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.
NIN / Organization No.: identity of the recipientOR 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.
Type: 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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