Components installed with Commercial Lines Claims

Washington DC Financial Services Operations

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Washington DC Financial Services Operations

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finso

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finso

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Customer and Industry

Components installed with Commercial Lines Claims

Release version: Washingtondc

Updated February 1, 2024

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Summary of Components installed with Commercial Lines Claims

The activation of thesninsclaimcmlplugin installs various components essential for managing Commercial Lines Claims. This includes plugins, store applications, and user roles that enhance functionality and streamline processes in the Financial Services domain.

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Key Features

Plugins Installed:
- Customer Service: Extends tables from Customer Service Management into Financial Services Operations applications.
Store Applications Installed:
- Financial Services Operations Core: Manages customer data for policy service requests.
- Insurance Special Investigations: Routes fraud investigation requests through workflows.
- Document Processor: Manages document services tasks for insurance cases.
- Playbooks for Customer Service Management: Visualizes business process workflows for consistent responses.
Roles Installed:
- Commercial Lines Claims Admin: Manages application configuration and access to claims data.
- Commercial Lines Claims Manager: Views dashboards and optimizes claims processes.
- Commercial Lines Claims Adjuster: Evaluates and settles commercial auto claims.
- Commercial Lines Claims Processor: Submits claim details and records interactions.
- Commercial Lines Claims Viewer: Views claims and related data.
- Insurance Special Investigations Roles: Admins and agents manage special investigations tasks and cases.
Tables Installed:
- Commercial Auto Claim Case: Stores details of commercial claim cases.
- Commercial Auto Claim Task: Manages tasks associated with commercial claims.
- Property Incident: Records details of property incidents.
- Insurance Special Investigations SIU Task: Stores tasks for the Special Investigation Unit.

Key Outcomes

By utilizing these components, customers can effectively manage and optimize Commercial Lines Claims processes. This setup supports enhanced case management, streamlined workflows, and improved collaboration among teams, ultimately leading to more efficient claims handling and better service delivery in the insurance sector.

Several types of components are installed with activation of the sn_ins_claim_cml plugin, including plugins, tables, and user roles.

Plugins installed

Table 1. Plugins installed with the Commercial Lines Claims application
Plugin	Description
Customer Service [com.sn_customerservice]	Enables the extension of tables from the Customer Service Management application into the Financial Services Operations applications.

Store applications installed

Table 2. Store applications installed with the Commercial Lines Claims application
Store application	Description
Financial Services Operations Core	Stores the customer data that is needed to make policy service requests. For more information, see 110319b85caaf2e37e14ae65d0bf1e3cf4530756.dita.
Insurance Special Investigations	Insurance Special Investigations enables insurance carriers to route fraud investigation requests to SIU agents. Requests get routed via adjusters working on claim cases through workflows in the Personal Lines Claims application.
Document Processor	Enables management of document services tasks that are used in insurance policy service cases. For more information, see Integrate with Financial Services Document Processor.
Playbooks for Customer Service Management	Provides a way to visualize business process workflows in a simple, task-oriented view, ensuring consistent responses to commonly encountered situations. For more information, see Playbooks for Customer Service Management.

