ECLAIM

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ECLAIM.PNG
Name Claim Query
Shortcut ECLAIM
Area Claims

See the NOVUS Walkthrough Guide for further information.

ECLAIM Claim Record Enquiry

The ECLAIM program enables overview enquiries on existing claim records. It has search capabilities and the ability to filter and sort the results set. Once a claim's status has been selected (open, closed, denied, reopened, or any combination of these) a “fuzzy” search will search for policies that contain the free text entered into the dialog box. Users can search for a particular claim reference, number, partial reference, or number.

Fuzzy searches are available on the following additional criteria filters: loss details, certificate, claimant details, original assured, insured, and loss adjuster details. For example, searching for 'Fre' would return rows for Fred and Freida.

The claim reference and claim number fields can accept multiple search values. Searching for 'C12345 C54321' would return rows for claims C12345 and C54321. Make sure space is left between any search items entered.


ECLAIM.PNG


Additional search criteria can be added using the + - buttons. Selecting positive (+) will add an additional criteria box, where an additional search option can be selected. The additional criteria are:

- Adjuster
- Certificate
- Claimant
- Entered By
- Insured
- Insured Code
- Loss Date From
- Loss Date To
- Loss Details
- Orig File Ref
- Original Assured
- Peril Code
- Policy Number
- Section
- Status Code
- Type
- UCR
- Year

Selecting negative (-) will delete the last additional criteria in the list. The following columns are returned in the default layout.

Column heading Description
Claimant Claimant name
Original assured Original assured's name. Columns are available to enable reporting on country code and region code for original assured.
Insured Free text field for the insured's details.
Claim reference Claim reference. The default format for the claim reference is PPPPPP-YYYY-NNN where the ‘P’s denote the policy number, the ‘Y’s denote the policy (underwriting) year and the ‘N’s is the next sequential number for that policy number and year, left padded with leading zeroes.
Adjuster Loss adjuster's details
Status Claim status: null or 'O'pen, 'C'losed, 'D'enied, 'R'eopened
Claim number Unique claim number of claim
Peril code Peril code (List of values available)
Peril description Text description of peril code
Policy number Policy number to which the claim attaches
Year Policy year to which the claim attaches
Section Policy section to which the claim attaches
Loss details Free format text details of loss
Loss date from Date of loss from
Certificate Certificate number
Division code Drop down list for division code
Type Policy type
Section type Section to which the claim attaches
Client Client name

The Column Customisation button to the left of the create new claim button will allow the user to choose the optional columns to be displayed on the grid.

Column heading Description
Adjuster ref Loss adjuster's reference
Amount Agreed Date Date claim amount agreed
Catastrophe Code Catastrophe code
Certificate end date Expiry date of the certificate
Certificate start date Start date of the certificate
Claim Closed/Denied Date Date claim closed or denied
Claimant (IBA) code Claimant/partner code
Client Code Market client
Contact name Details of person to contact with regard to this claim
Contact telephone Telephone number of contact
Country Code (Original Assured) Country code of the original assured
Country Code (Risk) Country code of the risk
Country Code Description (Original Assured) Country code description of the original assured
Country Code Description(Risk) Country code description of the risk
Coverage Confirmed Date coverage confirmed
Currency Currency of claim
Date Acknowledged Date claims acknowledgement sent
Date discharge received Date discharge voucher sent back
Date discharge sent Date discharge voucher sent out
Date documents received The date that all claims documents received
Division Drop down list for division code
Entered Date record set up
Entered By Name of person entering the data
Expiry Expiry date
First Advised Date of first advice
Inception Inception date
Incident Date From Start date of the incident
Incident Date To End date of the incident
Location code Location code
Loss date qualifier Loss date qualifier code
Loss date to Final date in loss range
MV Market version to which the claim attaches
Next review date Date of next review
Orig File Ref Free text field to record a secondary reference
Outcome Date the outcome of the claim status is decided.
Panel Instruction The date that the panel receives the information of the loss
Peer Reviewed Date of peer review
Person Responsible The name of the person involved in the loss such as the driver of a vehicle.
Priority Code Priority code
Priority Code Description Description of priority code
Property name Name of the property
Referral Received Date referral received
Referral Sent Date referral sent
Region Code (Original Assured) Region code of the original assured
Region Code (Risk) Region code of the risk
Region Code Description (Original Assured) Region code description of the original assured
Region Code Description (Risk) Region code description of the risk
Reinsurance Indicates whether the risk is reinsurance or not
Re-opened Date Date claim reopened
Risk Inception Year Year of inception of the risk
Risk item code Risk item code to which the claim attaches
Risk Item Description Free text description of risk item
Risk item key Risk item to which the claim attaches (if risk details being completed)
Risks covered Free text nature of risks covered
SRF Due Standard report form due date
SRF Rec'd Standard report form received date
Status Code Status code for claim
Status Description Description of the status
Subrogation Date of subrogation
Total Incurred Claims Total claims incurred
Total Outstanding Claims Total claims still outstanding
Total Settled Claims Total claims settled
UCR Unique claim reference
Withdrawn Date claim withdrawn

Full grid customisation and the ability to drag column headers to group by those columns allow flexible ways to display data and save it in a preferred layout. Print and save to file options allow information sharing. The results set can be customised by using the grid filtering capability.

Claims can be viewed in more detail by right-clicking and using the context menus. The number of records returned by the search will be displayed next to the save to file button.

New claims can also be created from the ECLAIM program using the CLMMEN program. Additional criteria can be selected to refine the search results.

The search button will perform the search.

The reset button will reset the grid.

Sort results using the built-in filters or drag columns to group the results. Tooltips show how to best use the program.


Version History

v 6.2.0 – Updated to latest version.
4.2.0 – Updated to latest version.
v12M - First version of this form to use the new style. No other updates except the restyle.