Setup Insurance statements

Insurance Setup

• Statement Payment Tolerance

  • When checking a trunk, the system will tolerate the difference between the insurance amount in the statement and the amount of the imported trunk according to this setting

Insurance Reporting Group

• Reports for the insurance company are created by the user according to:

  • Insurance Company

  • Insurance Product

  • Insurance Framework Contracts

  • Insurance Reporting Group

• Insurance Reporting Groups and Insurance Reporting Group Code

  • The code of the reporting set allows the user to create different groups of sets (reporting sets) for reporting to the insurance company

  • A reporting set contains a group of sets that are reported in a separate file

  • Reporting group codes are entered by the user at the insurance set level and then on the insurance report definition tab

For add-on insurance sets that are linked to the main insurance product, it is not mandatory to fill in the reporting group code. The additions will be included in the main insurance statement.

The obligation to fill in the reporting set is for the main products for which reports are generated. If the add-ons would be reported separately, it is necessary to enter the code of the reporting set for the add-on sets as well.

Checking Insurance Kits

To check the completion of the reporting group code on all insurance sets for active insurance contracts, the user can run a check report Insurance Set without Reporting Group, that runs from the Hub role through the Actions/Reports or by looking it up through a magnifying glass.

After the task starts, the system displays a dialog box where the user chooses whether they want to preview only the report or print it, send it by e-mail, or generate it in the selected format.

After selecting the method, the system will generate a report.

The source for the check is all insurance contracts in the status Activethat are valid at the time the report is run (Valid From, Valid To).