Approve Claims

Here you'll learn how to approve claims.

Here you approve claims in Channel Revenue Management.

Note: After 24B, you must approve claims with the Approve Customer Claims Using BPM Workflow feature.

Note: You can use privilege-based approvals only if you haven't opted into the Approve Customer Claims with BPM Workflow feature.

A claim analyst with appropriate roles assigned can select the following options from Actions after analyzing each claim:

• Submit: claim moves to the Settlement Pending status.
• Return to Open: moves a rejected claim to the open status for further investigation.

If the analyst doesn't have the appropriate role assigned which allows to approve claims, the claim moves to Approval Pending status after submission. A claim approver with appropriate roles assigned can select the following options from Actions:

• Approve: claim moves to the Settlement Pending status.
• Reject: claim moves to the Approval Rejected status.

Note: You can't delete a claim. A deduction or overpayment can only be moved to the canceled status by unapplying the claim investigation line or reversing the receipt. You can cancel a manual claim from the Claim page.