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            View the Financial Dashboard

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            3. Digital Insurance

            View the Financial Dashboard

            View real time financial data for specific coverage.

            Required Editions

            1. From the App Launcher, find and select Claims.
            2. Select a claim from the list view.
            3. Navigate to the Claim Financials tab and open a claim coverage.
            4. A side panel opens, displaying the financial dashboard with two sections:
              • Overall Loss Summary: This summary shows the pending and processed amounts for loss items. Any Claim Coverage Policy Detail (CCPD) record that isn’t marked as Canceled or Paid is considered pending, while a CCPD with a Paid status is considered paid. This information is presented in a donut chart.
              • Current Limit Standings: This section offers a detailed overview of the total limit, remaining balance, consumed amount, and pending amounts for deductibles, copays, limit currency, and out-of-pocket maximums for each scope. The scopes include Claims, Claim Coverage, Policy, and Policy Coverage for a CCPD record. This breakdown helps to clearly understand the financial status and utilization within each specific scope.
             
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