Siebel Insurance Guide > Managing Claims >
Managing Reserves (End User)
After a reserve is created, an adjuster can open and adjust the reserve. You can also create new reserves and delete existing reserves. This task is a step in Process of Managing Claims. To open a reserve
- Navigate to the Claims screen.
- In the Claims list, drill down on a claim.
- Click the Financials, then the Reserves view tab.
- In the Reserves list, select the required record.
- Enter the required amount in the Reserve Amount field.
- Click Open Reserve.
Adjusting a Reserve
Use the following procedure to adjust a reserve. To adjust a reserve
- Navigate to the Claims screen.
- In the Claims list, drill down on a claim.
- Click the Financials, then the Reserves view tab.
- In the Reserves list, select the required record.
- Click Reserve Adjustment.
- Enter the required amount in the Reserve Amount field.
- Click Open Reserve.
Creating a New Reserve
Use the following procedure to create a new reserve. To create a new reserve
- Navigate to the Claims screen.
- In the Claims list, drill down on a claim.
- Click the Financials, then the Reserves view tab.
- In the Reserves list, create a new record and complete the necessary fields.
For information about the fields in a reserve, see Table 9.
Deleting a Reserve
Use the following procedure to delete a reserve. To delete a reserve
- Navigate to the Claims screen.
- In the Claims list, drill down on a claim.
- Click the Financials, then the Reserves view tab.
- In the Reserves list, select the required record.
- Click Delete.
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