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Claims, Data Fields, First Screen

Description

Table

Field Name

Example Data

Adviser

Claims

Adviser

JP

Lead

Claims

Lead

GWC

Site reference

Claims

SiteReference

DEMO

Business

Claims

BusinessType

Retail

Policy holder

Claims

SearchName

AARON F

Policy reference

Claims

PolicyReference

TestPolicyNumber

Claim number

Claims

ClaimReference

CLM-M-14/06/2011 1

Insurer’s ref

Claims

InsurerRef

64265311423

Awaiting

Claims

Awaiting (SEE BELOW)

Claim form

Stage

Claims

Stage

Active

Accident type

Claims

Type

Collision

VAT

Claims

VAT

Not VAT registered

Main driver

Claims

MainDriver

Frank Aaron

DOB

Claims

DOB

16/07/1983

Reg No

Claims

Registration

WJ09PVO

Voluntary excess

Claims

VoluntaryExcess

25.00

Compulsory excess

Claims

CompulsoryExcess

50.00

Total excess

Claims

TotalExcess

75.00

Fault

Claims

3rdPartyFault

None / No Fault

Payment/receipt

Claims

3rdPartyPR

Receipt

How confirmed

Claims

HowNotified

Phone

How notified

Claims

HowLodged

Letter

Estimated settlement

Claims

Settlement

500.00

Retained

Claims

Retained

100.00

Actual settlement

Claims

Received

600.00

Fees

Claims

Fees

720.00

3rd Pty Estimated settlement

Claims

3rdPartySettlement

600.00

3rd Pty Retained

Claims

3rdPartyRetained

200.00

3rd Pty Actual settlement

Claims

3rdPartySum

800.00

3rd Pty Fees

Claims

3rdPartyFees

960.00

Total Estimated settlement

Claims

TotalSettlement

1100.00

Total Retained

Claims

TotalRetained

300.00

Total Actual settlement

Claims

TotalPayment

1400.00

Total Fees

Claims

TotalFees

1680.00

Policy renewal date

Claims

19/10/2011

Affected

Claims

NCDAffected

Yes (tick)

Until

Claims

NCDUntil

12/07/2012

Reset policy stage to

Claims

Active prompt renewal

Comment

Claims

Comments

Rear ended vehicle…..

Description

Table

Field Name

Example

Incident

Claims – Special info

Claims Incident date

14/06/2011

Confirmation

Claims – Special info

Claims Confirmation date

15/06/2011

Claim form

Claims – Special info

Claims Claim form date

16/06/2011

Notification with insurer

Claims – Special info

Claims Notification date

17/06/2011

Notification with solicitor

Claims – Special info

18/06/2011

Settlement

Claims – Special info

Claims Settlement date

19/06/2011