SAP Policy Management, group insurance add-on 1.1

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1 Configuration Guide Document Version:

2 Typographic Conventions Type Style Example Description Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents. Example EXAMPLE Example Example <Example> Emphasized words or expressions. Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE. Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAM PLE Keys on the keyboard, for example, F2 or EN TER SAP SE or an SAP affiliate company. All rights reserved.

3 Document History Version Date Change First version of this guide Document History Error! Unknown switch argument. 3

4 Table of Contents 1 Introduction About This Document Target Audience Glossary Solution Overview Activating the Group Add-On Enhancing Master Policy IFBC Application Generic Entity for Master Policy Business Object Update Run from Master Policy Enhancement of Master Policy Premium Payer Distribution Creditor Beneficiary Collection Types (Broker) Premium Per Piece Commission Participant Multiple Master Policy Partner Surcharge/Discount On Master Policy Clauses On Master Policy Valid-To Date Defaulting Central Access For Master Policy Master Policy Tree Distribution Plan On Master Policy Deductibles On Master policy Limits On Master policy Premium Payer Distribution Premium Per Piece Enhancement Of Master Policy Functionality Copy Of Master Policy Enhancement Of Result Set Change Document Define Master Policy Module ID Define and Maintain Master Policy Module ID Define Organizational Level Assignment Type Define Organizational Assignments on Master Policy Master Policy - Overview of Open Applications Selection Options Overview Cockpit External Date - Derivation of Master Policy Data Beneficiary Derivation Multiple Master Policy Partner Derivation SAP SE or an SAP affiliate company. All rights reserved. 1.1 Table of Contents

5 3.8.3 Clause Derivation Coinsurance Derivation Collection Type Derivation Creditor Derivation Multiple Master Policy Partner Derivation Configuration of Surcharge/Discount TMF Business Component Maintain Standard Implementation for Business Component Define Journal Entries Create New Dates for Time Model Function Configure Time Model Function in SPRO Define Execution Criteria for Time Model Function Business Process: Mass-enablement of Business Transactions Mass Exclude Coverage Mass Change Beneficiary Mass Change Creditor Mass Change Execute Manual Rating Mass Perform Premium Waiver Mass Process Premium Waiver Process Coinsurance Change Commission Participant Perform Additional Payment Mass Enable Relocation of Policies Mass Enable Renewal Preparation Mass Enable Renewal Decision Mass Processing of Open Policy Applications Mass Processing Configuration of Master Policy Template for Multiple Mass Change Locking Master Policy Template Configuration Execute Mass Change for a Specific Mass Change Authorization for Using the Functionality Dual Control for Mass Change BADI to Activate the Dual Control Workflow Checks Mass Change BTX New State / Update State Operation Group Discount Dependent on Number of Objects Correspondence Correspondence Request for Master Policy Recurring Correspondence on Master Policy Automatic Scheduling of Correspondence at Master Policy Selection of Policies Within Given Master Policy Premium Simulation on Master Policy Commission Participant Derivation Simulation of Mass Run BAdI /PMG/GE_ABG_MASS_SIMU_BADI: Determine package size for Mass Simulation Business Process: Reversal of Mass Change Change Policy Using File Upload Service Enablement for Master Policy and Sample Application Read Custom Master Policy Entities Table of Contents Error! Unknown switch argument. 5

6 Building Web Services Integration of Master Policy Data into BI system BI Data Formatting Data Sources SPRO Customization Log of Changes - Master Policy Customizing BAdI /PMG/GE_ABG_MX_CHN_LOG_BADI: Non Generic Custom Entities Top Level Grouping BAdI: MMP Root Entity Fields Selection BAdI: MMP Generic Entity Selection BAdI: Copy Non-Generic Entities BAdI: MMP Reversal FPP Run SAP SE or an SAP affiliate company. All rights reserved. 1.1 Table of Contents

7 1 Introduction 1.1 About This Document Purpose This document describes all activities necessary for the implementation and configuration of the software. This configuration guide provides an overview of the Customizing activities and Business Add-Ins (BAdIs) that are required for the configuration of the solution. For detailed documentation of the Customizing activities and Business Add-Ins (BAdIs), see the documentation under SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement. 1.2 Target Audience This document is intended for the following target audiences: Consultants Partners Customers 1.3 Glossary Term Abbreviation Definition Group Insurance GIA A group insurance bundles multiple risks together. It is represented in FS-PM by a master policy. Master Policy MP Object that packages or groups individual policies. The master policy holds special group agreement data, group process data, and data that is derived to the assigned policies. Generic Entity GE An additional entity used to enhance the master policy agreement that gives user the maintenance possibility to define master policy dependent default values for assigned policies (for example, for premium per piece). Introduction 2017 SAP SE or an SAP affiliate company. All rights reserved. 7

8 2 Solution Overview Insurance business can be divided into individual and group business. SAP Policy Management (FS-PM) offers a high degree of functionality for policy administration, yet the standard software leaves room for the inclusion of additional features for group business. creates a set of functions that allow you to extend your FS-PM usage in the area of group insurance. The extension allows you to tailor the new functionality to meet your own business needs by providing: Enhanced master policy functionality Ability to preconfigure master policy templates Enhanced mass change functionality Enhanced correspondence concept for group business Selection on master policy related policies Premium payer distribution SAP SE or an SAP affiliate company. All rights reserved. Solution Overview

9 3 This guide contains the information you need to configure the SAP system to meet customer requirements. The actual configuration is done in Customizing with the help of the implementation guide (IMG; transaction SPRO). It covers all steps of the implementation process as well as the SAP standard (factory) Customizing settings and the system configuration activities. The Customizing activities and their documentation are structured from a functional perspective. 3.1 Activating the Group Add-On Activate the Group Add-On within the IMG customizing. 1. Go to SPRO 2. Go to Policy Management for Group Insurance Switching Group Insurance 3. Check the flag Caution If the PMG namespace in PBT exists and the Group Insurance is not switched on, an error message appears at every process. Post-Installation Insert the customer variant for into the Policy Based Technology (PBT) by performing the following steps: 1. Choose /PM0/3fw_start. 2. Choose the application for FS-PM. 3. Insert the customer variant PMG to the ALV grid by entering a previous customer variant, for example, PM SAP SE or an SAP affiliate company. All rights reserved. 9

10 4. Adapt the additional customer variants, in order display the new entry in the correct sequence. For more information on post-installation tasks, see the SAP Note Number Range Objects The intervals of the number range object /PM0/ABN15 (the number range interval for the master policy number) and the number range object /PMG/GEMA (the number range interval for the master policy application number) must be completely disjunctive. For example, for /PM0/ABN15, the number range object intervals could be: For /PMG/GEMA, the number range object intervals must be different. For example: 3.3 Enhancing Master Policy IFBC Application Overview As with templates in SAP Policy Management (FS-PM), you preconfigure your master policy templates in the In- Force Business Configurator (IBC). You can maintain master policy templates for every IBC-relevant entity of the master policy business object under the master policy agreement. Note For more information regarding the creation of templates in the In-Force Business Configurator, see SAP Help Portal at Application Help Integration In-Force Business Configurator. Migration Report To enable existing master policies to use IFBC master policy templates you must assign the master policies to the templates using the report /PMG/GE_TEMPL_ID_MP_ASSIGNMENT SAP SE or an SAP affiliate company. All rights reserved.

11 Enhancement Activities To enhance the attribute values of a master policy template (/PM0/ABDGMPO), the structure /PMG/GE_ABR_ATTR_MPO_S must be enhanced. To enhance the attribute values of a generic entity template (/PMG/ABDGGEN), the structure /PMG/GE_ABR_ATTR_GEN_S must be enhanced. Business Add-Ins (BAdIs) BAdI: Additional Checks for Master Policy Templates This Business Add-In (BAdI) is used in the SAP Policy Management (FS-PM) component. You can use this BAdI to check a template created in the master policy In-Force Business Configurator. A filter value should be used to divide the checking mechanism. For additional information see the BAdI documentation in your system. The BAdI name is /PMG/GE_MPE_CHECK_TMPL_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis In-Force Business Configurator Business Add-Ins (BAdIs) BAdI: Additional Checks for Master Policy Templates Generic Entity for Master Policy Business Object Overview The business object Master Policy Agreement is enhanced with an additional generic entity. This additional generic entity allows you to define master policy dependent values. The entity is extendable and available in the Master Policy IBC. You can add your own fields to this entity. Customizing Activities Define Master Policy Module ID In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis In-Force Business Configurator Define Master Policy Module ID Update Run from Master Policy An additional button has been added to Display/ Change master policy that will lead the user to Update Policies and contracts. From the master policy, once you have given either a master policy number or master application number, it will transport the user and data to update run policies and contracts. This will then use the logic to generate the run Id. From here, the master policy number will be derived from the display master policy or change master policy regardless of the user choosing master policy number or master application number SAP SE or an SAP affiliate company. All rights reserved. 11

12 3.4 Enhancement of Master Policy Premium Payer Distribution Overview You can maintain the Premium Payer Distribution data at the master policy level. The sections Company Collection Data for Premium and Premium Payer Distribution are available in the Premium Payer Distribution tab of the master policy. Within the first section, you can maintain Company Collection data. This includes details such as Business Partner, Inc. Payment Method, Address, Bank Details, Payment Card Number, Check Number, Collection Account, Insurance Object, Payment Partner, Regulation Contract, Payment Policy, and Collection Type. Based on the collection type selected, you can enter further details. Within the second section, you can maintain Premium Payer Distribution pertaining to the current master policy under processing. You can define the possible premium payer distributions within the customizing functionality. The ALV picks up the possible Premium Payer Distribution IDs from this customization. The user can enter the share percentage pertaining to the Premium Payer Distribution ID. This will be the percentage that is considered when defaulting onto the assigned policies. The Premium Payer Distribution data maintained at the master policy level influences and defaults to the Premium Payer entity fields on the policy side during each of the scenarios below: New Business under the master policy Sales Product Change to the master policy Creation of contract/coverage entity during the Change/Universal Change business processes. You can change the values that have defaulted during these scenarios. Master Policy IBC Configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as PREMDIST. Customizing Activities Define Premium Payer Distributions This customizing functionality allows you to define your own Premium Payer distribution types. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Premium Payer Distribution Define Premium Payer Distributions. As part of GIA delivery, two types are delivered as shown below SAP SE or an SAP affiliate company. All rights reserved.

