Create a First Notification of Loss

The Core Claims Admin solution for registering a new claim record starts from the First Notification of Loss (FNOL) page. You must log into the FintechOS Portal, go to the main menu on the left side of the screen, select the Core Claims Admin solution and double-click to open it. After launching the new solution, use the FNOL menu to insert information about the policy, the notifier, the people involved, and upload the requested documents.

IMPORTANT! A FNOL must be registered in order for any claim to be processed by the system.

Register a new FNOL record using the following steps:

Inside the Core Claims Admin window, select First Notification of Loss.

The FNOL List page is displayed. Click Insert to add the a new FNOL for a policy.

HINT All the information that you provide on this step is used to search and identify the policy record that you want to process. Pay attention to this step as the information you provide here will also be used in the next tabs, in automatic auto-complete and read-only fields.

Fill in the following general information:

Field Description
Name It is the first notification of loss number.
Contractor It is the notifier's name.
Owner It is the owner of the policy.
Beneficiary It is the person who benefits of the money.
Policy It is the policy number.
Notifier Phone It is the phone number of the person to call.
Insurance risk It is the risk from the policy .
Created on The date when the FNOL was made.
Business Status It is the status the FNOL has.

In addition, complete the fields with the details about the policy.

Filed Type Description
Insurance Type Option set It is the type of insurance for which the FNOL is opened.
Policy Number Text It is the policy number.
First Name Text it is the first name of the owner.
Phone Number Text It is the contact number.
District Text It is the district where the asset is located.
Street Text It is the street where the asset is located.
Postal Code Text It is the postal code where the asset is located.
Floor Text It is the floor where the asset is located.
Event Date Date The Event Date field is mandatory.
CNP/ CUI Text It is a unique number for fiscal enrollment (CUI).
Last Name Text It is the last name of the owner.
Email Text It is the email of the owner.
City Text It is the city where the asset is located.
Street Number Text It is the street number where the asset is located.
Building Text It is the building where the asset is located.
Apartment Text It is the apartment where the asset is located.

Click Search to display the existing policies based on the parameters from fields that you previously filled in.

After clicking Search, you see a list of policies matching the data you introduced in the previous step. From this list choose the policy that you want to process and click Select. The next two tabs of the FNOL become available - Notify and Event.

Go to the Notify tab and click on it. The Notify window is displayed. Here you find the following sections: First Notification of Loss, Notifier, Policy and Insured Address.

Check if there are any empty fields and complete those.

HINT
In the Notify tab, if you select the Insured option in the Quality of Notifier field, all the other Notifier fields become populated with data extracted from the policy. Also, the fields in the Policy section become automatically populated with the information extracted from the policy.

Here is a description of the four tables in the Notify tab:

Field Type Description
FIRST NOTIFICATION OF LOSS  
First Notification Id Text It is read-only.
First Notification Date Date It is read-only.
NOTIFIER  
Quality of Notifier Option set It is the role of the person who notified the FNOF.
Notifier First Name Text It is the name of the notifier.
Notifier Phone Text It is the notifier's phone number.
Request Number Text  
Notifier Last Name Text It is the notifier's name.
Notifier Email Text It is the notifier'snumber.
POLICY  
PolicyNo Text It is read-only.
Policy Begin Date Text It is read-only.
Status Text  
Owner Text It is read-only.
Insurance Type Text It is read-only.
Policy    
Issued Date Text It is read-only.
Policy End Date Text It is read-only.
Contractor Text It is read-only.
Beneficiary Text It is read-only.
Wording    
INSURED ADDRESS  
District Text It is read-only.
City Text It is read-only.
Street Text It is read-only.
Street Number Text It is read-only.
Building Number Text It is read-only.
Floor Text It is read-only.
Apartment Text It is read-only.
Postal Code Text It is read-only.

Click Save and reload and proceed to the next tab.

Click the Event tab. The Event window is displayed with the following sections: Event, Claimed Amount and Other Claim Details.

Check if there are any empty fields and complete those.

IMPORTANT! In the Event Description, Details for affected goods and Additional Comments fields give as many details as possible. Completing those activates the next fields and you move forward through the journey.

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

Field Type Description
Event  
Insurance Risk Option Set Depending on the type of policy, the risks for each individual policy is shown.
Event Date Date Time It is the date of the event.
Event Description Text Area Here the operator can describe the event.
Event Count Limit Whole number It is the maximum number of risks the policy has. It is read-only.

Estimated Loss

Amount Currency		 Option Set It is the currency.
Notification Date Date The date when the notification was made.
Deductible Number The deductible is the amount the client pays out of pocket in case of damage.
Claimed Amount  
Claimed Amount Number It is the amount of money the beneficiary wants.
Estimated Loss Amount Number It is the maximum amount of money the beneficiary can be given.
Estimated Loss Number It is the total amount of money the beneficiary wants.
Max Indemnity Limit Number It is the maximum amount of money to be given.
Details for affected goods Text area It is the description of the state of the goods.
Other Claim Details
TP Liable Bool Third-party liability.
TP Liable Known Bool Check the box if the Third-party liability is known by the notifier.
Event Documents   You can attach documents sent by the notifier. It opens a new table.
Additional Comments Text Area For any details regarding the event.

In the Claimed Amount  table, click View to open the pop-up table for the Claimed Risk.

Here is a description of the Claimed Risk view:

Field Type Description
Claim Option Set It is read only.
Policy Insured Risk Option Set It is read only.
Claimed Amount Number It is read only.
Claimed Currency Option Set It is read only.
Current Count Limit Number It is read only.
Current Value Limit Number It is read only.
Loss Amount Number It is read only.
Claim Currency Option set It is read only.
Indemnity Amount Number It is read only.
Indemnity Currency Number It is read only.
Indemnity Limit Number It is read only.
Risk Currency Option Set It is read only.

In the Other Claim Details table, click to upload the necessary documents.

After upload, two buttons become active: Create Claim and Cancel Notification.

HINT The next step of the Core Claims Admin solution is to create a Claim based on the registered FNOL. Press Create Claim.