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Created on May 20, 2015

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Table of content

PUBLIC 2014 SAP SE or an SAP affiliate company. All rights reserved.

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Table of content1 Integration1.1 Tools1.1.1 Analyze Policy Business Object1.2 Accounting Component1.2.1 Display Cash Flow and Non Cash Flow Documents1.2.2 Display Coinsurance Documents1.2.3 Transfer Cash Flow Documents (FPP)1.2.4 Information Container1.2.5 Simulate Information Container1.2.6 Aggregate and Transfer Non Cash Flow Items (FPP)1.3 Correspondence in SAP Policy Management1.3.1 Correspondence for Insurance Contracts1.3.2 Schedule Correspondence1.3.3 Edit Correspondence1.3.4 Edit Document Content1.3.5 Release Correspondence1.3.6 Display Correspondence History1.3.7 Trigger Correspondence1.3.8 Create Correspondence for Coinsurer1.3.9 Release Correspondence for Postdating or Reversal Notification1.3.10 Customizing of Correspondence1.3.10.1 Define Correspondence Types1.3.10.2 Automatically Schedule Correspondence1.3.11 Enhancement to Correspondence1.3.12 Integration1.4 Integration with Business Partner FS-BP1.5 Integration with Claims Management FS-CM1.5.1 Claims1.5.2 Overview of Benefit Cases/Claims1.5.3 Contract Locks1.5.4 Basic Settings for Integration with Claims Management1.6 Integration with Collections and Disbursements FS-CD1.6.1 Processing of Down Payments in New Business1.6.2 Third-Party Collections1.6.3 Broker Collections1.6.4 Manage Collections/Disbursements Locks1.6.5 qRFC Interface with Operational Systems1.7 Integration with Incentive and Commission Management FS-ICM1.7.1 Creation of Commission Cases By Policy Management1.7.2 Creation of Commission Participants1.7.3 Creation of Different Commission Participants1.7.4 Pending Commission Case1.7.5 Execute Commission Simulation1.7.6 Alternative Commission1.7.7 Overview of Commission1.7.8 Basic Settings to Integrate Incentive and Commission Management1.7.9 Transfer of FS-PM Attributes to Incentive and Commission Managem1.7.10 qRFC Interface with Operational Systems1.8 Integration with Portfolio Assignment PFO1.8.1 Use of Objects in Portfolio Assignment1.8.2 Basic Settings to Integrate Portfolio Assignment1.8.3 qRFC Interface with Operational Systems1.9 Integration with Reinsurance FS-RI1.9.1 qRFC Interface with Operational Systems1.10 Integration with Organizational Management1.11 Connection of a Product Engine1.11.1 Use of Product Engine msg.PM1.11.1.1 Compilate1.11.2 Use of Product Engine FS-PRO1.12 In-Force Business Configurator


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1.12.1 Product Template1.12.1.1 Structure of Product Template1.12.1.1.1 Basic Data of Product Template1.12.1.1.2 Characteristics of Product Template1.12.1.1.3 Attributes of Product Template1.12.1.1.4 Subordinate Product Templates1.12.1.1.5 Assignment of Business Transactions1.12.1.2 Import Locks in Product Templates1.12.1.3 Processing of Product Templates1.12.2 Import to In-Force Business Configurator1.12.2.1 Import of Product Modules Without Generation1.12.2.2 Import of Product Modules with Generations1.12.2.3 Log for IFBC Import1.12.2.4 Cross-Product Templates1.12.2.5 Import of Listing Values1.12.2.5.1 Log for Import of Listing Values1.12.2.5.2 Customizing Activities for Import of Listing Values1.12.3 Transaction for IFBC Import1.13 BI Data Formatting1.14 Application Interface1.15 Using Enterprise Search1.16 Side Panel in SAP Policy Management1.16.1 Side Panel and Side Panel CHIPs1.16.2 Enhancing the Side Panel1.17 Home Page and Worklist1.18 Enterprise Services for SAP Policy Management1.18.1 Insurance Policy Processing1.18.1.1 Insurance Policy1.18.1.1.1 Query Insurance Policy1.18.1.1.1.1 Find Insurance Policy1.18.1.1.2 Manage Insurance Policy1.18.1.1.2.1 Retrieve Insurance Policy1.18.1.2 Insurance Policy Journal1.18.1.2.1 Manage Insurance Policy Journal1.18.1.2.1.1 Read Insurance Policy Journal


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1.3.12 Integration SAP Policy Management provides you with comprehensive functions for data exchange with other (SAP or external) systems.

NoteThe application components listed below are not part of SAP Policy Management. These are independent applications, and data is exchanged with theseapplications using interfaces. SAP Policy Management communicates directly and indirectly with a number of other components. The most important of thesecomponents are listed below.

The following sections contain information about the main systems that interface with SAP Policy Management:Integration with Business Partner FS-BPIntegration with Collections and Disbursements FS-CDIntegration with Claims Management FS-CMIntegration with Incentive & Commission Management FS-ICMIntegration with Portfolio Assignment PFOIntegration with Reinsurance FS-RIIntegration with Organizational ManagementConnection of Product Engine

PrerequisitesDefine the settings for the interfaces to these components in Customizing under Policy Management Integration .

1.1 Tools 1.1.1 Analyze Policy Business Object The system helps ABAP developers to program read access for the data of the Policy business object. You need read access for the data of SAP PolicyManagement (FS-PM), for instance, to implement services. These services could include OData Services to support mobile scenarios or A2A Services tosupport integration scenarios.You can use the Analyze Policy Business Object report to analyze the Policy business object for the implementation of a specific service and to determine themethods with which certain FS-PM data can be read. This report does not determine any methods for changing FS-PM data.

PrerequisitesPolicies exist in the system. This is necessary since the report uses concrete data to analyze the Policy business object.

Procedure

Analyze Policy Business Object1. To call this report, on the SAP Easy Access screen choose Policy Management Tools Analyze Policy Business Object .2. Enter data as required.

You have the following options:On the Policy Search with Business Partner and Contract Search with Business Partner tag pages, you can enter a business partner and searchfor polices or contracts with which the business partner has a relationship. This lets you read the data fields of policies or contracts of a certainbusiness partner role, for instance that of the policyholder.On the Policy Details tab page, you can enter a policy and read the data fields of all the entities of the policy, for instance of the coverages or thepremium. The report only takes account of entities of those lines of business that are part of the standard delivery. In the Contracts group box, youcan choose whether you wish to read the data of all of the contracts of this policy or only the data of a specific contract of this policy. If you only wish toread the data of certain contract, enter the contract number.

3. Execute the report.The Technical Data screen is displayed, where you receive information about the call of the FS-PM interface, for instance, the length of time for a call inmicroseconds and the number of data records read (for instance 7 policies for a business partner role or 3 contracts for a policy).

NoteOnly those lines are displayed for which at least one data record was found. To display all of the lines, remove the filter in the No. of Records column.

4. On the Technical Data screen, select one or more lines and choose Detail .The Field Data screen is displayed, where you receive detailed information about the fields of the selected data records, such as the field name andinformation as to whether the field value is not initial (for instance, in the case of an integer field when the value does not equal 0, or in the case of acharacter fields when the value does not equal a space).

NoteOnly those lines are displayed for which the Field Value Not Initial checkbox is selected. To display all of the lines, remove the filter in the Field Value


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Not Initial column.

5. To display a data element in the ABAP Dictionary on the Field Data screen, choose the appropriate technical name in the Data Element column.You can display the documentation of the data element, for example. You do so by choosing Goto Documentation Display in the menu.

Generate Source TextTo generate the source text for this report with which the data records of the selected entities can be read at runtime, proceed as follows:

1. First create a function module in the Function Builder .2. To call this report, on the SAP Easy Access screen choose Policy Management Tools Analyze Policy Business Object .3. Execute this report as described above and select one or more lines on the Technical Data or Field Data screens.4. Choose Generate Source Text .5. In the Generate Source Text dialog window, select the function module that you created and confirm your entry.

The source text is generated and displayed in the Function Builder .