13 Business Add-Ins (BAdIs) The following BAdIs are provided and can be implemented as required: BAdI BAdI: Company Collection Field Modifiers within Master Policy BAdI name: /PMG/GE_COMP_COLL_FLD_MOD_BADI BAdI: Set remaining allocation flag during Premium Payer Dist onto Policy BAdI name: /PMG/GE_PPD_ALLOC_REMIN_BADI BAdI: Defaulting of Customer defined Premium Payer Distributions BAdI name: /PMG/GE_PREM_PAYR_DST_DRV_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: Company Collection Field Modifiers within Master Policy In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: Set Remaining Allocation Flag During Premium Payer Dist Onto Policy In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: Defaulting of Customer Defined Premium Payer Distributions Creditor Overview You can maintain creditor data at the master policy level. There is a Creditor section available in the Partners tab of the master policy. You can maintain one or more creditors and their relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that the user has added to the Templates tab SAP SE or an SAP affiliate company. All rights reserved. 13

14 The creditor data maintained at the master policy level is defaulted to the creditor fields of the assigned product modules during each of the scenarios below: New Business under the master policy Sales Product Change to the master policy Creation of contract/coverage entity during the Change/Universal Change business processes. You can change the values that have defaulted during these scenarios. Master Policy IBC Configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as Creditor. Customizing Activities Define Product Module Groups To view the group dimension created for creditor (/PMG/CRDTR), see the Define Product Module Groups Customizing activity under Policy Management In-Force Business Management Basis Basic Settings. Product module classes for the main axis elements (policy, contract, and coverage) are assigned to the new group dimension. This can be viewed by selecting the Creditor group dimension and selecting Assign Product Model Class to Group Dimension. For each product module class, product module groups can be assigned by selecting the product module class and selecting the option Product Module Groups. Product module IDs should then be assigned to the product module groups by using the option Assignment of Product Module ID to PBS Groups. The creditor data defaults from the master policy to the assigned policies when you match the product module groups in the master policy with the product module groups for the product module IDs of the main axis elements in the assigned policies Beneficiary Overview You can maintain beneficiary data at the master policy level. There is a Beneficiary section available in the Partners tab of the master policy. You can maintain one or more beneficiaries and their relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that the user has added to the Templates tab. The beneficiary data maintained at the master policy level is defaulted to the beneficiary fields of the assigned product modules during each of the scenarios below: New Business under the master policy Sales Product Change to the master policy Creation of contract/coverage entity during the Change/Universal Change business processes. You can change the values that have defaulted during these scenarios SAP SE or an SAP affiliate company. All rights reserved.

15 Master Policy IBC Configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as Beneficiary. Customizing Activities Define Product Module Groups To view the group dimension created for beneficiary (PMG/BNFRY), see the Define Product Module Groups Customizing activity under Policy Management In-Force Business Management Basis Basic Settings. Product module classes for the main axis elements (policy, contract, and coverage) are assigned to the new group dimension. This can be viewed by selecting the Beneficiary group dimension and selecting Assign Product Model Class to Group Dimension. For each product module class, product module groups can be assigned by selecting the product module class and selecting the option Product Module Groups. Product module IDs should then be assigned to the product module groups by using the option Assignment of Product Module ID to PBS Groups. Beneficiary data defaults from master policy to the assigned policies when you match the product module groups in the master policy with the product module groups for the product module IDs of the main axis elements in the assigned policies Collection Types (Broker) Overview You can maintain collection types and other relevant data, like broker data and third-party contract data, on the master policy level. During New Business and Move-In with master policy, the collection type and relevant data is defaulted from the master policy to the assigned single policies. The standard collection types available are: Broker Collections Third-Party and Own Management of Contract Account Third Party Collections These collection types and the relevant screen sections and data processing are already maintained. You can add new collection types and provide relevant implementations at the master policy level. This data can be defaulted to the policy level, if required. To default collection type data to the policy level, the new collection type value must be added to the available Customizing activity, and all relevant screen enhancements must be made to get the required data from the user. Master Policy IFBC configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as Collection Types SAP SE or an SAP affiliate company. All rights reserved. 15

16 Customizing Activities Define Collection Type The Customizing activity for the dropdown value of collection types is already available in the system. You can maintain collection type ID, collection type category, and the description in the Define Collection Type Customizing activity under Policy Management Integration Collections/Disbursements FS-CD General Settings Premium Per Piece Overview This functionality allows you to maintain the premium before tax for certain parameters within master policies. You can enhance the parameters for a premium definition pursuant to your own requirements. The parameters delivered are: Object Category Object Type Validity Dates The premium definition is derived to the manual premium based on the fulfilment of the parameters you have maintained. The premium per piece definitions are maintained with a version independent of the master policy version. This is to ensure that premium definitions are not overwritten for backdated master policy changes. The derivation logic is delivered as a sample implementation for the Building product (Template ID = V880000S0000), using the standard Check&Derive framework. You can refer to this sample implementation when building the premium derivation for customer landscapes and products. Master Policy IFBC Configuration: Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as PPP. Customizing Activities Define Product Module Groups To view the group dimension created for premium per piece (/PMG/PREMP), see the Define Product Module Groups Customizing activity under Policy Management In-Force Business Management Basis Basic Settings. Product module classes for the main axis elements for premium entity are assigned to this group dimension. This can be viewed by selecting the Premium Per Piece group dimension and selecting Assign Product Model Class to Group Dimension. For each product module class, product module groups can be assigned by selecting the product module class and selecting the option Product Module Groups. Product module IDs should then be assigned to the product module groups by using the option Assignment of Product Module ID to PBS Groups SAP SE or an SAP affiliate company. All rights reserved.

17 The relevant product module classes of main axis elements for premium entity have been assigned to this group dimension. Product module groups can be assigned for each product module class. Product module IDs representing the possible targets for premium derivation can be assigned to the Product module groups. Business Add-Ins (BAdIs) BAdI: User Data Enrichment for Premium Per Piece The BAdI name is /PMG/GE_MPREM_CUST_ENRICH_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: User Data Enrichment for Premium Per Piece Commission Participant Overview You can maintain commission participant data at the master policy level. There is a new Commission tab where you can maintain one or more commission participants for different roles. This data can be assigned to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that the user has added to the Templates tab. To maintain the commission participant data and default this data to the assigned policies, you must enhance the master policy with the specific commission data. The specific commission data is the standard commission participant data and the standard related commission agent roles, similarly to policy management (see entities /PM0/ABDACOMMIS and /PM0/ADACOMROLE). The available commission agent roles are as follows: Adjustment Agent Portfolio Agent Extension Agent Signing Agent The commission data maintained at the master policy level is defaulted to the commission fields of the assigned product modules during the following scenarios: New Business under the master policy Sales Product Change to the master policy Creation of contract/coverage entity during the Change/Universal Change business processes You can change the values that have defaulted during these scenarios. Business Add-Ins (BAdIs) BAdI: User Validations for Commission Agent in Master Policy The BAdI name is /PMG/GE_CHK_COMMIS_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: User Checks/Validations for Commission Agent in Master Policy SAP SE or an SAP affiliate company. All rights reserved. 17

18 ALV Layouts Default ALV layouts for commission participant (0001_CPP) and commission agent role (0001_COMMAGT) are provided Multiple Master Policy Partner Overview You can maintain multiple master policy partner data at the master policy level. There is a Master Policy Partner section available in the Master Policy Data tab of the master policy. You can maintain one or more master policy partners and their relevant data. An ALV is provided to list all the master policy partners applicable for the master policy. Master Policy IBC Configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as MULPART Surcharge/Discount On Master Policy Overview You can maintain Surcharge/Discount data at the master policy level. There is a Surcharge/Discount section available in a separate tab of the master policy. You can maintain one or more surcharge/discounts and their relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that the user has added to the Templates tab. The Surcharge/Discount data maintained at the master policy level is defaulted to the surcharge/discount fields of the assigned product modules during each of the scenarios below: New Business under the master policy Sales Product Change to the master policy Creation of contract/coverage entity during the Change/Universal Change business processes. You can change the values that have defaulted during these scenarios. Master Policy IBC Configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as SUPDC SAP SE or an SAP affiliate company. All rights reserved.

19 Customizing Activities Define Product Module Groups To view the group dimension created for surcharge/discount (/PMG/SUPDC), see the Define Product Module Groups Customizing activity under Policy Management In-Force Business Management Basis Basic Settings. Product module classes for the main axis elements (policy, contract, and coverage) are assigned to the new group dimension. This can be viewed by selecting the surcharge/discount group dimension and selecting Assign Product Model Class to Group Dimension. For each product module class, product module groups can be assigned by selecting the product module class and selecting the option Product Module Groups. Product module IDs should then be assigned to the product module groups by using the option Assignment of Product Module ID to PBS Groups. Surcharge/Discount data defaults from master policy to the assigned policies when you match the product module groups in the master policy with the product module groups for the product module IDs of the main axis elements in the assigned policies Clauses On Master Policy Overview You can maintain Clause data at the master policy level. There is a Clauses section available in a separate tab of the master policy. You can maintain one or more clauses and their relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that the user has added to the Templates tab. The clauses data maintained at the master policy level is defaulted to the Clause fields of the assigned product modules during each of the scenarios below: New Business under the master policy Sales Product Change to the master policy Creation of contract/coverage entity during the Change/Universal Change business processes. You can change the values that have defaulted during these scenarios. Master Policy IBC Configuration Define Master Policy Module ID 2017 SAP SE or an SAP affiliate company. All rights reserved. 19

20 To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as CLAUSE. Customizing Activities Define Product Module Groups To view the group dimension created for clause (/PMG/CLAUS), see the Define Product Module Groups Customizing activity under Policy Management In-Force Business Management Basis Basic Settings. Product module classes for the main axis elements (policy, contract, and coverage) are assigned to the new group dimension. This can be viewed by selecting the Surcharge/discount group dimension and selecting Assign Product Model Class to Group Dimension. For each product module class, product module groups can be assigned by selecting the product module class and selecting the option Product Module Groups. Product module IDs should then be assigned to the product module groups by using the option Assignment of Product Module ID to PBS Groups. Clause data defaults from master policy to the assigned policies when you match the product module groups in the master policy with the product module groups for the product module IDs of the main axis elements in the assigned policies Valid-To Date Defaulting Overview: This functionality allows for a defaulting of the Valid-To Date on a master policy. The default date is assigned during the create event of the master policy. This date can be changed by the user if required. The defaulting is configurable using the attribute VALID_TO_DATE on the master policy template. Customizing Activities: Maintain VALID_TO_DATE attribute on Master Policy template Using the Master Policy In-Force Business Configurator transaction /PMG/GE_IBC_MPOL, assign one of the delivered defaulting types. 1. High date, e.g. 31st Dec Next day, next year SAP SE or an SAP affiliate company. All rights reserved.

