To add a court case, click  and then go through the following steps:

 

§  Select the Case Type (Recovery or Claim);

§  Select the Claim Number. Claims can be defined through Claims Entry page;

§  Accordingly, the Policy Number, Branch, Insurance Class, Policy Type and Business Type will be automatically retrieved by the system;

§  Select the Recovery Number. Recoveries can be defined through the Recovery Entry page. Note that this field will be disabled if the Case Type selected was Claim;

§  The Exchange Rate will be retrieved by the system. Notice that the exchange rate consists of two fields; the currency and exchange rate. However, you may change the Currency. Accordingly, the system will retrieve the exchange rate for the selected currency;

§  The Case Date will be set to the date of entry. However, you may change it if you want;

§  The Case Number/Year consists of two fields. In the first field enter the case number. The second field will be set to the year of entry;

§  Enter the Court Reference;

§  Select the Claimant Name. If the Case Type selected was Recovery, then the system will retrieve a list of all recoverees’ names. If Case Type selected was Claim, then the system will retrieve a list of all claimants’ names;

§  Accordingly, the Defendant Type will be retrieved by the system;

§  Check-in the Is Lawyer checkbox to select the Lawyer Name from a list that was previously defined through ESKA^® Business Manager. Otherwise, enter the name of the lawyer;

§  Enter the Lawyer File Number;

§  Select the Court Name from a list of court names that were previously defined through the Codes page;

§  Select the Court Degree (Court of First, Court of Appeal or Court Cassation);

§  If the court case you are entering is originally related to a previous court case then you need to select the Original Court Reference from a list of previously defined court cases;

§  Select the Result (Won or Lost);

§  Enter the Case Amount. Accordingly, the system will calculate the Case Amount in Local Currency of the system;

§  Select the Status of the court case (Open or Closed);

§  Enter the Verdict Amount; Accordingly the system will calculate the Verdict Amount in Local Currency;

§  The Status Date will be set to the entry date of the court case;

§  Click  to save your work.

 

After saving the Court Case Lawyers tab appears:

 

 

Using this tab, you can transfer (Handover) the case from one lawyer to another, to do so you need to perform the following steps:

 

§  Select the Handing Over date;

§  Enter the Lawyer Name;

If the lawyer is a customer, check the Customer check-box, and then select the Lawyer Name from the predefined list;

§  Click  to save your work;