Status of Entire Collective Subrogation/Recovery

Display of Status

The system displays the collective subrogation/receivable status on the Overview tab page in the Collective Subrogation/Recovery Data section. The system determines this status automatically. You cannot change this status manually.

The collective subrogation/recovery status that is displayed is a database status. The system recalculates the status after every change to a collective subrogation/recovery. It uses BRFplus expressions to do so.

Customizing Settings for Collective Subrogation/Recovery Status

In Customizing activity Define Claim Bundle Types, define a suitable BRFplus expression for the relevant claim bundle types of the Collective Subrogation/Recovery category in the Bundle Status VR field (value request for setting claim bundle status).

Usable Status Instances

In principle, you could also use all of the statuses that have been defined for the claim (as defined in Customizing under Start of the navigation path Claim Next navigation step Business Settings Status Within a Claim Enhance Status End of the navigation path ).

In the input help for the Status field, the system displays all statuses defined there.

By default, only the following four values are used for the collection subrogation/recovery status:

Open
Closed
Requested
Cleared

Consider the following with these four statuses:

Only the status Closed has a controlling influence. If the collective subrogation/recovery has the status Closed, you are no longer able to change the collective subrogation/recovery.
The three other statuses are for information purposes.
You can use all four statuses for the collective subrogation/recovery search.

Possible Status and Status Changes

The following graphic shows which collective subrogation/recovery status is set with which activity:

This graphic is explained in the accompanying text.

Explanation of above graphic:

When you create collective subrogation/recovery, this always has the status Open.
The collective subrogation/recovery has this status until you perform one of the following activities:
- You close the collective subrogation/recovery (see Close Collective Subrogation/Recovery).
- You post a subrogation/recovery receivable to the collections and disbursements system (see Posting Subrogation/Recovery Receivables).
As soon as you have posted the first receivable in collective subrogation/recovery to the collections and disbursements system, the collective subrogation/recovery has the status Requested.
The collective subrogation/recovery has this status until you perform one of the following activities:
- You reverse all posted receivables. The collective subrogation/recovery then has the status Open again.
- You clear all receivables.
  This happens through one of the following activities:
  - Report of corresponding cash receipts in the collections and disbursements system (see Reporting Cash Receipts to the Claims Management Systems)
  - Write-off of remaining amounts (see Write-Off Subro/Rcvry Rcvble)
    The collective subrogation/recovery then has the status Cleared.
In this status concept there are two different statuses in which it is possible to archive the collective subrogation/recovery:
- Status Closed: These are collective subrogation/recovery cases in which no receivables have been posted or in which all receivables have been reversed.
- Status Cleared: These are collective subrogation/recovery cases in which receivables have been posted and cleared.