Automatically Postprocessing a Broker Report

Use

In a broker report, you can enter items for policyholders whose master data is not yet in the Collections/Disbursements system. When the broker report is posted, these items are posted to a clarification account, and an entry is created in the clarification worklist. You can use a mass activity to check whether the master data that was originally missing has been created. If this is the case, the reported amount, as long as it is a premium or a claims payment, is transfer posted from the clarification account to the account that has been created for the new business partner or insurance object.

Prerequisites

You have made the following settings, to allow to postprocess broker reports automatically:

  • You have inserted a clarification code, which uses posting rules 02 (Premiums: Full amount to clarification) or 00 (Do not execute posting).

  • You have set the Can be used with missing master data indicator for the clarification code.

  • The clarification code is valid for premiums or claims.

You configure clarification codes in the Implementation Guide. Choose Start of the navigation path Collections/Disbursements Next navigation step Broker Collections End of the navigation path .

Features

The mass activity takes into account clarification objects, which are not yet being processed and have not yet been dealt with. Broker reports whose items have been clarified receive the status Postings have taken place .

Activities

In the SAP Menu, choose Start of the navigation path Collections/Disbursements Next navigation step Broker Collections Next navigation step Periodic Processing End of the navigation path .