Name
Configuring Financial Limits & Approvals
Description

This 45-minute session focuses on configuring financial limits and approval workflows in Origami Risk. The first half will discuss individual limits by user, role-based financial groups, skipping vs. stepping up levels, configuration demos and example walk-throughs.

The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of financial limits and approval configuration, and practical guidance to improve control, visibility, and efficiency in your current processes.

Session Type
Guided Technical Walkthrough
Product
P&C Claims Administration
User Type
, Risk Pool, IT/System Administrator, Carrier, MGA, TPA