Processing Broker Reports

Use

Brokers and insurance processors can use this function to process individual broker reports with the web application WD_IBR_BR_PROCESS.

The web application leads the broker/insurance processor through all processing steps with an easy to use proposal/confirmation principle.

The user interface for the web application is suitable for occasional use. It is simple and easy to understand. The brokers receive the information that they need for their tasks. They do not have to deal with redundant information or with internal system setting parameters.

Integration

It is possible to call up processing of broker reports with the web application WD_IBR_BR_PROCESS, from any application.

In the standard software, it is called up from the broker report overview when the broker/insurance processor selects a broker report for processing.

Prerequisites

  • You have set up all IMG activities for broker report processing with web applications in Customizing for Collections/Disbursements under Start of the navigation path Broker Collections Next navigation step Settings for Processing Broker Reports with Web Application. End of the navigation path

  • In the broker contract, you have defined the broker that is to perform broker report processing with this web application as the web broker .

  • The broker/insurance process has the authorization for processing the broker report. For more information about the authorization check, see User Authorization for Web Applications .

Features

Processing of broker reports includes an overview of information about the selected broker report, and the following detailed views of items in the report:

  • Proposed items

  • Items in worklist

  • Processed items

The proposed items contain the proposals for the insurance company that are to be processed by the broker (broker invoice). According to the proposal/confirmation principle, the broker can confirm, refuse or change the individual broker report items.

After confirmation, refusal or change by the broker, the system moves the broker report item to the processed items .

The processed items are split into the following views:

  • Confirmed

  • Changed

  • Rejected

  • New

  • All

The items in worklist can contain proposed broker report items for processing, which the broker wants to process at a given time. The contain the same scope of functions as the proposed items . A possible use process could be as follows: A broker selects certain customers from the list of proposed items , which are to be processed on a specified day, and adds the appropriate broker report items to the items in worklist . He/she prints this out for processing on the appropriate day. When the broker returns to the office, he/she selects the items in worklist in the system and processes the broker report items for the affected customers.

The system compares the broker report items with the current open items in the system when you update the appropriate amount for the broker report item or - if the appropriate setting is made in Customizing - directly before posting.

Activities

In processing of broker reports, brokers/insurance processors can perform the following steps:

  • You can add proposed items to the worklist .

  • You can remove proposed items from the worklist ( Remove from Worklist )

  • You can display details for a broker report item.

  • You can confirm , refuse , change , or delete broker report items.

  • You can create a new item .

  • You can update the amount for a broker report item.

  • You can reset broker report items from the processed items .

    Reset broker report items automatically appear in the proposed items .

  • Under Personalization , you can hide the items in worklist . For more information, see Personalization of Broker Report Processing .

  • You can save, release , and print the broker report.