Data model

Dataverse tables behind this portal
Boundary principle. VT Healthcare administers the scheme as a Managing General Agent, so its administration platform stays the system of record for policy, premium and claims financials, under the underwriting authority of CJ6 Insurance Limited. Dataverse holds the engagement layer of cases, documents, messages and consent. The portal reads policy data through the integration layer and never becomes a second source of truth.
Contactcontact
Every person: members, covered adults, dependants, scheme administrators and their dependants. Family adults are separate contact records with their own portal identity.
Accountaccount
Organisations: corporate clients, hospitals and consultant practices.
Caseincident
Claims team and support workload. Portal submissions arrive here as cases and are worked in the Dynamics 365 model-driven app, not in the portal.
Note / Attachmentannotation
Uploaded GP referrals, clinical reports and generated authorisation letters, secured by row-level access.
Policynew_policy
Portal-side mirror of the policy record: cover type, renewal date, excess, underwriting basis. Synced from the policy administration system.
Covered Membernew_coveredmember
Joins a contact to a policy with role and benefit entitlements.
Claimnew_claim
Claim notification and pre-authorisation lifecycle. Financial settlement stays in the admin platform.
Authorisationnew_authorisation
Issued authorisation number, approved scope of treatment and the letter delivered to the member document store.
Consent Recordnew_consentrecord
Explicit UK GDPR Article 9 consent governing whether a policyholder can see the status of another adult claim. Clinical documents are never shared through this route.
Scheme Membershipnew_schememembership
Business cover joiners, leavers and cover level per employee.
Service Requestincident (support)
Support requests raised by members and scheme administrators, classified by category and handled separately from claims.

Demo scenarios

Nine journeys across three cover types