Configure Payment Detail for Claims Financials

Customize the Claim Coverage Payment Detail (CCDP) intake form and override default calculations.

User Permissions Needed
View user permissions.

To complete this configuration, you must be a Salesforce admin.

From Setup, in the Quick Find box, enter Insurance Claim Services, and then select Configure Payment Processing.
Click New Loss Item Mapping or New Expense Item Mapping.
Select the coverage for which you want to create a custom layout. For example, Vandalism Coverage.
Select a field set. To create a field set , see Create Field Sets.
(For Loss Items only) Optionally, override the default calculation logic for calculating adjustments or processing limits.
1. Select Expression Set or Integration Procedure.
2. Select the definition for the selected expression set or integration procedure.
Click Active to activate the mapping.
Save your changes.

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