Create settlement and audit log from claim action button
Create settlement and audit log from claim action button
Your claim action clicks can leave settlements unrecorded and create audit gaps that delay payouts. The workflow creates settlement and audit entries so payouts are ready before reconciliation.
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Overview
Missing settlement records and audit gaps slow payouts and complicate reconciliation when adjusters click claim actions. This flow creates settlement and audit entries instantly, giving settlement coordinators and finance an auditable, payout-ready record before the next reconciliation cycle.