[Seamless Help Center]

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Introduction

“Claim Settings” is the place to manage all configurations that are used in Claim module. They are:

Prerequisites

You need to have permission to Manage Claim Settings to access to this page.

Access to Claim Settings

To access to Claim Settings, please click on Cogwheel icon and select Module Configuration.

On Global Setting page, select Seamless Claims module in the list.

On Seamless Claims tab, select Settings of Claims.

It will open the Claim Settings page.

Claim Settings has several tabs:

  • Claim Types: defines types of injury / damage. A product cover can have several claim types. See Claim Types

  • Cause Types: defines reasons that caused injury / damage. A claim type can have several cause types. See Cause Types

  • Claim Elements: defines purposes of a reserve/payment. See Claim Elements

  • Document Checklists: defines the list of necessary document types that a customer needs to provide for their claims on a specific product. See Claim Document Checklist

  • Mapping: defines the relation among Product, Cover, Claim Type, Cause Type. Claim Types and Cause Types are used for leveling claim transaction details. See Claim Transaction Details Levels (Claim Type, Cause Type, Claim Element and Mapping)

  • Limit Groups: defines the different limit levels that groups of users can perform on claim transactions. See Limit Groups

  • Recipient Management: manage shared recipients that you can use across Claim module. See Recipient Management

  • Fields & Layouts: build claim form layouts for generic products as well as specific products. See Claim Form Layout

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