1.2 Accounting Component

UseYou can use the accounting component to manage liquid and non-liquid transactions. The accounting component is the central anchor point for collecting postingdata in SAP Policy Management and as the source platform it supports the following functions:Manual postingsProcessing loss reserves (collection and transfer to general ledger)Input for background processing and mass runsSupplying interfaces in the SAP system landscapeThe system saves the accounting data in the accounting component tables.

Implementation ConsiderationsYou define the settings for this component in Customizing for Policy Management under Accounting Component .

FeaturesSupplying the FI interfaceAdditional account assignmentThe additional account assignment is determined every time a settlement is created. You can define additional account assignments for the document line items.The structure for the additional account assignment in SAP Policy Management corresponds to the additional account assignment in FS-CD. This means that asystem include is available for the entity for document line items. SAP Policy Management fills the additional account assignments. A BAdI is available forimplementing custom characteristics for additional account assignments.You can perform customer-specific additional account assignment for cash flow and non-cash flow documents, without modification. The additional accountassignment in the standard system only represents the default implementation of a BAdI call. When the system saves documents, it executes additional accountassignment. An exception is when offsetting documents are created due to the reactivation of an older contract or policy status, as part of a retroactive change forexample. In this case, the system also applies the additional account assignment of the original document to the offsetting document; the system does notdetermine the additional account assignment again for the offsetting document. The system also creates an additional account assignment for manual postings,which the user enters in the Manual Posting business process.

Summary of FunctionsStoring cash-flow-relevant transactionsStoring non-cash-flow-relevant transactionsStoring account balancesDialogs for manual posting of cash-flow and non-cash-flow-relevant transactions (manual premium posting, charges/expenses)Background processing for determining cash-flow-relevant transactions and creating payment plan itemsBackground processing for determining non-cash-flow-relevant transactions and creating posting documents for updating to FI using AC interface, includingsummarization.G/L account determination for non-cash-flow-relevant transactionsMain transaction/subtransaction determination for cash-flow-relevant transactionsAdditional account assignment for cash-flow and non-cash-flow-relevant transactions

For more information about the accounting component, particularly with regard to enhancement options, see the attachment to SAP Note 1095505.

1.2.1 Display Cash Flow and Non Cash Flow DocumentsPUBLIC 2014 SAP SE or an SAP affiliate company. All rights reserved.

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From the SAP Easy Access screen you can use the Display Cash Flow Documents and Display Non Cash Flow Documents functions as dialogs for a fullscreen display of the cash-flow-relevant or non-cash-flow-relevant documents for a policy or a contract.On the SAP Easy Access screen, choose Policy Management Accounting Component Display Cash Flow Documents or Display Non Cash FlowDocuments .The following list variants are available:

All (Without Coinsurance) : All documents are displayed; however no specific partial amounts are displayed after allocation to participants according to thedistribution plan for coinsurance.Without Reversed (Without Coinsurance) : Only valid documents are displayed. Documents reversed due to retroactive changes are not displayed, neither

are offsetting documents used technically for the reversal.All (Coinsurance) : Only those documents are displayed that were created as a result of the allocation according to the distribution plan in coinsurance.Without Reversed (Coinsurance) : Only those coinsurance documents are displayed that have not been reversed or have not been used technically for

reversal (offsetting documents).Additionally, you can display cash flow and non cash flow documents in the Posting Data overview (see Overviews Folder ).

1.2.2 Display Coinsurance Documents You use this function to display coinsurance documents for a policy or contract.Coinsurance documents are also displayed in the Posting Data overview (see Overviews Folder).

PrerequisitesThe policy or contract has at least one coinsurance distribution plan and one document.

ActivitiesOn the SAP Easy Access screen, choose Policy Management Accounting Component Display Coinsurance Documents , and enter your selectioncriteria. You can choose from the following selection criteria:

Settlement PeriodAll coinsurance documents are displayed that were created within the specified settlement period.Reversal

AllAll documents are displayed that were created as a result of the allocation to coinsurance participants (according to the distribution plan).Without Reversed

Only those coinsurance documents are displayed that have not been reversed, or are not used technically for reversal (offsetting documents).To display coinsurance documents during the business process, choose the Posting Data overview in one of the above business processes. Choose the CashFlow Coinsurance tab and enter your selection criteria. You can choose from the above selection criteria, plus two additional options:

CompanyYou can either display the documents for all coinsurers or just for one single participating coinsurer.Receivables/Payables

You can either display all documents or only those for receivables or payables.

1.2.3 Transfer Cash Flow Documents (FPP) You can use this function to create payment plan items from the cash flow documents in the accounting component and transfer them to thecollections/disbursements operational system for contracts of one or more policies in the background. This is done using the Framework for Parallel Processing(FPP). The system takes into account the documents up to the entered posting date.If the documents to be transferred include pairs that balance to zero and that are assigned to the same contract, these cash flow documents are not transferred butmarked as summarized .

ActivitiesOn the SAP Easy Access screen, choose Policy Management Accounting Component Periodic Processing Transfer Cash Flow Documents .Select the policy for which you want to edit the contracts in the Selections group box on the Restrictions tab page. You can only process the data at policy level.ResultThe system has created payment plan items and transferred them to the collections/disbursements operational system. The relevant cash flow documents havethe posting status Transferred . If summarization has taken place, the relevant cash flow documents have the posting status No Transfer and the status reasonSummarized . You can display the run logs in the Evaluation group box.

1.2.4 Information Container The information container in SAP Policy Management (FS-PM) contains forwarded information from the SAP Insurance Collections and Disbursements (FS-CD)information container. You define in Customizing for FS-CD which information is forwarded from the FS-CD information container.Examples of information in the information container are reaching a dunning level, a customer-specific payment, or a premium adjustment.


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To show which information has reached SAP Policy Management and which processing status it has there, on the SAP Easy Access screen, choose PolicyManagement Accounting Component Information Container Display Information Container .SAP Policy Management processes the information in the information container using related date scheduling. If you cannot process the information in theinformation center of SAP Policy Management, for example because a contract is locked, you can schedule a new related date after you have corrected the errorsource. On the SAP Easy Access screen, choose Policy Management Accounting Component Information Container Process Information Container .

PrerequisitesBefore you can use the information container in SAP Policy Management, FS-CD must be integrated.

ActivitiesDefine the different statuses in the Customizing activity Policy Management Integration Collections/Disbursements FS-CD Information Container Define Status of Information Container Confirmations . You also define for which status a rescheduling of the related date is possible using the Process

Information Container transaction.Define the time model functions for each info category that you want to be processed for a related date in the Customizing activity Policy Management In-Force Business Management Basis Update Time Model Define Time Model Functions . The time model function evaluates the information containerdata.

1.2.5 Simulate Information Container You use this program to enter directly in SAP Policy Management (FS-PM) outside of live operations information containers of category V001, V006, and V008that were created by the Collections/Disbursements system during live operations, and consequently to trigger follow-up actions.

PrerequisitesThe specified insurance object already exists and is stored in a contract in FS-PM.The contract that references the insurance object exists on the chosen date.The current system is not the production system. This program must not be executed in the production system.

Procedure1. Specify the Insurance Object and, in the Partner field, the premium payer for the contract for whom an information container is to be created.2. Choose the Information Category :

Special Dunning Level (V001)Simulates the reaching of a dunning level or the end of dunning in the Collections/Disbursements system.Customer-Init. Payment (V006)

Simulates an additional payment in the Collections/Disbursements system that is reported to FS-PM through the information container interface.Reset Actual Investment (V008)

Simulates the reaching of a dunning level or the end of dunning in the Collections/Disbursements system.3. Enter the Date on which the information container is to be created and follow-up actions triggered.4. Depending on the information category, enter further data such as the document number or item number.5. Choose Execute.

The information container is stored in FS-PM. Follow-up actions are executed or scheduled.6. To display the processing status, on the SAP Easy Access screen choose Policy Management Accounting Component Information Container

Display Information Container .

1.2.6 Aggregate and Transfer Non Cash Flow Items (FPP) You can use this function to create totals documents from the non cash flow documents in the Accounting component and transfer them to the G/L operationalsystem in the background. This is done using the Framework for Parallel Processing (FPP).

PrerequisitesYou have defined the criteria for aggregating non cash flow documents for totals documents in Customizing under Policy Management AccountingComponent Define Grouping Criteria for Non-Cash Flow Items .

