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Insurance
Configure Manageable Actions

Configure Manageable Actions

Configure the actions that an adjuster can take based on the payment status of a claim coverage payment detail record. For example, enable the Edit, Pay, Delete, and Pay Ex Gratia actions when the payment status is Draft. Some statuses have preconfigured default actions. For example, the Paid status has a default Cancel Payment action.

Required Editions

  1. From Setup, in the Quick Find box, enter Insurance Claim Services, and then select Configure Picklist Mapping.
  2. For the static value Draft, click dropdown, and then select Manage Actions.
  3. Select and move the Edit (Standard), Delete (Standard), Pay (Standard), and Pay Ex Gratia (Standard) actions from the Available list to the Selected list.
  4. Save your changes.
  5. Similarly map required actions for the other status values.
 
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