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Setting up Claim Management
Setting up Claim Management

How to set up claim management and add custom claim fields?

Raili Vunk avatar
Written by Raili Vunk
Updated over a week ago

This article gives you an overview about the claim management settings and explains how users can add custom claim fields to be shown in claim information in the system. 

Claim management settings setup

Enable or disable claim management settings

Claim management settings are easy to find under system management - just click on the grey cog on upper right corner and open "Claim management settings".

If you want to activate claim management, simply click on the checkbox and save the settings. 

Additionally, you can choose whether a claim ID is generated by the system or is customised by users. If you want to make linking policy to claim ID mandatory, you have the option to check the box as well. 

Add/edit custom claim fields

You can also add custom fields to be shown in the claim information. If you click on the "+" button (Add a field), a new box opens. 

Here you can define a name, field type, minimum and maximum length of the field, default value, filter (for advanced users) and information/description field. In addition, you can set whether the field is required to have a value and whether you can search objects by this custom claim field.

All custom claim fields can be edited and deleted if necessary.  

Adding claimants

Additionally you are able to add a claimant. That might be necessary for some group policies when you have several people insured.

For that you should go under ''System management'' - ''Claim Settings'' - ''Claimant types'' and from ''+'' add the claimant type.

From now on, whenever adding a new claim, you would be able to add a specific claimant, not only the policy issuer.

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