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            Manage Claim Financials

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            Manage Claim Financials

            Provide a consolidated view of all financial items in the Claim Financial component.

            Required Editions

            1. From the App Launcher, find and select Claims.
            2. Select a claim from the list view.
            3. Navigate to the Claim Financials tab.
            4. Click Losses and Expenses tabs to see the relevant items. The coverages are grouped by the Claimant and Involved Item.
            5. Use the action dropdown menu on a claim coverage to:
              • Edit the coverage.
                Note
                Note Don't edit the Coverage field if adjustments have already been made and saved, because this can corrupt the policy term data.
              • Make adjustments to the Loss Reserve or Expense Reserve.
            6. Use the grid's built-in search and sorting functions to find specific records.
             
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