SAP for Insurance - SAP Help Portal for Insurance Typographic Conventions Typographic Conventions Type Style Description Example Words or characters quoted from the screen. These include

Master Guide

Document Version: 1.0 – 2017-06-30

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SAP for Insurance 2017

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

SAP for Insurance

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SAP for Insurance

Document History

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© 2017 SAP SE or an SAP affiliate company. All rights reserved. 3

Document History

Version Date Change

1.0 2017-06-30 Initial Version

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SAP for Insurance

Table of Contents

Table of Contents

1 Getting Started .............................................................................................................................. 7 1.1 About this Document ............................................................................................................................ 7 1.2 Related Information ............................................................................................................................. 10

1.2.1 Planning Information .......................................................................................................... 10 1.2.2 Further Useful Links ............................................................................................................. 11 1.2.3 Related Guides ..................................................................................................................... 11

1.3 Further Insurance related Developments .......................................................................................... 11 1.3.1 SAP Fraud Management ..................................................................................................... 11 1.3.2 SAP Fiori Apps ...................................................................................................................... 11

2 SAP Enhancement Packages ..................................................................................................... 13 2.1 Enhancement Package Key Concept .................................................................................................. 13 2.2 Key Facts About Enhancement Packages.......................................................................................... 15

3 Business Scenarios of SAP for Insurance ................................................................................ 16 3.1 SAP Claims Management ....................................................................................................................16

3.1.1 Claims Handling and Fulfillment .........................................................................................16 3.1.2 Claims Subrogation/Recovery ...........................................................................................16 3.1.3 Software Component Matrix ............................................................................................... 17 3.1.4 Implementation Sequence .................................................................................................. 17 3.1.5 Required Support Packages ............................................................................................... 17 3.1.6 Overall Upgrade Sequence .................................................................................................18

3.2 SAP Collections & Disbursements for Insurance ..............................................................................19 3.2.1 Sales Accounting Direct Payer ...........................................................................................19 3.2.2 Sales Accounting Direct Debit and Credit .........................................................................19 3.2.3 Financial Customer Care .....................................................................................................19 3.2.4 Important SAP Notes .......................................................................................................... 20 3.2.5 Software Component Matrix .............................................................................................. 20 3.2.6 Implementation Sequence ................................................................................................. 20 3.2.7 Required Support Packages ............................................................................................... 21 3.2.8 Overall Upgrade Sequence ................................................................................................. 21

3.3 SAP Incentive and Commission Management for Insurance .......................................................... 22 3.3.1 Sales Force Management ................................................................................................... 22 3.3.2 Important SAP Notes .......................................................................................................... 23 3.3.3 Software Component Matrix .............................................................................................. 23 3.3.4 Implementation Sequence ................................................................................................. 24 3.3.5 Required Support Packages .............................................................................................. 25 3.3.6 Overall Upgrade Sequence ................................................................................................ 25

3.4 SAP Financial Asset Management ..................................................................................................... 26 3.4.1 Portfolio Management ........................................................................................................ 26 3.4.2 Portfolio Accounting ........................................................................................................... 27 3.4.3 Portfolio Controlling ............................................................................................................ 27 3.4.4 Important SAP Notes .......................................................................................................... 28 3.4.5 Software Component Matrix .............................................................................................. 28

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3.4.6 Implementation Sequence ................................................................................................. 28 3.4.7 Required Support Packages ............................................................................................... 29 3.4.8 Overall Upgrade Sequence ................................................................................................. 29

3.5 SAP Statutory Reporting for Insurance ............................................................................................ 30 3.5.1 Statutory Reporting ........................................................................................................... 30 3.5.2 Important SAP Notes ......................................................................................................... 30 3.5.3 Software Component Matrix .............................................................................................. 31 3.5.4 Implementation Sequence ................................................................................................. 31 3.5.5 Required Support Packages ............................................................................................... 31 3.5.6 Overall Upgrade Sequence ................................................................................................. 32

3.6 SAP Policy Management ..................................................................................................................... 33 3.6.1 Application Processing and Policy Issuance (New Business) ......................................... 33 3.6.2 Mid-Term Policy Changes and Information ...................................................................... 34 3.6.3 Policy Maintenance ............................................................................................................. 34 3.6.4 Important SAP Notes .......................................................................................................... 34 3.6.5 Software Component Matrix .............................................................................................. 34 3.6.6 Implementation Sequence ................................................................................................. 35 3.6.7 Required Support Packages ............................................................................................... 36 3.6.8 Overall Upgrade Sequence ................................................................................................. 36

3.7 SAP Policy Management Add-On for Auto Insurance ...................................................................... 37 3.7.1 Important SAP Notes .......................................................................................................... 37 3.7.2 Software Component Matrix .............................................................................................. 38 3.7.3 Implementation Sequence ................................................................................................. 38 3.7.4 Required Support Packages ............................................................................................... 38 3.7.5 Overall Upgrade Sequence ................................................................................................. 39

3.8 SAP Policy Management Add-On for Group Insurance ................................................................... 40 3.8.1 Important SAP Notes ......................................................................................................... 40 3.8.2 Software Component Matrix .............................................................................................. 41 3.8.3 Implementation Sequence ................................................................................................. 41 3.8.4 Required Support Packages ............................................................................................... 41 3.8.5 Overall Upgrade Sequence ................................................................................................. 41

3.9 SAP Product Lifecycle Management for Insurance .......................................................................... 42 3.9.1 Product Management ......................................................................................................... 42 3.9.2 Product and Quotation Management for Insurance ........................................................ 42 3.9.3 Important SAP Notes .......................................................................................................... 42 3.9.4 Software Component Matrix .............................................................................................. 43 3.9.5 Implementation Sequence ................................................................................................. 43 3.9.6 Overall Upgrade Sequence ................................................................................................. 43

3.10 SAP Underwriting for Insurance ......................................................................................................... 44 3.10.1 Important SAP Notes .......................................................................................................... 44 3.10.2 Software Component Matrix .............................................................................................. 44 3.10.3 Implementation Sequence ................................................................................................. 44 3.10.4 Overall Upgrade Sequence ................................................................................................. 45

3.11 SAP Reinsurance Management .......................................................................................................... 46 3.11.1 Important SAP Notes .......................................................................................................... 46 3.11.2 Software Component Matrix .............................................................................................. 47 3.11.3 Implementation Sequence ................................................................................................. 47 3.11.4 Required Support Packages ............................................................................................... 48 3.11.5 Overall Upgrade Sequence ................................................................................................. 48

3.12 SAP Insurance Analyzer ...................................................................................................................... 49

