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 |