DistributionDistribution\Financial Integration

 

 

In the Financial Integration page, you can perform financial integration for facultative reinsurance. Using the search criteria in the Production Reinsurance FIN Search block, you can fill in the available fields to narrow down your search for the reinsurance record for which financial integration is needed. Once you have performed this search, the records matching your criteria will be displayed in the Production Reinsurance List block. In the Status field, you can see which of these records have already been posted; which means that financial integration has already been performed.  

 

To post fac. shares of production reinsurance record(s) to the financial system, you need to go through the following steps:

 

§  Check-in the checkbox(es) of the record(s) that you will perform financial integration for;

§  Click  to create voucher(s) for the selected record(s); upon click, this button new grid will be displayed :

 

 

Where you can view the voucher initially and edit the notes if so desired; click  to post the voucher to financial system, and  if you need to review the reinsurance and try to create voucher again.

 

§  Click  to view the voucher of the selected production reinsurance record(s) if the selected records were already posted.

 

If you want to un-post a voucher, make sure to select a posted voucher and then click  then. Accordingly, the system will reverse its effect on the financial system.

 

 

Note: if you post a policy with fees equals to Zero, the below pop-up appears:

 

 

 

 


 

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