21 3. First day, New Year Customizing Activities: Maintain custom Valid to Date Types Custom Valid-to Date Types can be maintained in the maintenance view /PMG/GE_PMP_VTD - Maintenance View Master Policy Valid to Date Types. The custom logic for these new types can be implemented using Business Add-In /PMG/GE_MPE_DFLT_VTD_BADI - BAdI: Master Policy Default Valid to Date SAP SE or an SAP affiliate company. All rights reserved. 21

22 Documentation for both customizing activities can be found in the IMG under Policy Management Policy Management Group Enhancement Group Enhancement Management Basis Master Policy Management Valid to Date Defaulting New Business Add-Ins (BAdIs) BAdI: Master Policy Default Valid to Date This Business Add In can be implemented to allow for a flexible determination of the valid to date of master policy based on custom specific requirements. The BAdI name is /PMG/GE_MPE_DFLT_VTD_BADI. Further documentation can be found in the Customizing for Policy Management, choose Policy Management Group Enhancement Group Enhancement Management Basis Master Policy Management Valid to Date Defaulting Central Access For Master Policy Overview: Customization option for controlling generic objects settings This functionality allows you to enable or disable generic objects to be search enabled. Also, a customer can enable custom defined generic object to be search enabled. Customizing Activities: Define Generic Object Settings You can enable or disable the SAP delivered generic objects or add new custom defined generic object to be search enabled under SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Central Access Define Generic Object Settings How to extend customer defined generic object You need to follow the steps below to enable a customer defined generic object to be search enabled. Add customer defined generic object entry in the below customization view. SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Central Access Define Generic Object Settings How to extend the build the screen: 5. Open PBT transaction /PM0/3FW_START. 6. Select your workplace, Expand Meta Model, Expand Dialog Models. 7. Click on Subcontroller Models. In the pop-up search for Model Name /PMG/P_B_D_MPE_MCA_ENTRY Create a new controller under /PMG/GE_MCA_GENERIC_OBJECT ( expand /PMG/P_B_D_MPE_MCA_ENTRY then expand /PMG/GE_MPE_MCA_MD01 then /PMG/GE_MPE_MCA_SEARCH ) controller with name <NAMESPACE>GE_MCA_GEN_<YOUR_MPOL_ID> Assign process context as /PMG/GE_MCA_GEN_OBJECT SAP SE or an SAP affiliate company. All rights reserved.

23 Enter channel structure name. This should be same as channel structure you entered for your generic object in SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Central Access Define Generic Object Settings Assign the constraint class as /PMG/CL_GE_MCA_GEN_CONSTRAINT You can build the screen based on your requirement in your custom development package and assign the screen number, subprogram name in screen assignment. Enter class name as /PM0/CL_3F_CDM_SCR_CTRL Save your changes and run the transaction /PMG/ABC_MPO_GCA You should be able to see your new Generic Object in Search by Generic Objects dropdown and the screen associated with it should load Master Policy Tree Overview: Customization option for controlling generic objects settings This functionality allows you to enable or disable the tree nodes on the master policy screens Customizing Activities: Define Master Policy Tree You can define the parent and sub nodes to show up the master policy tree heirarchy on the create, change and display transactions of master policy: /PM0/ABC_MPO_GN, /PM0/ABC_MPO_GM and /PM0/ABC_MPO_GD Define header nodes: SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Master Policy Tree Tree Header Nodes. Define sub nodes: SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Master Policy Tree Tree Sub nodes SAP SE or an SAP affiliate company. All rights reserved. 23

24 The parent nodes are only a descriptive ID s defined for standard header nodes. Sequence number in the customizing of sub nodes, decides the order of the nodes appearance on screen. The standard delivery of nodes: Overview -Show all -Master Policy -Master Policy Data -Templates -Sample Applications -Master Policy Applications -Master Policy Journal -Defaulting -Partner -Surcharge/Discount SAP SE or an SAP affiliate company. All rights reserved.

25 -Clauses -Commission -Premium per piece -Individual Policies -Open Applications -Where Used List -Cockpit -Overview Cockpit -Others How to extend customer specific nodes: The customer can change the sequence number with which the existing node hierarchy can be rearranged. The customer can include their own specific nodes into the existing list of nodes by customizing changes. It is mandatory to incorporate the constraint class: /PMG/CL_GE_GEN_MPE_BPC_DGEN on to the channel or parent ids defined at PBT customizing. There is a section Others meant for customer specific tabs which can be used for enhancing the tree structure Distribution Plan On Master Policy Overview: You can Maintain Distribution Plan data at the master policy level. There is a new Distribution Plan tab section available in the separate tab of the master policy. You can maintain a Distribution Plan and the relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that user has added to the templates tab Master Policy IBC Configuration: Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as DISTPLAN 2017 SAP SE or an SAP affiliate company. All rights reserved. 25

26 Customizing Activities: Define Product Module Groups: A new value for the group dimension (/PMG/DCOI) is created for the Distribution Plan. To view the new group dimension. See the Define product module groups customizing activity under Policy Management. In force Business Management Basis Basic settings. Product module classes for the main axis elements (Product, Contract and Coverage) are assigned to the new group dimension. This can be viewed by selecting the distribution plan group dimension and selecting Assign Product Model Class to group Dimension. For each Product Module class. Product module groups can be assigned by selecting the product module class and selection the option Product Module Groups. Product Module IDs should then be assigned to the product module groups by using the option Assignment of product Module ID to PBS groups Deductibles On Master policy Overview: You can Maintain Deductibles data at the master policy level. There is a new Deductible tab section available in the separate tab of the master policy. You can maintain one or more deductibles and their relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that user has added to the templates tab. The deductibles data maintained at the master policy level is defaulted to the Deductible fields of the assigned product modules during each of the scenarios below. New Business under the Master policy Sales product change to the master policy You can change the values that have defaulted during these scenarios Master Policy IBC Configuration Define Master Policy Module ID SAP SE or an SAP affiliate company. All rights reserved.

27 To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as DED Customizing Activities: Define Product Module Groups: A new value for the group dimension (/PMG/DED) is created for Deductible. To view the new group dimension. See the Define product module groups customizing activity under Policy Management. In force Business Management Basis Basic settings. Product module classes for the main axis elements (Product, Contract and Coverage) are assigned to the new group dimension. This can be viewed by selecting the Deductibles group dimension and selecting Assign product Model Class to group Dimension. For each Product Module class. Product module groups can be assigned by selecting the product module class and selection the option Product Module Groups. Product Module IDs should then be assigned to the product module groups by using the option Assignment of product Module ID to PBS groups. Deductibles data defaults from the master policy to the assigned Policies. This occurs when you match the product module groups in the master policy with the product module groups for the product module IDs in the main axis elements in the assigned policies SAP SE or an SAP affiliate company. All rights reserved. 27

28 Deductibles Derivation -Schedule Related Dates Overview: External date change Deductibles This functionality allows you to derive the deductibles defined in the master policy to the child policies. For this a Time Model Function is created and executed via Schedule related dates. The child policies must be positioned on or after the effective date to see the deductibles information in the child policies at (contract / coverage levels). Customizing Activities: Define new Time Model Function A new Time Model Function was created for deductible synchronization. To view the new Time Model Function created, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions To add the new Time Model Function to an existing product module group, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions The Journal entry for the new Time Model Function is to be defined. To view this, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries SAP SE or an SAP affiliate company. All rights reserved.

29 New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI, so if you want to stop the scheduling of the collection time model, then create a new implementation with the filter '/PMG/MPP_MP' and the flag ev_tmf_skip is to be set as true Limits On Master policy Overview: You can Maintain Limits data at the master policy level. There is a new Limits tab section available in the separate tab of the master policy. You can maintain one or more limits and their relevant data and assign this data to product module groups. The product module IDs provide a list of all the available product modules that belong to the policy templates that user has added to the templates tab SAP SE or an SAP affiliate company. All rights reserved. 29

30 The limits data maintained at the master policy level is defaulted to the limits fields of the assigned product modules during each of the scenarios below. New Business under the master policy Sales product change to the master policy You can change the values that have defaulted during these scenarios Master Policy IBC Configuration Define Master Policy Module ID To enable the usage of this functionality within master policies, the master policy template must include a generic entity template with the attribute MPOL_MODULE_ID set as LIMIT Customizing Activities Define Product Module Groups: A new value for the group dimension (/PMG/LIMIT) is created for Limit. To view the new group dimension. See the Define product module groups customizing activity under Policy Management. In force Business Management Basis Basic settings. Product module classes for the main axis elements (Product, Contract and Coverage) are assigned to the new group dimension. This can be viewed by selecting the limits group dimension and selecting Assign product Model Class to group Dimension. For each product module class, product module groups can be assigned by selecting the product module class and selection the option Product Module Groups. Product Module IDs should then be assigned to the product module groups by using the option Assignment of product Module ID to PBS groups SAP SE or an SAP affiliate company. All rights reserved.

31 Limits data defaults from the master policy to the assigned Policies when you match he product module groups in the master policy with the product module groups for the product module IDs the main axis elements in the assigned policies Limits Derivation - Schedule Related Dates Overview: External date change Limits This functionality allows you to derive the limits defined in the master policy to the child policies. Create and execute a Time Model Function via Schedule related dates. The child policies must be positioned on or after the effective date to see the limits information in the child policies at (contract / coverage levels). Customizing Activities: Define new Time Model Function A new Time Model Function was created for Limits synchronization. To view the new Time Model Function created, see the Define Dates and Time Model Functions Customizing activity under Policy Management In- Force Business Management Basis Update Time Model Define Dates and Time Model Functions To add the new Time Model Function to an existing product module group, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions 2017 SAP SE or an SAP affiliate company. All rights reserved. 31

32 The Journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI. If you want to stop scheduling the collection time model then a new implementation needs to be created with the filter '/PMG/MPP_MP' and the flag ev_tmf_skip is to be set as true Premium Payer Distribution Overview: External date change premium payer distribution This functionality allows you to derive the premium payer distribution of the master policy to the child policies. Create and execute a Time Model Function via Schedule related dates. The child policies must be positioned on or after the effective date to see the PPD distribution in the child policies. Customizing Activities: Define new Time Model Function A new Time Model Function was created for premium payer distribution synchronization. To view the new Time Model Function created, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions SAP SE or an SAP affiliate company. All rights reserved.

33 To assign the new Time Model Function to an existing product module group, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions The Journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal SAP SE or an SAP affiliate company. All rights reserved. 33

34 This is a filter BAdI, so if you want to stop the scheduling of the premium payer distribution time model, then create a new implementation with the filter '/PMG/PREM_PAYDIST_MP' and the flag ev_tmf_skip is to be set as true Premium Per Piece Overview: This functionality allows you to maintain the premium before tax for certain parameters within master policies. You can enhance the parameters for a premium definition pursuant to your own requirements. The parameters delivered are: Object Category Object Type Validity Dates The premium definition is derived to the manual premium based on the fulfilment of the parameters you have maintained. The premium per piece definitions are maintained with a version independent of the master policy version. This is to ensure that premium definitions are not overwritten for backdated master policy changes. The derivation logic is delivered by the RCS as a sample implementation for the Building product (Template ID = V880000S0000) only, using the standard Check&Derive framework. You can refer to this sample implementation when building the premium derivation for customer landscapes and products. Customizing Activities: Define new Time Model Function A new Time Model Function was created for premium per piece synchronization. To view the new Time Model Function created, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions SAP SE or an SAP affiliate company. All rights reserved.

