Customize Data Entry with Payment Detail Configuration
When a claim adjuster adds a financial item such as a loss or expense, the system needs
to identify the form to present and the calculation logic to use. Claim admins can specify this
behavior for each product.
The payment detail configuration is a mapping that links a specific coverage product to a
custom user interface or custom logic.
Field Sets: You can create custom Field Sets on the Claim Coverage
Payment Detail (CCPD) object. By configuring a product to a field set, you define the exact
fields that appear in the data entry form for that item.
Expression Sets and Integration Procedures: For more advanced
scenarios involving Loss Items, you can configure an Expression Set or Integration Procedure
to override the default system logic for calculating adjusted amounts or processing
limits.
Loss and Expense Mapping: The configuration is separate for Loss
and Expense items. Expense item mapping typically requires only a Field Set as complex
calculation overrides are less common.
Create Field Sets Salesforce has a drag-and-drop WYSIWYG tool for creating field sets.
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