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 Using Insurance Object-Partner Relationships

Use

For the insurance object-partner relationship, you can/must define settlement parameters that are relevant for the following functions in the SAP Collections/Disbursements system: The insurance object category , to which the insurance object is assigned, determines whether a function is available and relevant for an insurance object.

Relevant Functions for Various IO Categories (X = Function Relevant for Category)

Function

Ins. Ctr. (10)

Claim No. (40)

Brok. Ctr. (20)

Dep. Ctr. (50)

Comm. Ctr. (30)

Collections/Disbursements

X

X

X

X

X

Broker Assignment

X

X

X

Correspondence

X

X

X

X

X

Payment Plan and Payment Plan Items

X

X

X

X

X

Broker Collections

X

Claim Data

X

Note Note

In the Collections/Disbursements and Correspondence functions, settlement using the insurance object is optional. This means that you still have the option of settling contracts using contract accounts. (For instructions on how to inform the system of the settlement level, see the section on Creating, Changing, Displaying Insurance Object-Partner Relationships .

With the Payment Plan and Broker Collections functions and the payment options, you have no choice; the relevant information here is always at the level of the insurance object-partner relationship.

End of the note.

On the processing screen for the insurance object, the system only displays the tab pages relevant for the assigned insurance object category (such as the Broker Collections tab page only for the broker contract, the tab pages for payment plan, payment plan documents, payment plan control, and so on, for all insurance object categories).

You can find more information about the specifications on the individual tab pages, under Controlling Specifications in the Insurance Object .

Prerequisites

  1. You have maintained the settings for the insurance object in Customizing (under Start of the navigation path SAP Insurance Next navigation step Collections/Disbursements Next navigation step Basic Functions Next navigation step Insurance Object). End of the navigation path

  2. The relevant business partner exists in the SAP Collections/Disbursements system.

  3. If you want to assign a contract account to the insurance object-partner relationship manually (instead of automatically), the SAP Collections/Disbursements system must contain a contract account for the corresponding business partner.

Features

On the initial screen for insurance object maintenance you can firstly create or change the header data for an insurance object, meaning:

  • Assign a key for the insurance object, if required

    The system automatically assigns the key when creating, if automatic assignment is defined for the selected insurance object category.

  • Assign the key to an insurance object category

  • Assign the key to a business partner category

  • Enter a date from which the changes are to be valid, or for which you want to display the settings (valid-from date)

In the display/processing view for the insurance object-partner relationship, the system then displays the tab pages for the relevant functional areas, according to the insurance object category (and any additional Customizing settings). You can switch to the data for another insurance object-partner relationship there.

For full details on how to define and change parameters that are relevant for settlement, see section Creating, Changing, Displaying Insurance Objects .