🚨: Aclaimant has introduced enhancements to the Claims Detail tab.
Claims Details Tab Enhancements:
- AI Summary: Summary text that functions similar to incidents/safety reports (V3 Only)
- Task Summary: Doughnut chart by status.
- Claim-Specific Tabs: Tasks, Notes, Files and Events (including items linked to the claim or its parent incident).
- Documents Tab: For invoices, receipts, etc.
- Financials Tab: Now includes Claim Reports and Claim Transactions.
- Transaction Updates:
- New "Recovery Payer" field.
- New "Self-Pay?" field.
- Recovery Transactions (Streamlined): Payment, Check (limited fields), Payer (payer-type/name only), Documents and Note tabs.
- Reserve Change Transactions (Streamlined): Payment, Documents, Note tabs
- Transactions Table (New Columns): Outstanding Loss Reserves, Total Incurred and Net Incurred.
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