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Claim Page

This is what you'll find when selecting a specific claim:

On the top right you'll find, the 'Actions' menu and the 'Save' button and the 'View on Landing Page' buttons.

Let's describe what these buttons and dropdown do:

The Actions menu​

Here you can:   1. Edit layout: click on Add widgets to add a new widget with custom metadata

You can also move the widgets and change their size here:

On the top right you'll see the Undo, Revert changes, Cancel changes and Save buttons on the top right.

  1. View Communication sent

By clicking on this option you'll be redirected to 'Communications overview'

View on the landing page​

This button will show the landing page of the claim you're checking

Claim Summary​

At the heading of the page, you will see the Claim Status, Resolution Status, Due on,Total Amount, Amount, and Fees.

Customer Information​

On the left section, you will see the Customer Information including their Name, Birthday, Address, Email, Landline, Mobile, Debtor reference, Portfolio, Payment Reference and Company.

Metadata​

You will also see the Metadata of the account:

Partner Allocation and custom Metadata​

Claim Timeline​

On the right section of the page, you will see the Current Strategy, Next Steps to take to move the claim, and the Claim Timeline.

See a sent email or letter​

To see a communication that was sent for the claim, click the eye icon next to its event in the timeline, for example "Email … was sent".

  • Email: the email opens as the customer received it. If it carried attachments, such as a letter attached as a PDF, click N attachments at the bottom to list them by file name, and click a file to open it. Close the file to go back to the email. Download saves the email as a PDF.
  • Letter: the letter's PDF opens, and Download saves that PDF.

A sent email with its attachment listed

Filtering​

You can filter the timeline according to: Claim Status, Debtor email actions, Debtor sms actions, Landing page events, and Strategy status. To do this:

  1. Click the filter dropdown
  2. Select the filters you wish to use
  3. Click the button Filter
  4. Or, Clear to reset filters