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Keep Track of Claim Team Member Roles
Team members play many roles as they process claims, including claim owner, claim administrator, claim supervisor, and special investigator. Track who’s doing what with the Claim Team Member object.
Where: Available in Summer '22 and later releases.
Why: Many people contribute in different ways to take a claim through processing to its resolution. The Claim Team Member object provides visibility into who fulfills each role on a given claim.
How: Use the Claim Team Member object to represent a user’s role in processing a specific claim.
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