Exception Request List

In the list of exceptions, you can create exceptions and monitor the process of their processing.

The Request for Exception Register contains three parts: header, exception request subform, subject data

In the Header, after assigning the request number, the user records:

• Customer No.

  • Here, the user selects the customer number for which they are requesting an exception

• Salesperson Code

  • Here, he selects the seller who is requesting the exception.

• Exception Type

  • The user selects one of the types (for more details, see. Exception Types)

    • Simple

      • It is a request for a special rate amount

    • Tender (Tender)

      • Request for a special rate amount, addresses more insurance companies

    • Entry Insurance Exception

      • Registration of a request for a special condition

    • Security Exception

      • Registration of a request for a change of mandatory security

    • Participation Exception

      • Registration of a request for a change in deductible

    • Pledge Exception

      • Registration of a request for change of pledge

• Financing Contract No.

  • The user selects which contract the request applies to

• Reason Request

  • Text description of the reason for the request

• Security Request

  • When applying for security, you must state the security required by the insurance company

• Security Customer

  • When requesting security, you must specify the security required by the customer

• Status

  • when registering a new request, the status is Request

  • The status is changed by the user after recording the request using the following buttons:

    • Release

    • Reopen

    • Send the insurance company

    • Approval

    • Disapproval

    • Upload in the system

    • Feedback Salesperson

• Expected Realization Date

  • The user records the date requested by the customer

• Created At Date

  • Fills in the system

• Asks For Rates

  • The user marks if it is a special rate request

The second part of the exception request is a subform where the user fills in:

• Product No. (Product No.)

  • Here he selects the insurance product

• Selected Insurance Company

  • To be filled in by the user only after the answers from the insurance company

• Insurance Total

  • Sum insured

• Size ccm

  • Engine Displacement

• Preferred Insurance No.

  • selects the preferred insurance company

• % / Absolute sum (% / Total)

  • They choose whether it is a percentage rate or a rate in absolute value, i.e. the annual premium

• Required Rate

  • the amount of the required rate

After approval by the insurance company, the following field is selected:

• Approved Rate

After uploading the rate to the system, the following data are filled in:

• Create Rate

• Rate No.

• Product Variant Code

• Calculation Method No.

• Interval No.

The third part of the request for exemption contains information on the subject matter of the financing. The mandatory information that the user must fill in when submitting the application are:

• Object Category

• Commodity Code

• Group

Optional fields are:

• Subgroup

• Make Code

• Model Line Code

• Model (Model)

• Model Type

• Description