Limit Groups is used defines the different limit levels that groups of users can perform on claim transactions.

To access to this page, please see https://contemi.atlassian.net/wiki/pages/resumedraft.action?draftId=1762296043

The above is the list of limit groups that have been configured for the system.

Add new Limit Group

On Limit Groups tab, click + Add Limit Group button, it will show the popup to add a new limit group.

On this popup, you need to provide:

• Limit Group Name: name to identify a limit group

• Currency: currency that will be used as the unit of the Payment/Reserve Limit (Per Claim) and Payment Auto Approval Limit (Per Transaction)

• Payment/Reserve Limit (Per Claim): Total payment/reserve of a claim should be within this limit. If the limit is unlimited, please check the option Unlimited below.

• Payment Auto Approval Limit (Per Transaction): Only payment transactions with amount that is less than or equal to this limit will be automatically approved. If the limit is unlimited, please check the option Unlimited below.

• Roles: roles that the limit will be applied to. You can select multiple roles.

• Products: products that the limit will be applied to. You can select multiple products.

  • Click on Right arrow to add the product.

    

  • Click on Left arrow to remove the product.

    

This means when a user having any role which is added to the limit group makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with total up to Payment/Reserve Limit (Per Claim) and can approve a payment with amount up to Payment Auto Approval Limit (Per Transaction) on claims of the selected products.

For example:

• Limit Group Name: Moped Limit Group Level 1

• Currency: NOK

• Payment/Reserve Limit (Per Claim): 1 000

• Payment Auto Approval Limit (Per Transaction): 500

• Roles: Claim Handler

• Products: Car, Home, Health

This means when a user having Claim Handler role makes reserves/payments transactions or approve a payment, they can make reserves/payments transactions with total up to 1 000 NOK and can approve a payment with amount up to 500 NOK on claims of the Car, Home or Health product.

After you’re done with required limit group information, you need to click Save to accept creating new limit group. The new limit group will be added and displayed in the Limit Group list.

Edit existing Limit Group

On Limit Group list, click on Edit button of one limit group. It will show Edit Limit Group popup where you can update limit group information.

After you’re done with required limit group information, you need to click Save to accept the changes. The changes will be reflected in the Limit Group list.

Delete existing Limit Group

On Limit Group list, click on Delete button of one limit group. It will show a confirmation.

If you’re ok, please click Yes to accept deleting the limit group. The limit group will disappear from the Limit Group list.

Use Limit Groups in creating transactions

Add/Adjust Reserve

Several checks will be done before a reserve can be saved:

• If the new reserve amount exceeds the limit defined for you, it will show the error message and you need to lower the amount or contact your supervisor for upgrading your limit.

  

• If the limit hasn’t been given to you (means you’re not added to appropriate limit groups), it will show the error message and you need to contact your supervisor for the required limit.

  

Add Payment

Several checks will be done before a payment can be saved:

• If the new payment amount exceeds the limit defined for you, it will show the error message and you need to lower the amount or contact your supervisor for upgrading your limit.

  

• If the new payment amount exceeds the outstanding reserve, it will show the error message and you need to lower the amount.

  

• If you haven’t got the limit defined for you (means you’re not added to appropriate limit groups), it will show the error message and you need to contact your supervisor for the required limit.