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 Creating Collective Subrogation/Recovery

Procedure

  1. On the SAP Easy Access screen, choose Insurance → Claims Management → Bundle → Collective Subrogation/Recovery → Create

  2. Enter the claim bundle type and the subtype.

    Note Note

    In the input help for the claim bundle type, the system displays only those claim bundle types that you defined in Customizing for the category of Collective Subrogation/Recovery. Similarly, the system displays only those subtypes that you defined in Customizing for the relevant claim bundle type.

    For more information, see Customizing Settings for Collective Subrogation/Recovery, section “General Settings for Collective Subrogation/Recovery”.

    End of the note.

  3. Choose Continue.

    The Create Claim Bundle: Overview screen appears.

  4. In the Collective Subrogation/Recovery Data section you can enter detailed information, such as:

    • Recovery claim type, to further categorize the subtype of the collective subrogation/recovery

    • Date of the recovery claim

    • Resubmission date

    • Start of the period in which the loss incident occurred (Date From field)

    • Geographical data, such as country and region

      Note Note

      You can use these details on recovery claim type, start of period, country (region), and participants (see step 5 below) later on as search criteria in the search for collective subrogation/recovery. For more information, see Searching for Collective Subrogation/Recovery.

      End of the note.

  5. In the Participants section, enter the business partners involved in collective subrogation/recovery in the relevant participant roles.

    You must enter at least one business partner in the participant role of Payer (party liable).

    To do so:

    1. In the Participant Role field, use the input help to select the participant role of Payer.

    2. In the Participant field, enter the business partner number of the payer.

      Note Note

      To search for or to create the business partner, you can use the input help to call the Mini Business Partner.

      End of the note.

  6. Save your entries.

Result

You have created a collective subrogation/recovery that you can process further.