Siebel Consumer Goods Guide > Deductions and Claims >

Adding Attachments to Claims


Account managers can view and add attachments to claims to show supporting evidence for the customer's request.

This task is a step in Process of Managing Claims.

To add or edit attachments to a claim record

  1. Navigate to the Settlements screen, then the Claim List view.
  2. Drill down on the Claim ID field hyperlink for a claim.
  3. Click the Attachments view tab.
  4. To add a new file attachment, click New File, navigate to the file, select it, and click Open.

    The attachment appears in the Attachments list.

  5. To add a new URL attachment, click New URL, enter the URL in the URL file, and click Add.

    The attachment appears in the Attachments list.

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