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Customize the Claim Loss Payment Detail Form
Each line of business can involve different processes and data entry requirements. Account for these differences by configuring payment detail processes at the coverage spec level. Corresponding payment detail forms can then guide claims adjusters through expected interactions logically and consistently.
The payment detail form shows fields in this order:
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Description and Payee, along with Benefit Type if it’s part of the coverage spec. Don't include these fields in custom field sets.
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Custom fields configured in custom field sets.
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Claim Amount or a Calculate button, as appropriate, and Adjusted Amount. Don't include Adjusted Amount in custom field sets.
Here's an example of payment details for Rental Car coverage. The Rental Car coverage spec is associated with a custom field set that has Limit Unit Count and Limit Unit of Measure fields, but not Claim Amount.
This is an example of payment details for Bodily Injury & Property Damage coverage. The Bodily Injury & Property Damage coverage spec isn't associated with a custom field set.
Tip: You can configure the Add Payee button in the Payee field.
In Lightning App Builder, open the Claims Record page. On the Financials tab, select the Vlocity Claim Items component. For Add Payee OmniScript, enter the OmniScript that adds a payee.
If a coverage spec has attributes that use the Benefit Type field, the form displays a Benefit Type picklist.
Customizing the form involves:
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Configuring a custom field set on the Claim Coverage Payment Detail object.
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Using the Insurance Configuration Setup custom setting to associate the custom field set with a coverage spec.
Don't edit the default Claim Coverage Payment Detail field set.
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Review your coverage specs and decide which ones require custom fields on the payment detail form.
Note the coverage codes. You enter these codes when you link custom field sets to the coverage specs.
- From Setup, in Object Manager, find and select Claim Coverage Payment Detail.
- Click Field Sets, then click New.
- Enter a label and description.
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Drag fields to the field set list.
Don't add Description, Payee, Benefit Type or Adjusted Amount to the field set.
- Click Save.
- In the Quick Find box, enter Custom Settings, and then select Custom Settings.
- Select Insurance Configuration Setup. Click Manage, then click New.
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Enter setting details and save changes.
Name
Enter ClaimCoverage: followed by a coverage spec code. For example, for a Rental Car coverage, enter ClaimCoverage:autoRental .
Setup Value
Enter the name of the custom field set to associate with the coverage spec.
