Example: Claim Transition from Draft to Payment Processing

This example demonstrates how a Product Admin can configure conditions to transition a claim from Draft to either Payment Processing or Under Review.

Scenario: A claim is filed for a damaged vehicle.

Condition: If the Claim Amount < $100, then open Rental Car Collision coverage and change status to 'Payment Processing', else open Rental Car Collision coverage and change status to 'Under Review'.

Automated Actions (if true):

• Open a new claim coverage (Example: Rental Car Collision).
• Send claim evaluation successful email notification.
• Transition the claim's status from Draft to Payment Processing.

Automated Actions (if false):

• Open a new claim coverage (Example: Rental Car Collision).
• Send a claim under review email notification.
• Transition the claim's status from Draft to Under Review.

To enable the transition from Draft to Payment Processing, the Product Admin sets up a rule with these conditions on the Rental Car product:

Stage Transition	Product Criteria	Action
Draft to Payment Processing	Claim amount < $100	True evaluation: Send Email False evaluation: Move Claim to Under Review stage and send email about moving the claim to Under Review stage.

When insurance reps trigger the claim workflow rule:

• If the product meets the criteria and satisfies the rule group condition logic, the claim transitions to the Payment Processing stage. The rule triggers the confirmation email to users.
• If the product doesn’t meet the criteria, the rule initiates a flow that transitions the claim to the Under Review stage. Also, the rule triggers an email to the user stating the claim stage change to Under Review.