Tag Maintenance overview

Tags are used in the system to provide additional information to a claim file or an exposure file. For example, if a loss event resulted in a fatality, you can add the tag Fatality to the associated exposure. If a loss occurred out of state, you can add the tag Out of State to the claim file. Tags appear in a dropdown list of the claim file header or exposure file header when you select the icon.Tags are used to help locate claims and are a filter on the Claims Home screen.

To manage tags that appear in the dropdown list of the claim file and exposure file headers, access System Admin > Tag Maintenance. The Tag Maintenance screen contains all tags for the claims system for Personal Auto. You can add new tags, edit existing tags, and remove tags. Rules can be configured to automatically set and remove tags. Automatically set tags can’t be manually removed. See Manage Tags for more information. The tags that exist on the Tag Maintenance screen populate in the Tags checklist for the claim file and/or exposure file, depending on the level the tag is associated with.

Figure 1: The Tag Maintenance table.


In the Tag Maintenance screen, a table will appear. See Figure 1.

The Tag Maintenance table consists of the following columns:

  • Tag: The Tag column contains the title of the tag that can be attached to a claim file or exposure file. That title is what will appear in the Tags checklist in the claim file or exposure file’s header.
  • Level: The Level column refers to the level at which the tag will appear. The tag can appear only at the exposure file level, only at the claim file level, or at both the exposure file and claim file level.
  • Rule Description: The Rule Description column contains information about how to use the tag. If a rule has been created to automatically set and remove tags, the column provides a narrative of the logic used to apply the tag.
  • Rule Url: The Rule Url column contains the URL of the rule should you want to enable or disable this rule.
  • Actions: The Actions column contains a list of actions you can implement for the given tag.