Team member: Why should I link a ClaimXperience project with an XactAnalysis assignment?

Updated 1 year ago by Jennifer B.

When projects and assignments are linked, shared content in the project is viewable within the XactAnalysis assignment, if the file types are supported by XactAnalysis. Messages sent from a ClaimXperience project are exported into the XactAnalysis assignment. Also, edits made in XactAnalysis create events in the ClaimXperience project, and the updated information is added to the claim activity.

Team members can link ClaimXperience projects to their own XactAnalysis assignments, allowing content shared by or with them in the project to also be available in the assignment when ClaimXperience and XactAnalysis sync. This allows multiple team members from one ClaimXperience project to link content to their individual XactAnalysis assignments.

ClaimXperience projects and XactAnalysis assignment can be linked at any time, but only content shared with or by that team member will be sent back to their linked assignment, unless they are the primary contact, who has access to all project information. After linking a ClaimXperience project to an XactAnalysis assignment, all content captured in the project will automatically be sent to your assignment when ClaimXperience and XactAnalysis sync.

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