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Administering Adjusters' Financial Limits

You can set financial limits for adjusters on both the reserves level and on the claims level.

You can set reserve and payment limits for each reserve code, and you can also set total reserve and total payment limits for a claim for the employee.

Reserve and payment limits are checked when the user clicks the Open Reserve button (in the Reserves view) and the Submit Payment button (in the Payments view) respectively. For more information, see Managing Reserves (End User) and About Issuing a Settlement Payment (End User).

This task is a step in Process of Managing Claims.

To set the adjusters financial limits

1. Navigate to the Administration - User screen, then the Employees view.
2. Select an employee record.
3. In the Employees list, enter the required values for:
   • Total Reserves. The total reserve amount available to the employee for a claim.
   • Total Payments. The total payment amount available to the employee for a claim.
4. Click the Claims Reserve Limits view tab.
5. For each reserve code, enter the required values for:
   • Reserve Limit. The maximum value of reserve available to the employee for this reserve type.
   • Payment Limit. The maximum payment value available to the employee for this reserve type.