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SAP for Insurance

Table of Contents

SAP for Insurance

Getting Started

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1 Getting Started

1.1 About this Document

Purpose

This Master Guide is the central starting point for the technical implementation of the Insurance scenarios that

are part of the following applications:

• SAP enhancement package 8 for SAP ERP 6.0, this means in detail:

o SAP Claims Management (FS-CM)

o SAP Collections & Disbursements for Insurance (FS-CD)

o SAP Incentive and Commission Management for Insurance (FS-ICM)

o SAP Financial Asset Management

o SAP Statutory Reporting for Insurance (FS-SR)

• SAP Policy Management 5.4 (FS-PM)

• SAP Policy Management Add-On for Auto Insurance 1.5 (FS-PMA)

• SAP Policy Management, Group Insurance Add-On 1.1 (FS-PM-PMG)

• SAP Product Lifecycle Management for Insurance 4.0 (FS-PRO)

• SAP Underwriting for Insurance 4.0 (FS-QUO)

• SAP Reinsurance Management 7.0 (FS-RI)

• SAP Insurance Portals and Workplaces 1.0 (FS-IPW)

• SAP Insurance Analyzer 1.0 (FS-IA)

Note

This does not mean that the different applications run together.

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SAP for Insurance

Getting Started

Graphic of Overall Insurance Scenarios

In the following graphic, you can see the architecture of the different scenarios of SAP for Insurance:

Graphic of SAP Policy Management

In the following graphic, you can see more details on the system landscape of SAP Policy Management:

Note

o SAP recommends to run SAP Policy Management (FS-PM) 5.4 always based on the last support

package available and together with SAP enhancement package 7 for SAP ERP 6.0, SP12 (or higher).

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o In case you use SAP Policy Management for Auto (FS-PM-AUTO) as well, always ensure that the

corresponding FS-PM-AUTO support package is available before you use the last available FS-PM

support package.

o You must install SAP Policy Management 5.4 and SAP ERP 6.0 on different SAP NetWeaver

instances.

In case you use two different physical systems, you must ensure that one of the following conditions

apply to the two different physical systems:

Both physical systems are Unicode systems.

None of the physical systems is a Unicode system.

Graphic of SAP Insurance Analyzer

In the following graphic, you can see more details on the system landscape of SAP Insurance Analyzer:

Note

o Nexontis Add-On Solutions are deployed as SAP branded Reseller products SAP Accounting for

Insurance Contracts and SAP Solvency Management for Insurance

o SAP banking Services 8.0 has not to be licensed separately (is included in SAP Insurance Analyzer

Package).

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SAP for Insurance

Getting Started

Constraints

• The business scenarios that are presented here serve as examples of how you can use SAP software in your

company. The business scenarios are only intended as models and do not necessarily run the way they are

described here in your customer-specific system landscape. Ensure to check your requirements and systems

to determine whether these scenarios can be used productively at your site. Furthermore, we recommend

that you test these scenarios thoroughly in your test systems to ensure they are complete and free of errors

before going live.

• This Master Guide primarily discusses the overall technical implementation of SAP for Insurance, rather than

its subordinate components. This means that additional software dependencies might exist without being

mentioned explicitly in this document. You can find more information on component-specific software

dependencies in the corresponding installation guides.

1.2 Related Information

1.2.1 Planning Information

For more information about planning topics not covered in this guide, see the following content on SAP Service

Marketplace:

Content Location on SAP Service Marketplace

Latest versions of installation and upgrade

guides

http://service.sap.com/instguides

SAP Business Maps - information about

applications and business scenarios

http://service.sap.com/businessmaps

Sizing, calculation of hardware

requirements - such as CPU, disk and

memory resource - with the Quick Sizer

tool

http://service.sap.com/quicksizer

Released platforms and technology-

related topics such as maintenance

strategies and language support

http://service.sap.com/platforms

To access the Platform Availability Matrix directly,

enter http://support.sap.com/pam

Network security http://service.sap.com/securityguide

Performance http://service.sap.com/performance

Information about Unicode technology http://scn.sap.com/community/internationalization-

and-unicode

http://service.sap.com/instguides

http://service.sap.com/businessmaps

http://service.sap.com/quicksizer

http://service.sap.com/platforms

http://support.sap.com/pam

http://service.sap.com/securityguide

http://service.sap.com/performance

http://scn.sap.com/community/internationalization-and-unicode

http://scn.sap.com/community/internationalization-and-unicode

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1.2.2 Further Useful Links

The following table lists further useful links on SAP Service Marketplace:

Content Location on SAP Service Marketplace

Information about creating error messages http://support.sap.com/incident

SAP Notes search http://support.sap.com/notes

SAP Software Distribution Center (software

download and ordering of software)

http://support.sap.com/swdc

SAP Online Knowledge Products (OKPs) – role-

specific Learning Maps

http://support.sap.com/ekt

1.2.3 Related Guides

This Master Guide is based on Master Guides for cross-industry applications. You can find more information

about the relevant applications in the following documents:

Title Location

SAP ERP 6.0 (and the relevant enhancement

packages)

SAP ERP -> Installation and Upgrade Information -

> Master Guide

SAP S/4HANA 1610 SAP S/4HANA -> Product Documentation

SAP NetWeaver 7.50 SAP NetWeaver -> <relevant SAP NetWeaver

release> -> Installation and Upgrade Information -

> Master Guide

1.3 Further Insurance related Developments

1.3.1 SAP Fraud Management

SAP Fraud Management helps insurance companies to optimize their combined ratio by identifying claim frauds

and avoid payments on illegitimate claim requests.

You can find more information under SAP Fraud Management.

1.3.2 SAP Fiori Apps

You can use SAP Fiori apps for workload management and approve claim payments in SAP Claims Management.

http://support.sap.com/incident

http://support.sap.com/notes

http://support.sap.com/swdc

http://support.sap.com/ekt

https://uacp2.hana.ondemand.com/viewer/p/SAP_ERP

https://uacp2.hana.ondemand.com/viewer/p/SAP_S4HANA_ON-PREMISE

https://uacp2.hana.ondemand.com/viewer/p/SAP_NETWEAVER

https://uacp2.hana.ondemand.com/viewer/p/SAP_ASSURANCE_AND_COMPLIANCE_SOFTWARE_-_SAP_FRAUD_MANAGEMENT

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You can also use SAP Fiori apps for quotation and underwriting in SAP Underwriting for Insurance.

