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Scenario for Filing an Insurance Claim Using the User Interface Utilities Business Service

The scenario outlined in this section is an example of an insurance claim workflow. Your company may follow a different workflow that fits its business requirements.

In this scenario, you are a claims representative in an insurance company call center. You are filing a claim for a policyholder whose automobile was damaged in an accident.

First, you review the customer's policies in the Financial Services Summary view in the Contact screen. You select the auto policy, then click the New Claim button. This starts the Claim workflow.

The Claim workflow clicks the Policy Number hyperlink to navigate to the Claims view in the Auto Policies screen. Then it creates a new claim record and enters the Status and Loss Type information. You enter additional information, and then save the record. The Claim workflow navigates to the Loss Description view in the Claims screen. You enter information, and then save the record.

The Claim workflow navigates to the Insured Property view and enters information about the vehicle based on the information you entered in the Loss Description view. Now you can quickly enter additional information, such as the damage to the vehicle, the location of the vehicle, and so on.

The Claim workflow continues to guide you through other views in the Claims screen as you complete the claim filing process.