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Part Payment No.
The system automatically numbers insurance payments starting with 001
The first regular instalment and the first regular instalment are numbered with the same number 001
Financing Part Payment No.
If the policy is included in the payment of the financing contract, this field contains the payment number of the payment calendar in which the insurance payment is included
The system assigns the insurance payment to the payment from the SPK contract according to the Posting Date. Posting Date from the client's calendar row is from the interval Period From-To in the Contract Terms and Conditions
Period From
The beginning of the period of the given insurance payment. In the case of the first instalment, this is the beginning of the insurance – Valid From
Period To
End of the period of the given insurance payment. In the case of the last instalment, this is the end of the insurance – Valid To
Posting Date
Accounting period according to which the system deploys premiums to the financing repayment
Amount
Calculated value of the given payment
If the insurance policy was reported Online before the Handover Date (Handover Date > Valid From), the amount in the first line of the calendar will not correspond to the number of days in the period - see Insurance Period. "Modification of insurance calculation - in case of difference between reporting date and handover date" Insurance Calendars and Online Insurance
There may also be a difference at the end of the policy, if the policy is deregistered by the user on the current date, but "the date of handover of the object is in the past - see "Change of contract status and declaration/deregistration of insurance policies" Insurance Calendars and Online Insurance
Pro rata (Pro Rata)
For a product with a pro rata, the system marks the payment with the one calculated for the rata – the amount for the first incomplete period. Pro rata is posted to the following period.
Posted (Posted)
If the user posts a lease payment, the insurance payment is also posted. The check mark cannot be removed by the user. You can't change a posted period. The user can cancel the lease payment, whereby the system releases the payment and removes the flag Posted. Then it is possible to change the insurance contract using the change copy. When changing an insurance contract, the system also checks the insurance payment schedule for the insurance company and the commission calendar.
Include in Payment
An indication that the premium is part of the lease payment.
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Verification of insurance
The button is only available on insurance contracts that have a field in the framework agreement Insurance Verification Required = Yes
Preparation for integration, used to start a call to verify the insurance rate
Checks to run the function:
Insurance Verification Required = Yes on the insurance framework contract
Verified = No on Insurance Contract
Financing Contract Status < Active or Change Copy or Variant
Insurance Reporting Online
The button is only available on insurance contracts that have a field in the framework agreement Insurance Reporting Online = Yes
Preparation for integration, used to report the creation (addition) of an insurance contract before the activation of the financing contract
Can be used only before the activation of the financing contract
It is intended for the case when the contract is already in a detailed state with the flag set Reporting online = Yes
Checks to run the function:
Verified = Yes on an insurance contract that has Insurance Verification Required = Yes
Financing Contract Status < Active
Insurance Company Check-in Date = empty
Termination of insurance Before activating the FIN contract.
The button is only available on insurance contracts that have a field Insurance Reporting Online = Yes Before Financing Contract Activation
Preparation for integration, used to report the termination of an insurance contract before activating a financing contract
It is used to trigger a call to report the termination of the "second-hand" insurance policy (disposal) on the terminated financing contract and is in a state that does not require a change copy
Once the function is confirmed, the system checks:
Termination Code = Filled in
Reporting Online = Yes
Financing Contract Status < Active
Insurance Company Check-in Date = completed
Insurance Company Check-Out Date = empty
Valid to >= current day. If:
No
Checks if there is a flag on the Exit Code Allowed to terminate retroactively = Yes. If:
No = Displays a blocking message to the user and does not continue
Unsubscribing poj. removed items OnLine
The button is only available on insurance contracts that have:
Field Reporting online = Yes
When the function starts, the system checks:
On the insurance framework contract field Removed Items Contract = Yes
On the detailed contract status field Change without Change List = Yes (can only be run on the original contract)
Field Insurance Company Check-in Date = completed
Field Insurance Company Check-Out Date = empty
Field Valid to >= current day if
Preparation for integration, used to trigger a call to report the termination of the "second-hand" insurance policy (decrease)
Log poj. Online
Preparation for integration, overview of calls for a given insurance contract.
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