Conducting Work in the Workspace - Overview: Statuses and Workflow Actions: Step 3 of 4
Claim Statuses
DSAR Uploaded
What it Means
The client has submitted claim details but does not have a purchase agreement. They have completed the letter of authority for the DSAR Service Provider to work with the Financier to obtain a copy of the purchase agreement.
Next Step
The system automatically uploads any records newly set to DSAR Processing along with the Client’s letter of authority to a secure location; this notifies the DSAR Service provider to begin work with the Financier.
Status Change
The Workspace Administrator sets the Claim Status to DSAR Processing.
Purchase Agreement Uploaded
What it Means
The client has uploaded a purchase agreement as part of the claim detailing process and the claim is ready to send to the OCR Service Provider.
Next Step
Submit the documents to the OCR Service Provider for damages/OCR processing.
Status Change
The Workspace Administrator sets the Claim Status to OCR Processing.
OCR Processing
What it Means
The documents are with the OCR Service Provider to assess potential damages and carry out OCR (optical character recognition) scanning and processing.
Next Step
OCR Service Provider scans and assesses the claims provided for damages.
Once the OCR vendor has completed processing documents, they post the results to a secure location which are automatically imported into the system on a daily basis.
Based on the vendor’s assessment, there are three possible results from the OCR Processing step:
- Something is missing and the client must provide additional information.
- The claim does not qualify for damages and the claim does not continue along the claim verification process.
- The claim qualifies for damages and the next step is to conduct claim verification.
Status Change
- The system automatically sets the Claim Status to OCR More Information Required.
- The system automatically sets the Claim Status to OCR Rejected.
- The system automatically sets the Claim Status to Claim Verification and updates any related fields.
OCR More Information Required
What it Means
More information is required from the client as a part of the OCR process
Next Step
A Milberg team member works with the client to update the claim or provide supporting documentation as necessary. Depending on the outcome there are two possible next steps:
- The necessary information is obtained and the claim is resubmitted to the OCR Service Provider for scanning and damages assessment.
- The necessary information is not obtained and the claims does not continue along the claims verification process.
Status Change
- The Workspace Administrator sets the Claim Status to OCR Processing for the single record.
- The Workspace Administrator sets the Claim Status to OCR Rejected (true?) for the single record.
OCR Rejected
What it Means
The OCR Vendor determined there are no damages.
Next Step
The claim does not qualify for damages and the claim does not continue along the claim verification process.
Status Change
On import, the system automatically sets the Claim Status to OCR Rejected and the Registration Status to Inactive.
DSAR Processing
What it Means
The DSAR Service Provider is working with the Financier to get a copy of the purchase agreement.
Next Step
The DSAR Service Provider attempts to obtain the purchase agreement from the Financier.
Once the DSAR Service Provider completes efforts to obtain the purchase agreement, they post the results in a file to a secure location which are automatically imported into the system on a daily basis. If found, the fee agreement is automatically attached to the claim.
Based on the DSAR Service Provider’s activities, there are three possible results from the DSAR Processing step:
- The purchase agreement is available and attached to the claim by the system
- Additional information is necessary to continue efforts to obtain the purchase agreement;
- No Purchase agreement could be located, the claim does not continue
Status Change
On import, the system automatically sets the Claim Status to one of the three possible results:
- DSAR Complete
- DSAR More Information Required
- Claim Status to DSAR Rejected and also sets the Registration Status to Inactive
DSAR Complete
What it Means
The DSAR Service Provider obtained the purchase agreement from the Financier.
Next Step
Begin the Claim Verification step.
Status Change
The Workspace Administrator sets the Claim Status to Claim Verification.
DSAR Rejected
What it Means
The DSAR Service Provider did not obtain the purchase agreement from the Financier.
Next Step
Given there is no purchase agreement to support a claim, the process for this claim ends.
Status Change
On import, the system automatically sets The Claim Status to DSAR Rejected and the Registration Status to Inactive.
DSAR More Information Required
What it Means
The DSAR Service Provider requires more information from the client in order to obtain a finance agreement from the Financier.
Next Step
A Milberg team member works with the client in a final effort to obtain the purchase agreement.
Depending on the outcome there are two possible next steps:
- The necessary purchase agreement is obtained and the claim is begins the claim verification process.
- The necessary information is not obtained and the claims does not continue along the claims verification process.
Status Change
The Workspace Administrator sets the Claim Status to one of two possible Statuses:
- Claim Verification
- DSAR Rejected while at this time the system automatically sets the Registration Status to Inactive.
Claim Verification
What it Means
The claim is ready for review and verification given the purchase agreement is available and the assessment of potential damages is positive.
Next Step
Based on the results of the claim verification activities, there are two possible results:
- The claim is accepted
- The claim is rejected
Status Change
The Workspace Administrator sets the Claim Status to either:
- Accepted; at this time the system automatically sets the Registration Status to Active.
- Rejected; at this time the System automatically sets the Registration Status to Inactive.
Accepted
What it Means
The claim has been accepted into the class action.
Next Step
No additional steps are necessary; the client is part of the class action.
Activity for this claim resumes once the settlement phase begins.
Status Change
No additional status changes; Registration Status is Active.
Rejected
What it Means
The claim has been rejected and is not part of the class action.
Next Step
No additional steps are necessary; the client is not part of the class action and there is no way to appeal.
Status Change
No additional status changes; Registration Status is Inactive.
Inactive
What it Means
The registration did not meet criteria and the claim is therefore inactive.
Next Step
No additional steps are necessary.
Status Change
The system automatically sets Claim Status to Inactive if the Registration Status is set to Inactive.