Claims Investigator MIS

1. Claims Investigator
Management Information
System
Sidharth R

2. AIM
š Assignment and tracking of the cases
š Track the progress of the verification
š Assignment of case to multiple investigator and to update the cot
details
š Time saving
š Reconciliation of cost and avoids duplication
š Bulk export and import of data is enabled

3. Logging into “Claims Investigator Management
Information System”
Logon to the link:
https://login.salesforce.com/
Best compatible browsers are
Mozilla Google Chrome
Username : tataaia2019@outlook.com
Password: tataaia@123

4. Home Screen display “Claims Investigator
Management Information System”
Once logging on to the screen it appears like below:

5. Policies Menu
Then click on the Policies menu on top left after home:

6. Policies Menu – Data Entry
After clicking on the Policies menu we can enter the policy details as below:

7. Policies Menu – Data Entry (Investigator
assignment
After clicking on the Policies menu we can enter the policy details as below:

8. Policies Menu – Data Entry (Multiple
Investigators assignment for single case
Multiple investigators (upto 5 is enabled) can be assigned to single case as below:

9. Policies Menu – data entry saving
After entering the policy details and assignment we have to click on the save button

10. Policies Menu – Options after data saving
After saving the record the edit and delete options are available to use :

11. Reports Menu
Reports menu provides the report in Excel or csv format of all the cases entered, for getting
the report we should click on the Reports Tab it appears as below then click on new policies
report:

12. Reports Menu – Data view
The reports menu new policies report tab explores all the entered case details as below
which is easy to reconcile the cost and avoids duplication of entries:

13. Reports Menu – Data Export
From the export details tab we can export the policy details entered into excel or csv format:

14. Reports Menu – Data export (options)
From the export details tab we can export the policy details entered into excel or csv format:

15. Reports Menu – Data export (Excel or csv)
By clicking the setup menu we will be able to enter to Data Import wizrd:

16. Data import – Bulk data upload
This application is also helpful in uploading the bulk data of verification at one shot by using
import wizard it is enabled:

17. Data import – Bulk data upload
Then we should click on launch wizard to import the bulk data from the local system/usb etc.:

18. Data import – Bulk data upload
After clicking on launch wizard click on custom objects >Policies>Add new records:

19. Data import – Bulk data upload
Then the application will allow the user to upload the bulk data into the system:

20. Summary