Insurance Calendars and Online Insurance
- Lango: Language and translation manager
- Marie Burgetova
Modification of insurance calculation - in case of difference between the date of reporting and the date of handover
When an insurance contract is reported, "Valid from" is reported to the insurance company. The insurance policy status will be Active after reporting.
After entering the "Handover Date" of the financing contract, the system does not change the "Valid from" on active insurance policies.
If "Handover Date" > "Valid From" on the reported policy, it is modified Insurance Calculation:
Insurance policy calculation in the client's calendar - the system calculates paid days from the "handover date". The daily rate is according to the "daily rate calculation" set on the insurance company's product
"Posting Date" in the calendar for the client in the case of "Calendar Period" and "Technical Period (Start)" is shifted to "Handover Date" in the 1st line due to deployment in the 1st lease payment
The change in the calculation does not affect the calendar for the insurance company and the commission calendar. These calendars will be "Valid From" to "Valid To" for the amount at the insurance rate/commission rate for the entire period
The calculation of the insurance calendar for the client is described in Aktivace smlouvy after confirmation, finish in the Contract Activation wizard.
Changing Contract Status and Reporting/Unsubscribing from Insurance Policies
When the contract status changes, the policy is terminated and a new policy is created. It happens that when the contract status changes, the "object return date" is often entered in the past.
Since it is not possible to unsubscribe/report insurance policies to the past, the Contract Status Change wizard is modified (in case of returning the item), for details see: Změna stavu smlouvy .
When transferring a change copy or variant, insurance declarations are called/deregistered, where Online reporting is set. After a successful call, the system fills the Insurance Company Check-in/Check-Out Date. When fulfilling the "Insurance Company Check-Out Date", the system checks the "Valid To" policy and the "Object Return Date" on the financed object card. Checking "Valid to", "Returning the object date and calculating the insurance calendar is described in the Funkce změnové kopie .