Overview
The Claim Page houses important information about the case, account holder, and is place of work for back-office users. Users land on this page either by searching for a claim or being assigned work using Get Next Work. We'll cover the tools and navigation to lay the foundation.
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Actions
Users can take actions on the case using the Actions drop-down. These actions vary by configuration and where the claim is in its lifecycle.
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Case Assets Section
The Case Assets section reflects claim and account holder details which may be important to review as part of the investigation.
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Case Tools
Case Tools include a collection of tools and information that users can use throughout the lifecycle of the claim.
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Case Roll-up
The Case Roll-up is displayed at the top of the screen when viewing a case and provides users with a visual indication of where the case is in the lifecycle and what steps require action if any.
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Claim Page Tabs
Case Tabs house manual user work, the claim history, and allow users to edit the intake questionnaire.
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Key Sections
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