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Claims Data

The claims data concept exists within Claims Automation to allow many records to be created under a claim. The structure is flexible and therefore very powerful.

Downloading a blank claims data template​

If you wish to create claims data from scratch in bulk, it's useful to start with a blank claims data template.

Step 1: Navigate to the CLAIMS DATA page​

Assuming the case you are working on has claims data enabled, navigate to the CLAIMS DATA page. You can do this by either clicking on the CLAIMS DATA tab in the case menu bar or by clicking on the CLAIM DATA ACTION button within the Claim Data section of a specific claims page.

MenuBar

CLAIMS DATA tab in the case menu bar

ClaimPage

CLAIM DATA ACTION button on the claims page

Step 2: Expand the Data Actions section of the CLAIMS DATA page​

If not already expanded, expand the the Data Actions section of the CLAIMS DATA page to see the actions that can be performed on the claims data.

Step 3: Click the UPDATE CLAIMS DATA button​

Click the 'UPDATE CLAIMS DATA' button.

Step 4: Click the DOWNLOAD TEMPLATE button​

Click the DOWNLOAD TEMPLATE button. This will initiate a browser download of a blank claims data template for your case.

Exporting claims data records​

Claims data records can be exported from Claims Automation via the dashboard. Once downloaded, the claims data records can be analysed, amended ready for updating or processed by a third party system.

Step 1: Navigate to the CLAIMS DATA page​

Assuming the case you are working on has claims data enabled, navigate to the 'CLAIMS DATA' page. You can do this by either clicking on the 'CLAIMS DATA' tab in the case menu bar or by clicking on the CLAIM DATA ACTION button within the Claim Data section of a specific claims page.

MenuBar

CLAIMS DATA tab in the case menu bar

ClaimPage

CLAIM DATA ACTION button on the claims page

Step 2: Expand the Data Actions section of the CLAIMS DATA page​

If not already expanded, expand the the Data Actions section of the CLAIMS DATA page to see the actions that can be performed on the claims data.

Step 3: Click the DOWNLOAD CLAIMS DATA button​

Click the DOWNLOAD CLAIMS DATA button within the Data Actions section of the Claims Data page. This will initiate the creation of an xlsx file that includes the Claims Data records. If the Claims Data is filtered, the file will include only those filtered Claims Data records. Otherwise, all active Claims Data records shall be in the file.

Step 4: Navigate to the Automations page​

The progress of the creation of the file and utlimately, the file download will be available on the Automations page. You can navigate to this page by clicking on the Automations icon on the main dashboard menu.

AutomationsMenu

The Automations icon in the main dashboard menu

Step 5: Download the file​

Once the file has been created (this may take 3-5 minutes depending on the number of records you have stored), a DOWNLOAD button will appear on the Automations list. Click this button and you will be promoted by your browser to download the file to your local machine.

Your claims data file​

The claims data file will contain the claims data pertinent to your case. For example, if your case represents a software product complaint, each record of claims data may represent an account your client has with that software platform. If your case represents a shareholder claim, each record of claims data may represent the holdings and trades your client has in respect of the defendant.

The majority of the content in the claims data file is dependent on your case and the claims data schema that has been developed for that case. However, there are some common elements within the file that are important to understand, especially of you wish to import a claims data file in order to update the claims data. These common elements are the xlsx worksheet tabs and the stucture of the data within the tabs.

Worksheet tabs​

WorksheetTabs

Common worksheet tabs

The common worksheet tabs for all files are:

  • #Instructions - this sheet will include any instructions you have opted to include for the case.
  • Claim Data Level 1 - this sheet contains representing each active level 1 record. The name of this tab will be as specified in the claims data schema.
  • Claim Data Level 2 - if a second level of claims data is used, this sheet will contain rows relating to level 2 data. The name of this tab will be as specified in the claims data schema.

Claim Data Level 1​

ClaimDataLevel1

Common columns on the the claim data level 1 tab

The Claim Data Level 1 tab (note: this will be named based on the claims data schema defined for your case) contains a row for each activity claims data record. The full set of columns that are included in the file are determined by the claim data schema that has been developed for your case. However, the following columns are common for every file:

  • Action - this column will be blank in the download and can be used to specify the action to be taken on the record during an import (See below for more detail)
  • Claim ID - this column shows the claim ID of the claim to which the claims data level 1 record is related.
  • claim data level 1 ID - this column shows the unique ID for the claims data level 1 record. The title of this column is dependent on your claims data schema for the case.
  • claim data level 1 attribute 1...n - these columns show the data in the record. The columns and the column titles are dependent on your claims data schema for the case.

