Claim detail page

To view more information about a claim, either select the reference number or double-click on the corresponding row. This will open the claim details page, where you can view information such as:

• Customer information

• Custom field: For additional claim information, custom fields can be populated.

• Workflow assignment of this claim

• Claim items

• Claim history

The claim history includes detailed information about:

• Changes to the claim, e.g. adding of items

• Changes to the customer

• Workflow assignments

• Communications, e.g. email sent out

• Accesses to the landing page

• Payments

• Disputes

On the claim detail page multiple functionalities are available:

• Payment received: Receiving a payment will change the claim status to confirmed and end the communication.

• Dispute: Creating a dispute will pause the communication. The landing page will still be accessible.

• Add comment

• Edit claim: Customer information, such as address or mobile phone number, can be updated.

• Landing page: The landing page for this claim is opened.

• Contact page: The contact collection page for this claim is opened.

• Archive claim: Archiving the claim stops the communication. The landing page is no longer accessible.

• Pause claim: Pausing the claim also stops the communication. The landing page remains accessible.

• Delete claim: Deleting the claim stops the communication and removes the all personal data from the collatAI platform. The claim can no longer be found in the claim search.

The item table also offers multiple functionalities:

• Edit item: The description, item reference, date, amount of the item can be changed.

• Delete item: This item and all fees associated with his invoice are deleted. This action cannot be undone.

• Add item: Invoices and reminder fees can be added for a claim.