Alpha Direct — Live Claims Tracker

📅 Filter by Month:

Total Claims

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All registered

In Progress

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Active cases

Overdue Stages

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Past stage deadline

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Delayed

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Cycle breached

Completed

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PO issued

Avg Days Late

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Delayed claims avg

Total Reserve

P 0

Sum of reserves

Total Paid

P 0

Sum of claims paid

Major Claims

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Reserve > P300K

FAC Claims

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Facultative policies

Claims Pipeline

Overdue & Delayed Claims

Claim #	Client	Handler	Stage	Status	Days Late	Cycle Deadline	Action

🏆 Handler Performance Leaderboard

📅 Month:

Rank	Claims Handler	Total Claims	On-Time Rate	Panel Beater (90%)	Glass Supplier (80%)	Overall Score

Scoring: On-Time Rate (40%) + Panel Beater Compliance (30%) + Glass Supplier Compliance (30%) = Overall Score. Handlers with <5 claims show "—" for compliance metrics.

All Claims

Claim #	Client	Channel	Handler	Reported	Type	Stage	Status	Comments	Days Late	Reserve	Actions

🏆 Handler Incentive Report

📅 Select Month:

🔧 Panel Beater Incentive (MIS/DOM Motor Claims)

Incentive Criteria

≥ 90% of MIS/DOM Motor claims must use Approved Panel Beaters

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MIS/DOM Motor Claims

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Approved Panel

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Overall Rate

Claims Handler	MIS/DOM Motor Claims	Approved Panel	Non-Approved	Approval Rate	Status

🪟 Glass Supplier Incentive (Glass Claims)

Incentive Criteria

≥ 80% of Glass claims must use Approved Glass Suppliers

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Glass Claims

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Approved Supplier

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Overall Rate

Claims Handler	Glass Claims	Approved Supplier	Non-Approved	Approval Rate	Status

Note:
• Panel Beater Incentive: Tracks Motor claims where Customer Type is MIS or DOM. Handlers must send ≥90% to approved panel beaters.
• Glass Supplier Incentive: Tracks all Glass claims. Handlers must send ≥80% to approved glass suppliers.
• Only claims with a supplier assigned are counted.

Claims by Status

Overall status distribution

Pipeline Stage Distribution

Active claims by current stage

Channel Split

Broker vs Direct

Claims by Type

Breakdown by category

Monthly Volume

Claims registered per month

On Time vs Delayed

Completed claims performance

Top Handlers — Claim Load

Claims per handler

📖 Motor Claims Tracker Guide

How the Claims Tracker Works

A step-by-step walkthrough of how motor claims move through Alpha Direct's pipeline — from registration through to PO issue and completion.

9-Stage Pipeline Auto SLA Deadlines Local Server Storage Excel Export

Adding a New Claim

Click + New Claim in the top right. Fill in the required fields and click Save — the claim is stored on the local server and logged in the audit trail instantly.

1

Fill in the Basic Information

These fields register the claim and create the row in your Google Sheet.

Channel

Broker

Client Name ✱

Shyam Kumar Chittayil

Policy Number ✱

DOMG2025146342

Claim Number ✱

G2026004040

Claims Handler

Ditso

Reported Date ✱

03/02/2026

Claim Type

COM — Motor

Reserve Amount

P 48,920.17

Month (auto)

February

Cycle Deadline (auto)

26/02/2026

💡 Fields marked ✱ are required. Orange fields are entered manually. Green fields are auto-calculated.

2

Record Stage Milestone Dates

As work progresses, open the claim and fill in each stage date. SLA deadlines update automatically.

1. Assessor Allotment03/02/2026✓ Done

2. File Upload05/02/2026✓ Done

3. Physical Assessment10/02/2026✓ Done

4. Quote RequestIn Progress▶ Current

5–9. Remaining Stages—

3

Save → Stored on the Local Server

When you click Save Claim, the claim is saved to the server instantly:

💾

Local Server (data.json)
The full claim is saved to data.json on the server via the REST API. Every team member connecting to the same server sees the same live data.

🔍

Audit Log
Every add, edit, and delete is recorded in the Audit Log with a timestamp, claim number, and action detail. The full log is also persisted on the server.

Monitoring Active Claims

Use the All Claims tab to filter, search, and drill into any claim. Overdue and delayed claims surface automatically on the Dashboard.

1

Filter & Search

Filter by status, channel, pipeline stage, or month. Free-text search covers claim number, client name, handler, policy, and plate number.

