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The Activity Feed is an immutable timeline that records and displays a history of actions, events, and user changes within the AI Insurance platform. It’s a valuable tool for promoting transparency and accountability, providing a real-time overview of user interactions, system events, and changes to notes or other relevant data. Users can rely on the Activity Feed to stay updated on the progression of activities and changes within the system. The Activity Feed is available for the Events, Insureds, and Policies entities. This documentation will provide further details:

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Invoice Due Date Tracking

The Activity Feed now automatically tracks changes to invoice due dates, providing better transparency and accountability across your organization.

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How It Works

When invoice due dates are updated, the system automatically creates activity log entries that appear on the related parent entity (Policy, Event, etc.).
  • Automatic Logging: Any changes to invoice due dates are automatically recorded
  • Parent Entity Visibility: Due date updates appear in the activity feed of the related policy or event
  • Real-time Updates: Changes are immediately reflected in the activity feed
  • Audit Trail: Provides a complete history of due date modifications

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What Gets Tracked

  • Due Date Changes: When an invoice due date is modified
  • User Information: Who made the change and when
  • Previous Values: What the due date was changed from and to
  • Related Context: Which policy or event the invoice belongs to
This enhancement ensures that all stakeholders can see when invoice due dates are updated, providing better transparency and accountability across your organization.

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Insureds Activity Feed

Follow these steps to find the Activity Feed on Insureds:
  1. Go to the Insureds page on the platform by clicking on the Insureds tab on the sidebar by the left.
  1. Search through the list of Insureds.
  2. Select the Activity tab to open the Activity Feed.
  1. Next, you can filter through the Activity Feed or search to find specific actions, changes, or events that happen to the particular Insureds.

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Events Activity Feed

Follow these steps to find the Activity Feed on an Event, whether Claims or Incidents:
  1. Go to the Events page on the platform by clicking on the Events tab on the sidebar on the left
  2. Select what group of Events you would be looking through, whether Claims or Incidents.
  1. Search through the list of Events (Claims or Incidents).
  2. Select the Activity tab from their designated Event page to open the Activity Feed.
  1. Next, you can filter through the Activity Feed or search for specific actions, changes, or events related to a particular Event.

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Policies Activity Feed

To find the Activity Feed on Insureds, which contains every action and user change that occurred on a single Insured, follow these steps:
  1. Go to the Policies page on the platform by clicking on the Policies tab on the sidebar by the left
  2. Search through the list of Policies either manually or using the search bar, and select the policy of your choice.
  1. Select the Activity tab to open the Activity Feed on their designated Policy page.
  1. Next, you can filter through the Activity Feed or search for specific actions, changes, or events related to the Policy.