Claims Management

Claims management table with filtering and assignment tools

Claims are the core of your collections operation. The Manage Claims page gives you a comprehensive view of all claims in your organization with powerful filtering, assignment, and management tools.

Viewing Claims

The claims table shows:

Customer — the debtor’s name
Claim Details — claim reference and group
Amount — outstanding balance
Due Date — when payment is due
Collector — assigned collector (or “Not Assigned”)
Actions — View, Edit, and Assign buttons

Filtering Claims

Use the three-step filter at the top:

Select Claim Group — filter by group (Healthcare, Commercial, Utility, etc.)
Select Claim Name — narrow down to a specific claim type
Search Claims — free-text search by customer name, company, or claim reference

Assigning Claims

Click Assign Claims to bulk-assign claims to collectors. You can also assign individual claims using the Assign button on each row.

Creating Claims

Manual Entry

Click Start New Claim to create a claim manually. Fill in:

Customer information (name, contact details, address)
Debt details (type, original creditor, amount, due date)
Claim group assignment

CSV Import

CSV import with column mapping and validation Use the CSV import to upload claims in bulk. The system validates your data and maps columns automatically.

Bulk Import Wizard

For large imports, use the dedicated Bulk Import wizard with guided validation and error handling.

Claim Groups

Claim groups help you organize claims by category:

Healthcare debts
Commercial debts
Utility debts
Insurance debts
Custom groups you define

Claim Details

Detailed claim view with payment history, contacts, and documents

Click View on any claim to see the full detail including:

Complete debt information
Payment history
Contact history
Associated documents
Legal status
Dispute status