You can find more information under SAP Fiori Overview -> SAP Fiori for SAP Business Suite -> SAP Fiori

Products for SAP ERP -> SAP Fiori 1.0 for SAP ERP (and SAP Fiori apps 1.0 for SAP ERP) -> Industries in SAP ERP

-> SAP for Insurance.

https://uacp2.hana.ondemand.com/viewer/p/SAP_FIORI_OVERVIEW

SAP for Insurance

SAP Enhancement Packages

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2 SAP Enhancement Packages

Note

This general chapter only applies to the insurance scenarios belonging to SAP enhancement package 7

for SAP ERP 6.0.

2.1 Enhancement Package Key Concept

We have adapted our major release strategy to better fit your adoption cycle. To ensure that you benefit from new

developments and innovations while minimizing the impact on your core operational systems, SAP uses

enhancement packages to speed up the delivery of new functions.

With SAP enhancement packages, you can install and activate new functions depending on your business needs

without having to perform a system upgrade.

You can selectively implement the new functions and activate the software upon business demand. As a result,

you can isolate the impact of software updates and make new functions available faster due to shortened test

cycles.

Implementation

There are three different scenarios to implement an enhancement package:

• Installation of an enhancement package on an existing SAP system

• New installation of an SAP system including an enhancement package

• Upgrade of an SAP system including an enhancement package

The installation process of enhancement packages consists of two different steps:

• Technical installation of an enhancement package

• Activation of new functions using the switch framework technology

You have a choice on both levels – installation and activation. You do not need to install a full enhancement

package. Instead, you can update the software components that are related to the functional enhancements you

want to use.

• Keep in mind that you cannot mix the installation of different enhancement package versions in your ABAP-

based SAP system. You can have just one enhancement package version in the SAP system.

• From a business point of view, functional enhancements are grouped into business functions (BFs). The

technical installation of the business functions does not change the system behavior. The new functions are

available in the system, but are not active. After the installation, no user interface or process change takes

place. You must explicitly activate new functions so that they become visible in the system. As a result,

changes are predictable and there are no side effects as only the activated areas change.

With the switch framework technology (transaction SFW5), it is possible to control the activation of new SAP

objects in ABAP-based SAP systems. The activation process triggers a background job that automatically

performs all changes in the SAP system.

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Note

You cannot reverse a business function once it is activated.

After you have activated a business function, you can see the changes and new developments in the SAP system,

for example:

• Menu entries

• New screens

• New fields on the application user interfaces

• IMG activities required for the implementation

• New table entries in Customizing tables and system tables

You can create a transport request with the current settings of the switch framework. You can check functional

changes and the impact of an activated business function in advance in the business function documentation.

Note

Test the installation and activation on a sandbox system.

Maintenance

SAP enhancement packages have Support Packages of their own that are equivalent to the Support Package

versions of the underlying SAP system. You must install the enhancement package in combination with the latest

available Support Package stack. This approach reduces installation, modification adjustment, and testing effort.

Using this strategy, you can install SAP enhancement packages as a normal maintenance activity together with

Support Package stacks.

An enhancement package requires a specific Support Package stack level in the source release SAP system.

Note

If the SAP system is on a lower Support Package stack level, all relevant Support Package stacks are

automatically included into the download queue, as well as the latest available Support Packages for the

enhancement package

Tools

The enhancement package installation requires the following tools:

• SAP Solution Manager Maintenance Optimizer

Use of SAP Solution Manager is mandatory: Ensure that you have installed SAP Solution Manager 7.0 EHP1

SP23 or any higher support package. With respect to update and maintenance processes (for example

transaction SMSY and Maintenance Optimizer), SAP Solution Manager 7.0 EHP1 is sufficient. There is no

need to upgrade to SAP Solution Manager 7.1.

Also ensure that you have correctly defined and maintained your system landscape in SAP Solution Manager

(transaction SMSY). To verify and potentially correct your system landscape, SAP highly recommends using

Landscape Verification 1.0 for SAP Solution Manager 7.0, which is an add-on to your SAP Solution Manager

7.0 system. This add-on allows you to identify and correct issues in your SAP Solution Manager landscape

(transaction SMSY) before they cause problems, for example, during a system update. Examples for errors

are a missing connection to the System Landscape Directory or the wrong assignment of products to

technical systems. For each type of error, a generic description how to solve it is provided.

Before installing the enhancement package, we recommend that you install the landscape verification add-on

to check your landscape set-up and data (transaction SMSY) and to correct it if necessary.

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• Installation or upgrade tools (depending on your scenario)

The SAP Solution Manager Maintenance Optimizer (accessible from the Change Management work center)

supports the download of a consistent queue that includes all necessary Support Packages and enhancement

packages. In addition, SAP Solution Manager calculates a valid import queue for the selected SAP system and

generates the enhancement package stack configuration file that you require for the installation.

For the new installation of an SAP system including enhancement package as well as for the upgrade of an SAP

system to a higher release including an enhancement package, you use the standard installation and upgrade

tools (SAPinst, SAPup and SAPJup). To install an enhancement package on an existing SAP system, you use the

SAP Enhancement Package Installer (SAPehpi). It allows enhancement packages to be installed with reduced

downtime. SAPehpi uses the shadow system installation strategy, a well-known feature in the upgrade

technology.

2.2 Key Facts About Enhancement Packages

The following list summarizes important facts about the enhancement package concept and recommended

approaches:

• Install only selected parts of the enhancement package. The selection is driven by the functional need from a

business point of view.

• You cannot mix the installation of different enhancement package versions in your ABAP-based SAP system.

You can have just one enhancement package version in the SAP system. This means, if you have already

updated technical usages to a previous EHP you need to apply the current EHP to those components as well.

• SAP enhancement packages are cumulative, meaning that each new enhancement package includes new

innovations of its own as well as all innovations delivered with prior packages.

• We recommend installing the latest available enhancement package version.

• Install enhancement packages and Support Packages in one single step (this includes the preconditioned

Support Packages).

• SAP enhancement packages have Support Packages of their own that are equivalent to the Support Package

versions of the underlying SAP system.

• SAP enhancement packages have the same maintenance period as the underlying core application.

• The installation of an enhancement package is irreversible.

• As long as you do not activate a business function, the installation of an enhancement package has no impact

on existing business processes or user interfaces.

You can only activate business functions in ABAP-based systems, not in Java-based SAP systems.

• The activation of most business functions and extension sets is irreversible. Only a small number of business

functions is reversible.

Test the installation process and activation of new functions in advance on a sandbox system. Ensure that you

evaluate the runtime and the SAP system behavior, its dependencies and impacts. Make sure that your SAP

system is free of errors before going live.

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Business Scenarios of SAP for Insurance

3 Business Scenarios of SAP for Insurance

3.1 SAP Claims Management

SAP Claims Management contains the following Business Scenarios:

• Claims Handling and Fulfillment

• Claims Subrogation/Recovery

Note

The following information applies to SAP Claims Management as part of SAP ERP only and not for SAP

Claims Management as part of SAP S/4HANA.

