Copying a Claim Template

Instead of creating a claim template from scratch, you can create a new claim template using an existing claim template. This is possible through copying a claim template. On copying a claim template, the details including the line items and default markup or markdown values are copied to the new claim template. You can then edit the details, if required.

Prerequisites

To copy a claim template, you should have:

  • Claim template (whose copy you want to create) defined in the application

Procedure

To copy a claim template:

  1. Search for the Claim Template extendable lookup in the Extendable Lookup Query screen.
  2. In the Search Results section, click the link in the Description column corresponding to the extendable lookup business object whose details you want to view.
    The Extendable Lookup screen appears.
  3. In the Extendable Lookup Value List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the claim template whose copy you want to create.

    The Claim Template screen appears. It contains the following sections:

    • Main - Used to specify basic details about the claim template. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Claim Template Used to specify the claim template. Yes
      Description Used to specify the description for the claim template. Yes
      Override Description Used when you want to override the description of the claim template. No
      Detailed Description Used to specify additional information about the claim template. No
      Status Used to indicate the status of the claim template. The valid values are:

      • Active

      • Inactive

      		 Yes

    • Claim Template Usage - Used to indicate when the claim template can be used while defining a claim pricing rule for a policy of a bill group. It contains the following field:

      Field Name Field Description Mandatory (Yes or No)
      Policy Status Used to indicate whether you want to use the claim template while defining a claim pricing rule for a policy which is in the In Force/Active, Post Runout, or Runout status. The valid values are:

      • In Force/Active

      • Post Runout

      • Runout

      		 Yes

    • Claim Handling Fees - Used to indicate the claim handling fees for the lines items which are added in the claim template.

    • Default Markup or Markdown Values - Used to indicate the default markup or markdown values for the line items which are added in the claim template.

    • Line Items - Used to add the claim line items in the claim template.

    Tip: Alternatively, you can copy a claim template by clicking the Duplicate button in the Extendable Lookup Value zone.
  4. Enter the required details in the Main section.
  5. Select the In Force/Active, Post Runout, or Runout option from the Policy Status list depending on whether you want to use the claim template while defining a claim pricing rule for a policy in a particular status.
  6. Add, edit, or remove the claim handling fees for the line items in the claim template, if required.
  7. Modify the default markup or markdown values for the line items in the claim template, if required.
  8. Add, edit, or remove the line items from the claim template, if required.
  9. Click Save.
    The new claim template is added in the C1-ExtLookClaimTemplate extendable lookup.

Related Topics

For more information on... See...
How to search for the Claim Template extendable lookup Searching for the Claim Template Extendable Lookup
Extendable Lookup screen Extendable Lookup (Claim Template)
Extendable Lookup Value List zone Extendable Lookup Value List
Extendable Lookup Value zone Extendable Lookup Value
How to define the claim handling fees for the line items in the claim template Defining the Claim Handling Fees for Line Items in the Claim Template
How to define the default markup or markdown values for the line items in the claim template Defining the Default Markup or Markdown Values for Line Items in a Claim Template
How to add the line items in a claim template Adding a Line Item in a Claim Template