Portfolio Assignment (PFO (ICM-PFO)

Defines the assignment that exists between an assignment object and a segment.

Example

• Segment: "Munich" region
• Assignment roles for assignment object: Entitlement determination for "consulting" and "portfolio business support"
• Assignment object: "Commission contract 8923"

Two "agents" are involved. Agent A is an expert in life insurance and performs consultancy services. The entitlement determination is based on the consultancy services. Agent B is responsible for the Munich region and is responsible for the portfolio. The entitlement determination is based on the portfolio business support.

When a contract is signed for life insurance, agent A receives the consultancy commission and agent B receives the acquisition commission for the segment of Munich.