3.1.1 Claims Handling and Fulfillment

Insurance companies or service providers to insurance companies can use this business scenario to capture,

process, evaluate, adjust, and settle claims.

The following lines of business are supported:

• Automobile

• Property insurance (home contents)

• Liability insurance

• Accident insurance

• Health insurance

• Life insurance

3.1.2 Claims Subrogation/Recovery

If you are an insurance company or a service provider for an insurance company, you can use this business

scenario to reduce expenditure involved in a claim by identifying subrogation/recovery potential at an early stage

in claims processing and by triggering the appropriate recovery measures.

Typical subrogation/recovery situations:

• Contractual subrogation/recovery

• Equitable subrogation/recovery

• Subrogation/recovery due to breach of obligations

• Recovery of deductibles

• Loss allocation agreements

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3.1.3 Software Component Matrix

Business Scenario Software Components

Claims Handling and Fulfillment INSURANCE 618

XI CONTENT INSURANCE 618

Business Package ERP CLAIM CENTER AGENT 1.30

Business Package ERP CLAIM HANDLER 1.30

SAP APPL 618

SAP ABA 750

SAP BASIS 750

SAP_BW 750

Subrogation/Recovery See Claims Handling and Fulfillment above.

3.1.4 Implementation Sequence

Required NetWeaver Release: SAP NetWeaver 7.50

Step Action Remarks/Subsequent Steps

1 Install SAP ERP 6.0.

2 Install SAP enhancement package

8 for SAP ERP 6.0.

For more information about the

installation, see SAP ERP ->

Installation and Upgrade

Information -> Installation Guide.

3 Activate the required business

functions in business function set

Insurance in enhancement

package 8 for SAP ERP 6.0 (SAP

for Insurance 618).

3.1.5 Required Support Packages

Software Component Support Package

SAP ABA 750 SAPK-75006INSAPABA

SAP BASIS 750 SAPK-75006INSAPBASIS

SAP APPL 618 SAPK-61806INSAPAPPL


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SAP_BW 750 SAPK-75006INSAPBW

INSURANCE 618 SAPK-61806ININSURANC

These software packages need to be installed in the listed order as a basis for SAP ERP 6.0 installations. After

performing the installation steps, use the IMG for configuration.

3.1.6 Overall Upgrade Sequence

This chapter is only relevant for you if you run an SAP ERP system with a version lower than ERP 6.0. In this case,

we recommend that you combine the upgrade with the implementation of SAP enhancement packages.

For more information, see SAP ERP -> Installation and Upgrade Information -> Upgrade Master Guide and Upgrade

Guide.


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3.2 SAP Collections & Disbursements for Insurance

SAP Customer Billing and Payments contains the following business scenarios:

• Sales Accounting Direct Payer

• Sales Accounting Direct Debit and Credit

• Financial Customer Care

3.2.1 Sales Accounting Direct Payer

Insurance companies can use this business scenario to process premium payments that have been initiated

directly by insurance customers.

You create an invoice and send this to the insurance customers. The customer then pays this invoice amount,

with a bank transfer or check. The customer can also pay the invoice electronically, using the Internet, if you offer

an appropriate portal.

The system provides all functions required to process these incoming payments automatically. The processes

include reading an electronic account statement from the bank and all processes up to the assignment of the

incoming payment to open items. The system supports various incoming payment forms.

If no incoming payment exists within the specified payment deadline, you can generate a dunning notice and start

the dunning process.

3.2.2 Sales Accounting Direct Debit and Credit

Insurance companies can use this business scenario to initiate and process incoming and outgoing payments.

Incoming payments such as premiums are demanded from customers, in the form of automatic debits, debit

memo procedures or payment cards. You can initiate disbursements, such as commission, with a bank transfer or

check.

The system provides all functions necessary to process incoming and outgoing payments like this in a timely

fashion: It determines and processes open items and transfers the appropriate data to the bank. If it is not

possible to execute an incoming or outgoing payment (returns), the system automatically starts follow-up

activities.

3.2.3 Financial Customer Care

Insurance companies can use this business scenario to deal with financial-related communication with their

customers via an Interaction Center.

This scenario enables an Interaction Center agent to respond directly to customers of your insurance company

about financial inquiries such as:

• Invoices that the customer received

• Customer account balance

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• Payments made by the customer

• Dunning notices that the customer received

In addition to these information functions, the Interaction Center agent can also perform the following

transactions for the customer:

• Display, create, or change master data

• Display, create, or change bank details and credit card information

• Accept payments and create or change payment conditions, such as installment plans and promises to pay

• Defer items

• Cancel dunning notices

• Process clarification cases

• Create and delete processing locks so that certain items cannot be processed further

3.2.4 Important SAP Notes

The following SAP Note applies to all scenarios of SAP Collections & Disbursements for Insurance.

SAP Note Number Title

877945 Release strategy for INSURANCE as of ECC 6.0



Sales Accounting Direct Payer INSURANCE 618

FI-CA 618

SAP APPL 618

SAP_BS_FND 748

Sales Accounting: Direct Debit and Credit See Sales Accounting Direct Payer above

Financial Customer Care INSURANCE 618

FI-CA 618

SAP APPL 618

SAP_BS_FND 748

SAP CRM 2007 EHP2



http://service.sap.com/~form/handler?_APP=01100107900000000342&_EVENT=DISPL_TXT&_NNUM=877945&

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1 SAP ERP 6.0

2 SAP enhancement package 8 for

SAP ERP 6.0





3 Activate the required business

functions in business function set

Insurance in enhancement

package 8 for SAP ERP 6.0 (SAP

for Insurance 618)







SAP_BS_FND 748 SAPK-74805INSAPBSFND

INSURANCE 618 SAPK-61806ININSURANC

FI-CA 618 SAPK-61806INFICA

These software packages need to be installed in the listed order as a basis for ERP 6.0 installations. After






Guide.



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3.3 SAP Incentive and Commission Management for Insurance

SAP Incentive and Commission Management for Insurance contains the following business scenario:

• Sales Force Management

3.3.1 Sales Force Management

Overview

Insurance products are sold through a number of distribution channels. Particularly for products such as life

insurance that rely on verbal communication with customers, a dedicated sales force is required. The Sales Force

Management scenario focuses on this particular distribution channel.

Insurance companies use this business scenario to reproduce their sales structures and set up flexible incentive

systems. You use standard agreements as the basis for creating individual agreements and settling commission

cases.

