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Creating a claim unit based on a prior approval

Suggest edit Updated on September 10, 2021

A dealer creates a Warranty claim based on a prior approval case by invoking a prior approval and submitting it to an approver in the manufacturing organization. After the approval is processed, the dealer converts a prior approval into a Warranty claim. A Warranty claim can also be auto-adjudicated if a dealer converts a prior approval into a claim without any modifications. If a dealer modifies the approved prior approval record, it is sent for manual processing.

For more information about a claim for prior approval configuration, see Prior approval validation process.

  1. Log in as a dealer. For more information on login credentials, see Operators list and description.
  2. Search for an approved prior approval request and open it.
  3. To transfer all of the data from the prior approval into a claim, click Submit.
  4. Review the Claim resolution area information to ensure that all financial aspects of the claim unit are complete and that all correspondence is closed.
  5. Click Submit.

The system routes the approved claim unit to an assessor for the final action if a dealer updates the approved prior approval request. Otherwise, a claim is auto-adjudicated. An assessor reviews the claim, the system resolves the claim unit, and the claim status is updated to Resolved-Completed.

  • Previous topic Creating a claim unit without a repair order
  • Next topic Automatically created online repair order claims

Related articles

Warranty claim case typePrior approval case typeCreating an online prior approvalPrior approval validation process

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Pega Warranty System Architect Lead System Architect Business Architect UX Developer Project Manager System/Cloud Ops Administrator Case Management Manufacturing
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