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First Notice of Loss (FNOL)

First Notice of Loss (FNOL)

Introduction

FNOL is the module to manage first notice of loss that are registered on policies. FNOL will be registered as a case and you can attach it to a configured workflow so that you can track its progress.

When clicking on the menu FNOL, all FNOL will be displayed, as shown in FNOL List.

Prerequisites

You need to have permission to View FNOL, Create FNOL or Edit FNOL to access to this page.

FNOL List

FNOL LIST lists all the FNOL cases that have been created in your tenant.

On FNOL List, you can:

  1. See the list of FNOL that have been created. Each FNOL has these information:

    1. Case Title: short description about the FNOL case

    2. Reference: unique identity of a FNOL case

    3. Case Type: always “FNOL”

    4. Entity: related entity

    5. Created Date: date time that the FNOL case is created

    6. Remaining Time

    7. Due Date: due date that the case must complete the workflow. See Configure FNOL Workflow

    8. Priority

    9. Status: depends on the workflow, it will have the status correspondingly to the steps that FNOL case completes. See Configure FNOL Workflow

    10. Assignee: person who is responsible for processing the FNOL case

    11. Queue

    12. Organization

  2. Create FNOL case: register a new FNOL. See Manage FNOL case (Create/Edit/Delete/Reassign)

  3. Edit FNOL case: edit an existing FNOL.

  4. View FNOL case details: click on claim reference number to see Claim Details. See FNOL Details

  5. Search & Filter FNOL: search for FNOL cases on various criteria as below. See Search FNOL case

  6. Delete FNOL: delete the FNOL case that is wrong or not necessary. See Manage FNOL case (Create/Edit/Delete/Reassign)

  7. Reassign: reassign the FNOL case to other user. See Manage FNOL case (Create/Edit/Delete/Reassign)

 

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