For the newly created registered claim, you need to add the initial reserve transaction first before adding payment/recovery/recovery received later.
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Type: transaction type. Can be Indemnity or Expense.
Cover: cover that you want to make transaction against.
Claim Type: type of the injury / damage.
Cause Type: cause of the injury / damage.
Claim Element: purpose of reserve/payment.
Amount: reserve amount. Can be positive or negative depending on your permission.
Description: short notes about the transaction.
Information in Cover, Claim Type, Cause Type, Claim Element are from https://contemi.atlassian.net/wiki/pages/resumedraft.action?draftId=1762296043. See more in Claim Transaction Details Levels (Claim Type, Cause Type, Claim Element and Mapping)
After you’re done with required reserve transaction information, you need to click Save to accept creating new reserve transaction. If the reserve transaction . The passes the limit validation (See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762558197/Limit+Groups#Add%2FAdjust-Reserve), the new reserve transaction will be added and displayed on the top in the Detailed View of Claim Transactions tab. Also, the Consolidated View will be updated with the new Total value.
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After you’re done with required reserve transaction information, you need to click Save to accept creating new reserve transaction. The . If the reserve transaction passes the limit validation (See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762558197/Limit+Groups#Add%2FAdjust-Reserve), the new reserve transaction will be added and displayed on the top in the Detailed View of Claim Transactions tab. Also, the Consolidated View will be updated with the new Total value.
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“Adjust reserve” action actually creates a new reserve transaction with the same Cover, Claim Type, Cause Type and Claim Element. |