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A multiple task creates change copies of a financing contract and changes insurance on them. The adjusted rates are stored for the modified insurance contract in the Insurance Contract Rate Changes table. The calculation of the insurance policy after modification is carried out in a standard way using the entry in the table of changes with regard to the validity of the rate.
User Setup
The right to run a batch task or edit "change of insurance contract rate" is granted only to the user who has checked the field in the user settings Allow Change Insurance Contract Rate (Allow Change Insurance Contract Rate).
User Setup (User Setup) is described in detail in the PD_Business Settings document.
Contract Change Queue Sheet
It is necessary to set the "code" to the table for the batch job Contract Change Queue Sheet (Contract Change Queue Batch) for a bulk job. The worksheet must have a check mark in the Insurance Contract Change field (Insurance Contract Change).
Types of Mass Insurance Changes
It is necessary to create for a mass change of the rate of insurance contracts Insurance Mass Change Type (Insurance Mass Change Types).
Code (Code)
The user enters the type of mass insurance change
Description (Description)
The user enters a description
Type of Change (Type of Change)
User selects Change Insurance Rates from the list
Contract Change Type (Contract Change Type)
User selects a change from the Contract Change Types table
It will be saved in the Contract Change History after the change is made
Contract Change Queue Sheet (Contract Change Queue Sheet)
The user selects the Contract Change Queue Sheet from the table, filtered to Insurance Contract Change flag
Insurance Termination Code (Insurance Termination Code)
Prepared for mass fuse termination - CR 164
Mass Rate Change of Insurance Contracts
A user with permission can run a mass task directly from the menu of the Insurance rollcenter (Insurance).
Specifying Job Parameters and Filters
The system opens a dialog box for entering the job parameters in the Options section (Option).
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After pressing Yes, it will start changing insurance policies over all leasing contracts, which can be time-consuming.
Controls
After confirming "OK", the task will check the required fields in the dialog box:
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At the end, he writes a summary of changed and erroneous contracts:
Changes made to the change copy
The Insurance Contract Change Queue sheet is filled
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If a user entered a "note" when running a task, its text was transferred to the contract history.
Completion of Mass Insurance Contract Change
The user can check the results of the change copies from the change queue of the insurance contract and then transfer the change copies or delete the change copies.
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If the processed batch is not on the queue sheet of insurance contract changes, it is not possible to insert another batch via the batch job.
Starting via the scheduler
The task is modified so that it is possible to run via the scheduler - the Schedule button... (Schedule...) in the dialog box.
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According to the scheduled date and time, the task will create a change copy, change insurance and write it to the insurance change queue and to the change log.
Mass Termination of Insurance Contracts
A user with permission can run a mass task directly from the menu of the Insurance rollcenter (Insurance).
Specifying Job Parameters and Filters
The system opens a dialog box for entering the job parameters in the Options section (Option).
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After pressing Yes, it will terminate according to the specified parameters.
Controls
After confirming "OK", the task will check the required fields in the dialog box:
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At the end, he writes a summary of changed and erroneous contracts:
Changes made to the change copy
The Insurance Contract Change Queue sheet is full.
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A record of the termination of insurance contracts is also in the Insurance Contract Change Log.
Completion of Mass Insurance Contract Change
The user can check the results of the change copies from the change queue of the insurance contract and then transfer the change copies or delete the change copies.
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If the processed batch is not on the given batch of the insurance contract change queue, it is not possible to insert another batch via the batch job.
Mass Creation of Insurance Contracts
A user with permission can run a mass task directly from the menu of the Insurance rollcenter (Insurance).
Specifying Job Parameters and Filters
The system opens a dialog box for entering the job parameters in the Options section (Option).
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After pressing Yes, it will start changing insurance policies over all leasing contracts, which can be time-consuming.
Controls
After confirming "OK", the task will check the required fields in the dialog box:
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At the end, he writes a summary of changed and erroneous contracts:
Changes made to the change copy
The Insurance Contract Change Queue sheet is full.
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A record of the creation of insurance contracts is also in the Insurance Contract Change Log.
Completion of Mass Insurance Contract Change
The user can check the results of the change copies from the change queue of the insurance contract and then transfer the change copies or delete the change copies.
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