35 To add the new Time Model Function to an existing product module group, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions The Journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI, so if you want to stop scheduling the premium per piece time model, then create a new implementation with the filter '/PMG/PREM_PIECE_MP' and the flag ev_tmf_skip set as true SAP SE or an SAP affiliate company. All rights reserved. 35

36 3.5 Enhancement Of Master Policy Functionality Copy Of Master Policy Overview The standard Copy business process is enhanced enabling copying of the data from the source master policy to the target master policy for the new entities that have been created. Business Add-Ins (BAdIs) BAdI: Copying of Non-Standard Entities in Copy Business Process The BAdI name is /PMG/GE_MPE_COPY_NW_ENTY_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: Copying of Non- Standard Entities in Copy Business Process. 3.6 Enhancement Of Result Set Change Document Overview: Change document is enabled for change result set. You can view the changes that are done in the result set can be viewed in result set display in transaction /PMG/GE_SEL_DISP. Customizing Activities: Change document customization of defining the change document object is SAP Delivered customization. Launch the transaction SCDO and make sure change document object /PMG/CD_CR_SEL is present 3.7 Define Master Policy Module ID Define and Maintain Master Policy Module ID To be able to define additional roles on the master policy, the master policy module IDs for contact person and organizational assignment need to be configured in IMG. In Customizing, navigate to Policy Management Policy Management Group Enhancement Group Insurance Management Basis In-Force Business Configurator Define Master Policy Module ID SAP SE or an SAP affiliate company. All rights reserved.

37 2017 SAP SE or an SAP affiliate company. All rights reserved. 37

38 SAP SE or an SAP affiliate company. All rights reserved.

39 3.7.2 Define Organizational Level Assignment Type Define the organizational level type for master policy template in IMG. Navigate to the following path in SAP IMG: SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Additional Roles on Master Policy Define Organizational Assignments on Master Policy The organizational assignment data needs to be configured to be defaulted onto the master policy. The same can be done in SAP IMG on the following path: SAP Customizing Implementation Guide Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Additional Roles on Master Policy 2017 SAP SE or an SAP affiliate company. All rights reserved. 39

40 3.8 Master Policy - Overview of Open Applications Selection Options Overview Cockpit Define and Maintain Options for Overview Cockpit SAP Policy Management, add on for group insurance can configure additional master policy roles via the transaction SPRO. In Customizing navigate to Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Overview Cockpit Define the options for Overview Cockpit Overview Cockpit A new tab Overview Cockpit will be available in change and display Master Policy where the user can have an overview of different types for the child policies of master Policy SAP SE or an SAP affiliate company. All rights reserved.

41 The ALV's for the Cockpit overview can be enhanced by the customers using the standard BADI: /PM0/ABP_CDM_ALV_ES with their specific implementation Contract Journal at Master Policy The contract journal at master policy will be displayed under the "Where Used List" tab, once the "Contract Journal" button is pressed after selecting a single policy under the where used list tab. The ALV's for the contract journal overview can be enhanced by the customers using the standard BADI: /PM0/ABP_CDM_ALV_ES with their specific implementation SAP SE or an SAP affiliate company. All rights reserved. 41

42 3.9 External Date - Derivation of Master Policy Data Beneficiary Derivation Overview: External date change beneficiary This functionality allows you to derive the beneficiary defined in the master policy to the child policies. Create and execute a Time Model Function via Schedule related dates. The child policies must be positioned on or after the effective date to see the beneficiary information under partner in the child policies. Customizing Activities: Define new Time Model Function Create a new Time Model Function beneficiary data synchronization. To view the new Time Model Function, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions To add the new Time Model Function to an existing product module group, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions SAP SE or an SAP affiliate company. All rights reserved.

43 The journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI, so if you want to stop a scheduling of the collection time model, then create a new implementation with the filter '/PMG/BNFCRY_MP' and the flag ev_tmf_skip is to be set as true Multiple Master Policy Partner Derivation Overview: External date change Multiple Master policy partner This functionality allows you to derive the policy partners defined in the master policy to the child policies. Create and execute a Time Model Function via Schedule related dates. The child policies must be positioned on or after the effective date to see the policy partner's information under partner in the child policies. The default policy partner flag should be set in the master policy as a prerequisite. Customizing Activities: Define new Time Model Function A new Time Model Function was created for premium payer distribution synchronization. To view the new Time Model Function created, see the Define Dates and Time Model Functions Customizing activity under 2017 SAP SE or an SAP affiliate company. All rights reserved. 43

44 Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions Add the new Time Model Function to an existing product module group. To assign it, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions To define the journal entry for the new Time Model Function, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI, so if you want to stop a scheduling of the collection time model then a new implementation needs to be created with the filter '/PMG/MPP_MP' and the flag ev_tmf_skip is to be set as true SAP SE or an SAP affiliate company. All rights reserved.

45 3.9.3 Clause Derivation Overview: External date change Clause This functionality allows you to derive the clauses of a master policy to its child policies. For this a Time Model Function is created and executed via Schedule Related Dates. The child policies must be positioned on or after the effective date to see the clause data in the child policies. The child policies must exist as children of the master before the date is scheduled or the TMF will not be listed under the child's planned processing activities. Customizing Activities: Define new Time Model Function A new Time Model Function was created for clause synchronization. To view the new Time Model Function, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions The new Time Model Function is to be added to an existing product module group. To assign it, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions 2017 SAP SE or an SAP affiliate company. All rights reserved. 45

46 The journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_MPSYNC_RNW_TMF_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI, so if you want to stop a scheduling of the clause time model then a new implementation needs to be created with the filter '/PMG/CLAUSE_MP' and the flag EV_TMF_SKIP is to be set as true Coinsurance Derivation Overview: External date change Coinsurance This functionality allows you to derive the coinsurance data of a master policy to its child policies. For this a Time Model Function is created and executed via Schedule Related Dates. The child policies must be positioned on or after the effective date to see the coinsurance data in the child policies. The child policies must exist as children of the master before the date is scheduled or the TMF will not be listed under the child's planned processing activities. Customizing Activities: Define new Time Model Function A new Time Model Function was created for coinsurance synchronization. To view the new Time Model Function, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions SAP SE or an SAP affiliate company. All rights reserved.

47 The new Time Model Function is to be added to an existing product module group. To assign it, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions The journal entry for the new Time Model Function is to be defined. To view this, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision 2017 SAP SE or an SAP affiliate company. All rights reserved. 47

48 You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_MPSYNC_RNW_TMF_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI so if you want to stop a scheduling of the Clause time model then a new implementation needs to be created with the filter '/PMG/CLAUSE_MP' and the flag EV_TMF_SKIP is to be set as true Collection Type Derivation Overview: External date change collection Type This functionality allows you to derive the collection type of master policy to the child policies. For this a Time Model Function is created and executed via Schedule related dates. The child policies must be positioned on or after the effective date to see the collection type under premium payer in the child policies. Customizing Activities: Define new Time Model Function A new Time Model Function was created for collection type data synchronization. To view the new Time Model Function, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions The new Time Model Function is to be added to an existing product module group. To assign it, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions SAP SE or an SAP affiliate company. All rights reserved.

49 The journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_DESC_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI so if you want to stop a scheduling of the collection time model then a new implementation needs to be created with the filter '/PMG/CLTYP_MP' and the flag ev_tmf_skip is to be set as true Creditor Derivation Overview: External date change Creditor This functionality allows you to derive the creditors of a master policy to its child policies. A Time Model Function is created and executed via Schedule Related Dates. The child policies must be positioned on or after the effective date to see the creditor data in the child policies. The child policies must exist as children of the master before the date is scheduled or the TMF will not be listed under the child's planned processing activities SAP SE or an SAP affiliate company. All rights reserved. 49

50 Customizing Activities: Define new Time Model Function A new Time Model Function was created for Creditor synchronization. To view the new Time Model Function, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions The new Time Model Function is to be added to an existing product module group. To assign it, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions The journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries SAP SE or an SAP affiliate company. All rights reserved.

51 New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_MPSYNC_RNW_TMF_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI, so if you want to stop a scheduling of the creditor time model, then a new implementation needs to be created with the filter '/PMG/CRDITOR_MP' and the flag EV_TMF_SKIP is to be set as true Multiple Master Policy Partner Derivation Overview: External date change Multiple Master policy partner This functionality allows you to derive the policy partners defined in the master policy to the child policies. A Time Model Function is created and executed via Schedule related dates. The child policies must be positioned on or after the effective date to see the Policy partner's information under partner in the child policies. The default policy partner flag should be set in the master policy as a prerequisite. Customizing Activities: Define new Time Model Function A new Time Model Function was created for premium payer distribution synchronization. To view the new Time Model Function, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions 2017 SAP SE or an SAP affiliate company. All rights reserved. 51

52 The new Time Model Function is to be added to an existing product module group. To assign it, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions The journal entry for the new Time Model Function is to be defined. To view it, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_SYNC_RNW_TMF_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI so if you want to stop a scheduling of the collection time model, then a new implementation needs to be created with the filter '/PMG/MPP_MP' and the flag ev_tmf_skip is to be set as true Configuration of Surcharge/Discount TMF Overview: When a contract/coverage/coverage package level a surcharge/discount exists which doesn t have the start date of its parent, then the calculation adjustment TMF shall be scheduled for that later date. This is achieved by creating a new Time Model Function /PMG/PTSDCALC of type TMF SAP SE or an SAP affiliate company. All rights reserved.

53 The following are the main elements of TMF creation: - Creation of new Business Component - Maintain standard implementations for Business Component - Define journal entries - Creation of Dates in SE43 - Configure the TMF in SPRO - Define Execution Criteria for Time Model Functions Business Component 445 To create a new business component for the Time Model Function, create a new entry in the view /PM0/ABU_PBCID Maintain Standard Implementation for Business Component Standard implementations need to be configured with respect to the business component configured in the previous step. These implementations are simply the LoB specific TMF implementation classes SAP SE or an SAP affiliate company. All rights reserved. 53

54 Define Journal Entries A journal entry T_PTSDCALC shall be created with processing type PROC_T, in SPRO at path: SAP Customizing Implementation Guide Policy Management In-Force Business Management Basis Journal Define Journal Entries Create New Dates for Time Model Function To configure a new TMF for Surcharge/Discount calculation new dates are defined in transaction SE43. When you create an entry for new date, assign the journal entry created in the previous step to it SAP SE or an SAP affiliate company. All rights reserved.

55 The LoB specific IDs are created and the TMF execution class is assigned Configure Time Model Function in SPRO The Time Model Function is finally configured in the IMG activities at the path: SAP Customizing Implementation Guide Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions Define Execution Criteria for Time Model Function Configure the created Time Model Function for the LoB specific product module group. The image below depicts the configuration for the life product module group. A similar configuration is maintained for non-life product module groups as well SAP SE or an SAP affiliate company. All rights reserved. 55

56 3.11 Business Process: Mass-enablement of Business Transactions Mass Exclude Coverage Overview You can change a master policy and choose the option Schedule Business Transaction to mass exclude a contract coverage from policies that belong to a master policy. This exclude option is available for life- and fund-based contracts with supplementary type coverages. Coverages with assigned fund assets are not permitted to be excluded. The mass transaction is available with Bus.Trans.Exec.Level = Coverage. The coverage will be removed from the policies from the effective date of the scheduled change. The system prompts you to choose an option to handle the Exclusion of Supplementary Insurance. The options presented are the same as the single business transaction for exclude coverage. The scheduled changes are released using the Update Policies/Contracts update run. Product Template IBC Configuration: To enable the mass exclude coverage functionality, the product template for the coverage needs the Exclude Coverage mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. Business Add-Ins (BAdIs) BAdI: Enhancement Spot for Exclude Coverage You can use this BAdI to add additional checks during the scheduling of mass exclude coverage. A default implementation exists to ensure mandatory fields are supplied. The default implementation also raises an error if the coverage has a fund asset assigned as coverage exclusions of this type are not permitted. The BAdI name is /PMG/GE_PROC_COV_EXC_BADI. Sample implementation name is /PMG/GE_MBTX_COV_EXC_CHECKS SAP SE or an SAP affiliate company. All rights reserved.

