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Designing an Automated Claims Resolution Workflow

Designed an end-to-end claims intake and resolution workflow that guides users through structured submissions while automating handoffs and decision paths for internal teams.

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Problem:

  • High variation in claim types
     

  • Manual document checks
     

  • Inconsistent handoffs between teams
     

  • Delays caused by missing information

Approach:

Solution:

  • Mapped claim types and resolution paths
     

  • Embedded business logic into the workflow
     

  • Designed role based steps and notifications

  • Guided customer intake
     

  • Automated routing based on claim type
     

  • Step by step internal resolution flow

Conceptual Workflow Overview:

Impact:

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Claims are first classified based on claim type, material category, and the customer’s preferred resolution.

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A rules based decision layer then determines which validation, coordination, or fulfillment steps are required and notifies the relevant stakeholder.

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Resolution paths are modular, allowing claims to trigger only the necessary actions (such as verification, replacement, return coordination, or account adjustment) before reaching closure.

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Reduced manual efforts, improved consistency across claim handling, and enabled faster resolution by embedding decision logic directly into the workflow.

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