View claim and policy data

About this task

When you're working on the main Canvas screen and have defined an area that includes claims or policies, you can look on the right and see the Claim & Policy icon (), which is a toggle that enables you to see or hide aggregated details.

Procedure

1. Select the icon. The Claim & Policy Data panel is displayed or hidden.
2. When the panel is displayed, review the statistics at the top. You can identify contributing values by moving to the bottom and opening different sections:
   • In the topmost sections you can toggle sub-categories to include them in or exclude them from the aggregated details.
   • In the bottommost entries, you can specify values to filter what's being included or excluded.