57 Mass Change Beneficiary Overview You can change a master policy and choose the option Schedule Business Transaction to mass change the partner beneficiary on policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Contract or Coverage. The existing beneficiary will be removed and replaced with the newly selected one. The new beneficiary will be inserted into the policies Partner tab from the effective date of the scheduled change. You can add a single beneficiary or multiple beneficiaries split by share percentage or share amount. The scheduled changes are released using the Update Policies/Contracts update run. Product Template IBC Configuration: To enable the mass change beneficiary functionality, the product template for the contract or coverage needs the Change Beneficiary mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. Business Add-Ins (BAdIs) BAdI: Enhancement Spot for Mass Change Beneficiary You can use this BAdI to set additional checks during the scheduling of mass change beneficiary. A default implementation exists to ensure at least one new beneficiary line is added with mandatory fields supplied. The default implementation also checks that the rank information is supplied in the correct sequence and that the share percentage is not greater than 100% at each rank and sub-coverage type combination. The BAdI name is /PMG/GE_PROC_BNY_BADI. Sample implementation name is /PMG/GE_MBTX_BNY_CHECKS SAP SE or an SAP affiliate company. All rights reserved. 57

58 Mass Change Creditor Overview You can change a master policy and choose the option Schedule Business Transaction to mass change the partner creditor on policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Contract or Coverage. The existing creditor will be removed and replaced with the newly selected one. The new creditor will be inserted into the policies Partner tab from the effective date of the scheduled change. You can add a single creditor or multiple creditors split by share percentage or share amount. The scheduled changes are released using the Update Policies/Contracts update run. Product Template IBC Configuration: To enable the mass change creditor functionality, the product template for the contract or coverage needs the Change Creditor mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. Business Add-Ins (BAdIs) BAdI: Enhancement Spot for Change Creditor You can use this BAdI to set additional checks during the scheduling of mass change creditor. A default implementation exists to ensure at least one new creditor line is added with mandatory fields supplied. The default implementation also checks that the rank information is supplied in the correct sequence and that the share percentage is not greater than 100% at each rank and sub-coverage type combination. The BAdI name is /PMG/GE_PROC_CDR_BADI. Sample implementation name is /PMG/GE_MBTX_EI_CDR SAP SE or an SAP affiliate company. All rights reserved.

59 Mass Change Execute Manual Rating Overview The business transaction Execute Manual rating (P_B_S_MRT_XCT) is mass-enabled for use in the Mass Change business process to perform the following changes on all or a subset of policies belonging to a Master Policy Change the Premium data by specifying a premium rate or Absolute premium Add an Alternate Commission participant data to all the policies of a master contract. This functionality is executable at coverage level. When the update run is executed, the existing premium data of the policy will be modified with the new premium based on the business transaction. This data is defaulted to the designated assigned policies during master policy-related New Business or Move-In. Product Template IBC Configuration: To enable the mass execute manual rating functionality, the product template for the coverage needs the Execute Manual Rating mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. Business Add-Ins (BAdIs) BAdI: Enhancement Spot for Execute Manual Rating You can use this BAdl to perform custom validations on the Execute Manual Rating mass change transaction. The BAdI name is /PMG/GE_MBTX_MART_BADI. Sample implementation name is /PMG/GE_MBTX_MAR_EI SAP SE or an SAP affiliate company. All rights reserved. 59

60 Mass Perform Premium Waiver Overview You can change a master policy and choose the option Schedule Business Transaction to mass enable a premium waiver on Life policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Contract. The premium of the contract is waived until the end of the contract. A new commission participant for claw back can be added via ALV. The commission case can be set to status pending. The scheduled changes are released using the Update Policies/Contracts update run. Product Template IBC Configuration: To enable the mass perform premium waiver functionality, the product template for the contract needs the Perform Premium Waiver mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. Business Add-Ins (BAdIs) BAdI: BADI implementation of Execute Manual Rating Mass BTX You can use this BAdI to add additional checks during the scheduling of mass perform premium waiver. A default implementation exists to ensure mandatory fields are supplied. The default implementation also checks when one or more different commission participants are entered the values for the direct and indirect rates add up to 100% for all participants specified. The BAdI name is /PMG/GE_PROC_PRW_BADI. Sample implementation name is /PMG/GE_MBTX_PRW_CHECKS SAP SE or an SAP affiliate company. All rights reserved.

61 Mass Process Premium Waiver Overview You can change a master policy and choose the option Schedule Business Transaction to mass enable a premium waiver on non-life policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Policy, Contract and Coverage. The premium is waived until the end date that you enter. The scheduled changes are released using the Update Policies/Contracts update run. Product Template IBC Configuration To enable the mass process premium waiver functionality, the product template for the policy, contract or coverage needs the Perform Premium Waiver mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. Business Add-Ins (BAdIs) BAdI: Enhancement Spot for Process Premium Waiver You can use this BAdI to set additional checks during the scheduling of mass process premium waiver. A default implementation exists to ensure mandatory fields are supplied. The BAdI name is /PMG/GE_PROC_PPW_BADI. Sample implementation name is /PMG/GE_MBTX_PPW_CHECKS Process Coinsurance Overview The business transaction Process Coinsurance (P_B_S_COINS_AMD) is mass-enabled to be executed in the Mass Change business process. During the processing of the business transaction, the adding of a distribution plan 2017 SAP SE or an SAP affiliate company. All rights reserved. 61

62 template only takes place on the main axes that are defined as relevant for coinsurance in the In-force Business Configurator (IFBC). Product Template IBC Configuration To be able to execute process coinsurance mass change for a product, the business transaction should be added to the set of assigned business transactions for the product: 1. Follow the path: SAP Easy Access SAP Menu Policy Management In Force Management Product Templates Edit Product Templates. 2. Select the product for which the Process Coinsurance business transaction should be allowed and go to the Business Transactions tab. 3. Add the Process Coinsurance business transaction to the list of assigned business transactions Change Commission Participant Overview The Change Commission Participant business transaction has been mass-enabled to be executed in the Mass Change Business Process. This allows you to change commission participant data for the Master Policy. Business Add-Ins (BAdIs) The following BAdIs are provided and can be implemented if required: BAdI name BAdI: User Validations for commission participant in Master Policy /PMG/GE_PROC_CPP_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) BAdI: User Validations for commission participant in Master Policy SAP SE or an SAP affiliate company. All rights reserved.

63 BAdI name Path BAdI: /PMG/GE_MBTX_EDC_STRUCT_BADI This BAdI can be used to define the EDC structure of the Commission and Commission Role entity. This is a multi-use BAdI and can be used to map the Entity with the Entity structure. BAdI Definition: /PMG/GE_MBTX_EDC_STRUCT_BADI Interface: /PMG/IF_MBTX_EDC_STRUCT Enhancement Spot: /PMG/GE_MBTX_EDC_STRUCT_ES Perform Additional Payment Overview The business transactions Perform Additional Payment for benefit increase (P_L_S_CPM_IBN) and Perform Additional Payment for shortening of policy duration are mass-enabled to be executed in the Mass Change business process. During the processing of the business transaction, the additional payment data can be added at the contract level. Product Template IBC Configuration To be able to execute perform additional payment for a product, the business transactions should be added to the assigned set of business transactions for the product. 1. Follow the path: SAP Easy Access SAP Menu Policy Management In Force Management Product Templates Edit Product Templates. 2. Select the product for which the business transactions should be allowed and go to the Business Transactions tab. 3. Add the Perform Additional Payment for benefit increase and Perform Additional Payment for shortening of policy duration business transactions to the list of assigned business transactions. Business Add-Ins (BAdIs) The following BAdIs are provided and can be implemented as required: BAdI BAdI: Mass Change: Validations for Perform Additional Payments BAdI name: /PMG/GE_PROC_DDC_ADDPYMNT_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Business Process Business Add-Ins (BAdIs) Mass Change Perform Additional Payment BAdI: Validations for Perform Additional Payments 2017 SAP SE or an SAP affiliate company. All rights reserved. 63

64 BAdI Path BAdI: /PMG/GE_MBTX_EDC_STRUCT_BADI This BAdI can be used to define the EDC structure of the additional payment, additional premium payer entity. This is a multi-use BAdI and can be used to map the Entity with the Entity structure. BAdI Definition: /PMG/GE_MBTX_EDC_STRUCT_BADI Interface: /PMG/IF_MBTX_EDC_STRUCT Enhancement Spot: /PMG/GE_MBTX_EDC_STRUCT_ES Enhancement Implementation: /PMG/GE_MBTX_ADDPYMT_EDC_EI Mass Enable Relocation of Policies Overview: You can change a master policy and choose the option Schedule Business Transaction to mass enable the Relocation of policies (Change of master policy assignment) on policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Policy. In the input field, a new master policy number should be entered. The check boxes selection is optional. If the first check box is selected then the derivations like (Surcharge/discount, creditor, beneficiary, limits, deductibles etc.) will be defaulted to all the existing child policies. If the second check box is selected, then the older derivations which are defaulted from the master policy will be deleted. The scheduled changes are released using the Update Policies/Contracts update run SAP SE or an SAP affiliate company. All rights reserved.

65 Product Template IBC Configuration: To enable the mass change Relocation of policies functionality, the product template for the Policy Change master policy assignment mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. New Business Add-Ins (BAdIs): BAdI: Enhancement Spot for Mass enablement of Relocation of policies You can use this BAdI to set additional checks during the scheduling of mass change of Relocation of policies (Change of Master policy assignment ). A default implementation exists to ensure mandatory fields are supplied The BAdI name is /PMG/GE_MASS_REL_GRP_BADI. Sample implementation name is /PMG/CL_GE_PROC_MREL_GRP_BADI Mass Enable Renewal Preparation Overview: You can change a master policy and choose the option Schedule Business Transaction to mass enable the renewal preparation ( letter of invitation ) on policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Contract. You can either choose from one of the options (Trigger renewal or no Renewal). If you choose the trigger renewal option, then the contract is available for renewal, and the Renewal Decision BTX must be executed to renew the contract. The scheduled changes are released using the Update Policies/Contracts update run SAP SE or an SAP affiliate company. All rights reserved. 65

66 Product Template IBC Configuration: To enable the mass change Renewal Preparation functionality, the product template for the contract Letter of invitation mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change. New Business Add-Ins (BAdIs): BAdI: Enhancement Spot for Renewal Preparation You can use this BAdI to set additional checks during the scheduling of mass Renewal preparation (Letter of invitation). A default implementation exists to ensure mandatory fields are supplied The BAdI name is /PMG/GE_PROC_RENWL_PRPTN_BADI. Sample implementation name is /PMG/GE_MBTX_RNW_PRPTN_CHECKS Mass Enable Renewal Decision Overview: You can change a master policy and choose the option Schedule Business Transaction to mass enable the renewal decision on policies that belong to a master policy. The mass transaction is available with Bus.Trans.Exec.Level = Contract. Before executing this transaction renewal preparation Mass BTx should be executed with trigger renewal option The scheduled changes are released using the Update Policies/Contracts update run SAP SE or an SAP affiliate company. All rights reserved.

