working with multi-party claims using cases ??

[GarySecor]

if you have implemented something in this area - would like to discuss some of the thought processes on why you implemented the way you did.

 

thanks

Gary

[Yashvinder Singh]

Could you be a little more specific

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[GarySecor]

OK - more specifics - for many types of claims - there are multiple interested parties - some caused the claim - some get paid from the claim and some could have caused the claims or could get paid for part of the claim.  Examples are transportation claims where there is a trucking company, a shipper, and a receiver ( sometimes also a storage company) - all of these can be involved in one claim and information on each of these is needed to fully resolve the claim.   Another example would be vendor, company contracting services, company where services performed, and perhaps sub contractors that could all be involved in a claim.  Claims go thru a process of determining who is at fault and who should get paid what if anything.

 

Looking for thougths beyond using Parent and child cases ( this is cumbersome to use) and any experience with just having multiple sections on a case for each of the parties(would be interested in any best practices in doing this).

 

thanks

Gary

[Yashvinder Singh]

I would suggest using a custom object as a junction between cases and accounts. This way you can create multiple claim records under accounts and link them under a single case as a related list. You can capture information about specific claims by creating different record types for claims junction object. More so you can create approval processes on individual claim records and process them further as per the claim specifications.
Let me know if it makes sense. Also a good use of flows can make the solution even more intuitive and user friendly.

Yash

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