Portfolio Assignment (PFO (ICM-PFO)

Specifies the type of assignment that exists between a business object and a segment.

Example

• Segment: "Life insurance" line of business
• Assignment role for business object: "Portfolio maintenance"
• Business object: "Life insurance contract 4578"
• The life insurance contract 4578 is assigned to the line of business for life insurance. Thomas Schmitt is responsible for a particular portfolio in the life insurance segment. By the assignment of life insurance contract 4578 to his portfolio, Thomas Schmitt becomes entitled to commission for this portfolio.