✅ The overdue panel on the Dashboard automatically surfaces claims with breached SLA stages — no manual checking needed.

2

Edit a Claim as It Progresses

Click Edit on any claim row, fill in the next stage date, and save. The claim status recalculates instantly and is persisted to the server.

✅ Every save writes directly to data.json on the server — all users on the same server see updates immediately after pressing Refresh.

3

Share a Claim Summary

Use the Share button on any claim to send a formatted summary via WhatsApp, email, or clipboard — useful for quick updates to clients or assessors.

Reading the Dashboard

The dashboard gives you a live view of all claims — KPIs update in real time. Press ↻ Refresh in the top bar to pull the latest data from the server.

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6 KPI Cards

Total Claims · In Progress · Overdue Stages · Delayed · Completed · Avg Days Late. Overdue Stages highlights when individual pipeline stages breach their SLA window.

2

Pipeline Visualisation

Shows how many claims sit at each of the 9 stages. Orange stages have active claims. Claims with delayed status are called out per stage.

3

SLA Breach Panel

The red alert panel lists every claim with an overdue stage or breached cycle deadline — sorted by severity. Click Edit directly from the alert to update the claim.

4

Analytics Charts

Switch to the Analytics tab for Status Distribution, Stage Distribution, Channel Split, Claim Type Breakdown, Monthly Volume, On-Time Rate, and Handler Load charts.

Managing Master Data

The ⚙ Master Data tab lets you maintain all the reference lists used in claim forms — without editing any files. Changes save to the server immediately.

1

Six Reference Lists

Each list drives a dropdown in the claim form and is used for compliance calculations:

Claims HandlersPopulates the Handler dropdown

Motor AssessorsPopulates the Assessor Name dropdown

Non-Motor AssessorsPopulates the Non-Motor Assessor dropdown

Approved Panel BeatersForm dropdown + Incentive Report (≥90% target)

Approved Glass SuppliersForm dropdown + Incentive Report (≥80% target)

FAC ClientsAuto-flags claim as FAC when client name matches

2

Add or Remove Items

Type a name into any section's input field and press + Add (or Enter). Click ✕ to remove. Changes save to the server instantly and all form dropdowns update immediately.

💡 Panel Beaters and Glass Suppliers drive both the form dropdowns and the Incentive Report compliance calculations. Keep these lists current as your approved panel changes.

Setup Guide

🖥 Step 1 — Start the Local Server

1

Prerequisites

Ensure Node.js is installed on the machine that will run the server. Download it from nodejs.org if needed. You only need to do this once.

2

Start the server

Open a terminal in the claims folder and run:

node server.js

You should see: Alpha Direct Claims Server — http://localhost:4000

3

Open the app

Navigate to http://localhost:4000 in any browser. The server status dot in the top bar will turn green when connected. All claims data is stored in data.json in the same folder.

⚙ Step 2 — Configure Master Data

1

Open the Master Data tab

Click ⚙ Master Data in the navigation bar (or the top-right button). You will find six reference lists that drive all the dropdowns in the claim form.

2

Review the default lists

The lists are pre-populated with defaults from vendors.js. Review each section — Claims Handlers, Motor Assessors, Non-Motor Assessors, Approved Panel Beaters, Approved Glass Suppliers, and FAC Clients — and add or remove entries to match your current team and approved suppliers.

3

Changes are saved automatically

Every addition or removal is saved to the server immediately. All users connecting to the same server will see the updated lists in their forms without any page refresh needed.

👥 Step 3 — Team Access

1

Share the server on your network

Run the server on a machine that all team members can reach. Find that machine's local IP address (e.g. 192.168.1.50) and share the URL http://192.168.1.50:4000 with your team. Everyone accesses the same live data.

2

Single source of truth

All claims, audit logs, and master data are stored in data.json on the server. There is no per-user configuration required — every team member sees the same data as soon as they load the page.

3

Backup your data

Periodically copy data.json to a safe location. You can also use the ⬇ Export Excel button to export all claims to a spreadsheet at any time.

Audit Log

⚙ Master Data

Reference tables for form dropdowns — future-ready for database migration

👤

Claims Handlers

Staff who manage claim assignments

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🔍

Motor Assessors

Assessors for motor claims

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📋

Non-Motor Assessors

Loss adjusters for non-motor claims

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🏗️

Approved Panel Beaters

Used for incentive compliance reporting

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🪟

Approved Glass Suppliers