Tag Claim Automations
Overview
Section titled “Overview”Tag Claim Automations allow you to automatically add tags to claims based on specific conditions. This helps you organize, filter, and manage claims more effectively. For example, you can automatically tag warranty claims where a customer has requested a repair, making it easy to create views and workflows around those cases.
What You Can Expect
Section titled “What You Can Expect”By setting up Tag Claim Automations, you can:
- Automatically categorize claims based on type, customer responses, or other criteria
- Streamline team workflows by surfacing the most relevant claims
- Build custom views filtered by tags (e.g., all repairs requested, replacements needed, etc.)
- Save time by reducing manual tagging and data entry
- Maintain consistent claim organization across your team
Key Features and Functionality
Section titled “Key Features and Functionality”Creating a Tag Claim Automation
Section titled “Creating a Tag Claim Automation”-
Navigate to Automation Settings
Go to your Automation Settings and create a new automation. Select Tag Claim Automation. -
Name the Rule
Give your automation a descriptive name (e.g., Repair Warranties). -
Choose When the Rule Runs
Select the trigger:- Claim Creation (most common)
- Claim Updates or Events
The trigger you select determines the conditions you’ll be able to use.
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Add Conditions
- Example: Set claim type equals Warranty
- Example: Use custom field responses, such as “Would you like to repair this product?” If the customer selects Yes, this condition can fire the rule.
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Apply Tags
Define the tag that should be applied when conditions are met. For instance, add the tag Repair Requested. -
Save the Rule
Once saved, the rule will automatically tag any new claims that meet your conditions.
Managing Tags
Section titled “Managing Tags”- Tags can be created and managed within the Claim Tag Settings section.
- You can add new tags from within the automation rule itself or from the tag management screen.
- Tagged claims can be filtered into custom views, helping your team quickly identify and act on relevant cases.
Example Use Case
Section titled “Example Use Case”A customer submits a warranty claim and selects Repair as the resolution method. With a Tag Claim Automation in place:
- The claim is automatically tagged as Repair Requested
- A team view filtered by this tag shows all open repair claims
- Teams can prioritize and manage repair workflows without manual tagging
Implementation
Section titled “Implementation”To set up a Tag Claim Automation, follow the steps above in your Corso Admin under Automation Settings.
Q: Can I add multiple tags with one rule?
Yes, you can apply more than one tag if the conditions require it.
Q: Do tags apply retroactively to past claims?
No, automations only apply to claims created or updated after the rule is active.
Q: Can I edit or delete tags later?
Yes, tags can be managed and updated in the Claim Tag Settings.
Q: Can tags trigger other automations?
Yes, tags can be used as conditions in additional automations, allowing for layered workflows.