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View the Financial Dashboard
View real time financial data for specific coverage.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| View user permissions. |
- From the App Launcher, find and select Claims.
- Select a claim from the list view.
- Navigate to the Claim Financials tab and open a claim coverage.
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A side panel opens, displaying the financial dashboard with two sections: Overall Loss
Summary and Current Limit Standings.
- Overall Loss Summary: This summary shows the pending and processed amounts for loss items. Any Claim Coverage Policy Detail (CCPD) record that isn’t marked as Canceled or Paid is considered pending, while a CCPD with a Paid status is considered processed. The information is presented in a donut chart.
- Current Limit Standings: This section shows the total limit, remaining balance, consumed amount, and pending amounts for deductibles, copays, limit currency, and out-of-pocket maximums for each scope. The scopes include Claims, Claim Coverage, Policy, and Policy Coverage for a CCPD record.
When hierarchical limit processing is enabled and you select a child coverage, Current Limit Standings also shows currency and count limits from parent and higher-level coverages. These hierarchical limits are prefixed with the coverage name (for example, "General Liability Coverage : General Liability Limit"). After you process a payment, the consumed amounts update at every level in the hierarchy.
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