Creating a claim unit based on a prior approval
A dealer creates a Warranty claim based on a prior approval case by invoking a prior approval and submitting it to an approver in the manufacturing organization. After the approval is processed, the dealer converts a prior approval into a Warranty claim. A Warranty claim can also be auto-adjudicated if a dealer converts a prior approval into a claim without any modifications. If a dealer modifies the approved prior approval record, it is sent for manual processing.
For more information about a claim for prior approval configuration, see Prior approval validation process.
- Log in as a dealer. For more information on login credentials, see Operators list and description.
- Search for an approved prior approval request and open it.
- To transfer all of the data from the prior approval into a claim, click Submit.
- Review the Claim resolution area information to ensure that all financial aspects of the claim unit are complete and that all correspondence is closed.
- Click Submit.
The system routes the approved claim unit to an assessor for the final action if a dealer updates the approved prior approval request. Otherwise, a claim is auto-adjudicated. An assessor reviews the claim, the system resolves the claim unit, and the claim status is updated to Resolved-Completed.
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