Create a Claim

Go to the Claim Notification tab and click it. The Claim Notification window is displayed with the following sections: Claim, Policy and Status.

Check if there are any empty fields and complete those.

Below is a description of the three tables in the Claim Notification tab:

Field	Type	Description
Claim No	Text	It is read-only.
Open Date	Date time	It is read-only.
Event Date	Date Time	It is read-only.
Insurance Type	Option set	It is read-only.
Notifier First Name	Text	It is read-only.
Notifier Phone	Number	It is read-only.
Prescribing Date	Date Time	It is read-only.
Close Date	Date Time	It is read-only.
View First Notification Of Loss		It opens the FNOL.
Date of Notification	Date time	It is read-only.
Quality of Notifier	Option Set	It is read-only.
Notifier Last Name	Text	It is read-only.
Notifier Email	Text	It is read-only.

 

Field	Type	Description
Policy	Option set	It is read-only.
Policy Begin Date	Date	It is read-only.
Contractor	Option set	It is read-only.
Account Insured	Number
Policy	Look up
Policy Status	Look up	It is read-only.
Policy End Date	Date	It is read-only.
Beneficiary	Option set	It is read-only.
Owner	Option set	It is read-only.
Wording	File

 

Field	Type	Description
Loss Value	Number	It is read-only.
Payments	Number	It is read-only.
Reserves	Number	It is read-only.
User	Option set	It is read-only. It is the account with which the user logged into the Portal.

Click Save and reload and proceed to the next tab.

Click the Event tab. The Event window is displayed. Here you find the following sections: Event and Claimed Amount .

Check if there are any empty fields and complete those.

Below is a description of the two tables in the Event tab:

Field	Type	Description
Insurance Risk	Option set	It is read-only.
Event Date	Date time	It is read-only.
Event Description	Text Area	You can add more details here.

 

Field	Type	Description
Total Loss Value	Number	It is read-only.
Total Indemnity	Number	It is read-only.

Click Assessment and proceed to the next tab.

Click the Assessment tab. The Assessment window is displayed.

Click Insert to open a new assessment page.

Below you find the following sections: Assessment Report and Assessment Schedule .

Check if there are any empty fields and complete those.

Below is a description of the two tables in the Assessment tab:

Field	Type	Description
Report No	Text	The number of the registered report. It is obtained using sequencer functionality.
Report Date	Date time	It is the time when the report is done.
Report Type	Option set	It is the type of assessment. It can take the following values: Assessment or Self-Assessment.
Report Notes	Text area	Provide details that help asses the event.
Survey Schedule Date	Date time	It is mandatory to be filled in. It is the time when the assessment was done.

When you click Save Appointment, the appointment history becomes visible underneath.

On the Reportsection click Insert to upload the assessment report. If ever necessary, you can also erase a report, by pressing Delete.

When you click Insert, a new table becomes visible.

Field	Type	Description
Upload Date	Date time	It is read-only. It is automatically filled.
Document Type	Option set	It is mandatory. You can opt for uploading: Other Documents, Pictures, Report files or Invoices.
Files		Add the file here.
Details	Text area	Describe if necessary.

Click Save and close. The Report Conclusions and Survey Done Date fields become visible.

Complete the conclusions and the date.

Click Close report, click Save and close and then click Settlement to move to the next tab.

Click the Settlement tab. The Settlement window is displayed with the following sections: Loss Values, Loss Values Validation and Final Claim Settlement.

Click Add Loss Value. The page loads again and you can insert the values. Choose the currency with which to pay the policy holder. Also, insert the amount of money for each item that the policy holder makes a claim for.

In the Loss Values Validation section, click Validate to launch the request for validation from a Core Claims Admin super user.

In the Final Claim Settlement section, click Insert to upload more files, when needed. You can upload the following types of files:

• Repair Quote

• Ownership Documents

• Other Documents

• Event Pictures

• Payment

• Invoices

• Authorities Documents

• ID Copy

After this step, click Risk Covered if you need to view the covered risk.

Click Save and reload and then click Reserve to go to the next tab.

When you click Reserve, the Reserve window is displayed with the following sections: Reserve Summary and Reserves.

Below is a description of the two tables in the Reserve tab:

Field	Type	Description
Reserve Currency	Option Set	It is read-only. It is the currency of the reserve.
Constituted Reserve Amount	Number	It is read-only.
Remaining Reserve Amount	Number	It is read-only.
Constituted Reserve Date	Date time	It is read-only.
Released Reserve Amount	Number	It is read-only.

 

Field	Type	Description
Claim	Lookup	Read-only. The ID of the claim.
Reserve Date	Date time	Read-only. The date when the reserved amount is processed.
Reserve Type	Option Set	Read-only. The type of reserve agreed for the policy.
Reserve Value Type	Option Set	Read-only.
Currency	Lookup	Read-only. The currency of the reserve.