Defining a Claim Template

Procedure

To define 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. Click the Add button in the Page Title area of the Extendable Lookup screen.

    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

      Note: By default, the value is set to Active.
      		 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 define the claim handling fees for the claim 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 claim line items which are added in the claim template.

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

  4. Enter the required details in the Main section.
  5. Select the In Force/Active, Post Runout, or Runout option from the Policy Status dropdown 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. Define the claim handling fees for the line items in the claim template, if required.
  7. Define the default markup or markdown values for the line items in the claim template, if required.
  8. Add the required the line items in the claim template.
  9. Click Save.
    The 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)
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