ActivitiesOn the SAP Easy Access screen, choose Policy Management Accounting Component Periodic Processing Aggregate and Transfer Non Cash FlowItems .Select the policy for which you want to edit the contracts in the Selections group box on the Restrictions tab page. You can only process the data at policy level.ResultThe system has created totals documents and transferred them to the G/L operational system. The relevant non cash flow documents have the posting statusSummarized and a reference to the created totals documents in the value of the Document Number of Totals Document field. You can display the run logs in the


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Evaluation group box.

1.3 Correspondence in SAP Policy Management The written communication between insurers and their business partners is a central aspect of the insurer's business processes. This is referred to ascorrespondence in SAP Policy Management. Correspondence can take the form of a letter, fax, or e-mail.SAP Policy Management supports insurers with the creation of their correspondence. Within the business processes, a processor can schedule, edit, releasecorrespondence, and also trigger its printing. The system can then forward the data to an external output management system that connects with the appropriatetarget media, such as a department printer or mail server.The key focus of correspondence in SAP Policy Management is the correspondence that is automatically created on the occurrence of defined events throughoutthe contract lifetime. You can use the Customizing settings to adapt the functions to your own particular requirements. The following figure illustrates the processflow of correspondence creation in SAP Policy Management:

Overview of Correspondence Creation in SAP Policy Management

Schedule CorrespondenceBy scheduling correspondence, you determine which correspondence type is to be created at which event. The system automatically schedules correspondenceaccording to the settings defined in Customizing. The processor can also schedule correspondence manually in a business process.

Edit CorrespondenceThe processor can edit correspondence scheduled in a business process. For instance, he or she can change the settings for the dispatch method orcorrespondence recipient, or edit the document. For automatically scheduled correspondence, the processor can override the Customizing settings.

Release CorrespondenceWhen scheduled correspondence is released, the system determines the correspondence recipient, dispatch method, and key data of the policy, and thencreates a correspondence request in the correspondence container for each correspondence recipient determined. The correspondence container is a temporarystorage place for the data and control parameters for creating scheduled correspondence to be output.

Display Correspondence HistoryIn the correspondence history, the processor can display all the correspondence requests for a policy, to gain an overview of their respective processing statuses.

Trigger CorrespondenceCorrespondence printing must be triggered so that the correspondence requests can actually create a physical object. Correspondence printing determines thedata of the correspondence request in the correspondence container and triggers the print program. This formats the data for correspondence output and forwards iteither directly to the printer spooler or to an external output management system that connects with the appropriate target media, such as a department printer ormail server.

1.3.1 Correspondence for Insurance Contracts


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SAP Policy Management supports insurers with all the typical requirements associated with the creation of correspondence related to insurance contracts.Insurers can adapt SAP Policy Management to their own particular needs through the Customizing options.

Correspondence Throughout Contract LifetimeInsurance contracts go through various phases in the course of their lifetime, and these different phases require the creation of different types of correspondence,for instance:

On the signing of an insurance contract, the insurer sends the policyholder a policy, together with the contractual conditions, additional consumer information,and a premium payment request.On a change of the insurance contract, for instance a premium adjustment, the insurer sends the policyholder a change option letter.On cancellation of the insurance contract, the insurer sends the policyholder a notice of cancellation explaining the reason for notice or a confirmation ofcancellation.

Correspondence RecipientThe correspondence recipient may vary. The insurer sends correspondence not only to the policyholder but also to other business partners, such as theinsurance agent. If the policyholder has appointed an insurance agent with the management and support of his or her insurance contracts, the insurer has to senda copy of certain correspondence types to the agent as well.

Dispatch MethodThe dispatch method may also vary. Some types of correspondence, such as the insurance policy, must be sent by mail, whereas others, such as a request tosubmit certain documents, can be sent by e-mail.

1.3.2 Schedule Correspondence You can request the system to automatically schedule most of the correspondence. You can also schedule correspondence manually in specific cases.

Automatically Schedule CorrespondenceThe system automatically schedules correspondence at defined events. You determine in Customizing what correspondence type the system schedules for whatevents, for instance an insurance policy on conclusion of new business.

Manually Schedule CorrespondenceYou can also schedule correspondence manually to create correspondence for an insurance contract in addition to the automatically scheduled correspondence,for instance in the case of a user-defined letter as an individual response to a customer inquiry.

Prerequisite for Manual SchedulingYou have defined which correspondence types can be manually scheduled in which business processes and for which product module groups in Customizing forPolicy Management under Correspondence Management Correspondence Control Manually Schedule Correspondence . You can manually schedulecorrespondence in all business processes apart from Central Access and Resetting.

Procedure1. To manually schedule correspondence, choose Edit Correspondence in a business process.2. Add a document.3. Choose a correspondence type.4. Confirm your entry.

More InformationAutomatically Schedule Correspondence

1.3.3 Edit Correspondence You can edit the correspondence scheduled for a specific business process in SAP Policy Management within that business process. You have the followingprocessing options:

Edit Dispatch SettingsOn the detail screen of scheduled correspondence, on the Dispatch tab you can change the correspondence recipient that is defaulted by Customizing. On thedetail screen of the correspondence recipient, you can edit the Copy Data , for instance you can change the address data or correspondence role (recipient ofcopy or recipient of original).To do so, you must have completed the following activities in Customizing for Policy Management:

Correspondence Management Correspondence Modules Set FS-PM-Specific Correspondence Types Correspondence Management Correspondence Control Define Sample Settings for Each Correspondence Type and Role


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Display and Check CorrespondenceYou can display scheduled correspondence as a fully formatted document in preview mode. The current dataset is displayed in the document that is available atthe time of the document preview. The values displayed in the document preview can differ from the values in the correspondence printed later, as for printingpurposes the data for the event defined in Customizing is used. (For additional information about the data origin event, see Automatically ScheduleCorrespondence .)You can also check that the document settings and the data of scheduled correspondence are complete.

Delete CorrespondenceYou can manually delete correspondence that was scheduled manually. You can only manually delete correspondence that was automatically scheduled if thishas been defined accordingly in Customizing for Policy Management under Correspondence Management Correspondence Modules Set FS-PM SpecificCorrespondence Types .

Procedure1. In the specific business process, choose Edit Correspondence. All the currently scheduled correspondence items are displayed on the Edit

Correspondence screen.2. Select the particular correspondence that you want to edit.

You can only edit correspondence that has not yet been released.3. Choose one of the above options.

1.3.4 Edit Document Content In the business processes of SAP Policy Management, you can edit the content of a document in the detail screen of correspondence.

Add or Delete Free Text ModuleYou can change or delete a free text module at the points in a document where placeholders for free text modules have been defined. You can also add furtherplaceholders for free text modules.To do so, you must have completed the following activities in Customizing for Policy Management:

Correspondence Management Correspondence Modules Define Placeholders for Free Text Modules Correspondence Management Correspondence Structure Assign Placeholders for Free Text Modules to Correspondence Types

Edit Free TextYou can edit a free text and enter your own text where no suitable text module is available at the points in a document where placeholders for free text have beendefined.To do so, you must have completed the following activities in Customizing for Policy Management:

Correspondence Management Correspondence Modules Define Placeholders for Free Texts Correspondence Management Correspondence Structure Assign Placeholders for Free Texts to Correspondence Types

Suppress Document SectionIf a document contains data from more than one change option as document sections, you can select the Send Document Section checkbox to determine foreach document section whether a particular section is to be used in the creation of correspondence and sent, or whether it is suppressed.To be able to insert multiple change options as document sections in a correspondence type, you must have completed the following Customizing activities inCustomizing for Policy Management:

Correspondence Management Correspondence Modules Define Document Sections Correspondence Management Correspondence Structure Assign Document Sections to Correspondence Types

Edit Free VariablesYou can add or delete variables at the points in a document where placeholders for variables have been defined.This lets you add values that are specific to the document, such as terms or short texts. For example, you can enter the required documents as free variables in aletter that requests documentation. (Example: see Sample Correspondence Free Letter).To do so, you must have completed the following activities in Customizing for Policy Management:

Correspondence Management Correspondence Modules Define Placeholders for Free Variables Correspondence Management Correspondence Structure Assign Placeholders for Free Variables to Correspondence Types

Edit AttachmentsYou can add attachments to a document, such as conditions of insurance, forms, or sales brochures.To be able to add attachments to a correspondence type, you must have completed the following activities in Customizing for Policy Management:

Correspondence Management Correspondence Modules Define Attachments Correspondence Management Correspondence Structure Assign Attachments to Correspondence Types

Procedure


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1. On the Edit Correspondence screen, select the document that you want to edit.2. Choose Details .3. Choose a tab page, such as Text Module.4. Edit the document.

