Claims

Where insurance claims raised against member policies are logged, assessed and tracked to settlement. The handler captures the loss event, attaches supporting documents and moves the claim through review until the underwriter pays out. It gives the institution visibility of claim turnaround, a key service quality and partner-relationship metric.

Workflow

Open Claims and create a new claim against the relevant policy.
Record the incident date, claim type and claimed amount.
Attach proof documents and submit the claim for assessment.
Update the status as the underwriter reviews and approves.
Mark the claim settled once the payout is confirmed.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Website Messages `website_message_ids`	List	—	Website communication history
Policy `policy_id`	Link → mfi.bancassurance.policy	Yes	Policy
Claim Date `claim_date`	Date	Yes	Claim Date
Claim Type `claim_type`	Choice: Death, Disability, Illness, Accident, Asset Damage, Theft, Fire, Other	Yes	Claim Type
Claim Amount `claim_amount`	Money	Yes	Claim Amount
Status `status`	Choice: Filed, Under Review, Approved, Rejected, Paid	Yes	Status
My Activity Deadline `my_activity_date_deadline`	Date	—	My Activity Deadline
Has Message `has_message`	Yes/No	—	Has Message
Ratings `rating_ids`	List	—	Ratings
Claim Number `name`	Text	—	Claim Number
Insured Member `member_id`	Link → mfi.member	—	Insured Member
Underwriter `underwriter_id`	Link → mfi.bancassurance.underwriter	—	Underwriter
Description `description`	Rich text	—	Description
Underwriter Claim Ref `underwriter_ref`	Text	—	Underwriter Claim Ref
Documents `document_ids`	Tags	—	Documents
Rejection Reason `rejection_reason`	Long text	—	Rejection Reason
Paid Date `paid_date`	Date	—	Paid Date
Payout Amount `payout_amount`	Money	—	Payout Amount
Currency `currency_id`	Link → res.currency	—	Currency
Company `company_id`	Link → res.company	—	Company

Actions & buttons

Buttons available on this screen and what they do:

Submit to Underwriter
Approve
Reject
Mark Paid

Notes & rules

Model mfi.bancassurance.claim; statuses such as submitted, under review, approved, rejected, paid.
Links to the parent policy and the member; captures claimed vs settled amount.
Turnaround time supports SLA reporting with underwriting partners.
Settlement may trigger a payable/receivable depending on the claim-handling model.

Technical model: mfi.bancassurance.claim · Record: Bancassurance Claim