Creation of Broker Report Items

Use

Brokers and insurance processors can use this function to create new broker report items from the web application Processing Broker Reports . Creation is possible for all broker report categories (premium, commission, claims, costs) that are assigned to the broker contract .

Activities

The broker/insurance processor is in the web application Processing Broker Reports , in the Proposed Items view or the Items in Worklist view.

He or she clicks on Create Item and selects the category to be created ( Premium, Claim, Commission, Costs ).

The system leads the broker/insurance processor through the application.

  1. He or she selects the business partner and insurance contract to be processed.

    If these are not yet available in the system, you can create the broker report items without master data. For more information, see Creation of Broker Report Items Without Master Data .

  2. He or she clicks on Check Open Items . The open items for the selected business partner/contract can be selected according to net due date and reference number . Other underlying selection criteria come from the defined grouping key . You can also select another currency to display the open items, if required. The system displays all existing broker report items for the corresponding selection criteria.

  3. He or she clicks on Enter Amounts . An overview of existing items and items to be created appears. Dependent on the selected category, the broker can now enter changed and processed items together with the commission/costs retained.

  4. He or she clicks on Enter Change Reason . He or she then chooses a business change reason. He or she can also enter a note about the change. For more information about the change reason, see Clarification Code and Change Reason .

  5. He or she selects Check and Save . The broker can now check all specifications for the new broker report item and save these. The system outputs a message to say that saving took place.

  6. He or she can now create another broker report item for the selected category or conclude processing and return to Processing Broker Reports .

  7. The system automatically places the broker report item in the Changed view for the processed items and automatically derives the clarification code required for further processing from the change reason selected by the broker and the Customizing made.