...

1. Go to Claim Settings. See Claim Settings for how to access to Claim Settings.

2. On Claim Types tab, add all claim types that you need to support. See Configure Claim Types

3. On Cause Types tab, add all cause types that you need to support. See Configure Cause Types

4. On Cause Elements tab, add all claim elements that you need to support. SeeConfigure Claim ElementElements

5. On Mapping tab, you need to do mapping for each Product Cover - Claim Type - Cause Type.

6. Save the mapping, and you can use it when creating a claim transaction.

Configure Product Cover-Claim Type-Cause Type Mapping

...

You need to configure mapping for each product that you want to make a claim on.

1. Select product.

2. Select one cover from the list of covers of the selected product.

3. Add Claim Types from Available Claim Types list to Selected Claim Types list.

4. Select one Claim Type in Selected Claim Types list, then Add Cause Types for that selected Claim Type from Available Cause Types list to Selected Cause Types list.

5. Repeat step 4 for another claim type in Selected Claim Types list.

6. Repeat step 3+4+5 for another cover.

7. Repeat step 2+3+4+5+6 for another product.