Use Your Related Data in Connected Claims

How Connected Claims uses related data

This guide explores the various ways to utilize data and record fields within your claims management applications. It offers strategic guidance and technical resources to help you determine the best methods for your specific needs.

Additionally, you will find a detailed walkthrough on relating record types to your apps, featuring a practical example of how to implement this data within your forms and automated workflows.

Methods for adding data to claims management apps

When designing and improving your claims management apps, you may want to expand your data model by including additional data, record fields, and related record data. There are multiple ways to do this depending on the data you need and the way you want to bring it in.

The table below provides different methods you can use to expand your data model, information on when to use them, and links to guidance on how to use them.

Method	When to use	How to use
Add data fields in the Control Panel	Use when you want to add simple, new data fields to your claims, claim types, and claim categories.	You can easily add data fields directly from the Control Panel. Learn more about adding data fields to claims, claim categories, and claim types in the Control Panel and adding additional data fields to forms in the Control Panel
Add related data	Use when you want to bring in data from existing record types or create new record types to capture data related to your claims management workflows and processes.	Keep reading this page to learn more about adding and using related record data in your claims management app.
Add data to base Claim record types	Use when you want to add custom fields, additional record fields, or record type functionality not supported in the Control Panel.	You can create additional or custom fields in the out-of-the-box claims management record types, such as CCM_Claim and CCM_Task record types, just like any other record types in Designer. Learn more about adding fields to record types and creating custom record fields.

How to relate an existing record type to the Claim record

A common way to expand the data model for your claims management app is to either bring in data from existing record types or create new record types. Being able to use and relate existing data in your record types with claims management apps allows you to capture data related to your workflows, be more flexible, and address more complex use cases.

For example, in a customer care app, you might need to create a workflow to allow a claims adjuster to submit a request to update information in one or more customer accounts, which would need to be approved by the claims manager or customer(s). The claim record type would be related to an existing Customer Account record type that exists outside of claims management.

To update the Customer Account data within a claim, you would need to design the claims intake form in a way that allows for the user to edit the data in the Customer Account record type, as well as data for the claim. To do this, we'll need to reference the relevant data fields from the Customer Account record type in the intake form for the claim type and be able to write the updated data to the Customer Account record type.

To relate the existing Customer Account record type to a claims management workflow, you will:

• Relate the Customer Account record type to the Claim record type using record type relationships.
• Add the relevant data fields from the Customer Account record type to the interface for the intake form for claim type using the new record type relationship.

If you want to create a new record type instead of using an existing record type, the steps to set up a relationship are the same.

Relate a record type to the Claim record type

First, you need to set up a relationship between the Customer Account record type and the Claim record type.

To set up the relationship:

1. In Designer, find and open the CCM_Claim record type in the Connected Claims Management Base app. Note, this is not the record type for the claim type.
2. In the RELATIONSHIPS section of the Data Model page, click ADD RELATIONSHIP.
3. Enter the name of the record type you want to set up a relationship to. In this example, it’s the Customer Account record type.
4. Click NEXT.
5. Select the relationship type that best fits your use case. For this example, select the Many to One relationship type.
6. Select the fields to use as common fields in your relationship. Use the primary key ID field as the common field. In this example, use the customerId field.
7. In the Write and Delete Related Records field, you can determine whether or not you want to write the data automatically when modifying claims.
   • Selecting Write or delete… automatically updates record writes and queries for you.

Below is an example of the data structure and relationship between the Customer Account and Claim record types:

Add related data fields to the intake form

After you have your record type relationships set up, you need to add the relevant data fields from the Customer Account record type to the intake form for your claim type.

To add data fields to the interface for an intake form:

1. In the Control Panel, open the claim type you want to configure and click Intake Form.
2. Click Create Intake Form and add data fields from your claim type. You’ll add data fields from the related record type in the interface for this form in the next step.
3. In Designer, find and open the interface for the intake form. All interfaces generated by the Control Panel are in the CCM Studio Generated Objects application by default. The name for intake form interfaces may be long or resemble something like: CCM_Category_Customer_Account_Support_Type_Update_Customer_IntakeForm.
4. Customize the interface for the intake form to reference the fields from the related record type through the relationship to the Claims record type. For this example, add components for the following fields from the Customer Account record type:
   • Customer contact
   • Contact phone number
   • Contact email
   • Customer address
5. Make sure the fields you add have references to the relevant related-record fields.
6. Click SAVE.

Below is an image of what an intake form for this example might look like, with annotations to highlight which fields are from the claim type and which are from the related record type.

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