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Go to Claim Settings. See Claim Settings for how to access to Claim Settings.
On Claim Types tab, add all claim types that you need to support. See Configure Claim Types
On Cause Types tab, add all cause types that you need to support. See Configure Cause Types
On Cause Elements tab, add all claim elements that you need to support. SeeConfigure Claim Element
On Mapping tab, do mapping for Product Cover - Claim Type - Cause Type.
Save the mapping, and you can use it when creating a claim transaction.
Configure Claim Types
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Add new Claim Type
On Claim Types tab, click + Add New Claim Type button, it will show the popup to add a new Claim Type.
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On this popup, you need to provide:
Claim Type Id: unique identity of the claim type
Claim Type Name: name of the claim type
After you’re done with required claim type information, you need to click Save to accept creating new claim type. The new claim type will be added and displayed in the Claim Types list.
Edit existing Claim Type
On Claim Type list, click on Edit button of one Claim Type. It will show Update Claim Type popup where you can update the Claim Type Id and Claim Type Name.
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After you’re done with required claim type information, you need to click Save to accept the changes. The changes will be reflected in the Claim Type list.
Delete existing Claim Type
On Claim Type list, click on Delete button of one claim type. It will show a confirmation.
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If you’re ok, please click Yes to accept deleting the Claim Type. The Claim Type will disappear from the Claim Type list.
Configure Cause Types
Add new Cause Type
On Cause Types tab, click + Add New Cause Type button, it will show the popup to add a new Cause Type.
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On this popup, you need to provide:
Cause Type Id: unique identity of the cause type
Cause Type Name: name of the cause type
After you’re done with required cause type information, you need to click Save to accept creating new cause type. The new cause type will be added and displayed in the Cause Types list.
Edit existing Cause Type
On Cause Type list, click on Edit button of one Cause Type. It will show Update Cause Type popup where you can update the Cause Type Id and Cause Type Name.
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After you’re done with required cause type information, you need to click Save to accept the changes. The changes will be reflected in the Cause Type list.
Delete existing Cause Type
On Cause Type list, click on Delete button of one cause type. It will show a confirmation.
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Configure Product Cover-Claim Type-Cause Type Mapping
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