Role Center - Insurance
It is recommended to set up and manage insurance in Role Centre OneCore - Insurance.
To access the individual reports and tabs that you set:
by clicking on the corresponding button on the home screen of the role center - Insurance.
Search using the magnifying glass in the menu, by typing the name of the searched page
via Manual Settings - Basic Settings
Settings – Manual Setup – Filter to Category: OneCore Insurance
Framework Contract Types
On the Framework Agreement Type Card, the user enters the basic parameters for the insurance contract.
Access, via magnifying glass by typing: Framework Agreement Types.
Field:
Code (Code)
User enters framework agreement type code
Insurance Type (Insurance Type)
The user selects whether the insurance is Direct debit (Debits) / Bulk RPS (Multiple) /Individual (Individual)
Cashing (Debits) – the insured is the client, but the premium is paid through the leasing company (this type of insurance cannot be used for operational leasing, where the insurance is part of the service – always bulk RPS. Calculation check. Collected insurance is not subject to VAT
Bulk RPS (Multiple) – the insured is a leasing company (rights and obligations are transferred to the client) the insurance premium is part of the financial service is subject to tax – i.e. VAT as a financial service
Individual (Individual) – the client has his/her own insurance policy, does not pay the premium through the leasing company, but directly to the insurance company, proves the pledge of insurance
Insurance Subtype (Insurance Subtype)
User selects subtype = sales channel for individual insurance
Pledge Delivery Period (Period For Delivery Pledge Of Insurance)
The user enters a time formula (e.g. number of days) for the delivery of the pledge
Inspection Period (Period For Inspection)
The user enters a time formula (e.g. number of days) for the inspection
Inspection Reminder Period (Period For Inspection Reminder)
The user enters a time formula for the inspection reminder
Insurance Premiums To Installments (Insurance With Payments)
User ticks if the insurance premium will be part of the payment
Insurance Agent (Insurance Agent)
The user selects a contact for the provider. If it is an intermediary, the user must select a contact for that company.
Don't Calculate Commissions (Don't Calculate Commissions)
The user ticks this field for the type intended for third-party insurance policies (the client has arranged the insurance himself, there is no commission on them and they are recorded due to insurance.
Gen. Prod. Posting Group (Gen. Prod. Posting Group)
Here, the user selects a posting group. The field must be entered by the user if the Include in installments field is checked. For individual insurance, the field will be empty.
VAT Prod. Posting Group (VAT Prod. Posting Group)
Here, the user selects the VAT posting group. The field must be entered by the user if the Include in installments field is checked. For individual insurance, the field will be empty.
Client Calculation Method (Client Calculation Mathod)
For individual insurance contracts, the user selects one of the premium methods – Pro Rata Month (Pro Rata Month) / First Month Free (First Month Free) / Technical Period (begin) (Technical Period (begin))/ Technical Period (end) (Technical Period (end)) / First Period Free (First Period Free) / Pro Rata Period (Pro Rata Period). This setting applies only to individual contracts. For collections and bulk payments, the system transfers the settings from the framework agreement and the set to which they are transferred from the insurance company's product.
Insurance Company Calculation Method (Insurance Company Calculation Method)
The user sets the calculation method for the insurance company by choosing from the same options as in the previous field
Insurance Setup
Basic behavior of the insurance module The responsible user enters in the Insurance Settings
To find Insurance Settings:
via Manual Setup
through the magnifying glass by entering Insurance Settings
Settings - Manual Setup - Insurance Settings = three tabs General, Number Series, Default
General Tab
Field:
Temporary Indemnity Account (Ins. Coverage Temp G/L Account)
Here, the user selects the general ledger account to which the indemnity will be charged after the payment arrives from the insurance company. Based on the settings, the system will match the entries of this account to insurance claims.
E-mail to send a request for exception (E-mail to send a request for exception)
The user enters the email address of the insurance agent. Based on this setting, the system sends a notification if a merchant has created and issued a new request for an exception.
