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Claims Analysis for Claims Page

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Claims Analysis for Claims Page

Use the Claims Analysis dashboard embedded in the Claims page to get a quick view on the trends of claims filed in the past. Use the insights to understand the patterns and trends and take decisions on approving or rejecting a claim.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions where Manufacturing Cloud and CRM Analytics for Warranty Lifecycle Management are enabled
User Permissions Needed
To access CRM Analytics for Warranty Lifecycle Management dashboards: CRM Analytics Plus User AND Analytics for Manufacturing User or RI for Manufacturing User

Filter the charts on the Claims Analysis - Embedded dashboard based on causal part and a specific period. You can view the values for various KPIs and see the trend chart for each KPI to analyze the progress over time. The dashboard also shows the current claim processing time and the average days to process claims.

Embed the Claims Analysis dashboard in the Claims page using the following filter string information:

{"datasets":{"Warranty_ClaimCoverage":[{"fields":["ClaimItem.ClaimId"], "filter":{"operator":"in","values":["$Id"]},"locked":null,"hidden":null}]}}

For general instructions on embedding the dashboards, see Embed Dashboards in Lightning Pages.

 
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