Is Claim Accepted Field Analysis

Purpose

Analysis of the "Is Claim Accepted" field usage in KRATOS Accident Management Portal to support adding a new option: "Awaiting Cancellation Approval"

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Current Field Definition

Field Name: Is_Claim_Accepted Display Name: "Is Claim Accepted?" Type: Picklist

Current Values (9 options):

1. Accepted
2. Declined
3. Pending
4. New Claim
5. Pending Further Investigation
6. Red Flag Job – Pending Validation
7. Rescheduled
8. Matter Litigated
9. On Hold

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Areas Requiring Changes

1. FIELD DEFINITIONS (4 locations)

Forms Summary Table

Form	Display Name	Required	Initial Value
Claim_Form	Is Claim Accepted?	No	-
Claim_Creation	Is Claim Accepted?	Yes	"New Claim"
Red_Flag_Note_Update	Is Claim Accepted?	No	-
Update_claim_detail	Is Claim Accepted	No	-

Action Required: Add "Awaiting Cancellation Approval" to the values list in all 4 forms.

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2. HELPER FUNCTIONS (2 sets to update)

Set 1 - Is_Claim_Accepted.* functions

Current functions:

- Is_Claim_Accepted.Accepted()           → returns "Accepted"
- Is_Claim_Accepted.Declined()           → returns "Declined"
- Is_Claim_Accepted.Matter_Litigated()   → returns "Matter Litigated"
- Is_Claim_Accepted.New_Claim()          → returns "New Claim"
- Is_Claim_Accepted.Pending()            → returns "Pending"
- Is_Claim_Accepted.Pending_Further_Investigation() → returns "Pending Further Investigation"
- Is_Claim_Accepted.Red_Flag_Job_Pending_Validation() → returns "Red Flag Job – Pending Validation"
- Is_Claim_Accepted.Rescheduled()        → returns "Rescheduled"

Action Required: Add new function:

string Is_Claim_Accepted.Awaiting_Cancellation_Approval()
{
    return "Awaiting Cancellation Approval";
}

Set 2 - claim_status.* functions

Current functions:

- claim_status.accepted()                      → returns "Accepted"
- claim_status.declined()                      → returns "Declined"
- claim_status.New_Claim()                     → returns "New Claim"
- claim_status.pending()                       → returns "Pending"
- claim_status.pending_further_investigation() → returns "Pending Further Investigation"
- claim_status.red_flag_job_pending_validation() → returns "Red Flag Job – Pending Validation"

Action Required: Add new function:

string claim_status.awaiting_cancellation_approval()
{
    return "Awaiting Cancellation Approval";
}

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3. REPORT FILTERS - Review Required

These reports filter on specific Is_Claim_Accepted values. Review if new status should be included/excluded.

Report/Logic	Current Filter	Review Question
New Claims Report	== "New Claim"	No change needed
Accepted Claims	== "Accepted"	No change needed
Missing AFCRN Report	!= "Declined"	Should "Awaiting Cancellation Approval" be excluded?
Red Flag Logs	!= "Accepted"	Will include new status - is this correct?
Demands Filter	!= "Red Flag..." && != "Accepted" && != "Declined"	Will include new status by default
Active Claims	!= "Declined"	Should new status show in active claims?
Claims Consultant Report	!Is_Claim_Accepted.contains("Declined")	Will include new status
File Age 7-14 days	== "Accepted"	No change needed
File Age 14-21 days	== "Accepted"	No change needed
File Age >21 days	== "Accepted"	No change needed
Pending Claims	== "Pending" || == "Pending Further Investigation" || == "New Claim"	Should new status be added here?

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4. WORKFLOW/SCRIPT LOGIC - Critical Areas

High Priority - Status Change Logic

Function/Workflow	Current Logic	Action Required
Cancel claim workflow	Sets status to Declined	May need "Awaiting Cancellation Approval" flow before final cancellation
Accept/Decline workflows	Status change logic for Accepted/Declined	Add workflow for cancellation approval
Status transition	Red Flag → Accepted transition	May need similar for Awaiting Cancellation Approval → Declined

Medium Priority - Status Checks

Function	Logic	Review
Add_Notes	Checks if Red Flag for Cliq notifications	May need to add cancellation notification logic
update_repair_details	Checks Red Flag status	Review if new status affects repairs
Status log	Checks if Declined	Review if cancellation approval needs logging
Multiple status checks	Compares against multiple statuses	Add new status to logic if needed
Hold logic	Red Flag check	Review if cancellation should trigger hold

Status Comparison Logic

if(claim.Is_Claim_Accepted == thisapp.Is_Claim_Accepted.Pending()
   || claim.Is_Claim_Accepted == thisapp.Is_Claim_Accepted.New_Claim()
   || claim.Is_Claim_Accepted == thisapp.Is_Claim_Accepted.Pending_Further_Investigation()
   || claim.Is_Claim_Accepted == thisapp.Is_Claim_Accepted.Red_Flag_Job_Pending_Validation()
   || claim.Is_Claim_Accepted == thisapp.Is_Claim_Accepted.Rescheduled())

Action: Determine if Awaiting_Cancellation_Approval should be added to this condition.

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5. DHTML PAGES - JavaScript Checks

Multiple DHTML pages contain embedded JavaScript that checks Is_Claim_Accepted values:

Page Name	Review Required
Claim	Check status display logic
New Claim DHTML	Main claim page - review status handling
CopyDHTML	Review
claim page new with variable	Review
Copy Dhtml dev	Review
Claim Dhtml	Review
Various Claim Dhtml pages	Multiple pages to review
Claim Page Dhtml - Portal User	Portal user view
Claim Dhtml - Portal access	Portal access page

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6. CONDITIONAL FORMATTING

Row highlighting based on status. Review if new status needs specific color formatting.

Example current formatting:

"Claim Accepted"
{
    condition = (Is_Claim_Accepted == "Accepted")
    format = "color:#ffffff;background-color:#4ea64c;"
}
"Claim Cancelled"
{
    condition = (Claims_Management_Form.Status == "Cancel" || Claims_Management_Form.Status == "Rejected")
    format = "color:#ffffff;background-color:#e84c3d;"
}

Action: Consider adding formatting for "Awaiting Cancellation Approval" (e.g., orange/yellow warning color).

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7. FORM WORKFLOWS - Actions Based on Status

Workflow	Condition	Review
Rescheduled actions	== "Rescheduled" checks	May need cancellation actions
Red Flag actions	== "Red Flag Job..."	Review
Form actions	== "Red Flag Job..."	Review
Hold actions	Put_Red_Flag_Job_on_Hold == "Yes" && Is_Claim_Accepted == "Red Flag Job..."	Review
Non-Red Flag actions	!= "Red Flag Job..."	Will apply to new status
Hold/Assessment logic	Red Flag checks	Review

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Summary - Changes Required

Category	Count	Priority	Estimated Effort
Field definitions	4	HIGH	Low
Helper functions	2 sets	HIGH	Low
Report filters (review)	~15+	MEDIUM	Medium
Workflow/script logic	~40+	HIGH	High
DHTML pages	~10+	MEDIUM	Medium
Form workflows	~10+	MEDIUM	Medium

Total references found: ~228 occurrences

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Questions to Clarify Before Implementation

1. Should "Awaiting Cancellation Approval" claims appear in active claims reports?
2. What notifications should be sent when status changes to "Awaiting Cancellation Approval"?
3. Should Cliq messages be sent for this status?

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