Inbox

Use Case

A customer logs in to the portal to check whether there are any updates to their first notice of loss request. The customer opens the Inbox page and sees that there is a new message in the Claims tab.

Features

Display of Messages

Customers can view the notifications from the insurance company, such as the confirmation of a policy or claim creation, on the Inbox page of the My Account. When a customer clicks on the message accordion, messages are collapsed, and the content is shown. You may also include images or PDF files in a message.

Message Grouping

You can cluster messages in different groups according to your needs. Each group is displayed on UI as a separate tab. Tabs for groups that do not have any messages are not visible.

Sorting and Pagination

Messages are sorted in a descending order according to their sent date. Customers can select different sorting parameters (subject, or message preview) and sorting order. If there are many messages, pagination takes place.

“Read / Unread” Status of Messages

Customers can toggle the ‘read / unread’ status of messages.

Extensible Framework

The feature utilizes and extends the Notification Framework. The underlying data model lets you set different message templates and message groups. On the other hand, the OCC APIs enable the retrieval of messages for customers, by message groups and message code. Note that the feature has been implemented to push messages only to the portal. You can easily extend the functionality to include other notification channels, such as emails or text messages.

Backoffice and SmartEdit Maintainability

You can create message templates and define how messages should be grouped through Backoffice. Custom CMS Components enable the feature to be maintainable through SmartEdit as well.

Dependencies

The Inbox feature is dependent on the Notification module.

Screenshots