Clarification Code and Change Reason

Each broker report item requires a clarification codethat defines the posting rules and required system activities.

Clarification codes are not visible in the web application for the broker/insurance processor - unlike in the SAP Easy Access menu transactions for broker collections - and the system processes the in the background.

The broker/insurance processor enters business change reasons when changing, refusing and creating broker report items, which are assigned to the clarification codes in Customizing.

Using change reasons provides the following advantages:

  • The change reasons that the broker enters for refusing, changing and creating broker report items give the insurance company a swift overview of the reason for the adjustment made by the broker.

  • The usage of business change reasons is simplified and easier to use for brokers who have no functional knowledge of internal system posting transactions. The broker requires no functional knowledge about assignments between clarification codes and categories and their usage situations (equal amounts, underpayment, overpayment); the clarification codes can be invalid for changes to open items and adjustment by the broker may be necessary.

  • Premiums and claims can be closely linked to commission, so that it is possible to enter them as one broker report item. For more information, see Grouping Open Items and Displaying Commission .

    In order to allow the use of change reasons, you have assigned clarification codes to change reasons in 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 Applications Next navigation step Derive Clarification Code from Change Reason. End of the navigation path