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Limit Group Name: name to identify a limit group
Currency: currency that will be used as the unit of the Payment/Reserve Limit (Per Claim) and Payment Auto Approval Limit (Per Transaction)
Payment/Reserve Limit (Per Claim): Total payment/reserve of a claim should be within this limit. If the limit is unlimited, please check the option Unlimited below.
Payment Auto Approval Limit (Per Transaction): Only payment transactions with amount that is less than or equal to this limit will be automatically approved. If the limit is unlimited, please check the option Unlimited below.
Roles: roles that the limit will be applied to. You can select multiple roles.
Products: products that the limit will be applied to. You can select multiple products.
Click on Right arrow to add the product.
Click on Left arrow to remove the product.
This means when a user having any role which is added to the limit group makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with total up to Payment/Reserve Limit (Per Claim) and can approve a payment with amount up to Payment Auto Approval Limit (Per Transaction) on claims of the selected products.
For example:After you’re done with required limit group information, you need to click Save to accept creating new limit group. The new limit group will be added and displayed in the Limit Group list.
Example 1
Limit Group Name: Moped Limit Group Level 1
Currency: NOK
Payment/Reserve Limit (Per Claim): 1 000
Payment Auto Approval Limit (Per Transaction): 500
Roles: Claim HandlerExaminer Junior
Products: Car, Home, Health
This means when a user having Claim HandlerExaminer Junior role makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with total up to 1 000 NOK and can approve a payment with amount up to 500 NOK on claims of the Car, Home or Health product.After you’re done with required limit group information, you need to click Save to accept creating new limit group. The new limit group will be added and displayed in the Limit Group list
Example 2
Limit Group Name: Moped Limit Group Level 2
Currency: NOK
Payment/Reserve Limit (Per Claim): 10 000
Payment Auto Approval Limit (Per Transaction): 5 000
Roles: Claim Examiner Senior
Products: Car, Home, Health
This means when a user having Claim Examiner Senior role makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with total up to 10 000 NOK and can approve a payment with amount up to 5 000 NOK on claims of the Car, Home or Health product.
Example 3
Limit Group Name: Moped Limit Group Level 3
Currency: NOK
Payment/Reserve Limit (Per Claim): Unlimited
Payment Auto Approval Limit (Per Transaction): Unlimited
Roles: Claim Manager
Products: Car, Home, Health
This means when a user having Claim Manager role makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with Unlimited amount and can approve a payment with Unlimited amount on claims of the Car, Home or Health product.
Edit existing Limit Group
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If the new reserve amount exceeds the limit defined for you, it will show the error message and you need to lower the amount or contact your supervisor for upgrading your limit.
If the limit hasn’t been given to you (means you’re not added to appropriate limit groups), it will show the error message and you need to contact your supervisor for the required limit.
Add Payment
Several checks will be done before a payment can be saved:
If the new payment amount exceeds the limit defined for you, it will show the error message and you need to lower the amount or contact your supervisor for upgrading your limit.
If the new payment amount exceeds the outstanding reserve, it will show the error message and you need to lower the amount.
If you haven’t got the limit defined for you (means you’re not added to appropriate limit groups), it will show the error message and you need to contact your supervisor for the required limit.