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