Basic information for the letter jobs:

 

  • Open Claim Age (days) – number must be at least ‘1’ if you want the job to send a letter on the day the claim is created – if the is opened and closed on the same day (before the job runs) the claim will be ignored
  • Time Interval – Job typically runs Monday -> Friday – therefore this value will usually be ‘1’ ‘Days’ – when the job runs on Monday, it looks for all claims created since Friday (not since the job ran – therefore it is imperative for the job to run late in the evening, not mid-day
  • Start Date / End Date – when setting up the job, the From/To dates are typically the same day – however, if you needed to ‘catch up’ you could set the ‘Start Date’ as the first of the month and the ‘End Date’ as today – then when the job has an interval of once daily, tomorrow when the job runs it will look for claims created that day
  • Send Log File to Email – where the log file for the job is emailed
  • Abort on Errors – if the job runs into errors it will not run again the next day
  • Policy Number – We can limit the job to look for only specific policy number(s) – comma separated – null = all
    • Currently this field is an exact match – we have a request in to change it to allow wildcards
  • Exclude Radio Button for Policy Number – Works with the ‘Policy Number’ field if we wanted to exclude specific policy number(s) – comma separated
  • State Code – Can be EITHER the loss state OR the Policy Risk State
  • Line Code – works similar to the Policy Number field – can list specific ASLs – comma separated, null = all
  • Exclude Radio Button for Line Code – Works with the ‘Line Code’ field
  • Client Code – List of C3 Client Code(s) – comma separated
  • Location Code – List of C3 Client Location Code(s) – null = all (*note – if you list more than a single ‘Client Code’ then you should not use this field)
  • Party Type – Pick List for party type you want the letter to be Associated to (Letters in C3 are party-centric – not claim centric – this means the party MUST exist on the claim when the job runs) – this does not mean who the letter is going to be sent to unless specified in below in specific jobs.
  • Claim Type – Used to limit what type of claims the job looks to send letters for – comma separated

 

Export-Email-Gen Ack Letter to Insured Client/Loc

 

A screenshot of a cell phone Description automatically generated

 

This job looks to EMAIL the LETTER TEMPLATE CODE letter to the INSURED (for auto: the party type ‘Owner’ or the party type ‘Owner/Passenger’ or the party type ‘Owner/Driver’ for Vehicle 1; for WC the party type ‘Employer’ for PL the party type ‘Insured’)

 

If there is not an email address in the above party’s email address field, the job will generate the ‘New Claim Letter Code’ letter and send it to the mailroom to print and mail same

 

Record Type Filter – Looks to the ‘Policy_Custom_Field_7’ to limit which claims it sends a letter for – null = all

 

Reopen Claim Letter Code – If a claim reopens, this letter is sent

 

*This job does not send the letter to the ‘Party Type’ you select in the drop down, - but it does need the party type to exist in the claim when the it runs

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Export-Email-Gen Ack Ltr to Party by Client/Loc

 

A screenshot of a cell phone Description automatically generated

 

This job looks to EMAIL the LETTER TEMPLATE CODE letter to the PARTY specified in the ‘Party Type’ selection.

 

If there is not an email address in the above party’s email address field, the job will generate the ‘New Claim Letter Code’ letter and send it to the mailroom to print and mail same

 

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Export-Generate Severity RL Letter

 

A screenshot of a cell phone Description automatically generated

 

Creates a letter via email based on the severity of the Reserve Line (RL)

 

  • Injury Severity – Comma Separated list of injuries
  • Total Reserve – Dollar Amount
  • Coverage Code – Comma Separated List of Reserve Coverage Codes (null = all)
  • Client Code – Comma Separated list of C3 client codes
  • Location Code – Comma Separated list C3 Client Location Codes (do not use if you have entered more than a single Client Code)
  • User ID – Comma Separated list of email addresses the letter is to be emailed to
  • Letter Template Code – Letter ID

 

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Export-Claim Status Email to Party by Client

 

A screenshot of a cell phone Description automatically generated

 

Sends a letter via email when a claim is either Created; and/or Closed; and/or Reopened to a specific email(s) (comma separated)