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
            Manage Claim Participants and Claim Items

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Manage Claim Participants and Claim Items

            The Claim Participant Lightning web component (LWC) offers a detailed, hierarchical view of claim participants and their associated items. Add, edit, view, or delete Claim Participants and Claim Items of type Damage or Injury. Configure dynamic and extended attributes for each Claim Item. View the complete attribute details for each Claim Item in the side panel to gain a thorough understanding of the specifics of each claim.

            Required Editions

            View supported editions.
            • Add the Participants Component to the Claim Record Details Page
              Use Lightning App Builder to add the Claim Participants Lightning web component to the claim record details page.
            • Manage Claim Participants
              Use the Participants tab on the Claim record details page to manage claim participants. You can add, edit, or delete participants as needed. As a claim adjuster, you can link a participant to a specific account or contact and link the participant to the relevant insurance policy. When adding a participant, you can assign one or more roles and indicate if the participant was injured. While the Claim Instance Identifier is auto-generated, you have the option to override its value when adding a claim participant.
            • 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.
            • View Participants Details on the Claim Record Page
              As a claims adjuster, you have access to view essential information about claim participants and its associated items and can complete tasks related to them.
            • Organize Participants List View on the Claim Record Page
              Use sort, search, filter, and freeze capabilities to look at the claim participant records and analyse the details that are most relevant to you. However, these capabilities don’t apply to the claim items associated with the claim participant records.
             
            Loading
            Salesforce Help | Article