUL
getPensionScheduledDepositPeriodicity(PensionEntityToTest); // PeriodicityEnum.YEARLY
getPensionScheduledDepositValue(PensionEntityToTest); // 115
getPensionTaxDeductibleAmount(PensionEntityToTest); // 116
getPensionTransferDepositValue(PensionEntityToTest); // 116
})();