Table 18. Tasks in the Recovery Dashboard
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Check State Statutes |
Checks the state statutes. During implementation, the customer can extend the business service for this task to implement statute of limitations logic specific to the states in which they operate. |
Update Theory of Liability |
Displays a dialog box with the following fields:
- New Theory of Liability %. Enter a new value with which to update the Overall Fault % field in the dashboard.
- Reason for Change. Enter the reason for adjusting the theory of liability to create a new note of type Subro Liability Assessment with the text you enter.
- Update Recovery Potential flag. Select this check box to update the Subro Potential field with the calculated value (New Theory of Liability % * Total Claim Payment Amount).
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Update Recovery Potential |
Displays a dialog box with the following fields:
- New Recovery Potential Amount. Enter a new value with which to update the Subro Potential field in the dashboard.
- Reason for Change. Enter the reason for changing the recovery potential to create a new note of type Subro Recovery Potential with the text you enter.
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Recalculate Payment |
Recalculates the total claim payment and updates the Total Claims Payment in the dashboard. |
Update Expenses |
Recalculates the total subrogation expenses and updates the Total Expenses field in the dashboard. |
Calculate Deductible Return |
Calculates the amount of the deductible that must be returned to the insured party and updates the Deductible Return field in the dashboard. |
Notify Salvage |
Updates the Notify Salvage flag. |
Reassign Claim |
Displays a dialog box with the following fields:
- Assign To. Select the User ID of the person to whom you want to assign the claim. Leave the field blank if you require Assignment Manager to assign the claim automatically.
- Reason for Reassignment. Enter the reason for reassigning the case to create a new note of type Subro Reassignment with the text you enter.
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Refer to Arbitration / Litigation |
Displays a dialog box with the following fields:
- Assign To. Select the User ID of the person to which you want to assign the claim. Leave the field blank if you require Assignment Manager to assign the claim automatically.
- Referral Notes. Enter any referral notes to create a new note of type Subro Litigation Referral with the text you enter.
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Refer to Collections |
Displays a dialog box with the following fields:
- Assign To. Select the User ID of the person to which you want to assign the claim. Leave the field blank if you require Assignment Manager to assign the claim automatically.
- Referral Notes. Enter any referral notes to create a new note of type Subro Collection Referral with the text you enter.
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