Siebel eInsurance Guide > Claims > End-User Procedures >

Associating a Contact with a Loss


To associate a contact with a loss, end users link the loss to a contact.

To associate a contact with a loss

  1. Navigate to the Claims screen.
  2. In the Claims list, select a claim.
  3. Click the Contacts view tab.
  4. In the Contacts list, add a record
  5. In the Add Contacts dialog box, do one of the following:
  6. Scroll down to the Contact Role form and complete the necessary fields.
  7. Repeat Step 4 through Step 6 for each contact you want to add.

 Siebel eInsurance Guide 
 Published: 04 June 2003