01

Assignment Intake & Gatekeeping Validation

Phase 1

The Adjusting Team submits an assignment request to the forensic firm. The firm establishes a budgetary cost estimate and submits it for carrier approval.

Assignment Status History Audit Trail

Figure 3.1: Automated History Log tracking Budget Approval and Manager Submission.

📌 Audit Safeguard: Field investigations progress only after budget approval transitions are verifiably logged in the system history.
02

Folder Structure & Field Data Collection

Phase 2

Field personnel inspect the property using cross-platform devices (iOS, Android, Windows, Mac). Photos are compressed prior to transmission to save bandwidth while preserving high-res clarity.

Location Attachment Field Photos Grid In-App Image Red-Lining Interface

Figure 3.2: Standardized photo grid and native markup tool pinning annotations to site images.

03

Integrated Technical Analysis & Wind Calculations

Phase 3

For weather or catastrophic storm matters, engineers launch the native WindXpert module directly from the location menu.

Wind Calculations List View

Figure 3.3: Weather calculation file linked directly to site locations.

04

Automated Report Generation & QA Approval

Phase 4

Checklists, notes, markups, and structural calculations automatically compile into predefined report templates.

Location Reports List Screen Report Action Menu Options

Figure 3.4: Location reports list and dynamic control menu.

05

Verifiable Sign-Off & Client Deliverable

Phase 5

Before reaching the Adjusting Team, the report undergoes strict gatekeeping controls: checkboxes for Signed by Lead Expert and Published to Manager must be locked.

View Report Details Interface Report Attachments Repository Grid

Figure 3.5: View Report Details with QA sign-offs and consolidated report attachments.