Claim Data Level 2​

ClaimDataLevel2 Common columns on the the claim data level 2 tab

The Claim Data Level 2 tab (if used in your claims data schema) contains a row for each level 2 record within the active level 1 records (hierarchy). The full set of columns that are included in the file are determined by the claim data schema that has been developed for your case. However, the following columns are common for every file:

  • claim data level 1 ID - this column shows the unique ID for the claims data level 1 record to which this level 2 item relates. The title of this column is dependent on your claims data schema for the case.
  • claim datal level 2 attribute 1...n - these columns show the data in the record. The columns and the column titles are dependent on your claims data schema for the case.

Importing claims data​

You can use the claims data import process to create new claims data records, update current claims data records and archive claims data records.

  • if you wish to create new claims data, download a blank claims data sheet, complete and import (see above)
  • if you with to amend current claims data, export a claims data file first (see above)

Step 1: Create or update your claims data file​

Whether you are are creating new claims data records or amending current ones, you need to complete your import file correctly and in the prescribed way.

Creating a new level 1 claims data record

To create a new claims data record, either in a blank worksheet or at the bottom of a list of existing claims data records:

  • enter CREATE in the action column of a blank row on the 'Claim Data Level 1' worksheet
  • enter a valid claim GUID (copy from the dashboard or another export) in the 'Claim ID' column on the 'Claim Data Level 1' worksheet
  • enter a unique numeric ID (e.g. 1,2,3) in the 'claim data level 1 ID' column (note: the name of this column will be determined by your claims data schema). The unique numeric ID will only be used in the context of the import. It allows you to reference the new record in claims data level 2 (if you are using level 2) and will be replaced by a GUID during the import process.
  • enter the relevant attribute values
  • if you are using a second level of claims data, create the relevant records on the 'Claims Data Level 2' tab. You can link this to the level 1 record using the unique numeric ID you entered at level 1.

CreateLevel1

CreateLevel2

Example import file for creating two claim data records against different claims, each with 2 level 2 records

Upon import of this sheet, these new records will be created.

Creating new level 2 claims data

To create new level 2 claims data records where the level 1 record exists, simply add a new row to the claims data level 2 tab and reference the relevant claims data level 1 ID (either the GUID or the unique numeric ID )

Amending a current claims data record

To amend current claims data records in a file:

  • enter AMEND in the action column of the record you wish to change on the 'Claim Data Level 1' tab of the worksheet. You must enter amend if you are entering level 1 or level 2 claims data in your worksheet.
  • amend the attribute values in level 1 and level 2 (if used) accordingly.

AmendLevel1

Example import file for amending two claim data records against different claims, each with 2 level 2 records

Upon import of this sheet, the level 1 records will be recreated with your newly submitted data.

Deleting current claims data records

To delete a current level 1 and level 2 claims data record in a file:

  • enter DELETE in the action column of the record you wish to change on the 'Claim Data Level 1' tab of the worksheet.
  • you may remove related level 2 records for completeness from the worksheet however, these will be ignored during the import process if the DELETE action is used.

DeleteLevel1

Example import file for deleting one of two claim data records

Upon import of this sheet, the claims data records will be archived. Archived records may be reinstated in the dashboard.

Deleting level 2 claim data records only

To delete level 2 claim data records but retain the level 1 records, use the AMEND action on the level 1 and delete the relevant level 2 rows of data.

Upon import of this sheet, the level 1 claims data record will be recreated without the deleted level 2 rows.

Leave claims data untouched during an import

If you are doing an import and wish to update some records but not others, simply leave the action blank and the record will be ignored in the import process.

Step 2: Upload and validate your import file​

Now you have created and amended your claims data file according to the changes you need to make, you can now import the file.

  • Navigate to the CLAIMS DATA page and expand the Data Actions panel.
  • Click the UPDATE CLAIMS DATA button and you will be prompted to drag and drop/select your input file. Select your input file.

UploadClaimsData

Upload claims data file page

  • Once your input file has registered, click the REPLACE CLAIM DATA button. This will initiate a validation of first 20 rows of data in the file and errors and warnings will be presented accordingly. Note: at validation, only the 20 rows of data in your import file. You should use this as an indicator for the rest of your import file.

Step 3: Confirm and replace your claims data​

Once you are happy with your import file, click the CONFIRM AND REPLACE CLAIMS DATA button. This will initiate the import job.

Step 4: Confirm the results of the import​

Once your import job is running, you can monitor the progress of the job and download the result file from the Automations overview page.

Capturing claims data on case sites​

Coming soon!

Access to claims data via the API​

Coming soon!

Viewing Claims Data with the Dashboard​

Coming soon!