This report handles claims and products. Every report that handles claims with a specific product will not produce 100% reliable data. Due to architectural choices, claims are only linked to a specific product if they have already been submitted and if they have not been automatically rejected.

For a given product, it is currently impossible to know:

• the number of entered claims (as in “not yet submitted”)

• the number of automatically rejected claims (as opposed to manually rejected by a claim administrator)

Any “rejected” or “total” numbers of claims - if a specific product is given - will never include these two cases.

While this is usually not an issue with large numbers, it can make some totals seem wrong.

In this report, if a specific product is asked, it would be impossible to fetch all claims with that product as the ENTERED claims are not linked yet to the product and the SUBMITTED claims that were automatically rejected were not linked either.

Unfortunately, the legacy report is very chaotic, because too much information is displayed and the layout was changing depending on the scope, which made the report really hard to read.

To improve this, the scope has not been taken care of in this version. This report is using only the full scope of the previous report. If other scopes are necessary, separate reports should be created.

As mentioned during the Community Meetings, there is a general issue with the way various amounts are stored in Claim, ClaimItem and ClaimService. Sometimes, the amounts in the details (ClaimItem, ClaimService) of a claim don't add up to figures at the Claim level (e.g. all the amounts except “Claimed” in the screenshot example above). The figures used for calculating the total values are based only on the Claim-level figures.

This report uses the Django ORM and .distinct(), which is rendered by Django as a DISTINCT ON in SQL. This syntax does not exist on MSSQL, so in its current state, this report will not work on MSSQL.

This report is exactly the same as the Claim - Overview report, except that it focuses on a single Insuree.