More InformationEdit Correspondence

1.3.5 Release Correspondence Scheduled correspondence must be released in order for the system to create a correspondence order for printing purposes. Once correspondence is released,the system determines the data required for the correspondence order and creates a correspondence order in the correspondence container. As soon as thecorrespondence order is available to the correspondence container, you can trigger the correspondence print run.

Release Business ProcessWhen you release the business process in which the correspondence is scheduled, the system automatically releases the relevant correspondence as well.

Manually Release DocumentIf you do not want to release the business process at this point, for instance if you want to send a letter requesting missing documents in a new business,you canmanually release the document.

Prerequisite for Manual ReleaseIn Customizing for Policy Management under Correspondence Management Correspondence Modules Set FS-PM-Specific Correspondence Types ,the Release Before Business Process Release Allowed checkbox for the correspondence type is selected.

Procedure1. On the Edit Correspondence screen, select the document that you want to manually release.2. Choose Release Document .3. Complete processing, accept the data and save the application.

More InformationEdit CorrespondenceTrigger Correspondence

1.3.6 Display Correspondence History In correspondence history, the system displays the correspondence that was scheduled for a policy and for which a correspondence order was created. Thisgives you an overview of the processing status of the relevant correspondence.

Procedure1. To display the correspondence history for a policy, start a business process.2. In the FS-PM Navigation Tree, choose Overview Correspondence History .

NoteThe correspondence history in FS-PM accesses the correspondence history in the Print Workbench. To display the cross-application correspondence history,on the SAP Easy Access screen choose Policy Management Correspondence Display Correspondence History .

More InformationFor more information about correspondence history in SAP ERP, see SAP Library on SAP Help Portal at http://help.sap.com/erp604 ERP Central ComponentEnhancement Package 4 SAP Library SAP ERP Cross-Application Functions Cross-Application Services Correspondence Correspondence Tool Correspondence History .

1.3.7 Trigger Correspondence You can trigger the printing of the correspondence items that already have a correspondence order in the correspondence container. To trigger correspondenceprint, you schedule a mass run for correspondence print. You can also trigger correspondence print for single items, for instance for test purposes during the


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implementation phase.For scheduled correspondence, you can also determine that correspondence print is automatically triggered immediately upon its release.

Procedure

Trigger Correspondence Print Through Mass Run1. To schedule a mass run for correspondence print, on the SAP Easy Access screen choose Policy Management Correspondence Periodic

Processing Print Correspondence .2. Create a new run.3. Enter the required selection criteria.4. Save the run.5. Schedule the run.

You can improve the performance of the correspondence print in mass run by an application data cache. To do so, you have to activate the cache in Customizingfor Policy Management under Correspondence Management Improve Performance of Determination of Application Data . For more information, see thedocumentation for the Customizing activity.

Trigger Correspondence Print for Single Correspondence1. To trigger correspondence print for single correspondence, on the SAP Easy Access screen choose Policy Management Correspondence

Display Correspondence Container .2. Enter the required selection criteria.3. Choose ( Execute ) .4. In the displayed list, select the correspondence to be printed and choose Print Document .

Determine Correspondence Print On Release1. On the Edit Correspondence screen, select the document that you want to print immediately.2. Choose Details .3. In the Document Settings group box, select the Print Immediately checkbox.

More InformationEdit Correspondence

1.3.8 Create Correspondence for Coinsurer To create correspondence for the participants in a coinsurance business where your own insurance company is the leading participant, you can schedule aspecial correspondence run. This run is executed in the background and creates the correspondence scheduled for coinsurers within the specified period.

Procedure1. To schedule the run, on the SAP Easy Access screen choose Policy Management Correspondence Periodic Processing Create

Correspondence for Coinsurer .2. Create a new run.3. Enter the required selection criteria.4. Save the run.5. Schedule the run.

More InformationParallel Processing (FPP)Coinsurance

1.3.9 Release Correspondence for Postdating or ReversalNotification

Procedure

Release Correspondence for PostdatingIn the Change and Universal Change business processes, you can execute postdated business transactions. If you schedule or change correspondence duringthe execution of postdated business transactions, this correspondence is resumed and released on the removal of postdating. If you want to release thiscorrespondence at the same time as the release of the postdated application, proceed as follows:

1. On the Edit Correspondence screen, select the document that you want to release at the same time as the release of the postdated application.2. Choose Details .


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3. In the Document Settings group box, select the Release for Postdating checkbox.

Release Correspondence for Reversal NotificationYou can create a reversal notification in the Reversal business process. When you schedule or change correspondence on creation of a reversal notification, thecorrespondence will be resumed and released on reversal of the contract or policy. If you want to release this correspondence at the same time as the release ofthe reversal notification, proceed as follows:

1. On the Edit Correspondence screen, select the document that you want to release at the same time as the release of the reversal notification.2. Choose Details .3. In the Document Settings group box, select the Release for Reversal Notification checkbox.

Preassign Settings in CustomizingYou can preassign the Release for Postdating and Release for Reversal Notification fields on the Edit Correspondence screen in Customizing for PolicyManagement under Correspondence Management Correspondence Modules Set FS-PM-Specific Correspondence Types . In the Corr.Pstdt andRvrslNotif checkboxes, you specify whether or not a correspondence type is to be released on release of the postdated application or on release of the reversal

notification. The policy handler can override this setting within a business process as explained above on the Edit Correspondence screen.

1.3.10 Customizing of Correspondence In SAP Policy Management, you have to adapt the correspondence settings to your own customer-specific requirements. A range of activities are available for thispurpose in Customizing for Policy Management under Correspondence Management .

More InformationFor more information, see Customizing for Policy Management under Correspondence Management Edit Basic Settings for General Correspondence andthe documentation of the relevant Customizing activity.

1.3.10.1 Define Correspondence Types In Customizing, you define the various correspondence types your require, such as Policy , Refusal Letter , and Information Letter . In the correspondencetype, you determine the data that is stored in the correspondence container on creation of correspondence.For each correspondence type, you determine a range of process-related characteristics, such as whether correspondence of this type can be scheduled morethan once or whether attachments can be manually added to it. You also define the content of each correspondence type and the structure of the content. In thestandard system, the content is provided by PDF-based print forms. However, you can also integrate products of other manufacturers.

Procedure

Define New Correspondence TypesFor each new correspondence type that you want to define, you must first define a form class, an application form, and an output form, such as a PDF-basedform.

NoteIn SAP Policy Management, in transaction SFP you will find sample correspondence for which the appropriate correspondence types, application forms, andform classes are available. The application forms are available in PDF format. If you define your own correspondence types, you can use this samplecorrespondence as examples.

1. To determine the hierarchy of context data in the new correspondence type, in Customizing for Policy Management choose CorrespondenceManagement Edit Basic Settings for General Correspondence and then choose Define Form Classes in the documentation.Alternatively, you can call transaction EFCS .

2. To determine the technical process flow for the print output in the SAP system, in Customizing for Policy Management choose CorrespondenceManagement Edit Basic Settings for General Correspondence and then choose Define Application Forms in the documentation.Alternatively, you can call transaction EFRM .

3. To define a PDF-based form for the print or dispatch of the new correspondence type, call the transaction SFP . Define the content and layout for the PDF-based form and assign the PDF-based form an application form.

4. To define the new correspondence type, in Customizing for Policy Management choose Correspondence Management Edit Basic Settings forGeneral Correspondence , and then choose Define Correspondence Types in the documentation.

5. To assign the new correspondence type a form class, in Customizing for Policy Management choose Correspondence Management Edit BasicSettings for General Correspondence , and then choose Define Standard Form Classes for Correspondence in the documentation.

6. To assign the new correspondence type an application form, in Customizing for Policy Management choose Correspondence Management EditBasic Settings for General Correspondence , and then choose Define Application Forms for Correspondence in the documentation.

7. To determine FS-PM-specific characteristics for the new correspondence type, in Customizing for Policy Management choose CorrespondenceManagement Correspondence Modules Set FS-PM-specific Correspondence Types .

8. To define sample settings (for instance the transmission method) for each correspondence type and role, in Customizing for Policy Management choose Correspondence Management Correspondence Control Define Sample Settings for Each Correspondence Type and Role .

Edit Existing Correspondence Types


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1. To edit a correspondence type that you have already defined, in Customizing for Policy Management choose Correspondence Management Correspondence Modules Set FS-PM-Specific Correspondence Types .

2. Change the settings.3. Save your entries.

Define Dispatch ControlTo define the dispatch control for correspondence, perform one of the following options in Customizing for Policy Management :

To define a dispatch method (for example letter, fax, or e-mail) for each correspondence type, choose Correspondence Management CorrespondenceModules Set FS-PM-Specific Correspondence Types .To define a dispatch method for each correspondence type and role, choose in Customizing for Policy Management Correspondence Management Correspondence Control Define Sample Settings for Each Correspondence Type and Role . Define a dispatch method for each correspondence type,

role key (such as policyholder or premium payer), representative category (such as guardian or correspondence recipient), and scope (such as generalauthority or inquiry authority).

NoteIn the standard system, the dispatch method is the one that is determined in the Customizing activity Set FS-PM-Specific Correspondence Types . Howeverthis dispatch method is overridden if another method is defined in the Customizing activity Define Sample Settings for Each Correspondence Type and Role .

Define Correspondence RecipientTo define role-dependent recipients of original and recipients of copy of correspondence, in Customizing for Policy Management choose CorrespondenceManagement Correspondence Control Define Sample Settings for Each Correspondence Type and Role .

1.3.10.2 Automatically Schedule Correspondence The system can automatically schedule correspondence. The following options are available:

Date-Driven CorrespondenceWith date control, the system can schedule correspondence on the basis of a specific date, such as a premium adjustment.For the contract-relevant update of a policy, the system determines the pending dates. Some dates implement a change to the policy and schedulecorrespondence. Other dates only schedule correspondence (correspondence dates). These are processed in the correspondence run.Once a date is reached, the time model function is called, during the processing of which the scheduling of correspondence can be triggered.Dialog-Driven CorrespondenceWith dialog control, the system can schedule correspondence in dialog mode on the basis of a specific processing activity, such as a specific businessprocess or business transaction (for instance, create duplicate policy). Once the business transaction is complete, the system schedules correspondence.

The system uses the BAdI /PM0/ABP_CORGCPLAN_BADI to determine which correspondence types are scheduled and when. In the standard delivery, theBAdI evaluates the Customizing activity Automatically Schedule Correspondence .

Procedure1. In Customizing for Policy Management , choose Correspondence Management Correspondence Control Automatically Schedule Correspondence

.2. Determine when each type of correspondence is to be scheduled.

You can determine for each process or date, and at which event, the system automatically schedules the specified correspondence type. Only certainevents are available, depending on the business process.

Scheduling EventThe following table indicates which scheduling events are available in which business processes:

Scheduling Events for Each Business ProcessEvent Central

AccessNew Business Change Universal

ChangeReset Reversal Inquiry

Start businessprocess

Not available Available Available Available Available Available Available

Release businessprocess

Not available Available Available Available Available Available Available

Complete businesstransaction

Not available Available Available Available Available Not available Not available

Complete actionChange Option

Not available Available Available Available Not available Not available Not available

Complete actionRisk Assessment

Not available Available Available Available Not available Not available Not available

Action Calculate Not available Available Available Available Not available Not available Not availableAction RefuseApplication

Not available Available Available Available Available Not available Not available

Note


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For the scheduling event Complete Business Transaction , note the following with regard to the scheduling of correspondence:The system only executes scheduling for certain business transactions once the processor has performed the calculation.

Data Origin EventWhen you trigger printing of correspondence, the system determines the correspondence data, and to do so, it has to access a certain dataset. The datasetrequired is determined by the correspondence type. For instance, a policy letter requires the dataset that applies on release of the New Business businessprocess. A letter about the increase of a policy loan requires the dataset that applies on completion of the Increase Policy Loan business transaction.To determine the correct dataset, the correspondence component has a data origin event that specifies which dataset is used for correspondence. You define thedata origin event for each correspondence type in Customizing for Policy Management under Correspondence Management Correspondence Control Automatically Schedule Correspondence . The following data origin events are available:

Start of ReleaseAfter PositioningBTrans Conclusion

For correspondence types that can be scheduled by a time model function, you cannot determine the data origin event. The dataset at the event of the time modelfunction is used.

NoteWhen you display correspondence in preview mode, the system does not consider the data origin event defined in Customizing. Instead, it displays thecurrent dataset at the time of the document preview.

1.3.11 Enhancement to Correspondence Customer-specific requirements may call for the enhancement of the standard SAP Policy Management system with additional functions and the definition of acustomer-specific logic. There are various ways of enhancing the correspondence component in SAP Policy Management, for instance by using BAdIs orcustomer-specific interface classes.

Enhancement Using BAdIsThe following table shows which customer-specific adjustments you can make for the correspondence, and where you can find the relevant BAdIs:

Overview of FS-PM-Specific BAdIsCustomer-Specific Adjustment BAdIYou can adjust automatic correspondence scheduling within business processprocessing.

You can find this in Customizing for Policy Management under CorrespondenceManagement Business Add-Ins (BAdIs) BAdI: Customizing for FlexibleCorrespondence Scheduling

You can adjust the determination of the recipient for scheduled correspondence. You can find this in Customizing for Policy Management under CorrespondenceManagement Business Add-Ins (BAdIs) BAdI: Determination of CorrespondenceRecipient

You can adjust the data determination, which represents a substantial part ofcorrespondence.

You can find this in Customizing for Policy Management under CorrespondenceManagement Business Add-Ins (BAdIs) BAdI: Determination of Application Data

You can adjust the correspondence scheduling at the end of the business process,meaning that correspondence can be scheduled and unscheduled again. You can alsodecide whether the dialog for processing correspondence should be displayed again at theend of the business process.

You can find this in Customizing for Policy Management under CorrespondenceManagement Business Add-Ins (BAdIs) BAdI: Customizing for PostprocessingCorrespondence

You can check the original documents of the copies. You can find this in Customizing for Policy Management under CorrespondenceManagement Business Add-Ins (BAdIs) BAdI: Correspondence Checks

You can define in which language the correspondence is to be created. You can find this in Customizing for Policy Management under CorrespondenceManagement Business Add-Ins (BAdIs) BAdI: Determination and Check ofCorrespondence Language

BAdI: Determine Company Data is also relevant for correspondence, which you can use to adjust the sender address. However, this BAdI is not one of thecorrespondence-specific BAdIs.

Process Flow of BAdI CallsThe call times and number of calls for correspondence BAdIs vary depending on the scenario that you are executing. The graphics below show the flow of BAdIcalls to illustrate the event BP Completion in dialog processing and during an update run.BAdI calls in dialog processingThe graphic below explains the flow of the BAdI calls in dialog processing.The graphic shows in simplified form the sequence of calls within the business process release, but does not show all of the call times of the correspondenceBAdIs. The graphic only displays those run steps that are of significance to the correspondence BAdIs.


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BAdI calls in dialog processing

1. The BAdI for scheduling is called for the BP completion.2. The BAdI for the scheduling spot checks whether correspondence is to be scheduled, and if so, what correspondence.3. Technical scheduling is only carried out if the scheduling BAdI has determined there is correspondence to be scheduled.4. After scheduling, the BAdI for recipient determination is called.5. In the Release business process, the postprocessing BAdI is also called. This means you can unschedule again correspondence that has already been

scheduled, for example.6. In the Release business process, a results screen can be displayed.7. After the results screen, the system starts the correspondence release.8. The BAdI for the determination of the recipient is called for the correspondence release.9. The BAdI for the correspondence check is called for the correspondence release.