Document Correction Limit (Document Repair Limit)
Here, the user enters the formula of time length = the number of days to correct an error in the delivered document. In the framework agreement, the user enters the required documents for the RPS. The user can record errors in the required documents in the insurance contract according to the RPS. Error Correction Date – "Correct by" is calculated from this data. Also, when a pledge is created, the system adds the number of days set here to the creation date and calculates the date for correcting the error.
Financial Settlement Deadline (Finance Settlement Limit)
Here, the user enters the time length formula to calculate the deadline for settling the financial settlement after entering the end date. For example, in an insurance claim such as theft, the user entered the date of termination of the contract. Deadline for settling financial settlement in the insurance claim card = contract termination date + deadline for settling financial settlement (from settings)
Change Notification Date (Change Request Warning Date)
User enters negative—this is a data formula. The system subtracts the specified number of days. This formula is applied if the user has made a request to change the premium. In the application, the planned implementation date is specified. Change Notification Date is calculated = Planned Implementation Date – the number of days entered here.
Company – Customer No. (Company – Customer No. for Re-insurance)
Here, the user must select the customer number for the insurance intermediary company. The system will use, for example, this customer when creating reinsurance of removed items.
Basic Commission Code (Basic Commission Code)
User select commission code – the system will use the commission from the incoming commission when creating an individual insurance contract (the commission has run out and there is no insurance contract to which it can be assigned).
The basic commission code is also used to determine which revenue commission the system should write to the insurance contract card – the Calculation tab, the "Basic Commission %", "Basic Commission Amount" fields.
Commission Payment Variance (Commission Payment Tolerance)
The user enters the amount. If the difference between the incoming commission and the calculated one is less than or equal to this amount, the commission is settled (the Open field is not checked).
Statement Variance (Statement Payment Tolerance)
The user enters the amount. When checking a trunk, the system will tolerate the difference between the amount in the statement and the imported trunk according to this setting
Insurance Contract Discount (Insurance Contract Discount)
User ticks if the option to add discount to insurance contract is enabled
Check for Rate Code Duplicate (Check Rate Code Duplicate)
If it is necessary to check the "rate code" field on the rate, which is used to find the subsequent rate for floating rates (marked on the insurance company's product Fixed = NO). The check takes place when a rate is entered and for a given period according to the set, which means that subsequent rates must be entered in the next set. The periods on the sets must not overlap, they must be consecutive.
Security Check (Check Ensure)
The user ticks if it is necessary to check the mandatory security of the object defined on the insurance company's product.
Gen. Journal Template (Gen. Journal Template)
In this field, the user selects a general journal template to which they will automatically generate payments for open customer entries from insurance claims.
Gen. Journal Batch (Gen. Journal Batch)
We recommend that you create a separate general journal batch for reposting payments from insurance claims.
If it is not set, the system will display the following message when preparing the fulfillment line:
Insurance Reporting Online
Default value = No
If set to YES, there are visible/editable buttons on the insurance contract with the OnLine call
If set to NO, the buttons cannot be used
Numbering Tab (No. Series)
Field:
Product Numbers (Product Nos.)
Framework Agreement Nos. (Framework Agreement Nos.)
Set Numbers (Set Nos.)
Rate Nos. (Rate Nos.)
Contract Nos. (Contract Nos.)
Insurance Claim Nos. (Insurance Claim Nos.)
Insurance Claim Payment Numbers (Incurance Claim Payment Nos.)
Insurance Unblockage Numbers (Insurance Unblockage Nos.)
Pledge Of Insurance Numbers (Pledge Of Insurance Nos.)
Numbers report (Report Nos.)
Exception Request Numbers (Request Exception Nos.)
Insurance Contract Change Request Nos. (Ins. Con. Change Request Nos.)
Insurance Debtor Numbers (Insurance Debtor Nos.)
