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Event Recording
The case event recording feature allows the system to be configured use external APIs to communicate certain status updates to an external system, such as a CRM application.
Supported Events
The following events support recording.
- Claim Submitted
- Accounting (see Apply Case Event)
- Disposition
- Recovery Pursued
- Deny
- Write Off
- Claim Resolved
Workflow
Depending on the result in in Case Event Pre-ConditionsPreconditions, one of the following paths is executed:
- Auto
- A Pending Record Case Event Automation assignment is displayed while the system completes the action via an integrated service.
- If the service continues to fail after 3 attempts, a Record Case Event Failed assignment is generated and prompts a user to complete the action manually.
- Manual
- Record Case Event Manual assignment is generated and prompts a user to complete the action manually.
- Skip
- The flow is skipped.
Accounting Events
Successful accounting events can also be recorded. See Apply Case Event.
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Configuration
Update
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Once your API is enabled, update Case Event Pre-Conditions to configure if and how this flow is executed. |
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