Claims In The Loss Run Exhibit
Claims are uploaded and stored in the loss run exhibit. Please see below for instructions on how to work with the exhibit.
1. Accessing Exhibit
Open the Supercede homepage and click on the packs widget to access your pack list.
Select the pack by clicking on its title and select Loss Run.
2. Selecting Subsections
Select the subsections you would like to view in the configuration widget at the top.
Click Apply.
3. Claims Summary
Configure your table via the grey drop downs.
Only the latest accounting dates for each claim are considered for the summary table to avoid double counting. This means for multiple accounting dates for a single claim, Supercede will only consider the most recent one.
Comparison Settings
To set Year on Year comparisons go to the Settings in the manu bar on the left and select Comparison settings.
Select the pack you would like to compare via the drop down and click Save. Go back to the claims you would like to view and the comparison will display.
You can view the underlying policies by clicking on the number.
5. Identifying Claims
New claims, missing claims and claims movement tables can only be displayed if the YoY comparison is activated.
Supercede considers the following for uniqueness to identify claims across pack year:
- subsection_ref
- claim_id
- insured_name
- claimant
- description
- date_loss
5.1 New Claims
A claim will appear in the new claims if it's included in the renewal pack, but not in the expiring pack.
5.2 Missing Claims
A claim will appear in the missing claims if it's included in the expiring pack, but not in the renewal pack.
5.3 Claim Movements
If any claims are included in your renewal, as well as expiring pack, the platform will calculate the claim movements. The table is sorted by largest movement to smallest movement in claim amount.
6. Filtering Claims
To filter your claims, go to the menu bar and select Filters.
6.1 Using Filters
To enable the filters, tick Enable. This function allows you to enable and disable filters without losing the criteria you have set.
6.2 Include matching records
When selecting Include, only policies that meet the filter criteria will be included.
To set up a filter, selection from the drop downs and add the criteria needed. Delete filters by clicking the red 'x' next to it.
Once enabled a banner will display in the profiles indicating filters are active.
6.3 Excluding matching records
When selecting Exclude policies, policies which meet the criteria will be excluded.
To set up a filter, selection from the drop downs and add the criteria needed. Delete filters by clicking the red 'x' next to it.
Once enabled a banner will display in the profiles indicating filters are active.
6.4 Using AND / OR Function
For all criteria marked with Or only one of the given criteria needs to be met for the policy to be included / excluded.
The And criteria indicates all given criteria need to be met for the policy to be included / excluded.
Example
For the above screenshot all of the policies meeting the following criteria will be excluded:
1.)
Insured name = Joe Smith
Claim ID = 12345
2.)
Date = 1st June 2024
Claim ID = 12345
3.)
Insured name = Joe Smith
Date = 1st June 2024
Claim ID = 12345