IndividualPension

9 min

IndividualPension

Description

L’entité IndividualPension contient toutes les informations nécessaires à la gestion d’une offre concernant l'épargne individuelle. On retrouvera notamment les différents modes de gestion financière.

Relations

Ascendantes

Entité	Propriété
Pension	individualPension

Descendantes

Entité	Propriété
History	history

Liste des propriétés

Nom	Type	Dernière version modifiée	Description	Getter	Setter	Deprecated
adviceFollowed	Boolean	2.0.0	Conseil suivi concernant le mode de gestion financière préconisé	getIndividualPensionAdviceFollowed	setIndividualPensionAdviceFollowed	-
advisedFinancialManagementMethod	financialManagementMethodEnum	2.0.0	Mode de gestion financière préconisé	getIndividualPensionAdvisedFinancialManagementMethod	setIndividualPensionAdvisedFinancialManagementMethod	-
advisedFinancialManagementOption	financialManagementOptionEnum	2.0.0	Mode préconisé de gestion pilotée	getIndividualPensionAdvisedFinancialManagementOption	setIndividualPensionAdvisedFinancialManagementOption	-
createdAt	Date		Date de création de l'entité IndividualPension	getIndividualPensionCreatedAt	Lecture seule	-
createdBy	String		Utilisateur à l'origine de la création de l'entité IndividualPension	getIndividualPensionCreatedBy	Lecture seule	-
deathClause	deathClauseEnum	2.0.0	Clause de décès	getIndividualPensionDeathClause	setIndividualPensionDeathClause	-
desiredFinancialManagementMethod	financialManagementMethodEnum	2.0.0	Mode de gestion financière souhaité par le client	getIndividualPensionDesiredFinancialManagementMethod	setIndividualPensionDesiredFinancialManagementMethod	-
expectedAnnualPensionInvestment	Number	2.0.0	Montant du placement envisagé	getIndividualPensionExpectedAnnualPensionInvestment	setIndividualPensionExpectedAnnualPensionInvestment	-
feesEurosFundIn	Number	2.10.0	Il s'agit des frais d'entrée sur un fond en euros	getIndividualPensionFeesEurosFundIn	setIndividualPensionFeesEurosFundIn	-
feesEurosFundOut	Number	2.10.0	Il s'agit des frais de sortie sur un fond en euros	getIndividualPensionFeesEurosFundOut	setIndividualPensionFeesEurosFundOut	-
financialManagementMethod	financialManagementMethodEnum	2.0.0	Mode de gestion financière retenu	getIndividualPensionFinancialManagementMethod	setIndividualPensionFinancialManagementMethod	-
freeDepositPaymentMethod	freeDepositPaymentMethodEnum	2.0.0	Mode de paiement du versement libre	getIndividualPensionFreeDepositPaymentMethod	setIndividualPensionFreeDepositPaymentMethod	-
freeDepositValue	Number	2.0.0	Montant du versement libre	getIndividualPensionFreeDepositValue	setIndividualPensionFreeDepositValue	-
guidedManagementOption	financialManagementOptionEnum	2.0.0	Mode de la gestion pilotée	getIndividualPensionGuidedManagementOption	setIndividualPensionGuidedManagementOption	-
id	String		Identifiant unique de l'entité IndividualPension	getIndividualPensionId	Lecture seule	-
saverProfileScore	Number	2.0.0	Scoring profil épargnant	getIndividualPensionSaverProfileScore	setIndividualPensionSaverProfileScore	-
saverProfileType	financialManagementOptionEnum	2.0.0	Profil épargnant	getIndividualPensionSaverProfileType	setIndividualPensionSaverProfileType	-
scheduledDepositPeriodicity	scheduledDepositPeriodicityEnum	2.0.0	Périodicité du versement programmé	getIndividualPensionScheduledDepositPeriodicity	setIndividualPensionScheduledDepositPeriodicity	-
scheduledDepositValue	Number	2.0.0	Montant du versement programmé	getIndividualPensionScheduledDepositValue	setIndividualPensionScheduledDepositValue	-
transferDepositValue	Number	2.0.0	Montant du versement du transfert entrant	getIndividualPensionTransferDepositValue	setIndividualPensionTransferDepositValue	-
updatedAt	Date		Date de modification de l'entité IndividualPension	getIndividualPensionUpdatedAt	Lecture seule	-
updatedBy	String		Utilisateur à l'origine de la modification de l'entité IndividualPension	getIndividualPensionUpdatedBy	Lecture seule	-

