Free ClaimCenter-Business-Analysts Questions Attempt

To enforce an approval workflow for a specific type of financial transaction (like "Manual Checks") regardless of the dollar amount, a Business Analyst must leverage both Authority Limits and Transaction Approval Rules.

Authority Limits (D):These are the primary controls for financial exposure. While typically used for amounts (e.g., "Limit of $5,000"), they are the foundational mechanism that triggers the system's "Pending Approval" state. For this scenario, an authority limit could be set to $0 for the specific payment method of "Manual Check" to force all such payments into the approval workflow.

Transaction Approval Rules (C):These rules allow for more granular, logic-based approval triggers beyond simple amounts. Since the requirement specifies "all manual checks" (implying a condition based on themethodof payment, not just the amount), aTransaction Approval Ruleis the best practice configuration. The rule would be written to state:"If Payment Method is Manual, then Approval is Required."

Why not A (Approval Routing)?While Approval Routing rules determinewhoreceives the request (the "correct person"), the default behavior in ClaimCenter is to route approvals to the user's Supervisor. Since the requirement is simply "Succeed requires Supervisor approval," the standard routing logic likely suffices without needing new custom configuration. The critical configuration needed is thetrigger(C and D) to stop the payment in the first place.

A complete Business Rule (specifically one designed to generate an Activity) consists of a Context (Trigger/Entity), a Condition (Logic), and an Action (Execution).

Missing Element: Actions (Option A):The scenario describes thetrigger("when they are entered"), theintent/condition("resulting from the storm"), and theparametersof the resulting activity (Target: 3 days, Escalation: 5 days). However, it fails to specify theActiondetails required to execute the rule: specifically,whothe activity should be assigned to (The Assignee) and the specific instruction tocreatethe activity instance. Without defining the Action (e.g., "Create Activity 'Review Catastrophe' and Assign to Claim Owner"), the rule cannot function.

Why other options are present:

TriggerEntity (B):Implied as the Claim (since the text says "whenthey[claims] are entered").

RuleCondition (C):While "resulting from the storm" is vague, it represents the business condition. TheAction(assignment) is the most glaring omission preventing the workflow from reaching a user.

AppliesTo (D):This generally refers to the root entity (Claim), which is identified.

This scenario involves checking financial Authority Limits and determining the correct Approval Routing hierarchy in Guidewire ClaimCenter.

Check Authority Limits:First, compare the transaction amount against the user's specific limits.

The payment is for "repairs to the insured's home," which is classified asClaim Cost(Indemnity).

According to the provided Authority Limit Profile, the Adjuster has a "Payment amount" limit of$5,000for Claim Cost.

The transaction amount is$6,500.

Since$6,500 > $5,000, the limit is exceeded, meaning the paymentrequires approval(Ruling out Option B).

Determine Routing:When a financial transaction requires approval, ClaimCenter routes the approval activity to the supervisor of the group to which the user belongs.

The Adjuster is a member ofProperty - Team A.

According to the Organization chart provided, the Supervisor for "Property - Team A" isSupervisor D.

Therefore, the system will generate an approval activity and assign it specifically to Supervisor D. Supervisor C is the manager of theparentgroup (Western Property Group), so the activity would only go to them if Supervisor Dalsolacked the authority to approve the $6,500, requiring further escalation. However, the initial routing is always to the immediate supervisor.

Why other options are incorrect:

Option A:Supervisor C is the "Grand-boss" (Supervisor of the parent group), not the immediate supervisor.

Option B:The amount ($6,500) clearly exceeds the defined limit ($5,000), so automatic processing is impossible.

Option C:Supervisor A is at the top of the hierarchy (Succeed Insurance), far removed from the initial approval step.