Improvements and Enhancements​

Message and Notification Filtering

As we continue on our journey of ensuring that communications are scoped correctly to the relevant entity (case or claim), we have introduced a filter on the Message and Notification History panel on the claim page.

This filter allows you to see:

• Administrator message and notifications - all messages that are associated with the current adminstrator of the claim
• Claim message and notifications - all messages that are scope to just the claim you are viewing, irrespective of who the communication was sent to.

This filter should help customers in their operational processes as we continue to deploy and transistion fully over to a state where all communication messages are scoped correctly.

Bug Fixes​

Errors and warnings on contact import - warnings and errors have been made more robust on the contact import process, ensuring that validation is applied to phone numbers correctly and imports are not successfully processed if the phone number is invalid.

Export - data attribute type presentation - the system has been updated to ensure that for date attibute types, the content in the export is formatted as a date, not a date time as it was previously.

Token selection on document generation - special token functionality now displays tokens correctly when selecting them in all areas of the dashboard.

Mass bulk exports of contacts - customers are now able to export significant volumes of contacts without error or duplication.

Archived claims data showing in claims data panel - archived claims data records were historically showing in the claims data panel on a claim page. This has been amended to ensure that archived records do not show in this panel (although they are still accessible on the Claims Data tab.)

Info​

If you would like further information on any of the above or assistance in using the functionality, please reach out to your Customer Success representative.

Improvements and Enhancements​

Special tokens on 'Compose Email' - we've had special tokens for a while in various features giving you powerful access to your data sets when composing content. Now they're available in the 'Compose Email' feature. Use the panel on the right to navigate the data structure and click on the property or attribute to insert.

New UserManagement Permission

As we move to an enhanced data model within Claims Automation to support organisations (more on this migration soon), we have deployed a new functional permission 'UserManagement' that will allow you to separate out access to user management functions from the historical 'company_admin' permission. Greater flexibility and more importantly greater security. No action needed from you at this time but do watch this space.

Case Site Portal Links - Conditional on Case Site Presence

Some of our customers use the Claims Automation Dashboard to manage their data without an associated case site. Understandably, they want to use the rich communication tools to communicate with their clients however, until now these comms have included the call to action (CTA) button to allow the client to go to the case site. With no case site, this was a poor experience.

Now, where case sites are not deployed for a case, we can now suppress the inclusion of the portal CTA button on system generated comms and also suppress the option for Dashboard users to include the CTA button.

Note: This is something that is configured by then implementation team and is not managed by customers through the Dashboard. Be sure to talk to you Customer Success representative if you have any questions about this.

Communication Scoping Currently, communications sent from Claims Automation to a claim administrator about a claim are 'scoped' to the adminstrator contact and the case. Thus, if you were to look at comms in a 'claim page', you will see all comms to that adminstator, irrespective of the claim they refer to.

In response to requirements from our customers and in preparation for greater communiucation features, we have started scoping communications to the claims in various use cases. This is long journey and in this release we have addressed:

• Claim Reminders - when claim reminder communications are sent, these will be scoped to the claim which generated the reminder.
• Case Reminders - case reminders are already scoped at case level.
• Send message to administrators - in this modal, you can now select if you wish to scope the communication you send to the claim or leave it at case level.

In the comming weeks, we will be addressing how these different messages are viewed/filtered on the various comms panels. Watch this space!

Bug Fixes​

Missing token selector on 'Edit Case Reminder' modal - users can now apply special tokens to their case reminders in the edit modal as well as the 'Create Case Reminder' modal. Isn't consistency great?

Consistent presentation of decimal attribute values - a small fix to ensure that values for attributes of type 'Decimal' are presented consistently on the Claims Automation Dashboard.

Persisting claim status entries - the 'Claim status entries' panel now shows all claim statuses, even if the status has been hidden from use elsewhere in the Dashboard.

Consistent from name in email - until now, email communications sent to you clients from one of your Case Sites and email comms from the Dashboard came from different 'from' names. Now, all emails come 'from' the name set in the 'Viewable Company Name'. The current setting for your cases can be seen on the 'Settings' page for each of your cases.

Info​

If you would like further information on any of the above or assistance in using the functionality, please reach out to your Customer Success representative.

Released on 25th October 2023​

Improvements and Enhancements​

Assigning case activities in bulk - we recently launched a new feature that allowed our customers to bulk assign case activities to contacts within the Claims Automation dashboard. This feature has now been further enhanced to allow you to bulk assign case activities to any contacts, not just those contacts already associated with a case. This recent addition adds even more flexibility and removes the need to rely on third party tools and teams to add these case activities for you.

On the contacts page, simply filter for the contacts you wish to apply the case activities to, select 'Assign activity to admin contacts' from the Contact Automations menu and follow process.

Case Attributes Export and Import

Staying on the theme of bulk update of data within Claims Automation (somthing that is becoming more common as customer cases evolve), we've provided a set of functions that allow you to export case attributes so they can be updated off-line e.g. in Excel and then updated via an import back into Claims Automation. This again removes the need for the customer to provision third party tools and services in order to complete the data manuipulation tasks.

On the contacts page, select the contacts for which you wish to download the case attribute data. Your download will be available on the Automations Overview page. Once you have downloaded, you can use the 'UPDATE CASE CONTACT ATTRIBUTES' button on the contacts page to complete the import.

Contact Data Export and Import

Contact data (properties and attributes) can now be exported for off-line processing or amendment. It can be re-imported subsequently if you wish to update values within Claims Automation.

Simply select the contacts for which you would like to export data on the contacts page, select 'Export contact data' from the 'CONTACT AUTOMATIONS' menu and download. Once prepared, your file will be available for download from the 'Automations Overview' page.

Import/Export Behind Permissions

As we have made more data available to the export and import processes, we have identified the need to place the numerous export and import functions specifically behind the 'client bulk data' and client bulk update' functional permissions respectively. This is to ensure local system administratrors can effectively control access to the data.

If you previously had access to these functions and no longer do, please contact your local administrator in the first instance to ensure the correct permissions are applied to your role.

Privileged Attributes

As customers have stated to collect different types of data from their clients, the need to treat this data with different levels of sensitivity has increased. In response, we have introduced 'priviledged attribites' types. These attribute types allow those with the correct permissions to view and edit these attribute values while those without can only view them. This new attribute type compliments the 'read-only', 'read-write' and 'protected' attrtibute types we currently offer and together provide flexibility with respect the visibility and access to your data within Claims Automation.

Additionally, we have placed the management of attributes inc. visibility settings behind two new functional permissions. These will need adding within your role structure according to your needs:

• Attribute template save - for editing attributes
• Attribute template delete - for deleting attributes

Bug Fixes​

Claims Data Validations - updates have been made to the Claims Data edit pages to ensure the correct feedback is given on validation of the data entry.

Reminder Editor - the reminder content editor has been updated such that when email addresses are copied in (copy and paste), the editor recognises the full email address and not just the domain element as a URL. No more editing after copying and pasting!