10. The BAdI for the determination of the company is called for the correspondence release.11. The BAdI for the determination of the correspondence language is called for the correspondence release.

When the document preview is opened or the print process triggered, the BAdI for application determination is called, although this is not depicted in the graphic.BAdI calls for an update runThe graphic below explains the flow of the BAdI calls in the case of an update run (FPP run).The graphic shows in simplified form the sequence of calls within the update run, but does not show all of the call times of the correspondence BAdIs. The graphiconly displays those run steps that are of significance to the correspondence BAdIs.

BAdI calls for an update run


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1. An FPP run is started.2. A time model function (TMF1) or a business transaction (BTX) is called within the FPP run.3. Within the time model function, the BAdI for scheduling is called in order to determine which documents for the time model function are to be scheduled. The

BAdI does not perform the technical scheduling.4. Technical scheduling is only carried out if the scheduling BAdI has determined there is correspondence to be scheduled.5. The BAdI for recipient determination is called if a document has been scheduled.6. The BAdI for data determination is called if the application data cache for correspondence has been activated.7. A further time model function (TMF2) or a further business transaction (BTZ) is called.8. Within the time model function (TMF2), the BAdI for scheduling is called in order to determine which documents for this time model function are to be

scheduled. The BAdI does not perform the technical scheduling here either.9. Technical scheduling is only carried out if the scheduling BAdI has determined there is correspondence to be scheduled.

10. The BAdI for recipient determination is called if a document has been scheduled.11. The BAdI for data determination is called if the application data cache for correspondence is activated.12. The correspondence release is started in order to release the scheduled documents.13. The BAdI for the determination of the recipient is called in the course of the correspondence release.14. The BAdI for the corrrespondence check is called in order to check the original documents of the copies.15. The BAdI for the correspondence language is called in order to determine the correspondence language.16. The BAdI for the determination of the company is called in order to determine the company data.

When the document preview is opened or the print process triggered, the BAdI for application determination is called, although this is not depicted in the graphic.You can schedule correspondence during an FPP run not only in the course of time model functions or a business transaction. You can also schedulecorrespondence at the end of the FPP run, meaning at the time of the business process ( P ).

Enhancement or Adjustment of DialogsYou can enhance or adapt the correspondence dialogs in SAP Policy Management. To do this, you have the following options:

Constraint classes:Enhanceability of nodesC View

Constraint ClassesUsing the constraint classes, you can hide or show the following areas for the correspondence standard dialogs at runtime.

In the Edit Correspondence dialog mode, you can hide the correspondence control.In the Document Settings dialog mode, you can hide the following areas:

The header informationThe Dispatch tabThe Text Module tabThe Free Variable tabThe Attachments tab

In the Copy Data dialog mode, you can hide the following areas:The header informationThe copy data

In the Correspondence History Overview dialog mode, you can hide the correspondence history.

Enhanceability of NodesIn addition, you can enhance particular user interfaces with customer-specific areas: To do this, you have to enhance an existing model node with your own area inthe subcontroller model of the dialog. You should note that you can only enhance model nodes that are indicated as Enhanceable . You are not permitted tochange existing model nodes. You also have to take into consideration that the space in the subscreen container is limited. You may find you have to hide othermodel nodes in order to display your own area.

C ViewCorrespondence provides a C view for the Correspondence History Overview dialog mode, which you can use to enhance the Correspondence HistoryOverview with your own fields.

Enhancement with Customer-Specific Interface ClassesIn addition to an adjustment using BAdIs, you can adjust correspondence by defining a customer-specific print class, archive class, controller class, broker classand text adapter class in Customizing. For more information, see Customizing for Policy Management under Correspondence Management Edit TechnicalSettings for FS-PM Correspondence .

More InformationFor more information about the scheduling events, see Automatically Schedule Correspondence .

1.3.12 Integration The central task of correspondence in SAP Policy Management is to determine the data content (correspondence type, correspondence recipient, dispatchmethod, and key data of the policy) and to forward this to the print program for formatting. For the subsequent creation and output of documents, SAP PolicyManagement uses the Correspondence Tool and Print Workbench application components of the SAP ERP Central Component correspondence component.The correspondence tool provides consistent process flows in the creation process of correspondence and consistent results.


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The Print Workbench transfers data to the actual tool that formats the forms. The Print Workbench uses various standard components to configure forms, such asSmart Forms or PDF forms. In SAP Policy Management, the Adobe Forms standard component is used to configure forms.For more information, see:

Under the keyword Print Workbench in the documentation for SAP ERP, under http://help.sap.com/erpUnder the keyword Correspondence Tool in the documentation for SAP ERP, under http://help.sap.com/erp

1.4 Integration with Business Partner FS-BP

UseThis is the central component for providing business partner data to other components. Business partner data can only be changed in this component itself. Thebusiness partner component can manage business partner data for SAP Policy Management, such as:

Business partner nameDate of birthAddressesBank detailsPayment cards (such as a credit card)

CautionYou create and edit participant roles (such as the policyholder or person insured with a particular contract) in SAP Policy Management.

NoteThe SAP component is called SAP Business Partner for Financial Services (FS-BP).

ActivitiesYou access Customizing for the integration of FS-BP by choosing Policy Management Integration Business Partner FS-BP .

1.5 Integration with Claims Management FS-CM

UseWhen a loss event occurs in the Claims Management component ( SAP Claims Management, FS-CM), a claim is created manually or automatically.FS-CM is part of SAP ERP.For more information, seeSAPLibrary under SAPERP SAPERP Central Component SAPERP Enhancement Packages Industries inSAPERP SAPfor Insurance Claims Management.

ActivitiesMake the Customizing settings under Policy Management Integration Claims Management FS-CM.

1.5.1 Claims In a claim you process the payment requests made to the insurance company by a policyholder, an insured, or a claimant.Depending on the insurance area or line of insurance, the term claim has a different meaning:

P&C insurance: a lossLife insurance: a claim for a benefit.

FS-PM differentiates between scheduled and unscheduled claims.Scheduled claimsThese claims can be determined in advance on the basis of the known expiration. Examples of such events are the defined maturity in endowmentinsurance or the scheduled transition to an annuity phase after the end of the deferment period. They are a unique feature of the line of Life insurance andtheir creation is triggered by a time model function of FS-PM. However, the actual claims are created in background processing in FS-CM.Unscheduled claimsUnscheduled claims can occur in all lines of insurance. They occur randomly and are the result of an external event that is not planned. Examples of suchevents in the line of P&C are an accident or a burglary. Examples in the line of Life insurance are death, the onset of occupational disability, marriage, orthe customer's request for (partial) surrender of an insurance. These claims are created manually in FS-CM.

A claim can be subdivided into different subclaims in FS-CM. The most important attributes of a claim are the incident type and the cause (cause of loss). Theincident type determines which incident led to creation of the claim (such as death in the line of Life insurance or bicycle theft in the line of P&C insurance). Youcan restrict the incident type even further by a cause of loss.When a claim is created in FS-CM, basic data of the associated FS-PM policy and the associated FS-PM contract is transferred to FS-CM by an interface of FS-PM. This data is stored in FS-CM in the policy snapshot. The contents of this policy snapshot can be updated as required during the course of claims processingsimply by reading the data again. The claim handler in FS-CM can also change the policy snapshot. In the line of Life insurance, acknowledgement of benefits inFS-CM leads to a change of the underlying insurance contract in FS-PM. This contract change takes place as part of contract reengineering.

1.5.2 Overview of Benefit Cases/ClaimsPUBLIC 2014 SAP SE or an SAP affiliate company. All rights reserved.

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1.5.2 Overview of Benefit Cases/Claims In FS-PM, the overview of Benefit Cases/Claims shows basic information from FS-CM about claims on the policy that is currently being displayed or processedin FS-PM.To display this overview, choose Benefit Cases/Claims in the navigation tree. If you want to get more information about a benefit case/claim, select a benefitcase/claim and then choose Benefit System . This takes you to display of this claim in FS-CM.

