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Overview of Claims Management using the Assure Customer API

  • Updated

Overview of Claims Management using the Assure Customer API 

The Assure Customer API can be used to automate the processes of managing Claims Management records in Assure.  

 

The API is accessed via the internet as a secure RESTful API which is widely supported by integration platforms, ETL tools, and all programming and scripting languages, so it can be easily set up to integrate with external systems. Making use of the Customer API requires a level of technical expertise so this is typically something that a company’s IT function would handle. 

 

The API functionality must be enabled by the Evotix team before you can use it. Please contact your CDM (Customer Development Manager) or CSM (Customer Success Manager) should you be interested in procuring this feature. 

 

HOW DOES IT WORK? 

With the Customer API you can:

Create new Claims Management records

Update existing Claims Management records 

Delete Claims Management records

Each of these operations requires you to make a request to the Customer API. A detailed user guide and supporting API schema is available, this detailing the API methods and the information required to use them. 

 

WHAT DETAILS HAVE TO BE PROVIDED? 

The minimum required fields are: 

  • Org Unit 

  • Reference 

  • Date of Incident 

  • Plus any other fields which you have set as a mandatory requirement in the Claims management caption maintenance. 

Other fields that can be set and will be defaulted if not supplied: 

  • Is this confidential 

  • Incident Reference 

  • Vehicle Incident Reference 

  • Type Of Claim 

  • Investigation Date     

  • Notification Date 

  • Description 

  • Location  

  • Locality 

  • Nature Of Incident  

  • Incident Details 

  • Manager 

  • Probability  

  • Stage Of Claim  

  • Current Position 

  • Outcome 

  • Cost Centre 

     

Costs 

  • Interim Payment Date 

  • Settlement Date 

 

Estimated 

  • Initial Reserve 

  • Current Reserve 

  • Plaintiff Costs, 

  • Defence Costs 

  • Vat 

  • Excess 

 

Actual 

  • Interim Payment 

  • Plaintiff Costs 

  • Defence Costs 

  • Vat 

  • Excess

  • Settlement Comments 

 

Interested Parties 

  • Insurer Reference 

  • Insurer Details 

  • Broker Details 

  • Defence Solicitor 

  • Loss Adjuster 

  • Other Parties 

  • Broker Reference 

 

Claimants 

  • Surname 

  • Forename 

  • Address1 

  • Address2 

  • Address3 

  • Town 

  • County 

  • Postcode 

  • Date Of Birth 

  • Date Of Death, 

  • Age 

  • Sex 

  • Occupation 

  • Shift 

  • Lost Time Days 

  • Injury Type 

  • Apparent Cause 

  • Part Of Body Affected 

  • Resultant Disability Or Harm 

  • Plaintiff Name 

  • Plaintiff Solicitor 

 

Other Information 

  • Defence Nature 

  • Names Of Expert Witnesses 

 

Negligence Or Causation Advice 

  • Is Internal 

  • Is External 

  • Has Exchanged Witness Reports 

  • Notes 

 

Quantum Advice 

  • Is Internal 

  • Is External 

  • Has Exchanged Witness Reports 

  • Notes 

  • Is Complaint 

  • Number Of People Injured  

  • Is Alternative Dispute Resolution 

  • Alternative Resolution 

  • Is Structuring Feasible 

  • Is Acceptable To Plaintiff 

  

OUT OF SCOPE 

The following elements are currently out of scope: 

  • The Claims Management reference field cannot be changed via the API. You can only create new records with a unique reference, or update records where there is an existing record for the reference provided. 

  • The Claims Management reference field cannot be automatically assigned by the system when creating or updating records, it must be provided in the requests.

  •  

  • Supporting items cannot be added via the API. This includes actions, attachments, notes, reviews, and links to policies and guidance. If there are default reviewers and approvers set up they will be automatically used on the creation of the record. 

  • Only the ‘Select’ option is available via the API when the module reference for either Incident or Vehicle Incident is provided. The API cannot be used with the ‘Select and Copy’, and ‘Create’ options: 

A screenshot of a computer Description automatically generated 

Any default values set within the caption maintenance area are not taken into consideration by the API. 

 

SETTING UP THE API

  1. Before you can get started you need to request access from Evotix through your Customer Development or Customer Success Manager.
  2. You can create and manage your API authentication keys at any time in Assure. Check out this article for details API Key Management Article
  3. Set up the Customer API. Access the user guide here Assure Customer API User Guide
  4. Set up the Claims Management API. Access the user guide here Customer API User Guide - Claims Management API


 

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