Multiple Feature / Coverage: Single Screen Entry

Note: The Multiple Feature / Coverage using single screen entry is optional. If your company has elected to use this function, the system setting "Allow Multiple Feature Setup" in the Diamond System Editor: Claims / Feature folder must be set to "True" (Enable).

 

The Multiple Feature / Coverage: Single screen entry allows you to set up multiple features on a single claimant using one (1) screen for entry. The Add Multiple Features screen allows you to select a default group and populates the combo boxes with the coverage / sub-coverage combination assigned to the group. The screen also automatically pre-fills the default initial reserve amounts set up in Diamond.

 

The features / coverages and sub-coverages that are set up through the Add Multiple Features screen are saved in the same way as a single feature. In other words, each feature is saved separately. The initial reserves added are verified against policy and user authority limits the same as the process using a single feature / coverage. The Multiple Feature / Coverage: Single screen can be used in addition to the existing feature / coverage setup functionality that currently exists in Diamond.

 

This Help File includes:

 

Adding Multiple Features

Feature information cannot be added to a claim until claimant information has been entered and saved.

 

  1. On the Claim Tree View, highlight the claimant for which the feature is being opened.

  2. Add Multiple.

  3. When the Add Multiple Features screen displays:

 

 

  1. Next, choose a coverage and sub - coverage.

  2. Click Add. The feature is displayed in the Grid View at the bottom of the screen.

Assigning Personnel

Once all features have been added, you may assign personnel to each feature individually.

 

  1. Highlight and double click the feature you want to assign personnel to in the Grid View at the bottom of the screen.

  2. Select the Personnel tab. Select the personnel from the combo boxes.

  3. Click the Main tab; select the Update button. The personnel you assigned to the feature is added.

 

Repeat the procedure for each feature you are assigning personnel to.

 

Note: If all information is correct and you do not want to add initial reserves at this time, click Save. Answer Yes to the question: "Save Features?" The Claim Detail screen displays. If you want to add initial reserves, continue with the next section, View / Add Initial Reserve Amounts.

View / Add Initial Reserve Amounts

Before selecting Save, if you want to add initial reserves to any or all features:

 

  1. Highlight the feature in the Grid View at the bottom of the screen.

  2. Select View. This places the selected feature in the Coverage / Sub-Coverage fields in the upper part of the screen.

  3. In the Claim Features Total section of the screen, enter initial reserve / anticipated amounts for any one (1) or all of the following: Loss, Salvage, Subro or ULAE.

  1. Select the Update button. This places the amounts in their corresponding columns in the Grid View at the bottom of the screen.

  2. Repeat the steps above for any other coverages / sub-coverages needing initial reserves added.

Delete a Coverage / Sub-Coverage Feature

Before saving and exiting the screen, you may wish to remove any coverage / sub-coverage features that should not be included:

 

Saving a Multiple Feature

Once you have entered the multiple feature, added any or all initial / anticipated reserves and removed any features you do not want:

 

 

This returns the Claim Detail screen. The multiple feature is displayed beneath the claimant originally selected.

 

By clicking the plus sign (+) opposite each feature, you can view the feature (s) entered.

 

Note: If you need to change one of the initial reserves you entered, you must issue a transaction.