1.5.3 Contract Locks

UseYou can use this function to write-protect contracts. This is particularly relevant for benefit processing. You can set contract locks in FS-CM and in FS-PM.During benefit processing, you are no longer able to change the contract for which you are creating a benefit case or claim. Therefore the system locks contractsdependent on benefit processing. You can lock a contract to prevent it from being processed at all, or you can lock it to prevent non-scheduled changes, butpermit collection and updating .

IntegrationSAP Policy Management provides this function to the operational systems, such as the benefit or claims management component. The operational systemstrigger SAP Policy Management to lock contracts .

FeaturesSet locks

You set locks only at contract level. The locks are valid for this contract and all subordinate levels.You can only set a lock if the contract is not otherwise locked.There are two lock options:

Locks at business process levelChangeResetReversalUniversal Change

A lock on all updates, and mass processing, and all business processes apart from the Inquiry business processRemove locksOnly the component that has set the locks can remove them. You can define the method the system is to use to identify which component is responsible for whichlock.For each lock reason, you can define business transactions that can still be used in the Change business process despite the contract being locked.You make these settings in Customizing under Policy Management In-Force Business Management Basis Business Processes Definition of Facts

Define Lock Reasons. Check locks

The system checks and provides information about which users have set which locks.When the system locks a contract, it first checks whether the contract is already locked:

Contract lockLogical lock: You cannot process a second application for a contract if there is still an open application for it.Transient lock: This lock is set for the duration of the business process.

ActivitiesIf you decide during benefit processing that the contract should remain unchanged, then you can manually set a lock in the benefits component. You can removecontract locks in benefit processing. If you do not remove this lock manually, the system automatically removes it at the latest when the benefit is acknowledged.In FS-CM you can find more information about contract locks in Processing of Locks in theSAPLibrary under SAPERP SAPERPCentral Component SAPERPEnhancement Packages IndustriesinSAPERP SAPforInsurance Claims Management.

1.5.4 Basic Settings for Integration with Claims Management If you want to integrate FS-PM with FS-CM, you must make some basic settings in FS-CM and FS-PM.Settings in FS-PMChoose the Customizing activity Policy Management Integration Process Primary Settings for Interfaces to External Systems .With the Claims Management interface, specify the logical destination of your FS-CM system. For more information, see the documentation for this Customizingactivity.Settings in FS-CMFS-CM must access data of FS-PM to be able to create and manage claims. Several FS-PM systems can be connected to one FS-CM system at any one time.You use the contract number and the assigned number range intervals to define exactly which of the connected FS-PM systems should be accessed.


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Perform the following Customizing activities:Define Policy Systems for RFC Target SystemsHere you define different policy management systems. For a connection with FS-PM, set the Call Standard Interface indicator. In the Regular ExpressionContract Range field, you use a regular expression to specify the assignment between the contract number of FS-PM and a defined policy managementsystem. The regular expression entered here must match the number range interval defined in FS-PM for the contract numbers in FS-PM. You define thesenumber range intervals for contract numbers in Customizing for FS-PM under Policy Management General Settings Number Ranges In-ForceBusiness Management Define Number Range Intervals for Contracts .Define RFC Target SystemsIn this Customizing activity you define which target system is to be called with each Remote Function Call (RFC). Here you enter the logical destination ofFS-PM.

For more information, see the documentation Interface to Policy System in SAP Library under SAP ERP SAP ERP Central Component SAP ERPEnhancement Packages Industries in SAP ERP SAP for Insurance Claims Management .Customer-Specific AdjustmentsAdjustments in FS-PM

You can use Business Add-Ins (BAdIs) in FS-PM to adjust the interface between FS-PM and FS-CM to suit your own requirements. In Customizing, for PolicyManagement , choose Integration Claims Management FS-CM Business Add-Ins (BAdIs) .Under Enhancements for RFC Function Modules (Entry and Exit BAdIs) , you can find various Entry and Exit BAdIs . They influence the function modules thatperform the data transfer between FS-PM and FS-CM. These BAdIs are processed every time a function module is called and exited.

ExampleCustomers can use the BAdI: Data Determination for Contract Snapshot to modify function module /PM0/ABT_CM_GET_CONTRACT_DATA. FS-CM usesthis function module to determine and update the policy snapshot.

Adjustments in FS-CMIt is also possible to make customer-specific adjustments in FS-CM. Here, the data structures imported from FS-PM are assigned to those of FS-CM (mapping).You can adjust this mapping in FS-CM by using the Service Mapping Tool (SMT) and the BAdIs of FS-CM. For more information about adjustments in FS-CM,see the documentation Mapping of Interface to Policy System in SAP Library under SAP ERP SAP ERP Central Component SAP ERP EnhancementPackages Industries in SAP ERP SAP for Insurance Claims Management .NoteWith joint use of Policy Management (FS-PM), Claims Management (FS-CM) and Reinsurance (FS-RI), SAP recommends communication between the systemsat Coverage Level and not at subcoverage level.

1.6 Integration with Collections and Disbursements FS-CD

PurposeSAP Collections and Disbursements for Insurance (FS-CD) has the task of collecting premiums for current policies, and of disbursing benefits . All the paymentflow must be posted to separate current accounts for each customer so that SAP Policy Management can be informed about the payment status of a policy at anytime.Notification about incoming payments is particularly important with contract elements where the customer is able to determine the amount and timing of premiumpayments. This information is needed to calculate the insurance benefit.You can use SAP Collections and Disbursements for Insurance to perform all collection and disbursement tasks across different lines of business. These tasksinclude open item accounting, payment processing, incoming payment processing, correspondence, and dunning. You can also map broker accounting andcoinsurance business .

NoteFor information about resetting scheduled changes in FS-CD, see SAP Note 1238964 .

Master DataIf you add a new partner to an insurance object in FS-CD (for example an additional premium payer or a new policyholder), the master data of this new partner isalways created immediately (with the current date) in FS-CD.The validity date can differ from the creation date. The validity date is set according to the following rules:

Each new insurance object-partner relationship is valid immediately (with the current date).With every change to an insurance object-partner relationship that exists in FS-CD, the system sets the validity date dependent on the effective date of theprocessing in FS-PM:

If the FS-PM effective date is later than the current date, the system sets the validity date with the effective date.If the FS-PM effective date is earlier than or the same as the current date, the system sets the validity date with the current date.

FS-CD locks are immediately valid (with current date).The validity date can also be influenced by the Customizing settings .

ExampleCustomizing: Lead time in days is set to 10 days.Current date: July 1, 2007.New business with effective date July 1, 2008.

Creation as of July 1, 2007 in FS-CD.Valid as of July 1, 2007.


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The change (change of address for existing policyholder) with effective date August 1, 2008.Creation as of July 1, 2007 in FS-CD.Valid as of July 22, 2008.

The change (new policyholder) with effective date July 1, 2009.Creation as of July 1, 2007 in FS-CD.Valid as of July 1, 2007.

ActivitiesIn Customizing for Policy Management ,choose Integration Process Primary Settings for Interfaces to External Systems. Determine the destinationof your CD operational system and the number of days before the effective date (PreProcDays) for which the CD interface has to be provided with dataoffline.Make the required settings in Customizing for Policy Management under Integration Collections/Disbursements FS-CD.

See also:Set/Remove Investment StopManage Collections/Disbursements Locks

1.6.1 Processing of Down Payments in New Business

UseWhen completing a policy, the applicant can pay the first premium, or a down payment, directly to the agent. The payment can be made in cash, as a check, oras a copy or confirmation of a bank transfer. This down payment that you enter in the application is deducted from the amount to be paid for the first insurancepremium. If the down payment amount exceeds the first premium payment, the system offsets the excess amount with the subsequent premium payments.SAP Policy Management still creates premium receivables for the full premium payment amount, as well as a down payment request (or, in the case ofdistribution, several down payment requests). The premium is offset against the down payment in SAP Insurance Collections and Disbursements (FS-CD).In the New Business business process, you can enter a down payment with the appropriate details and save it with the application, or save it with the contractafter releasing the policy.It is assumed that the purpose of down payments by the policyholders is to render the policy and its contracts effective by paying the first premium. Therefore, ifthe down payment applies to more than one contract or premium payer, it is distributed across multiple contracts and/or premium payers.The system triggers a refund if you reject the application.

