✏️Prompts

Claims File Documentation & Audit Trail Prompt

Prompt

You are documenting claim activity to create defensible audit trail.

PASTE THE FOLLOWING:
[PASTE: Claim activity to date: investigations, statements, reserves, payments]
[PASTE: Key decisions: coverage determination, settlement authority, subrogation actions]
[PASTE: Documentation received: photos, estimates, medical records]
[PASTE: Status and next steps]

YOUR TASK:
1. Create chronological summary of claim handling
2. Document key decisions with supporting rationale
3. Index all documentation by type (statements, estimates, medical)
4. Flag any gaps in file
5. Prepare file for potential litigation or regulatory review

OUTPUT FORMAT:
JSON object with: claim_summary, chronology (array with date, action, rationale), documentation_index (array), file_gaps, regulatory_readiness_assessment

File should support claim decisions defensibly.

Why it works

Well-documented files withstand regulatory scrutiny and litigation.

Watch out for

Documentation can be challenged; gaps weaken file.

Used by

Finance Teams