SAP Incentive and Commission Management for Insurance provides all the functions to enable you to flexibly map

your sales organization. Clerks and commission recipients are assigned to their corresponding units. You define

and maintain standard agreements for commission contracts and determine the basis for calculating

participations, valuations, remuneration, settlement, liability and guarantees. From these, you derive individual

agreements for the calculation of commission cases.

Credentialing helps you in setting up and managing for your sales partners the credentials that are required in the

context of legal regulations or other needs. With portfolio assignment, you manage the relationships between your

sales force and your customers or insurance policy portfolio (Book of Business).

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Technical System Landscape

The Incentive and Sales Force Management scenario, consisting of Incentive and Commission Management,

Portfolio Assignment, and Credentialing, may be implemented with an enterprise portal installed on the same or a

different instance. Open and pre-configured interfaces enable the connection to further SAP components or third-

party systems on the same or different instances.


The following SAP Notes apply to all scenarios of SAP Collections & Disbursements for Insurance.


627015 Product and release strategy of the SAP ICM and the

SAP FS-CM

591526 Support Packages, upgrades, jump upgrades in ICM



Sales Force Management SAP-APPL 618



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Additionally one of the following software component

combinations:

• ERP Portal including Business Packages 6.18

SAP NetWeaver – PI & XI content Insurance 6.17

• PFCG roles

SAP NetWeaver Business Client for Desktop / for

HTML v3.0




1 SAP ERP 6.0

2 SAP enhancement package 8 for SAP ERP

6.0

For more information about

the installation, see SAP ERP -

> Installation and Upgrade

Information -> Installation

Guide.

3a)

Deployment option 1: Roles

based on Enterprise Portal

1. Install SAP NetWeaver – Process

Integration and XI content Insurance 618

2. Install ERP Portal including the following

Business Packages:

o BPIS7ICMPT 1.51

o BPIS7FSSRI 1.51

o BPIS7ICMAL 1.51

o BPIS7FSSAL 1.51

o BPIS7CRDM 1.41

o BPIS7FSCM 1.41

3 b)

Deployment option 2:

Roles based on NetWeaver

Business Client

1. Install SAP NetWeaver Business Client

(NWBC) for Desktop 3.0 or NWBC for

HTML 3.0

2. Install the following PFCG Roles:

o SAP_SR_ICM_SALES_AL_INS_5

o SAP_SR_ICM_SALES_REP_INS_5

o SAP_SR_CREDENTIALS_MNG_INS_

5


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Guide.


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3.4 SAP Financial Asset Management

SAP Financial Asset Management contains the following business scenarios:

• Portfolio Management

• Portfolio Accounting

• Portfolio Controlling

SAP Financial Asset Management (SAP FAM) is a solution for the management and controlling of an insurance

company’s financial investments.

The solution covers investments in a broad range of financial instruments in the areas of money markets,

securities, loans, foreign exchange and derivatives. The management process for these instruments ranges from

the initial entry of financial transactions all the way to general ledger accounting.

The controlling element of the solution automatically retrieves all information about financial assets and liabilities

available within the system. In addition, financial market data such as interest or exchange rates are imported

from market data providers. Based on this information, the solution carries out analyses of market risk, default

risk and performance associated with the company’s financial assets and liabilities. It also offers a flexible limit

management solution.

3.4.1 Portfolio Management

Overview

Portfolio Management encompasses operative control of the funds invested by your insurance company in the

various portfolios. Taking the investment strategy and liquidity restrictions into account, trading decisions are

derived and put into practice to optimize risk and expected return for the portfolio under analysis.

You can analyze the current portfolio structure, as well as corresponding risks, returns, and liquidity constraints.

Based on these results, you can derive trading decisions and enter closed financial contracts into the system.


Modules contained in the solution:

• Treasury and Risk Management - Transaction Manager (FIN-FSCM-TRM-TM)

SAP Transaction Manager covers the operative management and subledger accounting for securities, money

market instruments, foreign exchange and derivatives.

• Treasury and Risk Management - Market Risk Analyzer (FIN-FSCM-TRM-MR)

SAP Market Risk Analyzer is used for the analysis of market risk the company is exposed to due to its holdings

of financial assets and liabilities

• Treasury and Risk Management - Credit Risk Analyzer (FIN-FSCM-TRM-CR)

SAP Credit Risk Analyzer is used for the analysis of credit risk the company is exposed to due to its holdings

of financial assets and also includes a limit management system.

• Treasury and Risk Management - Portfolio Analyzer (FIN-FSCM-TRM-PA)

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SAP Portfolio Analyzer is used for the analysis of financial performance of the financial assets held by the

company.

• Financial Services - Loans Management (FS-CML)

SAP Loans Management covers the operative management and subledger accounting for mortgage loans,

policy loans, promissory note loans and other loans.

All these modules are integrated to operate together in real-time. The solution is furthermore integrated with the

adjacent SAP solutions such as SAP FI ClassicGL, FI-SL, FI-NewGL, SAP Cash Management and the SAP Financial

Services Business Partner (FS-BP).

In addition, standard data extraction to SAP BI is available for SAP Transaction Manager and SAP Loans

Management.

3.4.2 Portfolio Accounting

Overview

Portfolio Accounting enables you to perform follow-up processing of the financial transactions that your company

has concluded in Portfolio Management. Processes include back-office activities such as settlement,

correspondence processing, interest rate fixings, payment processing and reflection of corporate actions, as well

as the entire area of subledger accounting.

The subledger accounting activities related to financial investments of your insurance company form the core

element of Portfolio Accounting. They include initial recognition of financial transactions, automatic valuations

and period-end processing and de-recognition of disinvested positions along with calculation of all realized

gains/losses.

In Portfolio Accounting, an arbitrary number of accounting standards can be set up in parallel. The accounting

rules engine is highly flexible, allowing for the reflection of a large range of national as well as international

accounting standards.

Portfolio Accounting is fully integrated with SAP general ledger solutions. Accounting-relevant information is

transferred automatically to general ledger accounting and is thus available for consolidation processes.


See Business Scenario Portfolio Management.

3.4.3 Portfolio Controlling

Overview

You can use this business scenario to monitor the financial assets held by your insurance company with regard to

market risk, credit risk, financial performance and compliance to internal or regulatory limits.

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Analysis of market risk and financial performance is carried out along freely definable portfolio hierarchies. Risk

can be evaluated based on current market data or on hypothetical market data scenarios that can be defined.

New transactions and changes to financial transactions/positions carried out in Portfolio Management and

Portfolio Accounting are automatically transferred to Portfolio Controlling. Vice versa, net present values

calculated in Portfolio Controlling can be used for fair-value based accounting valuations carried out in Portfolio

Accounting. To ensure full data consistency, the same market data is used for both accounting and controlling.


See Business Scenario Portfolio Management.


Not applicable



Portfolio Management SAP_ABA 750

SAP_BASIS 750

SAP_APPL 618

EA-FINSERV 618

Portfolio Accounting See Business Scenario Portfolio Management.

Portfolio Controlling See Business Scenario Portfolio Management.




1 SAP ERP 6.0

2 SAP enhancement package 8 for SAP ERP

6.0






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SAP ABA 750 -

SAP BASIS 750 -

SAP APPL 618 -

SAP_BW 750 -







Guide.


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3.5 SAP Statutory Reporting for Insurance

SAP Statutory Reporting for Insurance contains the following business scenario:

• Statutory Reporting with the following country-specific variants

o Regulatory reporting for all insurance companies that are permitted for direct insurance business in

Germany

o Regulatory reporting pension funds in Germany

3.5.1 Statutory Reporting

Overview

You can use this business scenario to map statutory reporting for insurance companies. The legal changes

published by the German Federal Financial Supervisory Authority (BaFin) in the form of a newsletter form the

basis for the reporting obligations of insurance companies to the BaFin.


SAP Statutory Reporting for Insurance is used for the generation of specific reports required by regulatory

authorities.1

The assets of the supplying systems are contained in the modules Transaction Manager (FIN-FSCM-TRM-TM)

and Loans Management (FS-CML). Note that the real estate objects have to be created originally in SAP Real

Estate Management (RE-FX).



1664730 FS-SR S06/2011 Dokumentation ISSR_SPEC_ASSET

2304460 ISSR: Asset mix without residual restricted assets

2128104 BaFin: Anlage Streuung: Sicherungs- und

Gesamtvermögen

2304306 ISSR: Data Protection and Privacy (DPP)





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Statutory Reporting SAP Statutory Reporting (FS-SR)

Note: Country specific content for FS-SR standard

delivery is only available for the FISA (Federal

Insurance Supervisory Agency) requirements in the

capital asset sector for Germany and Austria.

Country specific content for other countries is

available by external software partners that have to

be licensed separately. For details, please contact

your account manager.

Further components:

• Loans Management (FS-CML)

• Real Estate Management (IS-RE) (optional)

• Asset Accounting (FI-AA) (optional)

• SAP_ABA 750

• SAP_BASIS 750

• SAP_APPL 618

• EA-FINSERV 618

Country Specific Components:

• FS-SR-AT 618





2 Install SAP enhancement package 8 for SAP

ERP 6.0.







SAP ABA 750 -


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SAP BASIS 750 -

SAP APPL 618 -

SAP_BW 750 -

EA-FINSERV 618

FS-SR 618 -







Guide.


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3.6 SAP Policy Management

SAP Policy Management contains the following business scenarios:

• Application Processing and Policy Issuance

• Mid-Term Policy Changes and Information

• Policy Maintenance

Further Information

The following documents provide more information about SAP Policy Management.

Content Location

Installation Guide For more information, see SAP Policy Management-

Installation and Upgrade Information -> Installation

Guide.

Upgrade Guide For more information, see SAP Help Portal at SAP

Policy Management-> Installation and Upgrade

Information -> Upgrade Guide.

Security Guide For more information, see SAP Help Portal at SAP

Policy Management-> Security Information ->

Security Guide.

Operations Guide For more information, see SAP Help Portal at SAP

Policy Management-> System Administration and

Maintenance Information -> Application Operations

Guide.

Several How to Guides For more information, see SAP Help Portal at SAP

Policy Management-> Additional Information -> How

to Guides.

3.6.1 Application Processing and Policy Issuance (New Business)

This scenario comprises the activities spanning from data entry or data transfer of a signed application through to

the final issuance or refusal of the policy. Various consistency checks, risk assessments, and premium and benefit

calculations take place, with varying degrees of complexity depending on the product design. If a change option is

required, the processor creates one and sends it to the customer, requesting approval.

As a standard, you can schedule the update run daily. The update run executes all the activities scheduled for a

specific policy and product. Examples of these activities are premium splitting, updating payment transaction

data, or dividend usage.

At the end of the scenario, a new policy is either issued or refused.

https://uacp2.hana.ondemand.com/viewer/p/SAP_POLICY_MANAGEMENT









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3.6.2 Mid-Term Policy Changes and Information

This scenario comprises all the changes made to an insurance policy and requests for information by authorized

persons that are handled during the policy's term. Changes can be triggered either by participants in the policy

(such as the policyholder or beneficiary) or by the insurer.

At the end of the scenario, the policy is changed according to the change request, assuming that the request is

feasible and was accepted by the insurer. The policy processor has handled a request for information successfully

and fully.

3.6.3 Policy Maintenance

This scenario comprises, on the one hand, changes to in-force policies that are triggered by the insurer (for

instance, in transfer businesses or policy cancellations) and, on the other, the regular updating of in-force policies.

The changes to policies initiated by the insurer are usually the result of manual activities of a processor that are

triggered by certain situations or events, or else as a result of organizational requirements for the in-force policies.

Depending on the type of change, the processor requests the customer's approval for the planned change. The

customer's feedback has an effect on the policy.

The system manages the regular maintenance and update of in-force policies in SAP Policy Management (FS-

PM). Activities are regularly performed in background processing. These automatically update both the lifecycle

of the policy as well as the calculation of the sums insured (such as fund assets or sums insured at specific times),

up to the expiry date of the policy.

FS-PM can also consider planned and unplanned processes that are determined outside of the system.

Policies are usually updated in a mass run. However it is also possible that only the processor (user) triggers these

updates, as in the case of a retroactive change that causes FS-PM to update the policy up to a certain target date.


For more information, see the corresponding SAP Notes chapters in the following guides:

• Installation Guide (SAP Policy Management-> Installation and Upgrade Information -> Installation Guide)

• Upgrade Guide (SAP Policy Management -> Installation and Upgrade Information -> Upgrade Guide)



Application Processing and Policy Issuance

FSPM 540

TOMATOS 3.4.13

CAIMAN 3413

MSG.PM 3.4.13



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MSG.PM Sample Content 540

MSGPMCON 200

Mid-Term Policy Changes and Information See Business Scenario Application Processing and

Policy Issuance

Policy Maintenance See Business Scenario Application Processing and

Policy Issuance


Note the following before starting the implementation:

• SAP recommends to run SAP Policy Management (FS-PM) 5.4 always based on the last support package

available and together with SAP enhancement package 7 for SAP ERP 6.0, SP12 (or higher).

• If you use SAP Policy Management for Auto (FS-PM-AUTO) as well, always ensure that the corresponding FS-

PM-AUTO support package is available before you use the last available FS-PM support package.

• The required SAP NetWeaver release is SAP NetWeaver 7.50, SP06 (or higher).

• You must install SAP Policy Management 5.4 and SAP ERP 6.0 on different SAP NetWeaver instances.

• In case you use two different physical systems, you must ensure that one of the following conditions apply to

the two different physical systems:

o Both physical systems are Unicode systems.

o None of the physical systems is a Unicode system.




ERP 6.0, SP12 (or higher).


installation, see SAP ERP, EHP 7

-> Installation and Upgrade


3 Activate the required business functions in

business function set Insurance in

enhancement package 7 for SAP ERP 6.0

(SAP for Insurance 617).

4 Install SAP Policy Management 5.4

You can find detailed

information about the

installation under SAP Policy

Management-> Installation and

Upgrade Information ->

Installation Guide.

https://uacp2.hana.ondemand.com/viewer/product/SAP_ERP/6.0.7/en-US



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SAP_BASIS 750 SAPK-75006INSAPBASIS

SAP_ABA 750 SAPK-75006INSAPABA



FSPM 540 00

MSGPMCON 200 SAPK-20002INMSGPMCON


For more information, see SAP Policy Management -> Installation and Upgrade Information -> Upgrade Guide.


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3.7 SAP Policy Management Add-On for Auto Insurance

SAP Policy Management Add-On for Auto Insurance uses the following business scenarios from SAP Policy

Management:

• Application Processing and Policy Issuance (see documentation in chapter 3.6.1)

• Mid-Term Policy Changes and Information (see documentation in chapter 3.6.2)

• Policy Maintenance (see documentation in chapter 3.6.3)

Further Information

The following documents provide more information about SAP Policy Management Add-On for Auto Insurance.

Content Location

Installation Guide For more information, see SAP Help Portal at SAP

Policy Management - Auto Add-On-> <Current

Release> -> Installation and Upgrade Information ->

Installation Guide.

Upgrade Guide For more information, see SAP Help Portal at SAP

Policy Management - Auto Add-On-> <Current

Release> -> Installation and Upgrade Information ->

Upgrade Guide.

Security Guide For more information, see SAP Help Portal at SAP

Policy Management - Auto Add-On -> Security

Information -> Security Guide.

Operations Guide For more information, see SAP Help Portal at SAP

Policy Management - Auto Add-On -> System

Administration and Maintenance Information ->

Application Operations Guide.

Several How to Guides For more information, see SAP Help Portal at SAP

Policy Management - Auto Add-On -> Additional

Information -> How to Guides.


For more information, see the corresponding SAP Notes chapters in the following guides:

• Installation Guide (SAP Policy Management - Auto Add-On -> Installation and Upgrade Information ->

Installation Guide)

• Upgrade Guide (SAP Policy Management - Auto Add-On -> Installation and Upgrade Information -> Upgrade

Guide)

https://uacp2.hana.ondemand.com/viewer/p/SAP_POLICY_MANAGEMENT_ADD-ON_FOR_AUTO_INSURANCE












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Application Processing and Policy Issuance

FSPMAUTO 150

FSPMAUTO PRODUCT CONTENT 150

SAP Policy Management Add-On for Auto Insurance

uses the same scenarios as SAP Policy Management

and due to that the same software component matrix

applies to FS-PM-AUTO as for FS-PM (see chapter

3.6.5).

Mid-Term Policy Changes and Information See Business Scenario Application Processing and

Policy Issuance

Policy Maintenance See Business Scenario Application Processing and

Policy Issuance



1-4 Install SAP enhancement package 7 and SAP

Policy Management 5.4.

See description for SAP Policy

Management 5.4 in chapter

3.6.6.

5 SAP Policy Management Add-On for Auto

Insurance 1.5


installation, see SAP Policy

Management - Auto Add-On ->

<Current Release> ->




See chapter 3.6.7.



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For more information, see SAP Help Portal at SAP Policy Management - Auto Add-On -> Installation and Upgrade



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3.8 SAP Policy Management Add-On for Group Insurance

The SAP Policy Management, Group Insurance add-on business scenario includes a set of functions and business

processes that allow you to extend your FS-PM usage in the area of group insurance. It comprises the following

business processes:

• Maintaining Master Policies

• Creating Manual Correspondence for Master Policies

• Selecting Subsets of Policies in Master Policies

• Processing Mass Changes on Policies

Further Information

The following documents provide more information about SAP Policy Management, Group Insurance Add-On.

Content Location

Installation Guide For more information, see SAP Policy Management -

Group Insurance Add-On-> <Current Release> ->

Installation and Upgrade Information -> Installation

Guide.

Upgrade Guide For more information, see SAP Policy Management -

Group Insurance Add-On-> Installation and Upgrade


Security Guide For more information, see SAP Policy Management -

Group Insurance Add-On -> Security Information ->

Security Guide.

Operations Guide For more information, see SAP Policy Management -

Group Insurance Add-On -> System Administration

and Maintenance Information -> Application

Operations Guide.


Not applicable

https://uacp2.hana.ondemand.com/viewer/p/SAP_POLICY_MANAGEMENT,_ADD-ON_FOR_GROUP_INSURANCE








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SAP Policy Management, Group Insurance add-on

FSPM 540


See also the notes in chapter 3.7.6.


1-4 Install SAP enhancement package 7 and SAP

Policy Management 5.4.

See description for SAP Policy

Management 5.4 in chapter

3.6.6.

5 For all further steps, see SAP Policy

Management - Group Insurance Add-On ->

<Current Release> -> Installation and

Upgrade Information -> Installation Guide.


See chapter 3.6.7.


For more information, see SAP Help Portal at SAP Policy Management - Group Insurance Add-On -> Installation

and Upgrade Information -> Upgrade Guide.




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3.9 SAP Product Lifecycle Management for Insurance

SAP Product Lifecycle Management for Insurance (FS-PRO) provides insurers with a 360° view of product

information throughout their enterprise, while promoting agility by externalizing all product data and rules in a

central repository. This modern, web-based solution includes ready-to-run templates for all lines of business and

has sophisticated product configuration capabilities that are built on fundamentals of inheritance and assembly.

These concepts facilitate re-use of existing product components - rates, rules, and forms - to accelerate product

development. The product content housed in one location is easily accessible by end users and available to

external applications if needed.

3.9.1 Product Management

SAP Product Lifecycle Management for Insurance is designed for all lines of insurance. It allows you to externalize

product definitions from multiple, hard-coded operational systems into a central repository where product

components can be easily inherited to modify existing or develop new products-in weeks not months. Product

definitions include reusable information such as eligibility, packaging, underwriting rules, rates, calculations, and

forms management.

Unlike business rules or rating engines, Product Lifecycle Management is a "true" product configurator that

capitalizes on the combined strengths of rules, rating and calculation engines, making it possible to apply these

capabilities to actual products; interdependencies between product ratings and product rules are easily managed.

3.9.2 Product and Quotation Management for Insurance

SAP Product Lifecycle Management for Insurance works with SAP Underwriting for Insurance to facilitate

insurance quote creation including a sophisticated underwriting workbench. It is a single solution for all lines of

business and it supports the entire underwriting and policy administration lifecycle including working will multiple

quote options. The Quotation and Underwriting Management includes integration with the insurance product

lifecycle management component and provides an underwriter workbench that lets insurers manage and track all

tasks and participants involved throughout the policy lifecycle management.



2481474 Installation of Product and Quotation Management

for Insurance (FS-PQM) 4.0


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Product Management FS-PRO 400

FS-PWS 400

Product and Quotation Management for Insurance FS-PRO 400

FS-PWS 400

FS-QUO 400

FS-IPW 200


Business Scenario Step Action Remarks/Subsequent Steps

Product Management 1 Install FS-PRO 4.0 For more information, see

SAP Product Lifecycle

Management -> Installation

and Upgrade -> Installation

Guide.

Product and

Quotation

Management for

Insurance

1 Install FS-PRO 4.0 For more information, see

SAP Product Lifecycle

Management -> Installation

and Upgrade -> Installation

Guide.

2 Install FS-QUO 4.0

For more information, see

SAP Underwriting->

Installation and Upgrade ->

Installation Guide.

3 Install FS-IPW 2.0 For more information, see

SAP Underwriting->


Installation Guide.


For more information, see SAP Product Lifecycle Management -> Installation and Upgrade -> Upgrade Guide.

https://help.sap.com/viewer/product/SAP_PRODUCT_LIFECYCLE_MANAGEMENT_FOR_INSURANCE/4.0.00.0/en-US




https://help.sap.com/viewer/product/SAP_UNDERWRITING_FOR_INSURANCE/4.0.00.0/en-US



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3.10 SAP Underwriting for Insurance

SAP Underwriting for Insurance (FS-QUO) provides a product-driven, agile quotation and underwriting solution

that separates product information and business process. FS-QUO, a single solution for all lines of business,

supports the entire policy administration lifecycle, including application data capture, qualification, rating, pricing,

quote management, bind and issuance, forms attachment, and post-bind transactions.



2481474 Installation of Product and Quotation Management

for Insurance (FS-PQM) 4.0



Product and Quotation Management for Insurance FS-PRO 400

FS-PWS 400

FS-QUO 400

FS-IPW 200



1 Install FS-PRO 4.0 For more information, see SAP

Product Lifecycle Management ->


Installation Guide.

2 Install FS-QUO 4.0

For more information, see SAP

Underwriting-> Installation and

Upgrade -> Installation Guide

(Installation tasks and next steps).

3 Install FS-IPW 2.0 For more information, see SAP

Underwriting-> Installation and

Upgrade -> Installation Guide








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(Installation tasks and next steps

for FS-IPW 2.0).


For more information, see SAP Underwriting -> Installation and Upgrade -> Upgrade Guide.

Installation%20tasks%20and%20next%20steps

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3.11 SAP Reinsurance Management

SAP Reinsurance Management contains the following business scenarios:

• Reinsurance Lifecyle Management

• Reinsurance Management for Active Reinsurers

Further Information

The following documents provide more information about SAP Reinsurance Management.

Content Location

Installation Guide For more information, see SAP Reinsurance

Management-> Installation and Upgrade Information

-> Installation Guide.

Upgrade Guide For more information, see SAP Reinsurance

Management-> Installation and Upgrade Information

-> Upgrade Guide.

Security Guide For more information, see SAP Reinsurance

Management-> Security Information -> Security

Guide.

Operations Guide For more information, see SAP Reinsurance

Management-> System Administration and

Maintenance Information -> Application Operations

Guide.



70228 Add-ons: Conditions and upgrade planning

440521 Overview: SAP Notes for FS-RI

• Release strategy (delivery dates)

• New installation

• Upgrade

• Support Packages

• Add-On Support Packages

1869457 Installation of FS-RI 700 on SAP ERP 6.0,

EHP7/NW740

https://help.sap.com/viewer/p/SAP_REINSURANCE_MANAGEMENT











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1869458 Upgrade nach SAP ERP 6.0, EHP7/NW740 mit FS-RI

700

822380 Problems with Add-Ons installation or upgrade to

SAP NW 7.0 AS ABAP



Reinsurance Lifecyle Management FS-RI 700

XI CONTENT ESM FS-RI 700

SAP_BASIS 740

SAP_APPL 617

EA-APPL 617

Reinsurance Management for Active Reinsurers See business scenario Reinsurance Lifecyle

Management


SAP recommends to run SAP Reinsurance Management 7.0 together with SAP enhancement package 7

for SAP ERP 6.0.

However, SAP Reinsurance Management 7.0 is also released with SAP enhancement package 8 for SAP

ERP 6.0 (see also SAP Note 440521).




ERP 6.0.


installation, see SAP ERP, EHP 7

-> Installation and Upgrade


3 Activate Business Function Set Insurance in

enhancement package 7 for SAP ERP 6.0

(SAP for Insurance 617).

4 Install SAP Reinsurance Management 7.0,

SP16


installation, see SAP

Reinsurance Management->




https://uacp2.hana.ondemand.com/viewer/product/SAP_ERP/6.0.7/en-US



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SAP_BASIS 740 SAPKB74013

SAP_APPL 617 SAPKH61711

EA-APPL 617 SAPK-61711INEAAPPL

SAP_UI 740 SAPK-74014INSAPUI


For more information, see SAP Reinsurance Management -> Installation and Upgrade Information -> Upgrade

Guide.


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3.12 SAP Insurance Analyzer

You can find all relevant information concerning SAP Insurance Analyzer on SAP Help Portal at SAP Insurance

Analyzer.

Integration with SAP Policy Management

You can find more information in the SAP note 2037280.

https://uacp2.hana.ondemand.com/viewer/p/SAP_INSURANCE_ANALYZER

https://uacp2.hana.ondemand.com/viewer/p/SAP_INSURANCE_ANALYZER


www.sap.com/contactsap


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

www.sap.com/corporate-en/legal/copyright/index.epx#trademark

for additional trademark information and notices.

http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark

Documents

SAP for Insurance - SAP Help Portal for Insurance Typographic Conventions Typographic Conventions Type Style Description Example Words or characters quoted from the screen. These include