View a claim's summary

Managers, adjusters, and processors can view the Claim summary page to see claim case snapshots.

Use the Claim summary page to view items such as claim status, service level agreements, claim properties and participants, notes and activities, coverages, and other financials.

Note:

• The Claim summary page is read-only and cannot be updated.
• An admin can view and modify the page variant of the Claim summary page by accessing it from the UI Builder CSM default record-post Details page collection. For more information, see Enable Claim workspace, Fraud score, and Claim summary pages.

From a claim case or adjuster task, select Claim summary to view the Claim Summary page.

Claim Summary page details

• Claim details

  Shows details such as policy number, claim stage, claim status, and incident and reporting dates.

• Claim SLAs

  Shows the time left to meet relevant service level agreements.

• Adjuster tasks

  Shows a list of relevant adjuster tasks and their statuses associated with the current claim case.

• Claim properties

  Shows a list of properties added to the claim case.

• Claim participants

  Shows a list of participants added to the claim case.

• Claim status

  Shows whether the claim case is in one of these statuses:

  • FNOL
  • Claim review
  • Adjuster review
  • Fulfillment
  • Closed complete
  • Closed rejected
  • Cancelled
  • Coverages and financials

  Shows the financial summary of the claim, including claim entities such as claim coverages, associated reserves, payments, and expense amounts under individual coverages.

• Notes and activities

  Shows user and system activities history, including claim update comments, work notes, and key attribute changes.