Processing Claims

This guide explains how to process damage claims using the two-panel editor.

Understanding the two-panel structure

When you open a claim for processing, the editor shows two side-by-side panels:

• Accident Report (left panel): the original accident report. This panel is read-only and preserves the data exactly as it was submitted.
• Editing (right panel): the editable version. All changes are made here; the original remains untouched for reference and audit.

This side-by-side layout lets you reference the original data while entering or correcting processing information.

Editing claim details

In the Editing panel, you can edit the following claim fields:

• Claim No.: the claim/damage number assigned by the insurer or the internal system.
• Processing Status: the current processing status of the claim.
• Insurance of the Party at Fault: the liability insurance of the party at fault.

Entering financial data

The financial section captures all monetary aspects of the claim:

• Repair Costs: repair costs.
• Appraisal: expert appraisal costs.
• Loss-of-use: compensation for loss of use (usually calculated via daily rate × days).
• Flat-rate Fee: flat-rate processing fee.
• Other Costs: any other costs not covered by the fields above.

All amounts are entered in EUR and contribute to the total claim value.

Tracking payments and remaining balance

• Enter incoming payments in the Incoming Payments section. Each payment can be recorded with a date and amount.
• The Remaining Balance is calculated automatically as: Total claim − Sum of payments received = Remaining Balance
• When the Remaining Balance reaches zero, the claim is fully settled.

Adding timestamped notes

Use the notes area to document the claim's progress:

1. Click Add Note (or the equivalent note input).
2. Enter the note text.
3. Save. The note is stored with an automatic timestamp and your user name.

Notes are shown chronologically and cannot be edited afterwards, providing a reliable audit trail.