Cancellation Numbers (Ins. Cancellation Nos.)
Insurance Inspection Numbers (Insurance Inspection Nos.)
Package Numbers (Package Nos.)
Text Nos. (Text Nos.)
The user enters a number sequence for each range used. Setting up number sequences is described in Nastavení Číselných řad
Default tab
Field:
Rounding of Annual Premium/Monthly Premium/ Pro Rata (Year Ins./ Month Ins./ ProRata Rounding Method)
Here, the user selects the rounding method for annual premium, monthly premium, and pro rata
Base Framework Agreement Type (Base Framework Agreement Type Code)
The user selects the type of framework agreement that the system will use when automatically creating an individual insurance contract from the incoming premium.
Default Individual Contract Duration (Default Individual Contract Duration)
The user enters a time formula according to which the validity of the individual insurance contract will be calculated
Default Object Usage Type (Default Object Usage Type)
The user selects a type from the usage code list, which the system pre-fills in the typesetting. The user can change it at the rate
Default Variant Code (Default Variant Code)
The user enters the default variant. When you create a new insurance company product, the system creates this default variant automatically.
For automatically created fuses (e.g. removed items), the system takes the variant from this field. The field cannot be empty. If it is necessary to create both third-party liability and property insurance policies for the removed items, the same varinta code must be entered in the settings of both insurance company products.
Insurance Product and Status Relation
Magnifying glass view - Insurance Product Status and Relation
Session settings are used for re-insurance based on a change in the status of the financing contract.
Both the Contract Status Change Wizard and the Mass Reinsurance Report go through the Insurance Product Status and Relation table.
Field:
Insurance Product No. (Insurance Product No.)
The user selects Product from the Insurance Products List, the base key for defining the relation
Detailed Contract Status (Detailed Contract Status)
The user selects a detailed status from the Detail Contract Statuses list for which he wants to enter a relation
Object Category (Object Category)
The user selects the subject category as the next required key to enter the relation
Commodity Code (Commodity Code)
The user can select the Commodity Code for which the relation will be set. If the field is blank, the relation applies to all commodities of that category, for the product and detailed status
Group (Group)
User selection, if field is empty, the relationship applies to all
Terminate Insurance (Terminate Insurance)
Check the user to define the termination of the insurance contract for the given key (product, status, category, group)
New Contract Creation Required (New Contract Required)
By checking this box, the user instructs the wizard to create a new insurance contract when changing the status to the target detailed status in the key
New Contract Length (months) (New Contract length (Months))
The user enters the number of months for which the system should create new insurance contracts
Contract Extension Allowed by Wizard (Contract Prolongation Req. by Wizard)
The user ticks the box in case of extension of the financing contract. If a financing contract is extended, it will automatically Extended i insurance contracts for the same period.
Automatic Renewal Expires on Insurance Contracts Occurs at Startup Contract Length Change Wizard.
Framework Agreement No. – Assets (Property Framework Agreement No.)
The user enters the default framework agreement for the automatic creation of an insurance contract – property insurance of removed objects
Framework Agreement No. – UGS (Liability Framework Agreement No.)
User enters the default framework agreement for automatic creation of insurance contract UGS of removed objects
Termination Code (Termination Code)
The user enters the termination code, selection from the user code list, which will be added to the terminated insurance contracts, when changing the product defined on the line.
If the status change was triggered by the user from an insured event, the system transfers the termination code from the insured claim type to the terminated insurance contracts.
Calculate insurance period before (Calc. Insurance Period Before)
When activated, the setting creates over-insurance for the period from the registration of the vehicle to the receipt of the object by the client.
Financial Leasing / Operative Leasing / Credit / Instalment Sale / Fleet Management (Financial Leasing / Operative Leasing / Credit / Installment Sale / Fleet Management)
Define the validity of settings for each product type
Product Code (Product Code)
The user can choose a specific "product code", then the session is valid only for this product