Use Cases
The Claims Management Module flexibly supports diverse employee reimbursement workflows across corporate sales teams, executive travel, and wellness benefits.
1. Corporate Sales Travel & Entertainment (Field Expense Tracking)
Business Scenario: A sales team frequently travels to visit commercial clients, incurring flight, lodging, and client entertainment expenses requiring digital receipt capture and manager sign-off.
- Primary Applets: Claim Applet, Claim Cycle Applet
- Operational Flow: Sales executive scans hotel receipt via mobile app → attaches client business justification → department manager reviews and approves → finance audits tax deductibility and issues bank reimbursement.
2. Annual Employee Medical & Dental Benefits Management
Business Scenario: An enterprise provides employees with an annual medical entitlement balance ($1,500/year) for outpatient clinic visits and dental care.
- Primary Applets: Claim Applet, Claim Cycle Applet
- Operational Flow: Employee submits clinic invoice → system checks remaining annual entitlement balance → claim deducted from balance → approved claim batched for monthly payroll reimbursement.
3. Automated Sales Force Mileage & Logistics Reimbursement
Business Scenario: Technical service engineers and sales reps claim vehicle mileage reimbursement based on client site visit distances.
- Primary Applets: Claim Applet
- Operational Flow: Employee inputs travel origin, destination, and total kilometers → system applies pre-configured distance rate ($0.60/KM) → supervisor approves → finance posts reimbursement.