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Introduction
Global configurations for Claim Module that will be used across your tenant.
Seamless Claim
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Claim Settings
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General Settings
Payment Approval
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Item
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Description
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Comments
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Percentage of payment will be auto approval
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In percentage
Default hourly rate
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Item
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Description
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Comments
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Default hourly rate for TPA fees paid for a month
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In amount
RTV RATE
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Item
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Description
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Comments
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% of the RTV rate which will automatically calculate the RTV Reserve/Payment transaction amount
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In Percentage
MANUAL PAYMENT APPROVAL ASSIGNMENT
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Item
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Description
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Comments
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Enable manual selection of payment approver
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Disabled/Enabled
PENDING PAYMENT APPROVAL REMINDER
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Item
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Description
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Comments
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Reminder Enabled/Disabled
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Enabled/Disabled
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Inactive period
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Days that inactive for an assignment
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Reminder interval period
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Period in between 2 reminder
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Reminder times
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Number of time reminders will be sent
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Dashboard
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Checked/Unchecked
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Reminders will be send on Dashboard Notification
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Checked/Unchecked
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Sent reminder to assignee’s email
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Email template
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Template used
PENDING PAYMENT APPROVAL NOTIFICATION
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Item
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Description
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Comments
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Reminder Enabled/Disabled
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Enabled/Disabled
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Dashboard
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Checked/Unchecked
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Reminders will be send on Dashboard Notification
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Checked/Unchecked
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Sent reminder to assignee’s email
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Email template
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Template used
MISSING CLAIM DOCUMENTS NOTIFICATION
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Item
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Description
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Comments
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Reminder Enabled/Disabled
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Enabled/Disabled
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Checked/Unchecked
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Sent reminder to assignee’s email
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Email template
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Template used
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SMS
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Checked/Unchecked
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Sent reminder to assignee’s phone
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SMS template
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Template used
SUPPORTED PAYMENT METHODS
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Item
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Description
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Comments
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Selected payment methods would be using for claim processing
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Available options:
Cheque
Bank Transfer
Cash
Direct Debit
GIRO
DAMAGE/INJURY TYPE
Configure list of damage/injury types
Available actions:
Create
Delete
Update
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CAUSE TYPE
Configure list of cause types
Available actions:
Create
Delete
Update
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PAYMENT CODE
Configure list of payment code
Available actions:
Create
Delete
Update
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DOCUMENT CHECKLIST
Configure list of documents required for a specific Product
Available action
Create
Delete
Update
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MAPPING
Create mapping between Damage/Injury with Cause for a specific Product
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Steps to folow
Select Product to be configured
Select the Cover to be configured
Select Damage/Injury Types to be included in this cover
Mapping the damage/injury with correct cause types
Save all changes for this Product
LIMIT GROUPS
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Configure limits for a group of products
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Field Name
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Description
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Comments
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Limit Group Name
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group name
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Currency
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Applicable currency
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Payment/Reserve Limit (Per Claim)
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Check “Unlimited” if there is no limit for this group
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Payment Auto Approval Limit (Per Transaction)
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Check “Unlimited” if there is no limit for this group
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Roles
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Select applicable user roles that the above limits will applied to
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Products
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Select applicable products that the above limits will applied to
RECIPIENT MANAGEMENT
Configure list of recipients, can be a person or a company.
Available action
Create
Delete
Update
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CLOSURE REASON
Configure list of closure reasons
Available action
Create
Delete
Update
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Table of Contents
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Introduction
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This Module Configuration is to configure settings for Claims module.
Prerequisites
Permission required: View module configuration and Update module configuration.
General
Damage/Injury Types
See Claim (Damage/Injury) Types
Cause Types
See Cause Types
Payment Codes
See Payment Codes (Claim Elements)
Mapping
See Claim Transaction Details Levels (Claim Type, Cause Type, Claim Element and Mapping)
Claim Document Checklist
Limit Groups
See Limit Groups
Recipient Management
Closure Reason
See Closure Reasons