Prerequisites

To configure claim settings, you need permission “Manage Settings”. See Claim Permissions

Configure Products and Covers

Standalone claim module does not connect with other policy administration system hence you need to configure products and covers so that you can create claims against.

Configure Products

To add a new product, please go to Claim Settings, click on Add Product.

This will open Create Product popup:

On this popup, you need to specify:

• Reporting code: code in case you want to assign an unique identifier to the product.

• Product name: name of product. This is the text showed on any Product list.

• Description: description of product.

• Covers: select covers that product has.

After you’re done with required information, you need to click Save to create the new product. The new product will be displayed on the list.

Configure Covers

To add a new cover, please go to Claim Settings, click on Add Product.

This will open Create Cover popup:

On this popup, you need to specify:

• Reporting code: code in case you want to assign an unique identifier to the cover.

• Product name: name of cover. This is the text showed on any Cover list.

• Description: description of cover.

• Products: select products that cover belongs to.

After you’re done with required information, you need to click Save to create the new cover. The new cover will be displayed on the list.