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Suggest Line

Suggest Lines

Insurance statement subform lines perform functions Suggest Lines, which can be run from the insurance statement card via Process/Suggest Lines

When you click Suggest Lines The system displays a dialog box that displays filters for each insurance statement.

The dialog window contains the option to specify an additional filter for individual types of reports by selecting fields from the insurance contract header (e.g. loading only selected insurance contracts)

  • Filter: Additions / Disposals

  • Filter: Changes

  • Filter: Strain

After confirmation OK The system populates the insurance statement subform with insurance contracts that match the parameters specified in the insurance statement header and any filters from the dialog window.

The user can delete and reload the rows using the Suggest lines.

  • Report Type Additions

    • It fulfills all insurance contracts whose value in the Valid From field on the Insurance Contract Card corresponds to the period Date From – Date To in the header on the Insurance Statement Card

  • Report Type Disposals

    • It fulfills all insurance contracts whose value in the Valid to field on the Insurance Contract Card corresponds to the period Date From – Date To in the header on the Insurance Statement Card

  • Change Report Type (Changes)

    • It fulfills all insurance contracts for which it finds a difference in data (monitored fields)

    • Fails to complete insurance contracts that have Insurance Company Check-out Date filled in

  • Report-type Trunk (Insurance Portfolio)

    • They fulfill the insurance contracts that they have filled out

      • Insurance Company Check-in Date on the Insurance Contract Card (Posting tab), which is filled up by issuing a statement of additions

      • Date From - Date To From the header of the insurance statement, the interval of the prescription dates shows the insurance payment from – to on the insurance contract tab Billing

    • It is essential for the selection of insurance contracts by period to compare the period in the statement. According to the entered period, it selects the lines of the insurance calendar for the insurance company (the portfolio also includes policies that started and ended in the same month, e.g. terminated after a few days)

    • Functions do not perform separately the insurance contract lines of add-ons adjacent to the main product, e.g. add-ons to Kask. Fill the add-on data into the line for the main insurance product in the fields that are specified for add-ons.

      • Even on the insurance contract of the add-on, the Date of check-in to the insurance company must be filled in.

      • If the add-on already exists at the time of the main policy increment, the reporting date will be reflected in the main policy increment report.

The portfolio statement contains insurance contracts for the given period that have been reported to the insurance company in the following status:

  • Active - if the Insurance Company Check-in date is filled in

  • Change Copy, these contracts have a flag in the field Change Copy Exists = Yes and prevents the statement from being issued (it is a good idea to inform the owner of the change copy)

  • Unrealized - if the Date of Insurance Company Check-in is filled in

  • Canceled - if the Date of check-in to the insurance company is filled in

Insurance contracts in the status of

  • Preparation - because they do not have the Date of registration to the insurance company filled in

Insurance Statement Subform - Statement fields for types Additions / Disposals / Changes.

The field descriptions of the subform also apply to the first part of the Trunk report type

  • Insurance Contract No.

    • Performs functions Suggest Lines

  • Insurance Company Contract No.

    • Performs functions Suggest Lines, if the field is filled in on the insurance contract

  • Change Copy Exists

    • If a change copy has been created on a financing contract, the system will mark the contract with this flag

    • Flagged Contract Change Copy Exists prevents the issuance of the statement, it is necessary to delete the flagged line from the statement, or transfer/delete it by changing the copy on the financing contract


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  • Draft No.

    • Performs functions Suggest Lines, if the field is filled in on the insurance contract

  • Financing Contract No.

    • Performs functions Suggest Lines

  • Customer Name

    • Performs functions Suggest Lines

  • VIN and Car Registration Plate No.

    • Performs functions Suggest Lines, if the field is filled in on the financed object

  • Pro rata (Pro Rata)

    • Performs functions Suggest Lines, if the first insurance payment is calculated for an incomplete month

  • Insurance Company Rate

    • If there has been no change in the rate of the insurance contract (i.e. Resulting rates = NO), the rate against the insurance company is added from the policy header

    • If there has been a change in the insurance contract rate (i.e. Resulting rates = Yes), the rate against the insurance company is added according to the validity from the table Insurance Contract Rate Change

  • Insurance Company Year Amount

    • If there has been no change in the rate of the insurance contract (i.e. Resulting Rates = NO), the annual premium towards the insurance company is added from the policy header

    • If there has been a change in the insurance contract rate (i.e. Resulting rates = Yes), the annual insurance premium towards the insurance company is added according to the validity from the table Insurance Contract Rate Change

  • Insurance Company Month Amount

    • Perform the Suggest lines for the amount of the monthly payment from the insurance company's insurance calendar according to the posting date for the given statement period.

  • Insurance Company Check-in Date

    • Performs functions Suggest Lines From the Insurance Contract

  • Insurance Company Check-out

    • Performs functions Suggest Lines From the Insurance Contract

  • Addition 1 to 7. A user can report a maximum of 7 add-ons.

    • The following values are added to the statement line:

      • Addition 1 - Insurance Contract No.

      • Addition 1 - Product No.

      • Addition 1 – Valid From

      • Addition 1 – Valid To

      • Addition 1 – Inrusance Company Rate

        • If there has been no change in the rate of the insurance contract (i.e. Resulting rates = NO), the rate against the insurance company is added from the policy header

        • If there has been a change in the insurance contract rate (i.e. Resulting rates = Yes), the rate against the insurance company is added according to the validity from the table Insurance Contract Rate Change

      • Addition 1 - Ins. Com. Year Amount

        • If there has been no change in the rate of the insurance contract (i.e. Resulting Rates = NO), the annual premium towards the insurance company is added from the policy header

        • If there has been a change in the insurance contract rate (i.e. Resulting rates = Yes), the annual insurance premium towards the insurance company is added according to the validity from the table Insurance Contract Rate Change

      • Addition 1 - Ins. Com. Month Amount

        • Perform the Suggest lines for the amount of the monthly payment from the insurance company's insurance calendar according to the posting date for the given statement period.

      • Addition 1 – Product Variant Code

      • Addition 1 – Description

      • Addition 1 – Insurance Coverage Code

      • Addition 1 – Insurance Limit Code

      • Addition 1 – Insurance Participation Code

    • Add-ons are reported as part of the basic insurance product, e.g. Kasko, they don't have separate reports

    • The field for the insurance company report definition is selected from the proposed line on Insurance Statement Card. The system does not provide any other values for additions than those mentioned above.

Insurance Statement Subform - Statement fields for the Trunk type

Type Statement Lines Strain In addition to the fields listed above, they also display the following fields, which are used to check the insurance company's trunk.

The values of the following fields are populated by importing the trunk from the insurance company and are used to reconcile the values:

  • Insurance Contract No. 2

  • Draft No. 2

  • Financing Contract No. 2

  • Customer Name 2

  • VIN 2 (VIN 2)

  • Car Registration Plate No. 2

  • Pro Rata 2

    • The field is not being imported, it is not being filled in

  • Insurance Company Month Amount 2

  • Different Amount

    • OC changes the value of the field to Yes If the amount of the premium from the field Monthly Insurance Company Amount and the imported field Insurance Company Monthly Amount 2 is different and the statement of the trunk does not allow to be issued

    • OC keeps the value of the field No In the event that:

      • The amount of the difference is within the limit Statement Variances (field in Insurance Settings)

      • The imported amount is equal to the monthly insurance amount of the main policy, including the amount of monthly insurance for all add-ons

  • Paired Entry

    • OC changes the value of the field to Yes If the row field values populated by the function Suggest lines and the fields populated by the import match.