Add policy files and review the final claim structure - Alfresco Content Services - 23.4 - 23.4 - Ready - Alfresco - external

Alfresco Content Services
Platform
Alfresco
Product
Alfresco Content Services
Release
23.4
License

You can add files relating to the policy and review the Smart Folder structure that you’ve created for managing claims.

We’ve already created a new claim in previous steps, and built up the Smart Folder structure as part of the tutorial. In a real life scenario, the policy files would be created first, and the claim files linked to them afterwards. You can add any files you like to the Document Library for your policy. For convenience, a Terms and Conditions file and a policy file (in PDF format) are provided in the zip package: Smart Folders tutorial files.

  1. Click the site Document Library and drill down to the Smart Folders Tutorial > Claims Application > Policies folder.

    You created a new Accident Insurance claim in the previous steps, and now you’re going to add some policy files to the Accident Insurance type.

  2. Drill down to the Policy Documents > Accident Insurance folder.
    1. Drag and drop a Terms and Conditions file into the Terms & Conditions Smart Folder. See Smart Folders tutorial files for an example file.
    2. Drag and drop a Policy file into the Insurance Contracts Smart Folder.
    3. Edit the properties of the Policy file. Hover over the policy file, and from the menu click Edit Properties and All Properties. You’ll see a Policy Details section, where you can set the Document Type, Policy Number and Insurance Class. If you specify a certain policy number, this must be specified in any subsequent claims that you create in the Claims folder.
  3. Try creating a new folder in Claims, with a unique claim number, unique policy number (relating to your new policy file) and insurance class (Accident Insurance, in this case).