Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Introduction

This tab is where you make all kinds of claim transactions: Reserve, Payment, Recovery, Recovery Received.

...

It will show the transaction details in a popup. For ex:

...

Calculations

  1. Total Reserve = Total of all reserve transaction amount, including

...

  1. type “Indemnity” &

...

  1. “Expense”

  2. Total Payment = Total of all payment transaction amount, including

...

  1. type “Indemnity” &

...

  1. “Expense”

  2. Total Reserve (Indemnity) = Total of all reserve transaction amount with type “Indemnity”

  3. Total Reserve (Expense) = Total of all reserve transaction amount with type “Expense”

  4. Total Payment (Indemnity) = Total of all payment transaction amount with type “Indemnity” regardless of option Adjust Reserve

  5. Total Payment (Expense) = Total of all payment transaction amount with type “Expense” regardless of option Adjust Reserve

  6. Outstanding Reserve (Indemnity) = Total

...

  1. reserves (Indemnity) - Total

...

  1. payments (Indemnity

...

  1. , option Adjust

...

  1. reserve = true, including all payment statuses)

  2. Outstanding Reserve (Expense) = Total

...

  1. reserves (

...

  1. Expense) - Total

...

  1. payments (Expense

...

  1. , option Adjust

...

  1. reserve = true, including all payment statuses)

  2. Outstanding Recovery = Total Recovery transactions - Total Recovery Received with Adjust Recovery option is true. The calculation will including all Recovery types: Salvage or Subrogation.

  3. Total Recovery Estimated = Total Recovery transaction amount. The calculation will including all Recovery types: Salvage or Subrogation.

  4. Total Recovery Received = Total Recovery Received transaction amount regardless of Adjust Recovery option. The calculation will including all Recovery types: Salvage or Subrogation.