Manage the Archive Claim Case rule

  • Release version: Xanadu
  • Updated October 3, 2024
  • 1 minute to read

    • Manage the archive rule that is provisioned in the Claim Case [sn_ins_gen_claim_case] table of the Insurance claims application so that your organization can meet your claim case archiving requirements.

    Before you begin

    Role required: admin

    About this task

    The Archive Claim Case rule is that a case that is inactive and more than seven years old is automatically archived. This rule is the base system archiving rule for claim cases in the Claim Case [sn_ins_gen_claim_case] table and is active by default. You can modify the archiving rule if necessary.

    For more information on archive rules and archiving records, see Archiving records.

    Procedure

    1. Navigate to All > System Archiving > Archive Rules.
      The system archiving rules that are in the base system are displayed.
    2. View the Archive Claim Case rule.
    3. Update the rule and its parameters, if necessary.