For the newly registered claim, you need to add the initial reserve transaction first before adding payment/recovery/recovery received later. See https://contemi.atlassian.net/wiki/pages/resumedraft.action?draftId=1762034009
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Transaction Information:
Type: transaction type. Can be Indemnity or Expense.
Cover: cover that you want to make transaction against. This is auto prefilled.
Claim Type: type of the injury / damage. This is auto prefilled.
Cause Type: cause of the injury / damage. This is auto prefilled.
Claim Element: purpose of reserve/payment. This is auto prefilled.
Amount: payment amount. Can be positive or negative depending on your permission.
Description: short notes about the transaction.
Adjust Reserve: If this option is checked, the payment will reduce the outstanding reserve. If it’s unchecked, the payment will not reduce the outstanding reserve. You need permission to check/uncheck this option. See Claim Permissions.
Exclude from export: select this option if you want to exclude a payment from exporting to file or accounting system. See Claim Accounting Integration
Recipient Information: this section records the person who will receive the payment
Copy from Claimant: if you want to have Recipient information prefilled from Claimant information, you can click on this button. The claimant information will be copied to Recipient.
OR Select from Recipient List (See Recipient Management). When you select an existing recipient from the list, system will automatically populate recipient information into claimant fields.NIN
/ Organization No.: identity of the recipientType: recipient type. Can be Person or Company.
If type is Person, the following info should be provided:
First Name: first name of the recipient
Last Name: last name of the recipient
If type is Company , the following info should be provided:
Company Name
Representative Name
NIN / Organization No.: identity of the recipient. If you enter NIN/Org. No. into NIN / Organisation No. field and click on Magnifier icon, system will try to search for the account with that NIN/Org. No.. If there is a matching account, it will show a confirmation. If you select Yes, the account information will be populated into claimant fields.
Address: address of the recipient
Postcode: Postcode of the recipient
City: City of the recipient
Country: Country of the recipient
Phone Number: phone number of the recipient
Email Address: email address of the recipient
Add to Recipient List: if Select from Recipient List dropdown has no value, you can tick this option to add recipient to shared Recipient List.
Update to Recipient List: if Select from Recipient List dropdown has value, you can tick this option to update current recipient info to the selected Recipient.
Payment Information: this section records the way that the payment will be delivered and payment’s reference
Payment method: Bank Transfer is the only option now.
Account Number: Bank account number
Bank Name: Bank name
SWIFT/BIC
Invoice No.: invoice reference number
Invoice Date: invoice date
KID No.: invoice reference number. This is Norwegian-specific.
Due Date: due date of the payment
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Once a payment transaction is added, you cannot modify or delete that payment transaction. If you want to adjust the payment, please create a compensating reserve payment transaction. See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762066693/Add+Payment#Add-payment. |
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