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The collect stage is generally referred to as “intake”. This is where the case is created and information is collected from the claimant in order to

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provide all the details that are necessary to investigate the claim. Rules are evaluated as the user navigates through the collection process so that content is based on the context of the case.  This is invisible to the user and developed in such a way that the user need not understand the underlying rules or have detailed knowledge of the claims process.  To see the process

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in action, check out a short .


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Start_New_Claim
Start_New_Claim

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  1. Select an account from the list
  2. Click Continue

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Abandoned Claims

When a claim is started but never submitted, it is considered an abandoned claim. Abandoned cases are never deleted. However, they are automatically resolved after 1 hour. When the time limit is reached, the case gets resolved automatically with a status of “Resolved-Abandoned” . If the case is resumed and submitted the following day, the contact date will be set to the submission date, not the created date.

Configuration

RuleDescription
 D_ImplConfig.AbandonedClaimLifeSpanHoursDefines how many hours the system should wait before resolving abandoned claims.



Additional Configuration Options

To use "member" verbiage throughout the system, instead of "customer" set D_ImplConfig.IsMemberVerbiage to True.

References

Stagil incoming links macro
space_name_filterQEK