Selecting insurance claim for settlement

This page allows you to search and select a claim for settlement. If you know the number identifying the claim for which the settlement is to be made, enter it directly. Otherwise, you can carry out a search based on the number identifying the policy and the renewal details, the code identifying the finance book in which the policy details have been posted and the login ID of the user who has raised the claim. You can also search by specifying the code identifying the asset and the tag for which the claim has been raised. The system retrieves the claims based on the search criteria entered. Help facility is available for retrieving the policy, renewal details, the asset and the asset tag.

Select the “Settle Insurance Claim” link under the “Asset Insurance” business component.

The “Settle Insurance Claim” page appears.

Enter the following field if you are aware of the number identifying the claim for which the settlement must be made:

Claim No

The number identifying the claim for which settlement is to be made (Alphanumeric, 18).

Select the “Settle Insurance Claim” link provided alongside to enter the settlement details of the claim.
Enter the following fields to search for the number identifying the claim for which you want to enter settlement details. Data entry in the following fields is optional.

Policy No	The code identifying the policy against which the claim was raised (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the claims that have been raised for policy numbers that are similar to the value entered here.
	Help facility available
Renewal No	The code identifying the renewal details of the policy (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the claims that have renewal numbers similar to the value entered here.
	Help facility available
Finance Book	Use the drop-down list box to select the code identifying the finance book in which the asset details have been posted. All the finance books that have been mapped to the login organization unit will be available for selection in the ascending order. The system displays “Blank” by default on launch of the page.
Asset No	The code identifying the asset that you want to retrieve for which a claim has been raised (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the insurance policies that have been raised for assets similar to the value entered here.
	Help facility available
Tag No	The code identifying the asset tag that you want to retrieve for which a claim has been raised (Integer). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the insurance policies that have been raised for asset tags similar to the value entered here.
	Help facility available
Status	Use the drop-down list box to select the status of the claim that you want to retrieve from “Active” or “In Progress”.
	Active – indicates a newly created asset claim.
	In progress – indicates the claim has been settled partially and pending for further settlements.
	The system displays “Active” by default on launch of the page.
Claim Date From	The starting date in the date range during which the claim was raised (Date Format). The system retrieves all the claims that have dates after or the same as the date entered here.

Note: If this field is left blank and the “To” date is entered the system retrieves all the claims that have dates from the beginning of the century till the date entered in the “To” field.

To	The ending date in the date range during which the claim was raised (Date Format). The system retrieves all the claims that have dates before or the same as the date entered here.

Note: If this field is left blank and the “Claim Date From” date is entered the system retrieves all the claims that have dates starting from the date entered in the “From” field till the system date.

User ID

The login ID of the user who has raised the claim (Alphanumeric, 15).

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline based on the search criteria entered:

Claim No	The number identifying the claim.
	Data Hyperlink available
Claim Date	The date on which the claim was raised.
Policy No	The code identifying the policy.
Renewal No	The number identifying the renewal details of the policy.
Total Claim Amount	The claim amount for the policy.
Unsettled Amount	The claim amount that is yet to be settled.
Status	The status of the claim. It could be “Active” or “In progress”.
Finance Book	The code identifying the finance book in which the asset details are posted.