Claim Summary and Activity Detail

Report Name: Claim Summary & Activity Detail

.RDL File Name: Claims_ActivityDetail.rdl

Functional Area: Claims

Contents: The report contains the claim and policy number with term, the agency address information and code, any additional interests and / or lien holders and the financial level totals on the Claim, Claimant and Coverage levels. Transaction activity is also listed within each coverage level. Included on the report is the following information:

 

General Information

 

Claim Level Totals / Status (Open / Closed)

 

 

Claimant Level Totals / Claimant Status (Open / Closed)

 

Claimant Name / Address / City / State & Zip
Home / Business / Cell Phone

 

 

Coverage Totals / Coverage Status (Open / Closed)

Coverage / Sub Coverage Descriptions

Coverage No.: Claim Exposure / Claim Sub Exposure / Claim Coverage / Claim Sub Coverage
In Suit? Y / N Record Only? Y / N

 

 

The report is grouped and sorted by Claim Number / Claimant / Coverage.

 

Who Uses Report: This report is used to provide a summary of the claim information, transaction activity and claim financial totals for claim file reviews. This report can also be used to provide a defense attorney with a summary of claim file activity.

When to Run Report: This is an ad hoc report; run any time.

Input Parameters: