Triggering Inquiries
When you save an application and the new business is released, the system executes the Service: Create Inquiry
action depending on the selected rating reason.
The system also provides a Create Inquiry
action on the bonus-malus data screen. This allows you to branch to Change of Insurer Certificate Management
. The available data is transferred to the outbound inquiry.
Procedure
Start the
New Business
,Change
,Universal Change
, orReset
business process and switch to the screen for editing bonus-malus data.Alternative A:
Enter the data about the previous insurer and trigger the
Create Inquiry
action.
The
Change of Insurer Certificate Management
screen appears. Edit and release the inquiry.
Continue processing the FS-PM business process.
Alternative B:
Continue processing the FS-PM business process.
When you save the application and also when you release the new business, the system executes the
Service: Create Inquiry
action if you have selected a corresponding rating reason. Inquiry data is filled according to the validation check.
You can edit the inquiry in
Change of Insurer Certificate Management
and then release, save, or discard it.
NoteIn Customizing you can specify the rating reasons for which a system creates an inquiry (
SAP Policy Management for Auto Insurance
Bonus-Malus Management
Define Rating Reasons
).The system uses the Customizing table to derive the reason for the inquiry from the rating reason.
End of the note.