Claim Permissions
- Anne Vu: Insurance-VN
To configure the permission on Claim module, you need to go to Roles and Permissions.
Below is the list of permissions on Claim module.
| PERMISSION | DESCRIPTION |
|---|---|---|
CLAIMS | ||
| View claims | Allows users to view claim list, claim basic information, claim details, related policy details, related claims, and claim history (not including sensitive information) |
| Create claims | Allows users to create claims and fill in claim details |
| Update claims | Allows user to edit claim basic information, and claim details (not including sensitive information) |
| Close claims | Allows users to close claims manually |
| Reopen claims | Allows users to reopen claims manually |
| Reassign claims | Allows users to reassign a claim which is not created on their own to another user. |
| Delete claims | Allows users to delete claim manually |
| Peer review | Allows users to peer review claims |
CLAIM EVENTS | ||
| View claim events | Allow users to view claim events list and details (including search). |
| Create claim events | Allow users to create new claim events. |
| Manage claim events | Allow users to view, edit, or delete claim events. |
CLAIM DOCUMENTS | ||
| View claim documents | Allows user to view claim documents list and claim documents (not including sensitive information) |
| Manage claim documents | Allows users to view, upload, edit, or delete claim documents (not including sensitive information) |
CLAIM NOTES | ||
| View claim notes | Allows users to view claim notes |
| Manage claim notes | Allows users to view, add, edit or delete claim notes |
CLAIM TRANSACTIONS | ||
| View claim transactions | Allows user to view claim transaction list and claim transaction details |
| Create claim transactions | Allows users to create claim transactions, including Reserve, Payment, and Recovery |
| Approve payments | Allows users to view list of payments pending for approval and approve payments |
| Change "Adjust Reserve" option for a payment | Allows users to change "Adjust Reserve" option for a payment |
| Change "Adjust Recovery" option for a payment | Allows users to change "Adjust Recovery" option for a recovery received |
| Manual Assign Payment Approver | Allow users to assign approvers for pending payments. |
| View claim finance | Allows users to view claim payments with finance information and status |
| Update claim payment transaction status | Allows users to update claim payment transaction status manually |
CLAIM ADMINISTRATION | ||
| Manage Settings | Allows users to manage all claim settings (view/create/edit/delete), including Claim Types, Cause Types, Claim Elements, Documents Checklist, Claim Form Builders, Limit Groups |
CLAIM RECIPIENTS | ||
| Manage recipient list | Allows users to update or delete vendors/claimants/recipients which can be shared across claim module |
CLAIM REPORTS | ||
| View claim reports | Allows users to view claim reports |
SENSITIVE CLAIMS | ||
| View claim sensitive information | Allows users to view claim transaction list and claim transaction details |
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