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            Manage a Claim's Participants

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            Manage a Claim's Participants

            As a claims adjuster, you have access to essential information about claim participants and can complete tasks related to them.

            • View each participant's account or contact name and their role or roles in the claim.

            • Add a participant to a claim.

            • Edit participant information, delete a participant, or add details about a participant's injury or involved vehicle. The system administrator can customize actions available for each claim participant role.

            • Get contact information for the claim participant.

            • View an involved item or injury associated with this claim participant.

            • Show or hide all the involved items and involved parties.

            The Participants tab on the Policy UI.
            Note
            Note

            If you don't see participant information on the Claim record, ask your administrator to configure the Vlocity Claim Participants LWC. If it's already configured, you can add it to the Claim record yourself. See Add the Vlocity Claim Participants LWC to the Claim Record Page.

            .
            1. On a claim, click the Claim Participant tab.
            2. Add, edit, or delete claim participants.

              To add a participant, click Add Participant.

              • For participants not yet in the system, choose Create New Contact. Add account information and select a Participant Role.

              • For participants already in the system, choose Search Existing Accounts. Search for and select the participant, select a Participant Role, then click Next.

              To edit a participant, click the dropdown menu for the participant and choose Edit Participant. When you edit a participant, you can select additional roles.

              To delete a participant, click the dropdown menu for the participant and choose Delete Participant. Then click Delete.

             
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