Correspondence Type

Use

Notes

Insufficient coverage from payment run simulation (0024)

Creation of correspondence and payment form for a deposit, which does not have sufficient credit for payment of the open items on referenced contracts (simulation)

Created in the payment run (see Insufficient Coverage Letter)

Insufficient coverage from actual payment run (0027)

Creation of correspondence and payment form for a deposit, which does not have sufficient credit for payment of the open items on referenced contracts (update run)

Created in the payment run (see Insufficient Coverage Letter)

Payment form from master data maintenance (0028)

Creation of correspondence and payment form for deposit contracts

Created during creation of, or change to, a deposit contract (see Account Balance Interest Calculation for Insurance Objects)

Invoicing (V004)

Creation of invoices for policyholder

You can find more information in the section entitled Invoicing

Quotation (V008)

Determining a proposal for contract conclusion

For further information see the chapter entitled Quotation

Tax office certificate (V018)

Statement of activities/premiums for the policyholder

For further information see the chapter entitled Tax Office Certificate

Broker invoice (online) (V020)

Overview of the content of a broker report

From the processing screen for the broker report, choose Broker report ® Initiate invoice

Broker contract statement (V021)

Overview of open and cleared items for a broker and customers for a defined period (including dunning data where available)

Mass activity (in the menu, under Collections/Disbursements ® Broker Collections

Payment plan change letter (V022)

Information about a payment plan change, which is created with a debit entry

Information about a change from yearly to monthly payment form, listing the new receivable amounts and due dates

Automatically created broker report (V023)

Creation of broker reports for brokers in the ‘periodic creation’ report category

Mass activity (in the menu, under Collections/Disbursements ® Broker Collections

A report is only created if it is due, according to the master data settings.

Automatic broker report request (V024)

Creation of requests for broker reports, for brokers in the ‘periodic request’ report category

Mass activity (in the menu, under Collections/Disbursements ® Broker Collections

Payment plan posting (V025)

Information about a postings to a payment plan, which is created with a debit entry

Information about the first posting using the items to be posted in future.

Broker dunning status (V026)

Creation of correspondence for the broker, using current dunning procedures from customers to the broker

Mass activity (in the menu, under Collections/Disbursements ® Broker Collections

Payment plan change information (V028)

Information about a payment plan change, which is created online

See payment plan change letter V022

Balance interest letter (V030)

Informs a business partner about the balance interest calculation for an insurance object

You can find more information in the section entitled Balance Interest Letter

Coinsurance report (V031)

This correspondence type is replaced by correspondence type V035

Contract statement (V032)

Overview of open items and clearings for an insurance relationship

You can find more information in the section entitled Contract Statement

Insurance relationship balance notification (V033)

Compare with notes for contract balance notification here

Closing a deposit (V034)

Created when closing a deposit contract in the Processing contracts with account balance interest calculation transaction

Coinsurance report (V035)

Overview of documents that were created when posting coinsurance shares.

Created in the Posting coinsurance shares mass activity

Insufficient coverage letter for partner (V036)

Creation of correspondence and payment form for a business partner, whose account does not have sufficient credit for payment of the open items on referenced contracts

Created in the payment run (see Insufficient Coverage Letter)

Insufficient coverage letter for account (V037)

Creation of correspondence and payment form for deposit contracts, which do not have sufficient credit for payment of the open items on referenced contracts

Created in the payment run (see Insufficient Coverage Letter)