What happens when a claim is moved from one person to another?

When a claim is transferred from one person to another, the new assignee is granted access to all activities related to that claim. This includes the entire history of actions taken on the claim, communications, notes, and any changes made during the claim’s lifecycle. This comprehensive access ensures that the new user can effectively manage and continue processing the claim without missing important context or information that could affect decision-making and outcome.

This ability is crucial in environments such as insurance claims management, where continuity and a full understanding of history can significantly influence the handling of claims. The new assignee can thus see all preceding activities and make informed decisions quickly.

In contrast, options that propose access limitations or that the claim would be closed do not align with typical claims management practices, where a complete view is vital for ongoing work. Similarly, the notion that only summary information would be transferred would impede the effectiveness of the claims process, as detailed insights are necessary for proper claim assessment.