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 Alternative Grouping

Use

The grouping characteristics entered in the grouping string receive between one and n characteristic values, according to their origin (insurance object: n = number of insurance policies; document type; n = number of document types defined in Customizing). You can use the setting for alternative grouping to define partial quantities, which are paid separately.

Partial quantities are formed with the following grouping rules.

[SPACE]: According to characteristic value [alternative grouping is not active]

1: According to alternative grouping, otherwise according to characteristic value

2: According to alternative grouping, otherwise set characteristic value = SPACE

3: According to alternative grouping, otherwise no analysis in current step

Example

You have set up a grouping, according to VKONT, VTREF and subtransaction (TVORG). The following subtransactions are available: 0100 one-time premium, 0110 initial premium, 0120 renewal premium, 0140 premium adjustment. With this setting, all items that match in contract account, insurance object and subtransaction are paid together; all items for a contract account and insurance object, which refer to different subtransactions, are paid separately. You want to define an alternative grouping for subtransactions:

  • Grouping rule 1: According to alternative grouping, otherwise according to characteristic value

Every subtransaction forms a group, with the exception of the subtransaction(s) defined in the alternative grouping. This rule is primarily used to combine characteristic values.

Example: You define for a clearing step that renewal and final premiums are to be paid together. Choose grouping rule 1 for grouping characteristic TVORG. Enter characteristic values 0120 and 0130 in the alternative grouping. Use space as the assignment rule (see below) each time, assign group 1 to every characteristic value.

  • Grouping rule 2: According to alternative grouping, otherwise set characteristic value = SPACE

All subtransactions form a group, with the exception of the subtransaction(s) defined in the alternative grouping. This rule is primarily used to exclude characteristic values.

Example: With the exception of one-time and initial premiums, all other subtransactions are to be paid. Choose grouping rule 2 for grouping characteristic TVORG. Enter characteristic values 0100 and 0110 in the alternative grouping. Use assignment rule 2, for example, if one-time and initial premiums are to be analyzed in another clearing step. Assign a group to every characteristic value.

  • Grouping rule 3: According to alternative grouping, otherwise no analysis in current step

Only the subtransactions defined in the alternative grouping are analyzed.

Example: Only initial premiums are to be paid in a clearing step. Choose grouping rule 3 for grouping characteristic TVORG. Enter characteristic value 0110 in the alternative grouping. Use assignment rule 4, for example, if initial premiums are only to be analyzed in this clearing step. Assign group 1 to this characteristic value.