Reports Generation

Based on the report definition, the user creates and checks reports.

From the Hub Role Insurance it is possible to display the offer for Insurance Statements via Actions/Statements.

• Insurance Statements

  • Generating Separate Insurance Statements

• Insurance Reports Export

  • Mass Generation of Insurance Statements

• Released Insurance Statements

  • Archive of Issued Insurance Statements

Overview Insurance Statements

Overview of Insurance Statements can be displayed:

• From the Insurance Center Role through Action/Statements/Insurance Statements

• By searching through a magnifying glass

After confirming the Insurance Statements option, the system displays the Insurance Statements Overview.

To create a new report, the user selects New z Overview of insurance statements. The system will display a new Insurance Statement Card.

Insurance Statement Card

The insurance statement card has two parts: 

• Header Bookmarked General to define report parameters

• Subform Insurance Statement for statement lines.

General Tab

Field:

• No. (No.)

  • The statement number is assigned by the system from the set number series

• Statement Type

  • The user chooses from the following possible values:

    • Additions

    • Disposals

    • Changes

    • Extension (Prolongation)

    • Do not keep

    • Insurance Portfolio

• Insurance Company No.

  • User selects insurance company

• Insurance Product No.

  • User selects insurance company product

• Insurance Report Code

  • The user selects the report code from the Insurance Report Definition Overview, filtered to Statement Type, Insurance Company No. and Product No.

• Framework Agreement No.

  • Completes the system from the selected insurance report code

• Set No.

  • The user fills in by selecting from the list of insurance sets if he needs to make a statement separately for a set. Filling in the field is not mandatory

• Insurance Reporting Group Code

  • Completes the system from the selected insurance report code

• Statement Date

  • The system fills the current date, the day of creation of the Insurance Statement Card, the user can change the

• Date From

  • User selects the beginning of the period they are reporting

  • Required field

  • For Statement Type

    • Additions and Decreases pays

      • If the user enters an exact period, e.g. monthly, the report will not include additionally activated/excluded contracts from previous periods (additionally activated/terminated contracts)

      • If Date From enters a month or two in the past, the system will also fill in contracts for the previous period that have not yet been reported to the insurance company

    • Strain pays

      • The trunk check is always carried out separately for each period

      • It is not possible to do a trunk check for more than one period at a time

      • If contracts have been additionally activated after the trunk is released and additions are sent later, the master statement is generated for the same period as the previous trunk. Using the filter, it is possible to populate lines only with the required contracts

      • If the user enters the same period, e.g. monthly, when regenerating the trunk, all contracts for the specified period in the Date From - To fields will be filled in the report, regardless of whether they have already been sent in the past or not

• Date To

  • The user selects the end of the period they are reporting

• Include Reported After

  • The field is editable only for the report type Additions and Decreases

  • In case the user wants to include in the report contracts that have already been reported (they have filled in the Insurance Company Check-in Date/Insurance Company Check-out Date) fills in this field the date of the original declaration or the date before the date of the original report.

Insurance Statement Subform

The system loads all contracts that match the parameters in the statement header into the statement subform.