Manage Incidents

As an insurance agent, you can configure the incident types that the customer can view and choose as a claim in their journey, in the Select the Insured Incident Step. You can manage the list of incidents, and even add new records. Follow the steps below:

  1. In FintechOS Portal, go to the main menu, and navigate to Incident List > Incidents.

  2. The Incidents list is displayed. You can filter the type of incidents by the insurance type.

  3. You can choose which of the incidents you want to be displayed in the journey, by checking or un-checking the Is Available option for each of the records.

  4. You can delete any of the records by selecting it, and clicking the Delete button at the top right corner of the page.

  5. You can download the list of existing records as an .xsls file, by clicking the Export button at the top right corner of the page.

  6. To add a new incident record, click the Insert button on the top right of the page.

  7. Input the details in the displayed fields, and check the Is Available option, so the created incident can be displayed in the FNOL journey.

  8. Click Save and Close.

  9. You are redirected to the Incidents list, and the newly added incident is displayed.