If you're working with IAG on insurance repairs, you'll want to have an Opus integration with your Crunchwork platform. The Opus integration pulls in any allocated claims that your company receives, and periodically updates between Crunchwork and Opus to maintain the most current status. Read on more to learn about how to manage the integration.
For you to get started with Opus and Crunchwork, you must:
Create a new user that can be shared exclusively with Codafication. This user will login to Opus and perform actions as part of the integration, using RPA. We can use existing credentials for the integration if the client wants, however creating a new user is a suggestion to help distinguish between actions completed by a real user, compared to the integration.
An email address which should receive integration notifications.
Common Interactions with Opus
Here's just a few common interactions between Crunchwork and OPUS that help provide value to you:
Pulling jobs from OPUS directly into a core job management system
Automating customer contact flows based on OPUS-events
Query for impending breaches of KPIs
Uploading/downloading file attachments
Set builder reference (AR)
Initial contact time (AR)
Site attend date (AR)
Status updates (CR)
Estimated end date (CR)
What happens when I get a new claim in Opus?
Crunchwork creates a new project with the below information. Most of this information will be added to to Pulse in grey text that can't be adjusted in the Project information panel at the top of the page.
Project type: IAG
Date of loss
Policyholder name and contact information - this record is also created as a new "contact" within Crunchwork.
Building policy inception
Claim type- this is known in Opus as "Incident Type"
Building policy value
Crunchwork will also complete the following actions automatically:
Differences between Opus and Pulse
There are some small differences in the language used between Crunchwork and Opus. Here's a quick guide:
Claim types and their codes
Earthquake and Tsunami
Storm - Wind
Theft or Burglary
The only automated documents we have at the moment related to automations are
ABC Assessment (Report Writer)
Quote PDF (Quote Tool)
Scope of Works PDF (Quote Tool)
For a user to sync a document back into Opus, they must use the “Publish externally” checkbox found when editing attachments against a Pulse job.
For the attachments to be found here, the user must first “Publish” the document. Upon publishing, Crunchwork will copy the PDF from the file and place it back in the attachments.
Works Job Status Mapping in Crunchwork:
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