PrerequisitesIn Customizing for SAP for Insurance , under Collections & Disbursements , you have defined incoming payment processing (such as note to payeeinterpretation) and activated the classification key (prepared enhancement).In Customizing for SAP Policy Management , you have defined the settings for account determination for down payments.

Process Flow1. You create an application in the New Business process and enter the following details on the down payment:

1. Payer2. Amount3. Down payment reference

This reference assigns a down payment to a policy and its contracts. The default value for the field is the external order number. However, you canenter your own reference. The system transfers this reference to FS-CD along with the debit position.

4. Date of down payment2. You can check whether FS-CD has already posted the down payment for a customer and whether a down payment reference exists.

If you execute this function, the system calls up the selection screen for payment assignment in FS-CD (transaction FPCPL). You can use the existingdetails on the down payment to search for an incoming payment that has not yet been posted.For more information about payment lot processing in FS-CD , see the documentation for this component under Payments Postprocess ClarificationCases .

3. You release the application. During release, the system creates a document with one or more line items for the specified down payment.4. The system transfers the information to FS-CD . FS-CD posts it to the insurance relationship as a down payment request (using the down payment

reference in the Classification Key field of the document header).The data for the down payment is also available in the correspondence interface.

5. Depending on the way in which the down payment was made (cash, check or bank transfer), you can automatically or manually assign the incomingpayment to the posted down payment requests in FS-CD upon payment receipt.The system then converts the down payment request into a down payment.For more information about these FS-CD functions, see the SAP Library for Collections/Disbursements under SAP Insurance Collections/Disbursements (FS-CD) Business Transactions Payments Incoming and Outgoing Payment Processing .

6. When you accept or reject a contract, in-force business management in SAP Policy Management creates a work item for the processor, with references tothe down payment.

CautionIf you reject the application, and a down payment has already been posted in FS-CD , you must refund this amount manually. SAP PolicyManagement does not trigger the refund automatically.


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7. You can use the automatic clearing run or manual account processing to offset the premium receivables in FS-CD against the down payment.

Information About Distribution of the Down Payment AmountThe premium receivable is used to clear the actual payment.

In the case of multiple contracts and/or multiple premium payers, the system distributes the down payment in master data model 1 to the contracts andpremium payers.Standard distribution: The system determines the percentage share of each contract in the overall premium receivable for the policy. The down payment isdistributed on the basis of the determined percentages.With master data model 2, the down payment is not distributed to the contracts. The system only has to distribute the down payment to a maximum of twopremium payers.If multiple premium payers participate in a contract, the system distributes the share of the down payment attributable to the contract according to thedistribution for premium receivables.Distribution of down payments to premium payers always follows the specifications from the distribution of the premium receivables and cannot bechanged.

NoteYou can replace the distribution algorithm with your own implementation.To do this, assign the class you have defined to the business component for down payment distribution in Customizing for SAP Policy Management(under Policy Management In-Force Business Management Basis Business Components Define Business Components ). You canmake the assignment for a specific line of business, product, or country.

ResultThe system has distributed the down payment to the contracts and premium payers according to the distribution algorithm, and posted a document in theaccounting component.If you accept the application, the data on the down payment is available for further processing in the correspondence interface.

1.6.2 Third-Party Collections

UseThe Third-Party Collections component allows you to link more than one policy to an employer. This allows you to perform common collections or accounting in theCollections/Disbursements system. The Third-Party Collection business object is used for administrative purposes and for master data creation.

Implementation ConsiderationsYou define the settings for this component in Customizing for Policy Management under Third-Party Collections Management .

ConstraintsNo history management is possible for third-party collection agreement.No future changes are possible for third-party collection agreement.No transfer posting of the broker object is possible if the third-party collector is changed.

1.6.3 Broker Collections

UseYou can use the Broker Collections collection type to map the following constellation in Policy Management (FS-PM) :

ScenarioIf a broker concludes a policy and collects the payments, the insurer settles the premium receivables directly with the broker. The broker then collects thepremium receivables from the premium payer specified in the policy. This saves work for the insurer, who only deals with one business partner to processpayables and receivables.You can map this constellation in FS-PM . The underlying functions for broker collections correspond to third-party collections. However, the broker objects to beused must be created beforehand in Collections/Disbursements FS-CD .

IntegrationTo create the accounts and insurance objects for broker collections, you either use the manual function in FS-CD , or have them created automatically byCommission Management .


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NoteDuring creation, the system does not check whether the selected broker can collect for the policy.

PrerequisitesThe broker contract has been created in FS-CD .All Customizing settings for broker collections in FS-CD have been made (IMG path: SAP Insurance Collections/Disbursements BrokerCollections ).

FeaturesFor every combination of contract (in FS-PM ) and premium payer, you can decide whether collections are to take place using a broker. You can use searchhelp to select the broker, which displays the appropriate broker objects in FS-CD .FS-PM defines the combination of broker and related insurance object in FS-CD in the insurance object relationship Contract Premium Payer . The default

values for the time intervals Responsible From and Open Items From use the effective date of the business process for the lower limit and the maximum date(12/31/2999) for the upper limit.

ActivitiesIn the New Business , Change and Universal Change business processes, you can now select collection type Broker Collections for a premium payer anddefine the data required to perform broker collections in FS-CD (broker partner number, broker insurance object).You can select the broker and broker insurance object directly from FS-CD , using a search help connection.When the application is released, FS-PM assigns the broker data to the insurance object relationship of the premium payer in FS-CD .

See alsoYou can find more information about broker collections in FS-CD in the documentation for Collections/Disbursements , under SAP for Insurance SAP forInsurance Collections/Disbursements (FS-CD) Broker Collections .

1.6.4 Manage Collections/Disbursements Locks

UseYou can use this function to edit collections/disbursements locks in the following business processes (BP):

New BusinessUniversal ChangeChangeInquiry

IntegrationIf you edit collections/disbursements locks and release the application, the system transfers this data to SAP FSCD.The function communicates with the following systems:

FS-BP to determine partner dataFS-CD to determine FS-CD locks

PrerequisitesYou have assigned the FS-CD lock reasons to the lock categories. You have also stored further processing actions such as creating, changing, or deleting.You make the required settings in Customizing for Policy Management under Integration Collections/Disbursements FS-CD FS-CD Locks FS-CDLock Reason to Lock Category.

FeaturesYou can create, change, and delete collections/disbursements locks. The locks can affect the following areas:

Outgoing paymentPosting/clearingIncoming paymentInvoicingCorrespondence dunningDunningInterest calculation


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Activities1. Open a business process that supports the processing of collections and disbursements locks and enter the relevant data. Choose Execute .2. Choose Locks .

The Manage Collections/Disbursements Locks screen is displayed. You can lock premiums and policy loans. Select the required tab page, Premium orPolicy Loan , and choose ( ) Add Lock .

The Collections/Disbursements Locks: Details screen is displayed.3. Make the required entries in the Collections/Disbursements Locks group box and go back.

You have created a lock that the system transfers to FS-CD as soon as you release the application.4. You can also edit existing locks. Select a premium or policy loan and choose ( ) Details to edit the locks.

See also:Integration with Collections and Disbursements FS-CD

1.9.1 qRFC Interface with Operational Systems SAP Policy Management (FS-PM) has a qRFC-enabled interface with the following operational systems:

SAP Collections and Disbursements (FS-CD)SAP Incentive and Commission Management for Insurance (FS-ICM)Portfolio Assignment (ICM-PFO)SAP Reinsurance Management (FS-RI)

To ensure that FS-PM communicates correctly with these operational systems in a production environment, the data must be transferred asynchronously usingqRFC technology. The operational systems require special qRFC-enabled function modules as interfaces. If an error occurs during communication between FS-PM and one of the operational systems (in other words, the operational system cannot process the data), the qRFC-enabled data interface creates an exception.The system displays the calls as errors in the outbound queue of the FS-PM system. An error log is also created in the operational system. You can analyze theerror situation on the basis of this log.For more information, see the keyword Queued Remote Function Call (qRFC) in the documentation of SAP NetWeaver under http://help.sap.com/nw .

Prerequisites

CustomizingIn Customizing for Policy Management under Integration Incentive and Commission Management FS-ICM Assign Function Modules to Logical Names , the function module _QRFC_CASE with the logica