Help Documents

What this article covers: How to configure ClaimScore Settings for your case — the step that controls when claims can be submitted, how many are allowed per claimant, and what gets validated at the point of submission.

Why This Matters

ClaimScore Settings define the rules of the game for your case. Before you connect a claim form or upload any files, ClaimScore needs to know:

• When the submission window opens and closes
• Whether to limit how many claims a single person or household can submit
• Which contact fields to validate (phone, email, address)

Getting this right before claims start coming in is critical. Some of these settings affect scoring retroactively — but it's always cleaner to configure before data arrives.

How to Get There

From the left sidebar, click ClaimScore Settings. You'll see the full settings page for the currently selected case. The case status shows as Pending Setup until these settings are saved.

The Settings Explained

Claim Submission Timeline

This section has two fields:

• Start Date — The date when claimants can begin submitting claims. Claims submitted before this date will not be accepted.
• End Date — The claims deadline. Submissions after this date will be rejected.

Click each field to open a date picker. Set both dates carefully — these are typically defined in the settlement agreement or court order.

⚠️ Note: Once the Start Date passes, several other settings in the app become locked. Make sure everything is configured before the submission window opens.

Claim Limits

This section has two toggles. Both are off by default.

• Claimant Submission Limit — When enabled, restricts how many claims a single claimant can submit. Toggle this on if your settlement terms cap individual submissions.
• Household Submission Limit — When enabled, restricts submissions at the household level (based on shared address signals). Toggle this on if your settlement terms include per-household caps.

If your case has no submission limits, leave both toggles off.

Scoring Configuration

This is the most important section. It controls what ClaimScore actually validates when a claim comes in.

First, there is a master toggle: Claim Form Validation. This must be turned on for any validation to occur.

Once enabled, three checkboxes appear:

• Phone — ClaimScore will validate the phone number field on each claim (format check, carrier lookup signals).
• Email — ClaimScore will validate the email address field (format, domain, deliverability signals).
• Address — ClaimScore will validate the physical address (standardization, deliverability, USPS signals).

Check the fields that are present on your claim form and relevant to your fraud detection strategy. i.e: if your claim form doesn't collect phone numbers, don't check Phone.

Saving Your Settings

Once you've configured all three sections, click Save Changes at the bottom right of the page.

If you want to undo changes you've made since your last save, click Reset Changes — this restores the previously saved state.

After saving, the case status will update from Pending Setup to reflect that configuration is in progress.

What Happens Next

With your case created and settings configured, you're ready to bring in claims. Depending on how your claims are collected:

• If claims are submitted through an online form connected to ClaimScore: See 4. Connecting via API (Real-Time)
• If you have an existing file of claims to upload: See 3. Uploading a Claims File