Collect

Overview

New Claim

To begin the claim process, select New > Claim from the button in the upper-left corner of the screen.

Select Accountholder

QFD offers several options for searching for an accountholder. Those options may be limited by your specific configuration.

Select a search option
Provide the requested details
Click the “Search” button

Select a customer from the list of search results
Click Continue

Select Account

Once a customer has been identified, a list of eligible accounts are displayed.

Select an account from the list
Click Continue

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

Rule	Description

Rule	Description
D_ImplConfig.AbandonedClaimLifeSpanHours	Defines 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.

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