How Does Property Claims Initiate Recovery Work

The claim recovery workflow is built using the ClaimRecovery OmniScript. You can find this OmniScript in OmniStudio OmniScripts under:

Here's a look at each component in the OmniScript:

Component Name	Component Type	What It Does	What It Calls
getClaimId	DataRaptor Extract Action	It extracts details of the claim payment.	ins_ClaimDataRecoveryExtract
SelectionBlock	Step	Displays the screen to select coverage items to initiate recovery.	None
getRecoveryData	DataRaptor Transform Action	Transforms the claim data into a more suitable format.	insTransformRecoveryData
RecoveryData	Step	Displays the screen to enter recovery details.	None
AccountProcessing	Integration Procedure	Gets payment details, creates a new account (if required), and transforms the data into a condensed format.	ins_AccountProcessing
StepConfirmation	Step	Displays the confirmation screen with the details of the recovery record initiated.	None

Navigate to the Financials tab of the claim record.
Click Initiate Recovery.
Select the coverages to initiate recovery and click Next.
Select the coverage to add recovery details.
Enter the details and click Save. When you're done, click Next.
That's it! The recovery is initiated and you see a confirmation.
Now navigate to the Related tab on the claim record and scroll down to Claim Recoveries.
Open the claim recovery record you just created and click the pencil icon in the Recovered Amount field.
Enter the recovered amount and click Save.
If the recovered amount is equal to the estimated amount, the Status changes to Accepted Recovery.

Did this article solve your issue?

Let us know so we can improve!

Product Area