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 Coinsurance History

Use

The coinsurance history contains coinsurance-relevant data.

Integration

You can also archive the contents of the coinsurance history (see Archiving Coinsurance History ). However, you can still display the data.

Prerequisites

You have posted coinsurance-relevant documents (premiums/claims) and/or costs documents, with or without reference to a coinsurance contract.

Scope of Functions

The system displays the following data in the coinsurance history:

  • Coinsurance key and business partner and contract ID for a policyholder, for whom the coinsurance shares are transferred/collected and for whom costs are calculated

  • Coinsurance-relevant premium and claim documents, as well as costs documents

  • Documents that trigger the transfer/collection of a coinsurance share

  • Run date and ID for the Posting Coinsurance Shares mass activity and the documents created

  • The total amount for a premium/claim/cost document, the corresponding coinsurance shares, clearing amount and amounts to be collected/transferred

  • Information about whether the shares were posted according to the debit procedure.

    Note Note

    If the system posts shares using the debit procedure, the coinsurance history does not show any clearing information for the coinsurance-relevant document, as the entire coinsurance share has been marked for posting immediately. However, the system displays this information for reversal/resetting.

    End of the note.

Activities

To display the coinsurance history, choose Start of the navigation path Periodic Processing Next navigation step For Contract Accounts and Insurance Objects Next navigation step Coinsurance Next navigation step Coinsurance history End of the navigation path in the Collections/Disbursements menu.

  1. This takes you to the initial screen for entering selection conditions.

  2. You can select according to the following data:

    • Insurance object and business partner ID for a policyholder

    • Coinsurance key

    • Due date (only as a supplementary selection criterion)

    • Document number for a coinsurance-relevant document

    • Reference document number that links a costs document and a premium/claim document

    • Document created in the Posting Coinsurance Shares mass activity

    • Date and ID for the Posting Coinsurance Shares mass activity

      Note Note

      You can also display archived data. To do this, set the Display Archive flag.

      End of the note.