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.
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.
Case Assets Section
The Case Assets section reflects claim and account holder details which may be important to review as part of the investigation.
Case Tools
Case Tools include a collection of tools and information that users can use throughout the lifecycle of the claim.
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.
Claim Page Tabs
Case Tabs house manual user work, the claim history, and allow users to edit the intake questionnaire.
Key Sections
