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            Manage Claim Items

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            Manage Claim Items

            Claim adjusters can manage claim items by adding, editing, and deleting them under a specific participant. To add a claim item, provide the basic details, and then configure its attributes. The system can automatically fill in the attributes for a claim item by referencing a related object, such as an insured asset.

            Required Editions

            View supported editions.
            • Add a Claim Item
              Add a new claim item to an existing participant in a two-step process by providing key details and configuring attributes for the item.
            • Edit a Claim Item
              Modify the details and attributes of an existing claim item under a claim participant.
            • Delete a Claim Item
              Delete the items that are duplicates or irrelevant to a claim participant.
             
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            Salesforce Help | Article