Issue Certificate According to the Compulsory Insurance Act

You trigger the issuing of a certificate according to the Compulsory Insurance Act. The system checks whether the bonus-malus can be assigned and notes the creation of the certificate in the bonus-malus.

Create Bonus-Malus Data

You enter new bonus-malus data as part of policy processing.

For more information, see Editing Bonus-Malus Data.

Change Bonus-Malus Data

You change bonus-malus data as part of policy processing.

For more information, see Editing Bonus-Malus Data.

Reverse Bonus-Malus Data

You end the assignment of the bonus-malus to the contract or coverage.

Assign Bonus-Malus Data

You assign existing bonus-malus data to a contract or coverage during contract processing.

For more information, see Assigning Bonus-Malus Data.

Shift Start of Policy

You shift the start date of a policy. The system checks whether the bonus-malus can be assigned and changes the start date of the assignment of the bonus-malus data accordingly.

Reset/Reinstatement After Reversal

You reset a reversal. The system checks whether the bonus-malus can be assigned and reverses the termination of the assignment of bonus-malus data.

Determine Claim Data

The system determines the claim data for a rating/simulated rating or to be submitted to the insurance association/subsequent insurer.

Calculate Claim Redemption

You request a comparison of the premium progression of the no-claims history and the claimed history.

For more information, see Simulation of a Claim Redemption.

Perform Rating

The system rates the bonus-malus data again based on the rules for upgrading or downgrading a contract rating.

For more information, see Perform Rating.

Suspend Contract

You suspend a contract. The system sets the assignment of the bonus-malus to the contract to the status “Inaktive”.

Reinstate Contract

You reinstate a contract. The system assigns the most recently assigned bonus-malus data to the contract if the bonus-malus can still be assigned.

Exclude Contract or Coverage

You exclude a contract or coverage. The system ends the assignment of the bonus-malus data to this contract or coverage.

Shift Start of Contract

You shift the start date of a contract to which a bonus-malus is assigned. The system checks whether the bonus-malus can be assigned and changes the start date of the assignment of the bonus-malus data accordingly.

Shift Start of Coverage

You shift the start date of a coverage to which a bonus-malus is assigned. The system checks whether the bonus-malus can be assigned and changes the start date of the assignment of the bonus-malus data accordingly.

Process Answer/Correction from Insurance Association

B/M Management processes an answer or correction notification from the insurance association and changes the bonus-malus data according to the answer or correction.

Include Start Date Shift

If you shift the start date of a policy, contract, or coverage, the system includes the new start date in the bonus-malus data.

Determine Consideration Period

The system determines the consideration period for a rating date.

Cede Bonus-Malus Data

The system saves the data about the subsequent insurer in the bonus-malus.

Change Bonus-Malus Data

You change the bonus-malus data using In-Force Business Management.

Display Information About Bonus-Malus Data

You can display information about the progress of bonus-malus data processing.

Terminate Bonus-Malus Data

The system ends the assignment of bonus-malus data to a contract or coverage (because the contract or coverage was reversed, for example).

Create Bonus-Malus Data

After you enter the bonus-malus data on the bonus-malus detail screen in In-Force Business Management the system saves the bonus-malus data in B/M Management.

For more information, see Editing Bonus-Malus Data.

Save Bonus-Malus Data

The system saves new or changed bonus-malus data in B/M Management.

Lock Bonus-Malus

You can lock and unlock a bonus-malus.

When the bonus-malus is locked it cannot be assigned to a contract or coverage.

You can use this function to remove from business processes invalid duplicates or bonus-malus objects that are no longer used for other reasons.

Find Bonus-Malus Data

You can search for bonus-malus data using various filter criteria (business partner number, status, rating reason, and contract number).

When you search in B/M Management for a bonus-malus, the system checks whether you have the necessary authorization for the selected bonus-malus.

The system checks a user's authorization based on the company of the bonus-malus. The system displays the data in the search result as follows:

You select the bonus-malus ID you are looking for from the search result.

Start Bonus-Malus Management

The system displays the initial screen /MVA/AMC_BMSTART in B/M Management. You can display information about existing premium models and rating models in the system and inquire about the bonus-malus.

Assign Bonus-Malus

The system assigns (assignable) bonus-malus data to a contract or coverage.

Terminate Subsequent insurer

Germany only:

The subsequent insurer information in the bonus-malus is terminated based on the return of a claim-free discount.

Enter Note

You can enter a note in the bonus-malus data or edit an existing note.

Display Premium Model

The system displays an existing premium model.

Save Rating Results

The system saves the results of a rating in the bonus-malus history.

Display Rating Model

The system displays an existing rating model.

Determine Contracts

The system finds all the contracts to which certain bonus-malus data has been assigned since a date specified by the user.

Determine Previous or Subsequent Insurer

The system finds information about the previous or subsequent insurer for the bonus-malus data.

Check Assignability

The system checks whether a bonus-malus can be assigned to a contract or coverage.

The system checks the following:

You can adjust the check criteria in your implementation to meet your needs.