Create a new claim - 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 create a new claim structure using the Smart Folder Template, and edit a new claim.

  1. Click the site Document Library and drill down to the Smart Folders Tutorial Claims Application Claims folder.
  2. Create a new folder called Insurance Claim.
  3. If you didn’t set up a rule to add the aspect:
    1. Hover over the Insurance Claim folder and select More then Manage Aspects.
    2. In the Select Aspects window, add the Claim Folder (clex:claimFolder) aspect, and click Save .
  4. Hover over the Insurance Claim folder, select Edit Properties and All Properties.

    You’ll see a new section called Claim Details that’s been populated from the Claim Folder aspect.

    Claim Number, Policy Number, Claim Type, Claim Status, Handling Administrator, and Claim Date fields are visible. Specify a unique claim number (and other data) in these fields, which are propagated to any file in this folder. A list of numbers is provided for testing.

  5. Select the default numbers, a claim type of Accident Insurance and note the claim number. Click Save .
  6. Return to Document Library. You’ll see the new Smart Folders are shown as sub folders of the Insurance Claim folder.

You can now add some files to your claim.