Aforza Business Process Library

Create, View & Update a Claim In Field

The Create, View & Update a Claim In Field process is essential for field users managing claims related to customer promotions. This process ensures that compliance is verified, claims are accurately recorded, and supporting evidence is properly documented.

Business Process Overview

1. Visit customer with ongoing promotion expecting to be paid for compliance.
2. View existing claims: Review status, amount, created date and promotion.
3. Edit claims: Edit any details of the claim or upload supporting evidence (sell out data, compliance photos etc)
4. Create new claim: Create a new claim for the customer, adding correct details, claim category, supporting information and capturing customer signature.
5. Complete claim: Share claim details with customer and sync to HQ for reward.

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By systematically reviewing and updating claims, field users can ensure that all necessary details are captured and communicated to headquarters. This process is critical for maintaining transparency and accountability, as well as ensuring that customers are rewarded appropriately for their compliance with promotional agreements.

1. Visit Customer With Ongoing Promotion

This step is ensuring compliance and prepare to process claims.

• Confirm the promotion details.
• Verify customer’s compliance with the promotion.
• Gather all necessary documentation.
• Discuss the promotion status with the customer.
• Prepare to review or create claims based on compliance.

2. View Existing Claims

This step reviews details of current claims related to the promotion.

• Access the list of existing claims on the mobile device.
• Check the status of each claim.
• Note claim amounts and creation dates.
• Identify the specific promotion involved.
• Assess any previous resolutions or actions taken.

3. Edit Claims

This step updates claim information or adds new evidence.

• Select the claim to be edited.
• Modify claim details as needed.
• Upload supporting documents or photos.
• Update status or amounts if necessary.
• Save changes and notify relevant parties.

4. Create New Claim

This step establishes a new claim with comprehensive details.

• Enter accurate claim information.
• Choose the appropriate claim category.
• Add supporting documents and evidence.
• Capture the customer’s signature.
• Document all relevant interactions.

5. Complete Claim

This step finalizes and shares the claim with the customer.

• Review claim details with the customer.
• Ensure all information is accurate and complete.
• Sync claim data with headquarters.
• Provide the customer with a copy of the claim.
• Confirm receipt and understanding with the customer