Check Financial Authority in Claim Payment Processes

As part of your financial authorization workflow, configure the Integration Procedure that's specified for the ClaimInitiatePaymentIP Insurance Configuration Setup custom setting. This is the same Integration Procedure that's kicked off by InsClaimItemService: invokeInitiatePaymentIP.

1. Add a new Remote Action called FinancialAuthorityCheck or something similar.

   Have it call InsClaimItemService: claimCoverageValuation to verify a user's financial authority.

   Remote Class	Remote Method
   InsClaimItemService	claimCoverageValuation

   Add remote options to set the Status of claims, claim coverages, and payment details to Pending Authority if a user doesn't have the authority to pay or approve an amount. Add another remote option to tell the service to skip the user financial authority evaluation for claim coverage payment detail records with a Status of Authority Approved.

   Key	Value
   AuthorityFailClaimStatus	Pending Authority
   AuthorityFailClaimCoverageStatus	Pending Authority
   AuthorityFailClaimCoveragePaymentDetailStatus	Pending Authority
   ClaimCovPaymentDetailStatusBypassFinancialAuthorityValuation	Authority Approved

   

2. Check the CreatePayments Remote Action, which calls InsClaimItemService: createPayments to create payments. Make sure the financial authority check comes before the CreatePayments action. This way InsClaimItemService: createPayments doesn't run unless the financial authority check passes.