Viewing insurance claim details

This page allows you to view the details of the claim that has been raised against an insurance policy. You can view all the details of claim irrespective of its status. The system also displays the login ID of the user who created and last modified the claim.

Select the “View Insurance Claim” link provided in the “Select Insurance Claim” page.

The “View Insurance Claim” page appears.

The system displays the following:

Claim No	The number identifying the claim.
Claim Date	The date on which the claim has been raised.
Status	The status of the claim. It could be “Active”, “Reversed” or “In Progress”.
	Active – indicates a newly created claim.
	Reversed – indicates a claim that has been reversed after settlement.
	In progress – indicates that the claim has been partially settled and is pending for further settlement.
Policy No	The code identifying the policy for which the claim has been raised.
Renewal No	The number identifying the renewal details of the policy.
Finance Book	The code identifying the finance book in which the account postings have been made.
Total Claim Amount	The total amount claimed from the insurance company.
Unsettled Amount	The amount claimed that is yet to be settled.

The system displays the following in the “Asset Information” multiline:

Asset No	The code identifying the asset.
Asset Desc.	A textual description of the asset.
Tag No	The code identifying the asset tag.
Tag Desc.	A textual description of the asset tag.
Tag Status	The status of the tag. It could be “Marked for Insurance”, “Active” or “Retired-Claimable”.
Insurable Value	The insurable value of the asset.
Loss Incurred	The loss incurred for which the claim has been raised.
Claim Amount	The amount that has been claimed for the asset.
Reason	The reason based on which the claim has been made.

The system displays the following:

Created By	The login ID of the user who has raised the claim.
Created Date	The date on which the claim was raised.
Last Modified By	The login ID of the user who last modified the claim.
Last Modified Date	The date on which the last claim was settled.

To proceed, carry out the following

Select the “Receipt Information” link at the bottom of the page to view the receipt information details.
Select the "Attach Notes" link at the bottom of the page to add notes.