Loading
Salesforce now sends email only from verified domains. Read More
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Claim Financials Setup and Runtime Experience

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Claim Financials Setup and Runtime Experience

            Use the configuration-driven framework for Claim Coverage Payment Detail (CCPD) forms to tailor the payment details data capture process as per your business needs. Define both the user interface layout and the underlying calculation logic without requiring custom code. The result is a dynamic system that ensures data is captured accurately and efficiently, adapting automatically to the context of the claim.

            Required Editions

            View supported editions.

            The Setup Experience

            Admins can design unique data capture experiences for different financial scenarios. The configuration is centered around mapping a specific Policy Coverage Product to a set of UI and business logic rules.

            • Coverage-Specific Layouts: Configure distinct forms for both Loss and Expense items on a per-policy coverage product basis.
            • Dynamic Field Display: By associating a coverage product with a designated Field Set, you can dynamically extend the CCPD form to include the precise standard and custom fields required for that context.
            • Custom Calculation Logic: The framework allows for overriding the predefined calculation logic for adjustments and limits by linking the product to a custom Expression Set or Integration Procedure.

            The Runtime Experience

            For the claim adjuster, the administrative configurations translate into a seamless and intuitive workflow where the system handles the complexity internally.

            • Context-Aware Forms: When an adjuster adds a financial item, the system automatically presents a tailored form layout with fields that are specific to the selected coverage.
            • Automated Logic Application: The underlying business rules, including any custom adjustment logic and validations defined by the administrator, are applied dynamically in the background.
            • Efficiency and Accuracy: Eliminate the need for manual intervention, making sure that the correct data is captured accurately and efficiently by using the configuration-driven behavior.
             
            Loading
            Salesforce Help | Article