Enums

deathClauseEnum

deathClauseEnum.STANDARD_CLAUSE

deathClauseEnum.NOMINATIVE_CLAUSE

financialManagementMethodEnum

financialManagementMethodEnum.FREE

financialManagementMethodEnum.GUIDED

financialManagementOptionEnum

financialManagementOptionEnum.CAREFUL

financialManagementOptionEnum.BALANCED

financialManagementOptionEnum.DYNAMIC

freeDepositPaymentMethodEnum

freeDepositPaymentMethodEnum.AUTOMATIC_DEBIT

freeDepositPaymentMethodEnum.CHECK

freeDepositPaymentMethodEnum.BANK_TRANSFER

scheduledDepositPeriodicityEnum

scheduledDepositPeriodicityEnum.MONTHLY

scheduledDepositPeriodicityEnum.QUARTERLY

scheduledDepositPeriodicityEnum.HALF_YEARLY

scheduledDepositPeriodicityEnum.YEARLY

Exemple

import { Entities } from '@fasstech/oip-core';
import { getIndividualPensionAdviceFollowed, getIndividualPensionAdvisedFinancialManagementMethod, getIndividualPensionAdvisedFinancialManagementOption, getIndividualPensionDeathClause, getIndividualPensionDesiredFinancialManagementMethod, getIndividualPensionExpectedAnnualPensionInvestment, getIndividualPensionFeesEurosFundIn, getIndividualPensionFeesEurosFundOut, getIndividualPensionFinancialManagementMethod, getIndividualPensionFreeDepositPaymentMethod, getIndividualPensionFreeDepositValue, getIndividualPensionGuidedManagementOption, getIndividualPensionSaverProfileScore, getIndividualPensionSaverProfileType, getIndividualPensionScheduledDepositPeriodicity, getIndividualPensionScheduledDepositValue, getIndividualPensionTransferDepositValue, setIndividualPensionAdviceFollowed, setIndividualPensionAdvisedFinancialManagementMethod, setIndividualPensionAdvisedFinancialManagementOption, setIndividualPensionDeathClause, setIndividualPensionDesiredFinancialManagementMethod, setIndividualPensionExpectedAnnualPensionInvestment, setIndividualPensionFeesEurosFundIn, setIndividualPensionFeesEurosFundOut, setIndividualPensionFinancialManagementMethod, setIndividualPensionFreeDepositPaymentMethod, setIndividualPensionFreeDepositValue, setIndividualPensionGuidedManagementOption, setIndividualPensionSaverProfileScore, setIndividualPensionSaverProfileType, setIndividualPensionScheduledDepositPeriodicity, setIndividualPensionScheduledDepositValue, setIndividualPensionTransferDepositValue } from '@fasstech/oip-core/entities/individualPension';
import { financialManagementMethodEnum, financialManagementOptionEnum, deathClauseEnum, freeDepositPaymentMethodEnum, scheduledDepositPeriodicityEnum } from '@fasstech/oip-core/entities/individualPension/enums';
import { getOfferId } from '@fasstech/oip-core/entities/offer';
import { getProjectId } from '@fasstech/oip-core/entities/project';

