Introduction
Global configurations for Claim Module that will be used across your tenant.
Seamless Claim
Claim Settings
General Settings
Payment Approval
Item | Description | Comments |
|---|---|---|
Percentage of payment will be auto approval | In percentage |
Default hourly rate
Item | Description | Comments |
|---|---|---|
Default hourly rate for TPA fees paid for a month | In amount |
RTV RATE
Item | Description | Comments |
|---|---|---|
% of the RTV rate which will automatically calculate the RTV Reserve/Payment transaction amount | In Percentage |
MANUAL PAYMENT APPROVAL ASSIGNMENT
Item | Description | Comments |
|---|---|---|
Enable manual selection of payment approver | Disabled/Enabled |
PENDING PAYMENT APPROVAL REMINDER
Item | Description | Comments |
|---|---|---|
Reminder Enabled/Disabled | Enabled/Disabled | |
Inactive period | Days that inactive for an assignment | |
Reminder interval period | Period in between 2 reminder | |
Reminder times | Number of time reminders will be sent | |
Dashboard | Checked/Unchecked | Reminders will be send on Dashboard Notification |
Checked/Unchecked | Sent reminder to assignee’s email | |
Email template | Template used |
PENDING PAYMENT APPROVAL NOTIFICATION
Item | Description | Comments |
|---|---|---|
Reminder Enabled/Disabled | Enabled/Disabled | |
Dashboard | Checked/Unchecked | Reminders will be send on Dashboard Notification |
Checked/Unchecked | Sent reminder to assignee’s email | |
Email template | Template used |
MISSING CLAIM DOCUMENTS NOTIFICATION
Item | Description | Comments |
|---|---|---|
Reminder Enabled/Disabled | Enabled/Disabled | |
Checked/Unchecked | Sent reminder to assignee’s email | |
Email template | Template used | |
SMS | Checked/Unchecked | Sent reminder to assignee’s phone |
SMS template | Template used |
SUPPORTED PAYMENT METHODS
Item | Description | Comments |
|---|---|---|
Selected payment methods would be using for claim processing | Available options:
|
DAMAGE/INJURY TYPE
Configure list of damage/injury types
Available actions:
Create
Delete
Update
CAUSE TYPE
Configure list of cause types
Available actions:
Create
Delete
Update
PAYMENT CODE
Configure list of payment code
Available actions:
Create
Delete
Update
DOCUMENT CHECKLIST
Configure list of documents required for a specific Product
Available action
Create
Delete
Update
MAPPING
Create mapping between Damage/Injury with Cause for a specific Product
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
Configure limits for a group of products
Field Name | Description | Comments |
|---|---|---|
Limit Group Name | group name | |
Currency | Applicable currency | |
Payment/Reserve Limit (Per Claim) | Check “Unlimited” if there is no limit for this group | |
Payment Auto Approval Limit (Per Transaction) | Check “Unlimited” if there is no limit for this group | |
Roles | Select applicable user roles that the above limits will applied to | |
Products | 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
CLOSURE REASON
Configure list of closure reasons
Available action
Create
Delete
Update
