> ## Documentation Index
> Fetch the complete documentation index at: https://help.alk.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Claims Intake & Payment Authorization

> Intake, screen, and extract key claim information, then route approvals and authorize payment in one workflow

## Overview

Claims Intake & Payment Authorization is a workflow for intake, screening, and extraction of key claim information so insurance teams can review claims quickly and consistently.

It supports end-to-end claims orchestration — document intake, eligibility review, approval routing, and payment authorization — in one touchless workflow.

**What you get:** a structured table of extracted fields you can review, edit, and export.

<Tip>
  To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see [Setting Up a Workflow](/workflows/setting-up-a-workflow) for a comprehensive guide. This page focuses on what's specific to **Claims Intake & Payment Authorization**.
</Tip>

## When to use Claims Intake & Payment Authorization

Use this workflow when you need a consistent, compliant first-pass review of claims, including:

* Claimant identity and policy/claim details
* Loss/event details and narrative description
* Completeness of supporting documents
* Coverage eligibility checks
* Fraud risk screening and escalation
* Approval routing and payment authorization

## Step-by-step usage

<Steps>
  <Step title="Open the workflow">
    Navigate to **Workflows** > **Template gallery** and select **Claims Intake & Payment Authorization**.
  </Step>

  <Step title="Upload documents">
    Upload the claim documents (PDF only).
  </Step>

  <Step title="Upload supporting documents (optional)">
    Upload supporting documents (e.g., policy schedule, incident reports, medical reports, repair estimates, police reports) if your process requires them.
  </Step>

  <Step title="Run extraction">
    Click **Run** to begin extraction and screening.
  </Step>

  <Step title="Review extracted fields">
    Review the extracted fields and edit anything that is incorrect.
  </Step>

  <Step title="Export">
    Export results (CSV or Excel) for reporting or downstream processing.
  </Step>
</Steps>

## Inputs

* **Required:** access to [alk.wamiri.com](http://alk.wamiri.com)
* **Required:** stable internet connection
* **Required document type:** claim documents (**PDF only**)
* **Optional:** supporting documents for eligibility and fraud checks

## What's specific to Claims Intake & Payment Authorization

1. **Columns are your screening criteria.** Claims review works best when your columns mirror how your team screens claims. Feel free to edit columns where necessary.
2. **Eligibility and fraud checks are part of the workflow.** You can capture coverage eligibility signals and fraud indicators early, before routing for approval.
3. **Approval routing and payment authorization are rule-driven.** The workflow assigns an **Approval Recommendation** and supports a **Payment Authorization Amount** based on configured rules and thresholds.

## Standard fields (default columns)

| Field                            | Description                                                                                                                                      | Field Type    | Task Type  |
| -------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ | ------------- | ---------- |
| **Claimant Name**                | Name of the claimant as shown on the claim form or supporting documents.                                                                         | Text          | Extraction |
| **Policy / Claim Number**        | Policy number and/or claim reference number used to identify the claim in internal systems.                                                      | Text          | Extraction |
| **Claim Type**                   | Category of claim (e.g., Motor, Health, Property, Travel, Life).                                                                                 | Select/Text   | Extraction |
| **Date of Loss**                 | Date the loss/event occurred.                                                                                                                    | Date          | Extraction |
| **Date Reported**                | Date the claim was reported to the insurer.                                                                                                      | Date          | Extraction |
| **Loss Description**             | Brief description of what happened (cause, circumstances, location if applicable).                                                               | Text          | Extraction |
| **Claim Amount Requested**       | Amount requested by the claimant (as stated in the claim form/estimate).                                                                         | Number        | Extraction |
| **Supporting Documents Present** | Whether required supporting documents are included (and if not, what is missing).                                                                | Text/Checkbox | Reasoning  |
| **Coverage Eligibility**         | Eligibility outcome based on policy coverage and basic validations: Eligible, Needs Review, or Not Eligible, with a brief reason.                | Text          | Reasoning  |
| **Fraud Risk Flag**              | Flag for potential fraud indicators: None, Low, Medium, High, with a brief rationale.                                                            | Text          | Reasoning  |
| **Approval Recommendation**      | Recommendation: Approve, Needs Review, or Reject, based on completeness, eligibility, fraud risk, and thresholds, with a concise rationale.      | Text          | Reasoning  |
| **Payment Authorization Amount** | Authorized payout amount (may be equal to or lower than requested amount) based on rules/limits/deductibles, with a brief rationale if adjusted. | Number        | Reasoning  |

## Customising Claims Intake columns

You can tailor columns to match how your team reviews claims.

* Add columns for any additional data you need to extract (e.g., incident location, hospital/provider, repairer, beneficiary, deductible/excess, coverage limit, adjuster notes).
* Rename columns to be explicit (for example, include the expected format).
* Keep column names clear and unambiguous to improve extraction quality.

See [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns) for details.

## Important notes

* Always validate critical identifiers (policy/claim number, claimant name, dates, requested amount) against the source documents.
* If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.
* Screening quality depends on document completeness and clarity. Provide supporting documents when you expect eligibility and fraud checks.

## Related articles

* [Setting Up a Workflow](/workflows/setting-up-a-workflow)
* [How To Add Custom Columns](/workflows/setting-up-a-workflow#how-to-add-custom-columns)

## Need help?

If you run into issues, contact the Wamiri support team at [support@wamiri.com](mailto:support@wamiri.com). Include:

* What you were trying to do
* What happened instead
* Any error messages
* Steps to reproduce
* Screenshots or recordings (if available)