67 Product Template IBC Configuration: To enable the mass change Renewal Preparation functionality, the product template for the contract Letter of invitation mass business transaction assigned on the Bus. Transactions tab under business process MA Mass Change Mass Processing of Open Policy Applications Mass Processing This functionality allows you to schedule mass processing of open policy applications by entering transaction /PMG/GE_FPP_OAPPL. An open policy application must exist in the system. You can create policy application in Policy Management In-Force Business Management New Business SAP SE or an SAP affiliate company. All rights reserved. 67

68 3.13 Configuration of Master Policy Template for Multiple Mass Change Locking Overview: If the system configurator wants to restrict the mass change at the master policy level, he can achieve by setting the master policy attribute LOCK_MASS_CHG Master Policy Template Configuration The master policy template shall be enhanced with a new attribute LOCK_MASS_CHG SAP SE or an SAP affiliate company. All rights reserved.

69 3.14 Execute Mass Change for a Specific Mass Change Authorization for Using the Functionality SAP Policy Management, add on for group insurance can provide the user with the authorization to a specific activity or not. The user will require the authorization for the Authorization object: /PM0/FPP, For Activity: 16 This is the same authorization that the user requires to create a FPP Run for the standard FS-PM functionality to schedule an FPP Run if the background either immediately or with a specific date/time. If the user is unauthorized, the button will be disabled Dual Control for Mass Change BADI to Activate the Dual Control SAP Policy Management, add on for group insurance can enhance, change or activate a functionality using the BADI framework for the desired applications. This is possible where ever SAP has provided with these options by providing BADIs to the customers which they can implement and alter the behavior of the standard system SAP SE or an SAP affiliate company. All rights reserved. 69

70 The BADI which is provided for this functionality is: /PMG/GE_MDL_DUALCTRL_ACT_BADI. This BADI is available under the enhancement spot: /PMG/GE_MDL_DUALCTRL_ACT_ES. This BADI is a single use BADI and there is NO default implementation from SAP. So the DUAL control will NOT be active in the system unless the above mentioned BADI is implemented in the system. The system configurator or a consultant can create an implementation for this BADI and decide whether DUAL control is active for the mass change process or not. If the DUAL control is active, the BADI implementation should provide the system name of a user who will be the approver of this mass change. This will then create a workflow item to approve the mass change on the supplied user name from the BADI Workflow Checks You should make sure that the agent assignment for the activity: TS under the workflow /PMG/MDL1 should be marked as General Task like in the below Screenshot. Make sure that the automatic workflow customization under the transaction is maintained correctly in the transaction SWU SAP SE or an SAP affiliate company. All rights reserved.

71 These above steps are necessary for the system to work properly for a workflow environment Mass Change BTX New State / Update State Operation Overview: The new state or the update state operations for the Mass BTX are the new way of performing operations with the BTXs. For the enablement of this functionality the system should have SAP Policy Management, group insurance add-on 1.1 installed. The customizations are delivered from SAP for the BTX's supported. The changes that the customer can make is the defaulting of what type of behavior is required for the BTX's. The customization can be maintained in the below path: SPRO Policy Management Policy Management Group Enhancement Business Processes Mass Change Set Default Action for BTX's The customization can also be set using the transaction SM30 for the maintenance view: /PMG/GE_PMBTXACT. Here under this customization the configurator of the system can define the default behavior of the BTX present. From the delivery perspective, we have delivered the customization with user input, but this can be changed SAP SE or an SAP affiliate company. All rights reserved. 71

72 Note Do not add any other BTX ID which is not delivered, as it will make the Mass change BTX behavior unstable. The 3 options to default are: 1. User Action: With this option the user who runs the Mass change will get a pop-up to ask if they want the New State operation or Update State operation to be defaulted for this Mass Run for this BTX. 2. Operations (Add, Update, and Delete): With this option the system behavior will be defaulted and the end user will get the option to Add, Update or delete the data of the single policy for which the Mass BTX is being run. 3. Operations (New state or Update State): With this option the system behavior will be defaulted and the user will not get any options to choose the operation. And based on the BTX, it will either perform a new state operation or an update state operation. For reference the below BTX's are delivered with New state operation. With the new state operation, the system will delete all the existing data for the entity for which the BTX is being executed and then add the data the user entered during the execution of the transaction. P_B_S_PHD_AMD: Change Policy Holder. P_B_S_PPY_AMD: Change Premium Payer. With the Update State operation, the system will insert the data entered by User during the execution of the transaction if the entered data does not exist for the entity for which the BTX is being executed. Below BTXs are delivered with Update State operation. P_B_S_CLS_AMD: Change Clause. P_B_S_SPMDCT_AMD: Change Surcharge/Discount. P_B_S_DDC_AMD: Change Deductible. P_B_S_PPD_IFR_AMD: Change Adjustment (Life, Contract). P_B_S_COV_IFR_AMD: Change Adjustment (P&C/Non-Life, Coverage) Group Discount Dependent on Number of Objects Overview In Create and Change Master Policy, you can provide a range of members to whom to apply the group discount. In New business and Move-in, Group discount functionality is not considered. In the Mass Change business process, you can enter a group discount in the Surcharge/discount (P_B_S_SPMDCT_AMD) business transaction. Business Add-Ins (BAdIs) The following BAdI is provided and can be implemented as required: BAdI name: /PMG/GE_NOBJ_GRP_DIS_MCHG_BADI SAP SE or an SAP affiliate company. All rights reserved.

73 This BAdI can be used to define the number of objects to provide group discount during the Mass Change business transaction Surcharge/Discount (P_B_S_SPMDCT_AMD). Details of this BAdI are provided below: BAdI Definition: /PMG/GE_NOBJ_GRP_DIS_MCHG_BADI Interface: /PMG/IF_GE_NOBJ_GRP_DISC_BADI Enhancement Spot: /PMG/GE_NOBJ_GRP_DISC_MCHG_ES Enhancement Implementation: /PMG/GE_NOBJ_GRP_SUPDC_MCHG_EI 3.18 Correspondence Overview Correspondence handling is now enabled for master policy in addition to policy business processes. The following two main parts provide the overview for the master policy functionality: Trigger correspondence request for master policy Retrieve relevant master policy information Correspondence Request for Master Policy Customizing Activities A series of Customizing activities are required to enable correspondence for the master policy, as explained below. Custom Activity Define Correspondence Types Define Sample Settings for Each Correspondence Type and Role Set FS-PM-Specific Correspondence Types Define Application Forms for Correspondence Define Application Forms Path In Customizing for Cross-Application Components, choose General Application Functions Correspondence Define Correspondence Types In Customizing for Policy Management, choose Correspondence Management Correspondence Control Define Sample Settings for Each Correspondence Type and Role In Customizing for Policy Management, choose Correspondence Management Correspondence Modules Set FS-PM-Specific Correspondence Types In Customizing for Cross-Application Components, choose General Application Functions Correspondence Define Application Forms for Correspondence In Customizing for Cross-Application Components, choose General Application Functions Print Workbench Define Application Forms 2017 SAP SE or an SAP affiliate company. All rights reserved. 73

74 Custom Activity Manually Schedule Master Policy Correspondence Set Technical Settings for Master Policy Correspondence Define Master Policy Correspondence Data Settings Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Schedule Master Policy Correspondence Manually In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Set Technical Settings for Master Policy Correspondence In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Define Master Policy Correspondence Data Settings Business Add-Ins (BAdIs) The following BAdIs are provided and can be implemented as required: BAdI BAdI: Retrieval of Master Policy Correspondence Types from Customizing BAdI name: /PMG/GE_COR_MP_COR_BADI BAdI: Collection of Master Policy Data for Correspondence BAdI name: /PMG/GE_COR_MP_CORAP_BADI BAdI: Determination of Recipient for Master Policy Correspondence BAdI name: /PMG/GE_COR_RECIPIENT_BADI BAdI: Flexible Scheduling of Master Policy Correspondence BAdI name: /PMG/GE_COR_CORGCPLAN_BADI BAdI: Check for Correctness of Correspondence Language BAdI name: /PMG/GE_COR_CHECK_LANG_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Business Add-Ins (BAdIs) BAdI: Retrieval of Master Policy Correspondence Types from Customizing In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Business Add-Ins (BAdIs) BAdI: Collection of Master Policy Data for Correspondence In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Business Add-Ins (BAdIs) BAdI: Determination of Recipient for Master Policy Correspondence In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Business Add-Ins (BAdIs) BAdI: Flexible Scheduling of Master Policy Correspondence In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Business Add-Ins (BAdIs) BAdI: SAP SE or an SAP affiliate company. All rights reserved.

75 BAdI Path Check for Correctness of Correspondence Language BAdI: Check for Correctness of Master Policy Correspondence BAdI name: /PMG/GE_COR_CHECK_BADI In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Business Add-Ins (BAdIs) BAdI: Check for Correctness of Master Policy Correspondence Recurring Correspondence on Master Policy Overview You can schedule, view and execute periodic correspondence on a master policy. These operations consist of the following three separate transactions: Schedule recurring correspondence with required inputs and after scheduling view the result View any scheduled correspondence by giving the necessary inputs Execute the scheduled correspondence until a particular target date Customizing Activities To execute recurring correspondence, valid master policy correspondence types should be configured in the system. Follow the steps as explained in section To schedule recurring correspondence based on a specific frequency, configure valid frequency types. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Maintain recurring correspondence frequency ID Use the BAdI Determine recurring correspondence frequency schedule to maintain the frequency identifier. Business Add-Ins (BAdIs) The following BAdIs are provided as part of the scheduling transaction: BAdI name BAdI: Determine recurring correspondence frequency schedule /PMG/GE_RCORR_FRQ_BADI BAdI: Additional fields for recurring correspondence scheduling /PMG/GE_RCORR_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Recurring Correspondence Business Add-Ins (BAdIs) BAdI: Determine recurring correspondence frequency schedule In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Recurring Correspondence Business Add-Ins (BAdIs) BAdI: Determine recurring correspondence frequency schedule 2017 SAP SE or an SAP affiliate company. All rights reserved. 75

76 BAdI name BAdI: Derive transient fields for display /PMG/GE_REC_CORR_TRANS_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Recurring Correspondence Business Add-Ins (BAdIs) BAdI: Derive transient fields for display Automatic Scheduling of Correspondence at Master Policy This functionality allows you to schedule automatic correspondence at Master Policy. Customizing Activities: Master Policy Category for Automatic Correspondence A new category for automatic correspondence must be created. This can be done in Master Policy Category for Automatic Correspondence Customizing activity under Policy Management Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Automatic Correspondence for Master Policy Master Policy Category for Automatic Correspondence Plan Automatic Correspondence for Master Policy A new category for automatic correspondence must be created. This can be done in Plan Automatic Correspondence for Master Policy Customizing activity under Policy Management Policy Management Group Enhancement Group Insurance Management Basis Correspondence Management Automatic Correspondence for Master Policy Plan Automatic Correspondence for Master Policy SAP SE or an SAP affiliate company. All rights reserved.

