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 Customizing Settings for Collective Subrogation/Recovery

If you want to use collective subrogation/recovery, make the following settings in the SAP Customizing Implementation Guide (IMG) under SAP InsuranceClaims Management:

General Settings for Collective Subrogation/Recovery
  • Create at least one claim bundle type in the Collective Subrogation/Recovery category (IMG path: → Claim BundleBusiness SettingsDefine Claim Bundle Types).

  • Create at least one subtype for each claim bundle type (IMG path: → Claim BundleBusiness SettingsDefine Subtypes for Each Claim Bundle Type).

  • Perform the IMG activities under Claim BundleBusiness SettingsCollective Subrogation/Recovery:

    • Define Recovery Claim Types in Collective Subrogation/Recovery

    • Define Reasons for Changing the Status of Collective Subrogation/Recovery

    • BAdI: Change and Link of Subrogation/Recovery Receivable Items

Settings for Dummy Claim for Posting Subrogation/Recovery Receivables

To be able to post subrogation/recovery receivables, you need an internal claim type for a dummy claim. To do so:

  1. Create an internal claim type with just one subclaim type (path: ClaimProcess Control (Internal Claim Types)Configure Internal Claim Types).

    Note Note

    A dummy claim is only needed in the background, it does not appear on the user interface. Consequently, there is no need for any Customizing that affects the user interface (such as definition of screen sequences).
    End of the note.
  2. Store this internal claim type for the relevant claim bundle subtype (IMG path: Claim BundleBusiness SettingsDefine Subtypes for Each Claim Bundle Type

Settings in the Search Framework for the Search for Payment Items

For the search for payment items, SAP delivers the follow sample Customizing in the Search Framework (IMG path: ClaimTechnical SettingsSearchSearch FrameworkConfigure Search Integration ):

  • Search event for collective subrogation/recovery: EV_PAYM_4_BULKSBR (you cannot change this search event)

  • Assigned search: Search 0020_PAYM_4_BULKSBR

To change these standard settings, make the following settings:

  • Change the defaults for existing search criteria:

    Execute IMG activity Configure Search (IMG path: ClaimTechnical SettingsSearchSearch FrameworkConfigure Search ):

    For search application ICL and search category 001 (Search Using Function Module), choose standard search 0020_PAYM_4_BULKSBR and view the associated search criteria. You can change the default for each search criterion that already exists.

  • Adding additional search criteria or changes in the selection procedure:

    If you want to use the standard search, you must not add any search criteria.

    If you do not want to use the standard search, and you want to add additional search criteria, proceed as follows:

    1. Create a new search function module that considers the additional search criteria and/or the changed selection procedure.

      This new function module must have the same interface as the standard function module ICLE_BULKSBR_PAYITEMS_GET.

    2. Execute IMG activity Configure Search.

      For search application ICL and search category 001 define a new search to replace the standard search 0020_PAYM_4_BULKSBR. Store the new search function module here.

    3. In IMG activity Configure Search Integration, assign the newly defined search to search event EV_PAYM_4_BULKSBR.