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Possible tables to choose from:

Object ID

Object Name

Object Caption

18

Customer

Customer

4026397

API Financing Contract Header

Financing Contract Header

4026560

API Financed Object

Financed Object

4027010

API Insurance Product Variant

Insurance Product Variant

4027050

API Insurance Rate

Insurance Rate

4027100

API Insurance Contract

Insurance contract

4027122

API Insurance Statement Line

Insurance Statement Line

  • Field No.

    • The user selects the field number whose value is to be reported to the insurance company from the table selected in the field Table No.

  • Field Name

    • The system fills in the field name according to the selected field number

  • Custom Field Name

    • The user enters the description that he wants to use as the column name in the report. If the field is not filled in, the system will use the name of the field from the table in the resulting reportĀ 

  • Change Trekking

    • Marking of fields (columns) for which their changes need to be monitored and reported to the insurance company

    • Fields are defined for Report Type = Change

    • When an increment statement is issued, the system stores the value of flagged fields Change Tracking to the internal table (4027120). If there is a change in any of the fields, the insurance contract will be included in the change report. By issuing a statement of changes, the new field values are added to the written internal table.

    • When reporting changes, it then checks the current data with an archived monitored field. If any of the monitored fields has been changed, the insurance contract is included in the report and the contents of the report are stored in an internal table for the next comparison.

  • Extension (Prolongation)

    • The user ticks the field according to which the system will suggest insurance contracts for Report Type = Renewal. In this case, it is an array Valid To zĀ Insurance Contracts.

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