Compare Payment Plans for Insurance Policies
Use
You can use this report to create a list of all insurance policies changed in
Loans Management
, as part of end-of-day processing. Using a Business Add-In (BAdI) you can generate one or more files, which you can then transfer to the relevant insurance companies to compare data. The system calls the system managing the account for each changed insurance policy to update the payment plans.
Note
Use this report for loans that are based on the product category
Installment Loans
(360).
Prerequisites
In the Customizing settings for
Loans Management
you have specified the system managing the account to which the system transfers the data, in the IMG activityDetermine
System Settings for Insurance Handler.
If you want to create a file with all changed insurance contracts, you have implemented the Business Add-In
BAdI: Creation of Master Data Changes List
in the Customizing settings forLoans Management.
Scope of Functions
When you assign an insurance contract to a loan, the system creates a payment plan for the insurance premiums. This payment plan is a condition and therefore part of the loan master data. Depending on this condition the system creates a flow in the cash flow.
The system calls the Business Add-In
BAdI: Creation of Master Data Changes List
for all insurance contracts that are assigned to a loan. Depending on the implementation of the BAdI, the system creates a file of all changed insurance policies, which you can transfer to the insurance company.
Activities
In the
SAP Easy Access
menu choose,
Accounting
Bank Applications
Loans Management
Position Management
Periodic Processing
Compare Payment Plans for Insurance Policies..
The
S
election
screen appears.Enter your selection criteria and execute the report.
The system creates a log of all changes insurance policies.