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Procedure documentationEditing Bonus-Malus Data

 

You create new bonus-malus data or change existing bonus-malus data.

When you enter multiple bonuses-maluses in a contract, you can use existing bonus-malus data as a template for the new bonus-malus.

Note Note

For more information about how you can use an existing available bonus-malus, see Assigning Bonus-Malus Data.

End of the note.

Prerequisites

  • You are executing one of the following FS-PM business processes:

    • New Business

    • Change

    • Universal Change

    • Reset

  • You are editing an auto insurance contract or coverage that requires bonus-malus data.

  • An insured object has been included whose risk code requires a bonus-malus (exception: vehicle liability insurance in Austria).

Procedure

  1. Enter or change the required data on the bonus-malus screen.

    • Create only:

      • The policyholder has been entered as the bonus-malus owner (business partner number) by default.

      • Rating reason

        Typical rating reasons are provided in FS-PM Auto for specific countries. You can enhance these for individual customers (Start of the navigation path SAP Policy Management for Auto Insurance Next navigation step Bonus-Malus Management Next navigation step Define Rating Reasons End of the navigation path).

      • Data about the previous insurer, if required by the rating reason.

      • Germany: You can use the Create Inquiry pushbutton to manually trigger the creation of an inquiry to the insurance association. For more information, see Triggering Inquiries.

      • Alternatively, you can use the Bonus-Malus Origin (automatic/manual) field to manually enter a premium rate for the automatically calculated premium rate.

      • Create and change:

        • Austria: premium level (internal/external)

        • Germany: discount base year (internal/external) and, if required, add-on (internal/external)

        • Claim data and interruption days on the screen for the manual entry of previous insurer's data

        • Checkbox to indicate whether a certificate has been submitted according to the Compulsory Insurance Act

        • You can manually adjust the premium and rating model, provided you have the required authorization.

        • You can enter a note for the bonus-malus.

  2. Alternatively, you can copy bonus-malus data that already exists in the same contract.

  3. End the process by choosing Transfer. The system checks and saves the data.