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Working with the Claim Homepage

The Claim Homepage is the starting point for managing claims. This page contains several sections and displays information that is relevant to you.

NOTE: Your company administrator can customize the layout of your Claim Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page, and remove sections from the page.

Creating a Claim

You can create a claim by clicking the New button in the Recently Modified Claims section. For more information, see Creating Records and Claim Fields.

Working with Claims Lists

Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for claims.

Claims List

Filters

All Claims

All claims to which you have visibility, regardless of who owns the claim.

Recently Modified Claims

All claims, sorted by the modified date.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, so you cannot edit or delete them.

Viewing Recently Modified Claims Section

The Recently Modified Claims section shows the claims that were most recently modified, sorted by the modified date. To expand the list, click the Show Full List link. The following procedure describes how to add sections to the Claims Homepage.

Adding Sections to Your Claims Homepage

If your user role includes the Personalize Homepage privilege, you can add additional sections to your Claims Homepage, depending on which sections your company administrator has made available for display on your Claims Homepage.

To add sections to your Claims Homepage

  1. On the Claims Homepage, click the Edit Layout link.
  2. On the Claims Homepage Layout page, click the arrows to add or remove sections, and to organize the sections on the page.
  3. Click Save.

Related Information

See the following topics for related claims information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.