FINS Claims Add Reserve Position to Claim Team

Adds an adjuster position to a claim. For each adjuster for the current reserve, it checks if the position is part of the claim team, and if not, it adds the position to the claim team.

Adjuster field in the Claims, then the Reserves view

FINS Claims Call Evaluate SIU Potential Process

Calls the FINS Claims Evaluate Fraud Potential and FINS Claims Calculate Fraud Score BRPs and displays a popup message.

Evaluate SIU Potential button in MyClaims view

FINS Claims Call Evaluate Subrogation Potential Process

Calls the FINS Claims Evaluate Subrogation Potential and FINS Claims Calculate Combined Score BRPs to initialize the real-time rule score and calculate the subrogation combined score.

Evaluate Subrogation Potential button in MyClaims view

FINS Claims Get Policy Details Process

Creates a new revision of the policy and returns the new policy ID.

Get Policy button in Claims, then the Loss Details -Auto view

FINS Claims ISO Search Request

Sends a search request to the ISO database.

Submit button in ISO Database Search view

FINS Claims ISO Search Response

Updates Siebel Insurance with the results from the ISO database search.

Submit button in ISO Database Search view

FINS Claims OFAC Data Import Process

Imports the OFAC XML data to the Siebel database.

Submit Payment button in Claims, then the Payments view

FINS Claims Open Reserve Process

Opens the reserve for a claim.

Open Reserve button in Claims, then the Reserves view

FINS Claims Payment Create Activity Alert Sub Process

Creates an activity of type Alert, and assigns it to the subrogation or fraud unit.

Submit Payment button in Claims, then the Payments view

FINS Claims Payment Validation Sub Process

Validates the payment record (Submit Payment Validation Ruleset) and also checks that it is not a duplicate payment.

Submit Payment button in Claims, then the Payments view

FINS Claims Approval Manager Process

Checks whether the Inbox item is approved. If so, updates the proper Status value in the original request.

Submit Payment button in Claims, then the Payments view

FINS Claims Payments Create Payments Process

Creates the bundled Payment record based on the selected invoice records.

Generate Payment button in Claims, then the Invoices view

FINS Claims Payments Inbox Action SubProcess

Checks whether additional approvals are required when a user approves an Inbox item.

Inbox screen for payment approval

FINS Claims Payments Inbox Drilldown Process

Fetches the proper payment when the user clicks on the Inbox item and invokes a view navigation subprocess.

Inbox screen for payment approval

FINS Claims Payments Inbox GotoView SubProcess

Navigates to the Claim Payments view with the given payment information.

Inbox screen for payment approval

FINS Claims Payments Status Update SubProcess

Checks whether the Inbox item is approved. If so, updates the proper Status value in the original request.

Inbox screen for payment approval

FINS Claims Payments Query Payments GotoView SubProcess

Navigates to the Claims Payments view.

Submit Payment button in Claims, then the Payments view

FINS Claims Submit Payment Check Draft Authority Limits SubProcess

Checks whether the payment limits for the user are exceeded. If so, sends the item to the appropriate supervisor's Inbox for approval.

Submit Payment button in Claims, then the Payments view

FINS Claims Submit Payment Check OFAC Status SubProcess

Checks the imported OFAC data for the payee.

Submit Payment button in Claims, then the Payments view

FINS Claims Submit Payment Process

Invokes the main submit payment process.

Submit Payment button in Claims, then the Payments view

FINS Claims Submit Payment Updated Reserves

Updates the Claims Reserve totals during the processing of a claims payment.

Submit Payment button in Claims, then the Payments view

FINS Claims Submit Payment Validate Reserves SubProcess

Checks to verify that there is enough reserve in the Claims Reserve totals before allowing the workflow to process a claims payment.

Submit Payment button in Claims, then the Payments view

FINS Claims Void Payment Process

Cancels a payment that was generated successfully during the Submit Payment process. Sets the payment status to void and reverses the reserve outstanding made during the Submit Payment process. Also, creates an activity for the logged in user indicating that a payment has been cancelled.

Void button in Claims, then the Payments view