77 3.19 Selection of Policies Within Given Master Policy Overview Selection functionality allows you to select subsets of policies that are part of a master policy. You can perform the selection based on policy, contract, coverage, subcoverage, coverage bundle, and insured objects data. The selection result contains all the policies which match the selection conditions together with policy, contract, coverage, subcoverage, coverage bundle, and insured object data. The selection result set can be used to execute mass change business processes. Customizing Activities Include Fields for Free Selection The selection report has the option for the user to enter free selection criteria for main axis elements and the corresponding objects. This customizing activity enables you to maintain the fields you want to include for free selection. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Selection of Policies Include Fields for Free Selection Exit Concept for FPP Parallel processing for Selection in background is currently set up with two parallel jobs. The number of parallel jobs is hardcoded in class /PMG/CL_GE_GESEL_INITRUN. This class is assigned to the view Exit Concept for FPP (FPP Exit: INIT_RUN). This can be adjusted to meet your customer needs by implementing your own algorithm in your own class. This class must replace the delivered class in customizing under sm30 view /PM0/ABDYFPPEXIT (for Mass Activity /PMG/GESEL and FPP Exit INIT_RUN). Maintenance of Interval Distribution To create a result in the background, the object for parallelization in FPP must be maintained with a default distribution. This must be done in transaction /PM0/FPPOBJ Interval Distribution Parallel Processing Object - FPP SELECTION Premium Simulation on Master Policy Overview Premium Simulation on Master policy enables you to simulate the premium on all the assigned policies under a master policy as on an effective date and display simulated results in an ALV. Business Add-Ins (BAdIs) BAdI name: /PMG/GE_PROC_PSIM_BADI Use this BAdI to perform customer enhancement for displaying premium simulation results SAP SE or an SAP affiliate company. All rights reserved. 77

78 Commission Participant Derivation Overview: External date change Commission Participant This functionality allows you to derive the commission participants of a master policy to its child policies. For this a Time Model Function is created and executed via Schedule Related Dates. The child policies must be positioned on or after the effective date to see the commission participants in the child policies. The child policies must exist as children of the master before the date is scheduled or the TMF will not be listed under the child's planned processing activities. Customizing Activities: Define new Time Model Function A new Time Model Function was created for commission participant synchronization. To view the new Time Model Function created, see the Define Dates and Time Model Functions Customizing activity under Policy Management In-Force Business Management Basis Update Time Model Define Dates and Time Model Functions The new Time Model Function is to be added to an existing product module group. To do this assignment, see the Define Execution Criteria for Time Model Functions Customizing activity under Policy Management In- Force Business Management Basis Update Time Model Define Execution Criteria for Time Model Functions SAP SE or an SAP affiliate company. All rights reserved.

79 The journal entry for the new Time Model Function is to be defined. To view this, see the Define Journal Entries Customizing activity under Policy Management In-Force Business Management Basis Journal Define Journal Entries New Business Add-Ins (BAdIs) BAdI: MP Sync TMF Renewal decision You can decide not to run a certain synchronization Time Model Function during renewal via this BADI. The BAdI name is /PMG/GE_MPSYNC_RNW_TMF_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Business Processes Business Add-Ins (BAdIs) Master Policy data Synchronization during Renewal BAdI: BAdI:Decision for the TMF call during Synchronization at Renewal. This is a filter BAdI so if you want to stop a scheduling of the Commission Participants time model then a new implementation needs to be created with the filter '/PMG/COMMIS_MP' and the flag EV_TMF_SKIP is to be set as true SAP SE or an SAP affiliate company. All rights reserved. 79

80 3.21 Simulation of Mass Run BAdI /PMG/GE_ABG_MASS_SIMU_BADI: Determine package size for Mass Simulation Overview: A package is defined as a subset of policies for a given master policy. A package size is simply the number of policies within a package. This BAdI determines the package size during the simulation of mass run. During the simulation of mass run, the execution of a business transaction is performed on a master policy and the results are displayed accordingly. If a master policy has many policies, the performance can be very bad if the simulation is performed in one logical unit of work (LUW). Hence, for simulation we use the parallel processing. And in each of the parallel processing tasks, simulation is performed for a certain number of policies. The number of policies to be processed is determined from this BAdI. The path of the configuration is: Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Simulation of Mass Run Business Add-Ins (BAdIs) BAdI: Determine package size for Mass Simulation of a Business Transaction 3.22 Business Process: Reversal of Mass Change Overview The reversal of a mass change is done via an FPP run. Therefore, an FPP mass activity is defined with application FS-PM and mass activity ID /PMG/MREV. The activity can be executed with the transaction /PMG/GE_RMC. With the reversal of a mass change, you can reverse a complete mass change as well as a subset of a mass change: The complete mass change is considered if only a mass change name is entered in the initial screen of the FPP run. A subset of a mass change is considered if there are additional single policies entered or if a result set ID is entered. In this case, the intersecting set of the entered data is determined. In addition, the reversal of a mass change can be performed on active policies/contracts and on inactive policies/contracts (inactive contracts can be reversed contracts or contracts with claims dependencies). For inactive policies/contracts, the respective checkbox must be selected in the screen of the FPP run. Note The reversal of a mass change can be processed more than once. If all the mass changes were already reversed by a previous run, no data will be selected regarding the selection criteria on the screen, and a message will be displayed in the application log SAP SE or an SAP affiliate company. All rights reserved.

81 Caution Cancellation performed by a mass change cannot be reversed by the reversal of a mass change. Business Add-Ins (BAdIs) The following BAdIs are provided and can be implemented as required: BAdI BAdI: Exclude reversal of a policy based on business transaction or pending claims BAdI name: /PMG/GE_RMC_REV During the reversal of a mass change, inactive contracts or contracts with dependencies to claims can be considered. Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) Mass Change Reversal BAdI: Exclude reversal of a policy based on business transaction or pending claims This BAdI is provided give you the flexibility to determine if a policy has claims dependencies or not. If the FPP run is scheduled such that inactive contracts are not to be considered, then the user-specified logic will be used to check if there are any claims dependencies for the policy. If there are any claims dependency, then the reversal will be skipped. BAdI: Exclude re-implementation of a transaction in the background BAdI name: /PMG/GE_RMC_REDO During the Mass Change Reversal there are scenarios in which the changes performed on the policy after the reversed change need to be re-implemented in the background. In such scenarios, a BAdI has been provided to allow you the flexibility to determine if reimplementation of a business transaction can be allowed in the background or not. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) Mass Change Reversal BAdI: Exclude re-implementation of a transaction in the background 3.23 Change Policy Using File Upload Overview This feature enables you to upload a file, extract the data from the file, process the respective business transaction and schedule the BTS job for that business transactions based on the given target date. The following business transaction are supported: Change Duration: P_B_S_DRS_AMD Create Contract: P_B_S_POLPR_CRT Include Coverage: P_B_S_SCV_ICL Exclude Coverage: P_L_S_SCV_EXC A sample report has been developed which performs the operations listed above SAP SE or an SAP affiliate company. All rights reserved. 81

82 Business Add-Ins (BAdIs) The following BAdIs are provided as part of the File Upload: BAdI BAdI: Open and Extract File for Business Transaction Background Processing BAdI name: /PMG/GE_FILE_EXTRACT_BADI BAdI: Check Input Data from file to schedule BTS BAdI name: /PMG/GE_FILE_BTX_VALIDATE_BADI Path In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) Change Using File Input BAdI: Open and Extract File for Business Transaction Background Processing In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Business Add-Ins (BAdIs) Change Using File Input BAdI: Check Input Data from file to schedule BTS 3.24 Service Enablement for Master Policy and Sample Application SAP Group Insurance Add-on provides remote function modules that you can call from a Web Service or external application to retrieve or update the following core functional data from master policies and sample applications. Remote Function Module Read Master Policy Function name /PMG/ABT_READ_MPOL Description Provides the Master Policy data. For example, the templates, sample applications, business partners assigned to the master policy. Also provides a BAdI which can be used to return custom Master Policy entities. Create Sample Application Read Sample Application Metadata Read policies assigned to a Master Policy /PMG/ABT_GET_SA_METADATA /PMG/ABT_READ_SLAVE_MPOL Provides the number of a sample application created from a master policy Provides metadata information about a sample application. For example, the client, the name of the sample application and the template XML data. Provides the policies and the header data of each policy assigned to the Master Policy for a given effective date SAP SE or an SAP affiliate company. All rights reserved.

83 Remote Function Module Update Master Policy Function name /PMG/ABT_UPDATE_MPOL Description Updates individual entities within a Master Policy. For example, you can use it to assign additional business partners or change the beneficiary Read Custom Master Policy Entities Business Add-Ins (BAdIs) BAdI: /PMG/ABT_CUST_ENT_BADI The Read Master Policy function module also provides a BAdI which you can use to create an implementation to read any custom entities created for the master policy. The BAdI requires a custom implementation to retrieve the custom entities: Importing parameters: Master Policy number and effective date. Interface: /PMG/IF_ABT_CUST_ENT. This implementation contains the logic to read the custom entities. The master policy number and the effective date can be used to look up the custom entity data. The name of each entity required can be found in the changing parameter CT_ENTITIES. Once the entity has been retrieved, remove the entity name from CT_ENTITIES. The retrieved custom entity data needs to be appended to the changing parameter CT_RESULT. This parameter is a generic table allowing for the use of different entities, the line type is in the form <Entity Name, Entity Data>, where Entity Data is a structure in the form <Field Name, Field Value>. An optional changing parameter CT_MESSAGES has been provided to transfer any required messages from the BAdI implementation to the function module. The data from these parameters then needs to be set to their respective exporting parameters: Set data from CT_RESULT into ET_CUST_DATA Set date from CT_MESSAGES into ET_MESSAGES Building Web Services 1. In transaction SE80 search for the package containing the required function module. 2. Locate the function module via the path Function Groups Function Modules. 3. Right click the function module and select Create Enterprise Service. The Enterprise Services Create Webservice for Function Module wizard opens to guide you through each individual step required to create the web service SAP SE or an SAP affiliate company. All rights reserved. 83

84 4. Enter a name and description for the web service, then click Cont. 5. Select the Map Name checkbox to map the name of the function module, then click Cont. The system completes the SOAP Application and Profile automatically SAP SE or an SAP affiliate company. All rights reserved.

