Bonus-Malus - Manage Process
Application component: Policy Management
App type: SAP GUI
Key features: The table below shows all the business transactions that call B/M Management. Business Transaction Description Issue Certificate According to the Compulsory Insurance Act You trigger the issuing of a certificate according to the Compulsory Insurance Act. The system checks whether the bonus-malus can be assigned and notes the creation of the certificate in the bonus-malus. Create Bonus-Malus Data You enter new bonus-malus data as part of policy processing.For more information, see Editing Bonus-Malus Data. Change Bonus-Malus Data You change bonus-malus data as part of policy processing.For more information, see Editing Bonus-Malus Data. Reverse Bonus-Malus Data You end the assignment of the bonus-malus to the contract or coverage. Assign Bonus-Malus Data You assign existing bonus-malus data to a contract or coverage during contract processing.For more information, see Assigning Bonus-Malus Data. Shift Policy Start You shift the start date of a policy. The system checks whether the bonus-malus can be assigned and changes the start date of the assignment of the bonus-malus data accordingly. Reset/Reinstatement After Reversal You reset a reversal. The system checks whether the bonus-malus can be assigned and reverses the termination of the assignment of bonus-malus data. Determine Claim Data The system determines the claim data for a rating/simulated rating or to be submitted to the insurance association/subsequent insurer. Calculate Claim Surrender You request a comparison of the premium progression of the no-claims history and the claimed history.For more information, see Simulation of a Claim Surrender. Perform Rating The system rates the bonus-malus data again based on the rules for upgrading or downgrading a contract rating.For more information, see Perform Rating. Suspend Contract You suspend a contract. The system sets the assignment of the bonus-malus to the contract to the status “Inactive”. Reinstate Contract You reinstate a contract. The system assigns the most recently assigned bonus-malus data to the contract if the bonus-malus can still be assigned. Exclude Contract or Coverage You exclude a contract or coverage. The system ends the assignment of the bonus-malus data to this contract or coverage. Shift Contract Start You shift the start date of a contract to which a bonus-malus is assigned. The system checks whether the bonus-malus can be assigned and changes the start date of the assignment of the bonus-malus data accordingly. Shift Coverage Start You shift the start date of a coverage to which a bonus-malus is assigned. The system checks whether the bonus-malus can be assigned and changes the start date of the assignment of the bonus-malus data accordingly.  The table below shows all the actions and services that call B/M Management. Action/Service Description Process Answer/Correction from Insurance Association B/M Management processes an answer or correction notification from the insurance association and changes the bonus-malus data according to the answer or correction. Include Start Date Shift If you shift the start date of a policy, contract, or coverage, the system includes the new start date in the bonus-malus data. Determine Consideration Period The system determines the consideration period for a rating date. Cede Bonus-Malus Data The system saves the data about the subsequent insurer in the bonus-malus. Change Bonus-Malus Data You change the bonus-malus data using In-Force Business Management. Display Information About Bonus-Malus Data You can display information about the progress of bonus-malus data processing. Terminate Bonus-Malus Data The system ends the assignment of bonus-malus data to a contract or coverage (because the contract or coverage was reversed, for example). Create Bonus-Malus Data After you enter the bonus-malus data on the bonus-malus detail screen in In-Force Business Management the system saves the bonus-malus data in B/M Management.For more information, see Editing Bonus-Malus Data. Save Bonus-Malus Data The system saves new or changed bonus-malus data in B/M Management. Lock Bonus-Malus You can lock and unlock a bonus-malus.When the bonus-malus is locked it cannot be assigned to a contract or coverage.You can use this function to remove from business processes invalid duplicates or bonus-malus objects that are no longer used for other reasons. Find Bonus-Malus Data You can search for bonus-malus data using various filter criteria (business partner number, status, rating reason, and contract number).When you search in B/M Management for a bonus-malus, the system checks whether you have the necessary authorization for the selected bonus-malus.The system checks a user's authorization based on the company of the bonus-malus. The system displays the data in the search result as follows:The system hides the personal data for bonuses and maluses for which you are not authorized, and the ID is displayed as 000000. The system displays the personal data for bonuses and maluses for which you are authorized. You select the bonus-malus ID you are looking for from the search result. Start Bonus-Malus Management The system displays the initial screen /MVA/AMC_BMSTART in B/M Management. You can display information about existing premium models and rating models in the system and inquire about the bonus-malus. Assign Bonus-Malus The system assigns (assignable) bonus-malus data to a contract or coverage. Terminate Subsequent insurer Germany only:The subsequent insurer information in the bonus-malus is terminated based on the return of a claim-free discount. Enter Note You can enter a note in the bonus-malus data or edit an existing note. Display Premium Model The system displays an existing premium model. Save Rating Results The system saves the results of a rating in the bonus-malus history. Display Rating Model The system displays an existing rating model. Determine Contracts The system finds all the contracts to which certain bonus-malus data has been assigned since a date specified by the user. Determine Previous or Subsequent Insurer The system finds information about the previous or subsequent insurer for the bonus-malus data. Check Assignability The system checks whether a bonus-malus can be assigned to a contract or coverage.The system checks the following:Has the bonus-malus been ceded to a subsequent insurer? How many (unfinished) assignments still exist? What is the start date of the bonus-malus? Is the bonus-malus locked or discarded? You can adjust the check criteria in your implementation to meet your needs. 
Business roles: Insurance Policy Clerk
Insurance Policy Clerk : 
Creates, changes and reverses policies on a daily basis.