What is 'underwriting case' in SAP FS-QUO - SAP Quotation Management?

underwriting case - Overview

• Component: FS-QUO

• Component Name: SAP Quotation Management

• Description: A set of underwriting items of an insurance quotation.

underwriting case - Details

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  Key Concepts: 
  Underwriting case is a term used in SAP Quotation Management (FS-QUO) to refer to a set of documents that are used to assess the risk of a customer’s request for a loan or insurance policy. The underwriting case includes the customer’s financial information, credit history, and other relevant data. The underwriter will use this information to determine whether or not the customer is eligible for the loan or policy. 
  
  How to use it: 
  In SAP Quotation Management (FS-QUO), an underwriting case is created when a customer requests a loan or insurance policy. The underwriter will review the customer’s financial information, credit history, and other relevant data to determine if they are eligible for the loan or policy. Once the underwriter has made their decision, they will either approve or deny the request. 
  
  Tips & Tricks: 
  When creating an underwriting case in SAP Quotation Management (FS-QUO), it is important to make sure that all of the customer’s financial information and credit history is up-to-date and accurate. This will help ensure that the underwriter can make an informed decision about the customer’s eligibility for the loan or policy. 
  
  Related Information: 
  For more information about SAP Quotation Management (FS-QUO) and how to create an underwriting case, please refer to the SAP Help Portal.