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App and Web Features for Claims Management

The document outlines several proposed features for an app and web platform, including enabling special approval for reporting officers, blocking duplicate claims, and allowing multi-selection of branches for trips. It also suggests adding a sidebar for pending claims, enhancing user management with search options, and exporting user details. Additionally, it recommends updating the dashboard to include counts and amounts for various claim statuses.

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hrmstestingmyg
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2 views1 page

App and Web Features for Claims Management

The document outlines several proposed features for an app and web platform, including enabling special approval for reporting officers, blocking duplicate claims, and allowing multi-selection of branches for trips. It also suggests adding a sidebar for pending claims, enhancing user management with search options, and exporting user details. Additionally, it recommends updating the dashboard to include counts and amounts for various claim statuses.

Uploaded by

hrmstestingmyg
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

App

1.​ Check box to enable special approval on the reporting officer side category-wise.
2.​ Block duplicate claim entries → Suggestions from your side
3.​ Multi-selection is required in the Select Branch field to add multiple branches on a single
trip.
Web

4.​ Add a sidebar to show Resubmission Pending Claims with the view option.
5.​ User management → Reporting officer.
a.​ Search & Select option
6.​ User details export option(Include all fields).
7.​ Add the mentioned details to the dashboard, along with the total count and amount. Also,
add the amount to the existing dashboard modules.
a.​ Total Submitted Claims → Count & Amount.
b.​ Total Settled Claims → Count & Amount.
c.​ Total Rejected Claims → Count & Amount.
d.​ Total Pending Claims → Count & Amount.

@Dilin myG - please check if anything is missed from our side

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