Assign a case for a payment claim to yourself or to another claim agent so that you or another agent can start working on the case.

Vorbereitungen

Role required: sn_bom_payment.claim_agent, sn_bom_payment.claim_agent_connector, or sn_bom_payment.admin

Warum und wann dieser Vorgang ausgeführt wird

When a case for a claim is created, the case is automatically assigned to an assignment group or user in the payment claims department. The assignment is based on the configured assignment rules. If the case is assigned to an assignment group, any member from the group can triage the case themselves or assign the case to another member of the group.

Prozedur

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Claims, click All.
4. In the list, click the case that you want to open.
5. Assign the case.
   • To assign the case to yourself, click Assign to me.
   • To assign the case to another agent, select an agent in the Assigned to field.

Ergebnisse

The case is assigned to the claim agent. If the agent also belongs to an agent assignment group, the group's name appears in the Assignment group field.