Claim assignments

Claim Assignment – Manual, Round‑robin, Product‑module

The claim assignment feature decides who owns a claim while it moves through the Root workflow (Capture → Review → Acknowledge → Finalise). Configure once — the dashboard enforces the rules for every claim.

• Only the assigned user can edit/approve; others view read‑only.
• The assignee receives an in‑app notification and an email deep link.
• Finalise is terminal (no reassignment).

Assignment methods

If not specified, the system defaults to "manual".

Required permissions by stage

1. Round‑robin (auto‑assign)

Root finds organisation users with the permissions required for the current stage and selects one via timestamp modulus for even distribution. It returns both the computed assigned_to and the full users list.

2. Manual (no auto‑assign)

Root computes the same eligible users as round‑robin but does not set assigned_to. Use this to require a human to choose the assignee in the dashboard.

3. Product‑module (custom logic)

Implement getClaimAssignmentOptions in your product module for full control over the candidate list and default assignee.

Function signature:

// productModule/actions/getClaimAssignmentOptions.ts
export async function getClaimAssignmentOptions(policy, claim, currentUser, stage) {
  // Your custom logic here
  return {
    assigned_to: selectedUserOrNull,
    users: availableUsers,
  };
}

Parameters:

• policy: the policy linked to the claim
• claim: the claim being assigned
• currentUser: the user making the request, or null if system‑initiated
• stage: "capture" | "review" | "acknowledge"

Minimal example:

export async function getClaimAssignmentOptions(policy, claim, currentUser, stage) {
  const response = await root.organizations.getUsers();
  const users = Array.isArray(response) ? response : response.users || response.data || [];

  const rolesByStage = {
    capture: ['Admin', 'Claims assessor', 'Call center agent'],
    review: ['Claims assessor', 'Admin', 'Claims supervisor'],
    acknowledge: ['Admin', 'Claims supervisor', 'Call center agent'],
  };
  const allowedRoles = rolesByStage[stage] || rolesByStage.review;
  const eligibleUsers = users.filter((u) => allowedRoles.includes(u.organization_role_name));

  const availableUsers = eligibleUsers.map((u) => ({
    id: u.user_id,
    name: `${u.first_name} ${u.last_name}`,
    email: u.email,
    role: u.organization_role_name,
    description: `Available for ${stage}`,
  }));

  const assignedUser =
    (currentUser && availableUsers.find((u) => u.id === currentUser.user_id)) || availableUsers[0] || null;

  return {
    assigned_to: assignedUser,
    users: availableUsers,
  };
}

HTTP: fetch assignment options

Endpoints:

• GET /claims/:claim_id/assignment-options/capture
• GET /claims/:claim_id/assignment-options/review
• GET /claims/:claim_id/assignment-options/acknowledge

Response body:

{
  "assignedTo": {
    "userId": "uuid",
    "name": "string",
    "email": "string",
    "role": "string",
    "description": "string"
  },
  "users": [
    {
      "userId": "uuid",
      "name": "string",
      "email": "string",
      "role": "string",
      "description": "string"
    }
  ]
}

Configuration

Enable assignment flows:

{
  "claims": {
    "enableClaimAssignments": true
  }
}

Choose a strategy:

{
  "claims": {
    "claimAssignmentMethod": "manual"
  }
}

Options:

• "product_module": run your custom getClaimAssignmentOptions
• "round_robin": auto‑assign among eligible users
• "manual": eligible users only; no default assignee

Default (when omitted): "manual".