This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 21.4 and may not reflect the interfaces or functionality of other Appian versions. |
The Connected Claims Litigation module allows you to manage first party or third party litigation cases and interact with litigation attorneys across multiple lines of business. The Litigation module facilitates the ability to track litigation cases, manage tasks, and other associated actions.
This guide demonstrates the pages and views available within the Litigation module. Note that your specific implementation of the Connected Claims application may have more or less functionality.
Joe works within the legal department for a large insurance provider, working closely with Jane, his manager. Jane oversees the litigation cases that the company pursues, and with Joe's help, all the cases are tracked within the Connected Claims Litigation module. Joe has a number of tasks he must complete within the system, including:
From the Connected Claims home page, Joe clicks the LITIGATION card to access the module.
Once within the Litigation module, the Litigation dashboard displays by default. This screen features the Recent Litigation record table, allowing Joe to view basic information on recent litigation cases, including the claim number, customer, and status of the case.
Jane provides Joe with a list of updates that need to be recorded on various cases. To do this, Joe will need to access the cases and record the updates as notes.
To filter the record table:
Clicking the hyperlink in the Litigation # column of the record table opens the case and presents the Litigation Summary page, which provides helpful information in an accessible view. Prominent on the page are milestones of the litigation process, plaintiff and defence attorney information, and a summary of claim details.
Notes can be added to a Litigation Case to record relevant information that may become available later.
To add notes:
Throughout the litigation process, Joe may need to create and assign additional tasks and activity reminders required to move the case through the litigation flow. Joe creates On-Demand Tasks to track these additional tasks.
Jane has asked Joe to give her an update on a new claim. Jane wants to know when the defence and attorney lawyer information has been gathered and logged to the case. The CREATE ON-DEMAND TASK action allows Joe to create a reminder to contact Jane once the information is available.
To create an On-Demand Task:
Note: On-Demand Tasks appear under the Litigation Summary page as well as under the Tasks tab.
The following actions for managing communications and documentation are available through the tabs located along the top of a Litigation Summary page.
Litigation cases usually involve a lot of documentation, and Joe needs to manage it effectively. Connected Claims simplifies document management by allowing Joe to view a list of all pending and existing documents for each case, add new documents, and edit existing documents all from a single interface in the Litigation record.
To upload a document:
Tip: The Add New Document link allows you to upload multiple documents at once.
At any point in the litigation process, you can drill down into a specific claim record, click the Documents tab and MANAGE DOCUMENTS to view all pending documents, view and download existing documents, add new documents, or edit the details for any existing document.
Communications items include automated messages and exchanges between customers and customer service representatives.
Note: Self-service items are communications that are automatically generated and sent to the customer as a result of a customer-performed action.
Selecting a communications item provides a detailed look at the message transmitted. The communications item screen shows the message, method, and details.
To create a new communication message:
Tip: Email and WhatsApp messages support file attachments. SMS does not.
Tasks associated with litigation cases are available on the TASKS dashboard. Clicking TASKS on the navigation bar brings Joe to the MY TASKS ACROSS LITIGATION screen, which displays a list of all tasks assigned to the user. Clicking the hyperlink from the TASK NAME column of the record table displays the task information.
The items within the litigation case task flow fall under three main categories:
This task focuses on filling out the basic information to start a Litigation item and linking that item to a corresponding claim. This task provides the opportunity to attach initial supporting documents, as well as to describe the case in detail.
To complete the Initiate Litigation task:
Tip: Use the Add New Document link to upload multiple documents at once.
This task focuses on filling out the information associated with both the defence attorney and plaintiff attorney for the case. This task requires the information on either the respective defence or plaintiff attorneys to be available within Connected Claims.
To complete the Capture Information task:
Note: If the necessary values are not available in either the Legal Company or Select Attorney fields, you may need to add them using the Create New Legal Company Account or Create New Attorney Contact buttons.
This task focuses on filling out verdict details and providing any required documentation.
To complete the Verdict Detail task:
Tip: Use the Add New Single Payment link to record multiple payments at once.
See [Creating an on-demand task]
Each litigation case item must have a claim item linked to it. Claims can be accessed from its associated litigation case item via the CLAIM DETAILS window on the Litigation Summary page.
For information on performing actions on a claim record, visit the How to Settle a Claim guide.
Now that you have walked through the steps to manage litigation data, you are prepared to manage cases effectively.
How to Litigate a Claim