85 6. Choose the required security profile for the web service, then click Cont. 7. Enter the desired package, then click Cont. 8. Click Complete. The web service now appears in the Enterprises Services section of the chosen package SAP SE or an SAP affiliate company. All rights reserved. 85

86 3.25 Integration of Master Policy Data into BI system The FS-PM system writes data from the following components into DELTA QUEUEs In-Force Business Management Object Management Master Policy Coinsurance BI Data Formatting Overview: Functions involved in MASTER POLICY BI Transformation are /PM0/ABY_FPP_BI_M /PM0/ABY_FPP_BI_M_START /PM0/ABY_FPP_BI_M_END /PM0/ABY_FPP_BI_M_INTERVAL /PM0/ABY_FPP_BI_M_JOBSTART Data Sources Data Source is an object for retrieving data. The Data Source is localized in the OLTP system. Data Sources created for GIA tables and the corresponding Extractor s and extract structures are as follows Database Table Extractor (View) Data Source Extract Structure /PMG/ABDGGEN /PMG/GE_PGEN /PMG/PM_ABDGGEN_ATTR /PMG/GE_ABT_BI_GEN_S /PMG/ABDGGEN_EX1 /PMG/GE_PGEN_EX1 /PMG/PM_ABDGENEX1_ATTR /PMG/GE_ABT_BI_GEN_EX1_S /PMG/ABDGGEN_EX2 /PMG/GE_PGEN_EX2 /PMG/PM_ABDGENEX2_ATTR /PMG/GE_ABT_BI_GEN_EX2_S /PMG/ABDGGEN_EX3 /PMG/GE_PGEN_EX3 /PMG/PM_ABDGENEX3_ATTR /PMG/GE_ABT_BI_GEN_EX3_S /PMG/ABDGGEN_EX4 /PMG/GE_PGEN_EX4 /PMG/PM_ABDGENEX4_ATTR /PMG/GE_ABT_BI_GEN_EX4_S /PMG/GE_MPRM_GRP /PMG/GE_MPRM_V /PMG/PM_GE_MPRM_GRP_ATTR /PMG/GE_BI_MPRM_GRP_S /PMG/GE_MPREM /PMG/GE_MPREM_V /PMG/PM_GE_MPREM_ATTR /PMG/GE_BI_MPREM_S SAP SE or an SAP affiliate company. All rights reserved.

87 Transaction RSA2 for datasource Type of extraction 2017 SAP SE or an SAP affiliate company. All rights reserved. 87

88 Fields involved in the extraction are SPRO Customization Here you can enforce whether the system should format an entity in a transformation run before transferring it to the BI system. The following database tables are introduced with respect to GIA /PMG/ABDGGEN /PMG/ABDGGEN_EX1 /PMG/ABDGGEN_EX2 /PMG/ABDGGEN_EX3 /PMG/ABDGGEN_EX4 /PMG/GE_MPREM /PMG/GE_MPRM_GRP Make the following settings: Table name Transformation Run - Name of the basis entity - Indicates whether this entity should be formatted in a transformation run. Carry forward Run - Specifies in which transformation run the entity should be formatted. There is a transformation run for each business object. Note that the selected transformation run also belongs to the BO model to which the entity also belongs. Portfolio Management SAP SE or an SAP affiliate company. All rights reserved.

89 Object management Fund Management Master policy Coinsurance DataSource Extraction Structure - Name of DataSource - Name of extraction structure Table Name Transformati on Run Carryforwar d Run type Data Source Extract Structure /PMG/ABDGGEN Yes Master Policy /PMG/PM_ABDGGEN_ATTR /PMG/GE_ABT_BI_GEN_S /PMG/ABDGGEN_E X1 Yes Master Policy /PMG/PM_ABDGENEX1_ATT R /PMG/GE_ABT_BI_GEN_EX 1_S /PMG/ABDGGEN_E X2 Yes Master Policy /PMG/PM_ABDGENEX2_ATT R /PMG/GE_ABT_BI_GEN_EX 2_S /PMG/ABDGGEN_E X3 Yes Master Policy /PMG/PM_ABDGENEX3_ATT R /PMG/GE_ABT_BI_GEN_EX 3_S /PMG/ABDGGEN_E X4 Yes Master Policy /PMG/PM_ABDGENEX4_ATT R /PMG/GE_ABT_BI_GEN_EX 4_S /PMG/GE_MPRM_G RP Yes Master Policy /PMG/PM_GE_MPRM_GRP_A TTR /PMG/GE_BI_MPRM_GRP_S /PMG/GE_MPREM Yes Master Policy /PMG/PM_GE_MPREM_ATTR /PMG/GE_BI_MPREM_S 2017 SAP SE or an SAP affiliate company. All rights reserved. 89

90 3.26 Log of Changes - Master Policy Customizing If a new custom generic entity has been developed by the customer, then to include this generic entity as a part of log of changes, the following customizing needs to be maintained: SPRO Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Log of Changes for Master Policy Include Generic Entities in Log of Changes for Master Policy The following are the descriptions of the fields of customizing: Field Name Master Policy Module ID Group name Table Name Description The field must corresponds to the entity mentioned in SPRO: Policy Management Group Enhancement Group Insurance Management Basis In-Force Business Configurator Define Master Policy Module ID The field is an alias part of channel structure of generic entity, which is /PMG/ABCGGEN. The DB table name in which the custom generic entity is stored SAP SE or an SAP affiliate company. All rights reserved.

91 BAdI /PMG/GE_ABG_MX_CHN_LOG_BADI: Non Generic Custom Entities Overview: If a new custom non generic entity has been developed in master policy, then to enable its comparison, you must implement the BAdI /PMG/GE_ABG_MX_CHN_LOG_BADI. The following are the details of the BAdI: The BAdI name is /PMG/GE_ABG_MX_CHN_LOG_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Log of Changes for Master Policy Include Non Generic Entities in Log of Changes for Master Policy The following are the BAdI methods to be implemented: COMPARE This method uses parameter IR_CHNG_API to get the changed master policy data and IR_BASE_API to get the base master policy data. After performing the comparison of non-generic custom entities, write the log to CT_LOG and CT_LOG_ITEM. The parameter CT_LOG contains what entity instances have been created, updated or deleted. The parameter CT_LOG_ITEM contains data of the fields before and after change. A line in CT_LOG corresponds to one or more CT_LOG_ITEMS. And the records between CT_LOG and CT_LOG_ITEM are linked by log ID Top Level Grouping This functionality allows you to create and maintain a group of master policies. This is done by enhancing the master policy structures with a new field to create a relationship. Customizing Activities: Define Grouping of Master Policies A new relationship between master policies has been created. This relationship can be defined in Define Grouping of Master Policies Customizing activity under Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Grouping of Master Policies Define Grouping of Master Policies 2017 SAP SE or an SAP affiliate company. All rights reserved. 91

92 BAdI: MMP Root Entity Fields Selection This BAdI has been provided to allow for the selective copy of fields from the MMP MPO entity to the CMP MPO entity. It has a filter of Business Process ID, meaning that different implementations can exist in parallel for both the 'Create CMP' and 'Change MMP of a CMP' scenarios. BAdI Name: /PMG/GE_MPO_FIELDS_SEL_BADI SAP Policy Management, add on for group insurance can implement BAdIs via the transaction SPRO. In Customizing navigate to Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Top Level Grouping BAdI: Determine the Top Level MPO fields to be copied to the Child MP The following BAdI method is to be implemented: SET_FIELDS Available in this method is the root MPO entity data of the MMP, along with a table structure of the MMP fields and a flag field. The MMP data can be analysed and the table of fields looped through to mark the field for copy or not, this will feed into the copy process and mean that only the fields specified in the BAdI are considered for copy. The default implementation is to copy all fields from MMP to CMP BAdI: MMP Generic Entity Selection This BAdI has been provided to allow for the selective copy of generic entity data from the MMP to the CMP. Again, like the above BAdI, there are filters available; in this BAdI they are the Business Process ID, along with the MPol Mod ID, which is essentially the generic entity type. This means that different implementations can exist for each generic entity, and multiple implementations can exist in parallel for the same generic entity for use in the 'Create CMP' and 'Change MMP of a CMP' scenarios SAP SE or an SAP affiliate company. All rights reserved.

93 BAdI Name: /PMG/GE_MMP_ENTITY_SEL_BADI SAP Policy Management, add on for group insurance can implement BAdIs via the transaction SPRO. In Customizing navigate to Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Top Level Grouping BAdI: Determine generic entities to be copied from Top Level MP to Child MP The following BAdI method is to be implemented: SET_ENTITY_STATUS This method will contain the root MPO entity data of both the MMP and CMP, along with the set of generic entity data from the MMP. This allows you to make a decision about whether the generic entity in question should or should not be skipped during the copy process. The parameters available for change in the method will determine whether the entity should be skipped, and whether it will not be skipped, whether the copy process to the CMP should be an overwrite or an append (Change MMP scenario) BAdI: Copy Non-Generic Entities Overview: A new BAdI has been provided to copy non-generic entities from the master policy to the master policy application and vice versa. The following are the details of the BAdI: The BAdI name is /PMG/GE_ABG_MA_BADI. In Customizing for Policy Management, choose Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Master Policy Application BAdI: Copy non generic entities. The following are the BAdI methods to be implemented: GET_ENTITY_DATA_SRC Get the entity from the source master policy or application. And store the entity to be copied in the buffer. This buffer should be created by the developer in the relevant BAdI implementation class. SET_ENTITY_DATA_TRG Read the buffer set in method GET_ENTITY_DATA_SRC, and set those entities in the target master policy or application BAdI: MMP Reversal This BAdI has been provided to allow for the execution of custom code before an attempt to reverse an MMP is carried out. An MMP cannot be reversed if there are active Child MPs associated with it, so this BAdI call gives the customer an opportunity to implement custom code to reverse the Child MPs and the Single Policies under them before the MMP reversal is attempted SAP SE or an SAP affiliate company. All rights reserved. 93

94 BAdI Name: /PMG/GE_REVERSE_MP_BADI SAP Policy Management, add on for group insurance can implement BAdIs via the transaction SPRO. In Customizing navigate to Policy Management Policy Management Group Enhancement Group Insurance Management Basis Master Policy Management Top Level Grouping BAdI: Enhancement spot for Top Level MP Reversal process The following BAdI method is to be implemented: REVERSE_CHILDREN This method will have the MP number of the MMP to be reversed available for use, and also provided a table of log messages for export that allows the user to add the log messages created during the process for use in determining whether the reversal process should continue FPP Run Create a mass activity /PMG/MMPSY in View Cluster /PM0/VC_FPP_XCUST (Tx: SM34). The start of job function module /PMG/GE_FPP_MMP_JOBSTART sets up the parallelization object. The interval module function module /PMG/GE_FPP_MMP_INTERVAL runs on each interval set. The generic data structure should be /PMG/GE_MMP_FPP_FIELDS_S, this holds MMP data to pass to each interval. The application log object is /PM0/FPP and sub-object is /PM0/SUB. The parallel processing object is /PMG/CL_GE_MMP_FPPINT SAP SE or an SAP affiliate company. All rights reserved.

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96 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. Please see for additional trademark information and notices. Material Number: