7.11. Policy Ceded Booking Generation

The transfer of accounting information from primary into SICS is done through Policy Ceded Accounting Order. Premium and deduction entries are booked once on technical worksheets while claims are booked twice, first on technical worksheets and secondly on claim worksheet.

Note! Policy Ceded Accounting Order is only available if your company uses the specific Ceded functionalities in SICS.

Create a Policy Ceded Accounting Order #

The Policy Ceded Accounting Order is set up in SICS from the Find Accounting Order window.

1. Click the Order icon under the Accounting folder on your SICS workstation desktop and you see the Find Accounting Order window.
2. Click Create New or select New from the pop-up menu. You see the Order Type Selection window.
3. Select order type Ceded Accounting from the drop-down. Then select Policy Ceded Accounting Order.
4. Click OK, and the system opens the Create Policy Ceded Accounting Order window.
5. Enter your order selections and click OK.

Field Description: Policy Ceded Accounting Order #

To Copy a Policy Ceded Accounting Order #

You can copy an order to be used as a template for another order. You can only copy from orders that have been saved and given an Order ID.

1. Open an existing Policy Ceded Accounting order
2. Select Copy to from the menu. The system opens the Create Policy Ceded Accounting Order window.
3. Enter your order selections and click OK.

To Run a Policy Ceded Accounting Order #

You can run the Policy Ceded Accounting Order directly or process it as a scheduled job as described below.

1. Open an existing Policy Ceded Accounting order
2. Select Run now from the menu.
3. The system processes the order and creates either technical or claim worksheets according to you order selections.

Request Scheduled Job #

When the transfer of ceded accounting information involves a large number of details, we recommended you to run the order in batch as a Scheduled Job. You can set up a scheduled job in System Administration or you can create it directly from the Policy Ceded Accounting order.

1. Open an existing or create a new Policy Ceded Accounting order.
2. Select Request Scheduled Job from the menu. You see the Actual Job window.
3. Enter the Job Identifier and Desired Start Time and click Save.

Once you select Save, a Scheduled Job is created with request status. The job, however, will not be run before it is activated (approved) by your system administrator. Refer to the System Administrators Guide for more information about processing scheduled jobs.

Field Description - Request Scheduled Job #