Claim file and exposure file Attachments screen overview

In some claims, the law may dictate that a barrier be created between adjusters who manage different coverages on the same claim for the same party. To address this need, depending on roles and permissions, the system is designed to allow an adjuster to manage a claim either at the claim file level or at the exposure file level. For example, an exposure-level adjuster can manage an exposure file on a claim without the need to navigate to the parent claim file or access other exposures.

With this design, some information available on the claim file level is also available at the exposure file level. For example, claim file Attachments screen information related to an exposure is also available at the exposure file level.

You can access the Attachments screen from either a claim file or an exposure file. In the Attachments screen, you can upload files, create new folders, create documents, and manage the files/folders that display in the Attachments screen. In the future, you will be able to search for and filter by specific files and folders.

The claim file’s Attachments screen

The claim file’s Attachments screen holds files and folders added for every exposure added to the claim. When you access the Attachments screen of a claim file, you will notice the Exposures folder. The number next to the Exposures folder indicates how many exposures are associated with the claim. The lock icon next to the Exposures folder indicates that the exposure folder structure for attachments can’t be renamed or removed. You can still add, rename, or remove files from the exposure folders. See Figure 1.

When you select the Exposures folder, subfolders display for each exposure. From the claim file’s Attachments screen, you can view attachments added to an exposure from the exposure file’s Attachments screen, and you can add attachments to a specific exposure from the claim file’s Attachments screen.

Figure 1: The Attachments screen of a claim file.

 

The exposure file’s Attachments screen

The exposure file’s Attachments screen holds attachments specific to that exposure. When you access the Attachments screen of an exposure file, you will see the folders created and files uploaded specifically for that exposure. See Figure 2.

While you can see files added to the exposure from the claim file’s Attachments screen, you can’t see files added to the claim in the exposure file’s Attachments screen.

Figure 2: The Attachments screen of an exposure file.

Actions to complete in the Attachments screen

The Attachments screen behaves the same for the claim file and the exposure file. In the Attachments screen you can do the following:

  • Access files or folders
  • Upload files
  • Create, rename, remove folders
  • Create, rename, remove documents
  • Manage files and folders