Roles installed

Table 3. Roles installed with the Commercial Lines Claims application
Role title [name]	Description	Contains roles
Commercial Lines Claims
Commercial Lines Claims admin [sn_ins_claim_cml.admin]	Grant Commercial Lines Claims roles Delete Commercial Lines Claims cases and tasks Configure Commercial Lines Claims application Create and modify Commercial Lines Claims service definitions Has read, write, and create access to Commercial Lines Claims policy or case data	decision_table_admin sn_bom.service_definition_admin sn_ins_claim_cml.admin sn_ins_claim_cml.auto_processor sn_ins_siu.viewer sn_doc_processor.admin sn_ins_claim_cml.auto_adjuster
Commercial Lines Claims manager [sn_ins_claim_cml.manager]	View the Commercial Lines Claims dashboard Use Process Mining for Commercial Lines Claims processes	sn_ins_claim_cml.auto_adjuster sn_ins_claim_cml.auto_processor pa_viewer
Commercial Lines Claims adjuster [sn_ins_claim_cml.auto_adjuster]	Evaluates the commercial auto claim details based on assigned adjuster tasks, and settles claims Views the status of commercial auto claim cases Creates and edits ad-hoc tasks	sn_customerservice.case_contributor_viewer sn_doc_processor.agent sn_bom.adjuster sn_ins_claim_cml.auto_processor sn_sla_definition_read sn_bom.viewer sn_bom.ca_ins_policy_viewer sn_customerservice.csm_workspace_user
Commercial Lines Claims processor [sn_ins_claim_cml.auto_processor]	Submits commercial auto claim details, and creates and edits ad-hoc tasks Views the status of commercial auto claim cases Closes a claim Records interactions	sn_customerservice.case_contributor_viewer sn_ins_claim.payment_reader sn_ins_claim.reserve_reader sn_ins_claim.fraud_score_reader sn_ins_claim.property_writer sn_bom.ca_ins_policy_viewer sn_ins_claim.coverage_writer sn_ins_claim.summary_page_read sn_bom.b2b_agent sn_ins_claim.participant_writer sn_ins_claim.policy_snapshot_reader sn_ins_claim.profile_writer sn_ins_claim.injury_writer
Commercial Lines Claims viewer [sn_ins_claim_cml.auto_viewer]	View commercial auto claim cases and related data.	sn_bom.ref_data_viewer sn_bom.service_definition_read sn_bom.account_data_viewer sn_bom.ca_ins_policy_viewer
Commercial Lines Claims FNOL representative [sn_ins_claim_cml.fnol_representative]	Create and track commercial claim cases for policies managed by them.	sn_customerservice.case_contributor_viewer sn_sla_definition_read sn_bom.account_data_viewer sn_customerservice.consumer_contributor sn_bom.ca_ins_policy_viewer sn_customerservice.csm_workspace_user sn_customerservice.account_contributor sn_bom.fnol_representative
Insurance Special Investigations
Insurance Special Investigations admin [sn_ins_siu.admin]	Grant insurance special investigations roles Delete special investigations cases and tasks Configure Insurance Special Investigations application Create and modify special investigations service definitions Has read, write, and create access to special investigations case data	sn_bom.service_definition_admin sn_ins_siu.agent
Insurance Special Investigations agent [sn_ins_siu.agent]	Submits evaluation on SIU tasks that are associated with a case.	sn_ins_claim.property_reader sn_ins_claim.payment_reader sn_ins_claim.reserve_reader sn_ins_claim.fraud_score_reader sn_ins_claim_cml.auto_viewer sn_bom.b2b_agent sn_ins_claim.coverage_reader sn_ins_claim_pers.auto_viewer sn_bom.b2c_agent sn_ins_claim.participant_reader
Insurance Special Investigations viewer [sn_ins_siu.viewer]	View special investigation cases and related data.

Tables installed

Table 4. Tables installed with the Commercial Lines Claims application
Table	Description
Commercial Lines Claims
Commercial Auto Claim Case [sn_ins_claim_cml_auto_service]	Stores information about commercial claim cases. This table extends the Commercial Claim Base [sn_ins_claim_cml_base] table.
Commercial Auto Claim Task [sn_ins_claim_cml_auto_task]	Stores information about all commercial claims tasks for all commercial claims cases.
Commercial Auto Claim Adjuster Task [sn_ins_claim_cml_auto_adj_task]	Stores information about tasks related to the adjuster persona for commercial claims.
Commercial Claim Base sn_ins_claim_cml_base	Extends the Claim Base [sn_bom_claim_base] table.
Property Incident [sn_ins_claim_cml_auto_incident]	Stores information about property incident details for commercial claims cases. This table extends the Claim Incident [sn_ins_claim_property] table from Insurance Claims Core.
Insurance Special Investigations
SIU Task sn_ins_siu_task	Stores information about tasks related to the Special Investigation Unit department for all claims auto cases.