Add a document list definition to a service definition
Add a document list definition to a service definition by using the Insurance claims application so that you can define the required documents that a customer needs to provide for a particular claim.
Antes de Iniciar
Role required: admin
Por Que e Quando Desempenhar Esta Tarefa
After setting up FSO Document Processor and creating a document list definition to detail the required documents for an insurance claim, link it to the claim's service definition by updating the Insurance claims document rules decision table.
Procedimento
- Navigate to .
- Select Decision tables.
- Open Insurance claims document rules.
- Add a new decision row to the decision table.
- In the Case service definition column, select your claim service definition.
- In the Answer column, select the document list record.
- Select Save.
Resultado
This decision table executes in the background when a case is created through the first notice of loss playbook. It also creates a document verification task on the case.