USClaims Admin: Setup

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Who can use this feature?

Users in Neodeluxe with the USClaims Admin Role.
For more information about roles please visit:
Managing Neodeluxe Users.

Summary

The USClaims option in the Neodeluxe Sidebar enables Filevine users to easily submit a funding request directly to USClaims, either by automatically populating the required fields with specific information retrieved from a Filevine Project using the Autofill Form feature (defined by the mapping per Project Type setup in the Admin section in Neodeluxe Portal) or by manually entering the information into the Neodeluxe Sidebar.

USClaims Setup: Mapping Fields in Neodeluxe

Before starting to use the Autofill Form option to automatically fill the mapped fields in the Neodeluxe Sidebar, it is essential for the responsible Admin user to perform the field mapping for each Filevine Project Type in Neodeluxe.

USClaims Neodeluxe Interface

  1. To access the USClaims mapping page navigate to Admin > Integrations.

  1. Select USClaims.

The USClaims section in Neodeluxe includes the following elements:

 

Element Description
  1. New Mapping
 This button allows users to add a new mapping for a specific Project Type that exists in their Filevine instance.
  1. USClaims Table
 This list contains the mapped project types.
  1. Delete Icon
This icon allows users to delete mapped project types included in the list.
  1. Chevron Icon

Click this icon (or any part of the row) to expand/collapse the setup of the mapped project type.

Mapped Fields View

When a Project Type is expanded, the table with its available fields for mapping will appear.

The table contains the following columns and elements:

Element Description
  1. Field Name
 This column lists all available mappable fields which are connected to USClaims fields; fields in the list are displayed in the sidebar.
  1. Section
 This column displays a dropdown with all the existing sections in the selected Project Type in Filevine.
  1. Field
 This column displays a dropdown with all the existing fields in the selected section.
For Contact and Client field types a secondary dropdown option is displayed as shown by Defendant Name.
  1. Actions
 Displays the Options Mapping Configuration icon that allows you to configure dropdown fields with custom values to your Filevine project.
  1. Save
 This button saves the mapped fields (it is active when changes are made).

The available fields in the Field Name column that can be mapped, are the same fields in the USClaims section in the Neodeluxe Sidebar. The field names are listed below:

Amount Needed

Is this a Subsequent Request?

Plaintiff Name

Plaintiff Email

Plaintiff Phone

Plaintiff Address

Plaintiff DOB

Plaintiff SSN

What Type of Case is this?

Other Case Type

State of Claim

Date of Accident

Court Docket Number

Court Name

Defendant Name

Insurance Limits

Insurance Carrier Name

Accident Summary

Intake Estimate

Attorney's Name

Attorney's Email

Attorney's Phone 

Number

Attorney's Address

Law Firm

Paralegal

Paralegal Email

Other Funder Name

Estimated Other Funder Payoff

Attach Documents

Important Considerations

Depending on the selected Field Name, Section and/or Field, the following cases can appear during the US Claims configuration:

  1. Dropdown Custom Map Setup

A Dropdown field can be identified when the pencil icon is displayed in the Actions column, which allows users to map each default option from the dropdown, to a Possible Other Value in Source (The Filevine field’s options).

The current list of supported dropdown fields are:

  • Is this a subsequent rest?
  • What type of case is this?
  • State of claim

For more information about Custom Map for Dropdown Fields, please visit: How to Configure a Custom Map for Dropdown Fields?

  1. Override Section/Field

If you are getting errors on the mapping or missing data, please contact the Support team to help assist with this feature configuration.

  1. Contact Card/Person Object

When a Contact Card/Person object is selected in the Field, an additional dropdown appears, allowing selection of a specific field from within that object.

For more information about configuring Contact Card/Person Object, please visit: How to Configure Contact Card/Person Objects? 

Mapping the Neodeluxe Sidebar USClaims Fields

Configure this feature to automatically populate USClaims fields in the Neodeluxe Sidebar using data from a Filevine project based on selected Project Type fields.

To configure the USClaims fields, follow the steps below:

  1. Once logged into Neodeluxe, Navigate to the Admin > Integrations > USClaims option.

  1. Click +New Mapping, select the Project Type to map, and click Create. Locate the created item, and click on it to expand the fields that can be mapped.

  1. For the desired Field Name, select the Filevine Section that will be mapped as per the availability of the project type and its configuration in your Filevine instance.

  • The Section dropdown displays the options according to the selected Filevine Project Type.
  • Only Filevine static sections are displayed. Filevine Collection sections are NOT supported. Learn more about Filevine Static and Collection Sections (and their items): Static and Collections Sections.
  1. Select the Field that will be mapped.
  2. If the Field Name is a Dropdown, and it is required, configure the custom map.
  3. When all the desired Field Names are properly mapped, click Save.

The message Mapping saved successfully is displayed. 

Delete Mapped USClaims Project Types

To delete mapped Project Types for USClaims, follow the steps below:

  1. In the USClaims page locate the item to delete, and click the delete icon.
  2. Click Confirm to delete the mapping.

The message Mapping deleted successfully is displayed.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe USClaims, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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