Death Claim Procedure

Date of Death
MY WORK
Customer Deceased
Job Schedule Tab
 LUC Reason of Death
Information
F.L.O  DCR
 Collection Borrower/Co-
Borrower
 & etc.
Name

Case Moved to BM
Bucket

Date of Death

Reason of Death
Start
Borrower/Co-
-------------------------- Borrower

Stop Loan ID

Loan Amount

Case Submit &

Sent to HQ

Information
Database Verified &
Tracker updated
Updated

Documents DC
Verification &
Case Moved to BM FLO (Further processing)
Bucket
& Database
Other
Sent to HQ documents Verified & Updated
collection
 Flow Chart Definition

Steps:-
1. FLO login @Application.
2. Job Scheduler Tab: Tap on My Work to view all the Job Scheduled w.r.t F.L.O.
a. LUC
b. Collection
c. DCR
d. Login & etc.
3. Review All Deceased Case
4. Physically verify the information of deceased customer from Customer’s address.
5. Information collection such as:
a. Date of Death
b. Reason of Death
c. Borrower/Co-Borrower
d. Name
6. Post Confirming above information, Case is being pushed to BM Bucket.
7. BM will cross verify the information provided and also add Loan ID & Loan Amount to Case.
8. DCR Case submit & sent to HQ.
9. Shared information would be cross verified by HQ Officials and then updated to Database.
10. FLO needs to capture supplementary documents such as: Death Certificate & etc.
11. Case moved to BM along with supplementary documents.
12. Case sent to HQ & Database Updated.
13. HQ personnel sent the DCR case to respected insurance co. to proceed further for claim &
process.
14. Customer Information updated into DB & Case got closed post claim settlement policy.
15. END