(async () => {
  let ProjectEntity = await Entities('Project').get({ id: projectId });
  let OfferEntity = await Entities('Offer').create();
  let PensionEntity = await Entities('Pension').get(OfferEntity);
  const IndividualPensionEntity = await Entities('IndividualPension').get(PensionEntity);
  
  setIndividualPensionAdviceFollowed(false, IndividualPensionEntity);
  setIndividualPensionAdvisedFinancialManagementMethod(financialManagementMethodEnum.GUIDED, IndividualPensionEntity);
  setIndividualPensionAdvisedFinancialManagementOption(financialManagementOptionEnum.CAREFUL, IndividualPensionEntity);
  setIndividualPensionDeathClause(deathClauseEnum.NOMINATIVE_CLAUSE, IndividualPensionEntity);
  setIndividualPensionDesiredFinancialManagementMethod(financialManagementMethodEnum.FREE, IndividualPensionEntity);
  setIndividualPensionExpectedAnnualPensionInvestment(101, IndividualPensionEntity);
  setIndividualPensionFeesEurosFundIn(102, IndividualPensionEntity);
  setIndividualPensionFeesEurosFundOut(102, IndividualPensionEntity);
  setIndividualPensionFinancialManagementMethod(financialManagementMethodEnum.FREE, IndividualPensionEntity);
  setIndividualPensionFreeDepositPaymentMethod(freeDepositPaymentMethodEnum.AUTOMATIC_DEBIT, IndividualPensionEntity);
  setIndividualPensionFreeDepositValue(102, IndividualPensionEntity);
  setIndividualPensionGuidedManagementOption(financialManagementOptionEnum.CAREFUL, IndividualPensionEntity);
  setIndividualPensionSaverProfileScore(115, IndividualPensionEntity);
  setIndividualPensionSaverProfileType(financialManagementOptionEnum.CAREFUL, IndividualPensionEntity);
  setIndividualPensionScheduledDepositPeriodicity(scheduledDepositPeriodicityEnum.YEARLY, IndividualPensionEntity);
  setIndividualPensionScheduledDepositValue(115, IndividualPensionEntity);
  setIndividualPensionTransferDepositValue(116, IndividualPensionEntity);
  
  PensionEntity = await Entities('IndividualPension').save(PensionEntity, IndividualPensionEntity);
  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);
  const IndividualPensionEntityToTest = await Entities('IndividualPension').get(PensionEntityToTest);
  
  getIndividualPensionAdviceFollowed(IndividualPensionEntityToTest); // false
  getIndividualPensionAdvisedFinancialManagementMethod(IndividualPensionEntityToTest); // financialManagementMethodEnum.GUIDED
  getIndividualPensionAdvisedFinancialManagementOption(IndividualPensionEntityToTest); // financialManagementOptionEnum.CAREFUL
  getIndividualPensionDeathClause(IndividualPensionEntityToTest); // deathClauseEnum.NOMINATIVE_CLAUSE
  getIndividualPensionDesiredFinancialManagementMethod(IndividualPensionEntityToTest); // financialManagementMethodEnum.FREE
  getIndividualPensionExpectedAnnualPensionInvestment(IndividualPensionEntityToTest); // 101
  getIndividualPensionFeesEurosFundIn(IndividualPensionEntityToTest); // 102
  getIndividualPensionFeesEurosFundOut(IndividualPensionEntityToTest); // 102
  getIndividualPensionFinancialManagementMethod(IndividualPensionEntityToTest); // financialManagementMethodEnum.FREE
  getIndividualPensionFreeDepositPaymentMethod(IndividualPensionEntityToTest); // freeDepositPaymentMethodEnum.AUTOMATIC_DEBIT
  getIndividualPensionFreeDepositValue(IndividualPensionEntityToTest); // 102
  getIndividualPensionGuidedManagementOption(IndividualPensionEntityToTest); // financialManagementOptionEnum.CAREFUL
  getIndividualPensionSaverProfileScore(IndividualPensionEntityToTest); // 115
  getIndividualPensionSaverProfileType(IndividualPensionEntityToTest); // financialManagementOptionEnum.CAREFUL
  getIndividualPensionScheduledDepositPeriodicity(IndividualPensionEntityToTest); // scheduledDepositPeriodicityEnum.YEARLY
  getIndividualPensionScheduledDepositValue(IndividualPensionEntityToTest); // 115
  getIndividualPensionTransferDepositValue(IndividualPensionEntityToTest); // 116
})();