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 Creating/Changing/Displaying Ins. Object-Partner Relationships

Use

You can create, display, or change insurance objects in the dialog.

If you want to process insurance objects by automatic creation/change with data transfer, note the information under Transferring Data from Legacy or Operational Systems .

The following functions are available for the dialog:

  • Create new insurance object: Choose Start of the navigation path Collections/Disbursements Next navigation step Master Data Next navigation step Insurance Object Next navigation step Create End of the navigation path .

  • Display insurance object: Choose Start of the navigation path Collections/Disbursements Next navigation step Master Data Next navigation step Insurance Object Next navigation step Display End of the navigation path .

  • Change insurance object: Choose Start of the navigation path Collections/Disbursements Next navigation step Master Data Next navigation step Insurance Object Next navigation step Change End of the navigation path .

    You can use the buttons in the application toolbar to switch to the other mode in each function.

Prerequisites

The business partner exists in the Collections/Disbursements system.

If you want to assign an account manually to the insurance object-partner relationship, this account must exist in the system.

Create Insurance Object-Partner Relationship

Enter the relevant basic data for the insurance object on the initial screen. Then choose Continue and enter the appropriate control parameters on the tab pages.

Define General Information on the Initial Screen

  1. In the Collections and Disbursements menu choose Start of the navigation path Master Data Next navigation step Insurance Object Next navigation step Create Insurance Object End of the navigation path .

    This takes you to the initial screen for creating insurance objects.

  2. In the Insurance Object field, enter a unique identification (key) for a new insurance object.

    You can freely assign this key; it can consist of figures and of letters, but should conform to your company standards.

    If automatic assignment is defined for an insurance object category in Customizing, the system creates the key automatically.

    If you want to create an insurance object from the Insurance Contract category, enter the number of the insurance contract here.

    Example Example

    If you want to create an insurance object for an insurance policy that exists in your in-force business system, assign the key 11-1234 or A-1234 for example, whereby "11" or "A" creates a reference to the in-force business system. This ensures unique identification if policies from different in-force business systems happen to have identical keys to start with. You can also use the External Number field for the parameters.

    End of the example.

  3. Specify a business partner that already exists in the system.

    You can assign more business partners to the insurance object at a later date, on the insurance object itself.

  4. In the Ins. Obj. Cat. Field, select the insurance object category on which the insurance object is to be based.

    Note Note

    As soon as you have specified a category for the insurance object, the system replaces the term Insurance Object with the name of the external insurance object category (such as Life Insurance Policy , Auto Claim , and so on).

    End of the note.

  5. Choose Continue .

    The screen for entering insurance object parameters appears.

Enter Controlling Specifications and Parameters

  1. To add more business partners to the insurance object, choose New Partner in the application toolbar.

  2. In the Description field on the General Data tab page, enter a text if necessary, giving further details on the insurance object you have created.

  3. In the External Number field, enter the ID for the insurance object in an operational system. You can also define a reference to other lead objects for information purposes.

    This allows easier assignment of the insurance object.

  4. Enter an alternative payment recipient, if required.

    If you want to execute credit splitting, you must specify multiple alternative payment recipients. You can find more information under Credit Splitting .

  5. Enter the required values on the tab pages:

    The insurance object category that you have assigned to the insurance object defines which tab pages are available. Additional Customizing settings can also control the display.

    If you want to use account creation variants , proceed as follows:

    1. On the General Data tab page in the Creation Variant field, choose a variant for automatic account creation or account assignment.

    2. If you can foresee that the system will create a new account, and you would like to assign an own account number, enter this number in the Contract Account field.

    3. Or, if you want to assign the contract account manually, in the Contract account field enter the number of the account (existing in the system) that you want to use for settlement of the insurance object.

  6. Determine which parameters should be active - those defined at the insurance object-partner relationship level or those defined in the contract account. In the Collections/Disbursements and Correspondence tab pages, select either the button Activate (correspondence) parameters in insurance contract or the button Activate (correspondence) parameters in contract account .

  7. Save your entries.

Display or Change Insurance Object-Partner Relationship

  1. In the Collections and Disbursements menu choose Start of the navigation path Master Data Next navigation step Insurance Object Next navigation step Display Insurance Object End of the navigation path or Change Insurance Object .

  2. In the Insurance Object field enter a unique identification (key) for an existing insurance object.

    You can use the input help to view all existing keys for insurance objects.

  3. Specify a business partner.

  4. The system enters the current date in the Valid from field. You now have the following options:

    Validity from Current Date

    Validity from Future Date

    Change

    Copy the current date if the changes to your insurance object are valid with immediate effect

    Enter a date in the future, if you want to make changes that are only to take effect some time in the future.

    Display

    Copy the current date if you want to view an insurance object with the currently valid settings

    Enter a date in the future if you want to view settings for an insurance object that are only to take effect some time in the future

  5. If necessary, restrict the display of payment plan items, or hide the payment plan and the payment plan items.

    If many payment plan items are defined for an insurance object-partner relationship, you can use this restriction to shorten the call and improve system performance.

  6. Choose Continue and then perform any necessary changes on the individual tab pages.

    Note Note

    You can use the Other Partners button to switch to the data for another insurance object-partner relationship.

    End of the note.

  7. Save your changes.

Activate Scheduled Changes

You can make changes to an insurance object for a date in the future. Future changes are not written to the database, but are recorded in change documents.

In order to activate this data, execute the BUSPCDACTreport for the INSOapplication object. To call up the report, choose Start of the navigation path Master Data Next navigation step Insurance Object Next navigation step Activate Scheduled Changes End of the navigation path in the Collections/Disbursements menu.(You can also find the report under Start of the navigation path Collections/Disbursements Next navigation step Periodic Processing Next navigation step Copy Data Next navigation step Activation of Scheduled Changes) End of the navigation path .

For more information, see the program documentation.