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Making a Bulk Payment (End User)

Insurance companies usually have a relationship with vendors such as car rental companies where the insurance company can make one large payment in a particular period, for example, every two weeks, or every month. For such bulk payments, Siebel Insurance allows the adjuster to query all the payments for the vendor, sum the payments, and generate one payment for the vendor.

To use the bulk payment capability, the user must first set the relevant account for bulk payment.

This task is a step in Process of Managing Claims.

To set an account for bulk payment

1. Navigate to the Accounts screen
2. Drill down on an account.
3. Click the Profiles, then the Customer Profiles view tab.
4. In the Pricing and Purchasing Information section of the form, select the Bulk Pay check box.

   Bulk payment can now be used for the account.

Making Bulk Payments

Use the following procedure to make a bulk payment.

To make a bulk payment

1. Navigate to the Payments screen, then the Insurance Payments view.
2. Click the Generate Bulk Payment button.
3. In the Payments query box, select the appropriate Account, and select a From Date and To Date.

   Siebel Insurance queries all payment record for the vendor for the specified period and generates a payment record for the vendor. The payments associated with that particular bulk payment are displayed in the Payment screen, Insurance Payment, and then the Bulk Payment view.

   NOTE:  For the query to work properly, make sure that the Issued field in the Claims, then the Payment view contains the payment issue date.