Introduction

Claim payments always require approval process before they can be paid to a claim payment recipient.

In Seamless Claim, we supports two methods: Manual approval and Auto approval.

1. Manual approval: requires human involving in reviewing claim payment details, making decision if the payment amount is eligible or not. If the payment is approved, it can be transferred to specified claim payment recipient. Otherwise, it will be disregarded. See Manual Payment Approval

2. Auto approval: this method is used for large numbers of claim payments that are often small (below a defined limit) and need quick processing without human intervention. You can control the % number of claims must be manually reviewed to minimize fraudulent risks. See Auto Payment Approval

After a payment goes through Approval process in Claim module, it can be sent to accounting system or export to file. See Claim Accounting Integration

Prerequisites

User needs permission to Approve payments to take action on a payment in Approval process. See Claim Permissions

User needs to configure Limit Groups correctly so that system can automatically pick up the right user to assign to do payment approvals. See Limit Groups

Claim Payment State Diagram

Open