Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Insurance
Edit a Claim Item

Edit a Claim Item

Modify the details and attributes of an existing claim item under a claim participant.

Required Editions

  1. From the App Launcher, find and select Claims.
  2. Select a claim from the list view.
  3. Navigate to the Participants tab and expand the claim participant that you want to edit the claim item for.
  4. Click the dropdown menu of the claim item that you want to edit, and select Edit.
  5. Make the necessary changes to the details and attributes of the claim item. However, the Claim, Category, Product, and Claim Instance Identifier fields are not editable.
  6. Save your changes.
 
Loading
Salesforce Help | Article