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Background documentationBenefit Selection for Accident in Claim Bundle

 

If a claim bundle in the category Multiple Contract Handling contains claims for the line of Accident, you can perform some of the processing in the claim bundle. The Benefit Selection tab page is displayed in the claim bundle as soon as you create a claim for the line of Accident. The Benefit Selection tab page then lists the items of all claims for the line of Accident that belong to the claim bundle.

From this benefit selection, you can transfer the items of the benefit selection to a reimbursement. In the reimbursement itself you can either approve (and pay out) items or reject them.

Caution Caution

Consider the following:

  • SAP only provides the accident-specific functions in the claim bundle as a sample implementation.

  • Compared to the accident-specific functions at the level of the claim, the scope for the claim bundle is restricted. The sample implementation contains only those functions that are described in this documentation.

    Other accident-specific functions are not available in claim bundle processing. If you want to use other functions, then you will have to enhance your coding accordingly.

End of the caution.

Prerequisites

Creation of a claim from the claim bundle and transfer of changed data to claims is done via direct input. The prerequisite is that you have performed the following Customizing activities under Start of the navigation path Claims Management Next navigation step Claim Bundle Next navigation step Business Settings Next navigation step Multiple Contract Handling End of the navigation path:

  • Define Structure for Creation of Claim via Direct Input

  • Start of the navigation path Business Add-Ins Next navigation step BAdI: Mapping of DI Structures for 'Multiple Contract Handling' End of the navigation path

    This BAdI implementation uses the data in the structures that you defined in Customizing activity Define Structure for Creation of Claim via Direct Input and maps them accordingly in the direct input structure.

Activities

  1. From the claim bundle for one contract or multiple contracts in the line of Accident, create one claim or multiple claims (for example, for an accident resulting in death, specifying the date of death and the claimant).

    On the Benefit Selection tab page, the system displays the items of all claims for the line of Accident.

  2. In the Benefit Selection section, select the items that you want to transfer to a reimbursement.

  3. Save the claim bundle.

    Via direct input, the system automatically creates the corresponding reimbursement items and displays them in the Reimbursement Items section.

  4. If necessary, you can change the following data for a reimbursement item:

    • Total (manually)

    • Count (manually)

    • Factor

    As soon as you save the claim bundle, the system transfers the changed data to the relevant claims via direct input.

    Note Note

    It is not possible to make any changes once a payout or a reversal has been made (see Step 5).

    End of the note.
  5. You can pay out or reverse a reimbursement item.

    • Disbursement

      Select the reimbursement item/s and choose Copy to Payment.

    • Reverse

      Select the reimbursement item/s and choose Reverse.

  6. Save the claim bundle.

    • Disbursement

      The system creates a payment for the reimbursement item in the relevant claim via direct input. The system also displays the payment in the claim bundle (on the Payment Overview tab page).

    • Reverse

      If you reverse a reimbursement item, the system transfers this information to the relevant claim via direct input.

Note the following:

  • When you create a payment, you must specify a payee in the Reimbursement Items section. If the input help for the Payee field does not contain any values, you must create a participant in the role of Payee on the Participants tab page.

  • You can navigate directly to processing of the relevant claim from the Benefit Selection section and from the Reimbursement Items section. To do so, click the relevant claim number.

More Information

For more information about benefit selection in the claim, Benefit Selection.