dashboard template for tableau on Insurance Claims Fraudulent Claims cockpit

Required Attributes

To get your Fraudulent Claims dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Event Date Date when the event that caused the damage or loss occurred (Date used for time-series analysis)
  • string
    Claim Number Claim Unique Identifier
  • string
    Product Group Product Group (expected values: Professional, Property, Technology, Vehicle, ...)
  • string
    Broker An insurance broker is a professional who acts as an intermediary between a consumer and an insurance company
  • string
    Suspected Fraud Flag Determines whether a claim is suspicious (expected values: Y, N )
  • string
    Policy Holder Owner of the insurance policy
  • numeric
    Policy Limit The highest amount the insurer will pay for a claim that an insurance policy covers
  • numeric
    Paid Claim Amount Total paid amount by the insurance provider for the claim

KPIs

Your Fraudulent Claims dashboard will contain 7 KPIs

Dashboard Pages & Data Visualizations

Your Fraudulent Claims dashboard will contain 5 pages

Home

Fraudulent Claims Home

Fraudulent Claims Home
Fraudulent Claims HomeFraudulent Claims Home
Get a Home Page for your Fraudulent Claims dashboard

Cockpit

Fraudulent Claims Cockpit

Fraudulent Claims Cockpit
Fraudulent Claims CockpitFraudulent Claims Cockpit
Get an overview of all the fraudulent claims. How are we exposed to fraudulent claims? Which Product Groups are affected the most by Fraudulent Claims? What is the breakdown of Fraudulent Claims by Policy Limit? Which Brokers exposed us the most to Fraudulent Claims?

Behavioral Analytics

Fraudulent Claims Adhoc Analysis

Fraudulent Claims Adhoc Analysis
Fraudulent Claims Adhoc AnalysisFraudulent Claims Adhoc Analysis
Perform simple ad-hoc analysis on your Fraudulent Claims data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Claims Analytics

Top Fraudulent Claims

Top Fraudulent Claims
Top Fraudulent ClaimsTop Fraudulent Claims
Analyze your Fraudulent Claims at Broker or Policy Holder level of detail: Who exposed us to most of the fraudulent claims?

Broker Details

Broker Details
Broker DetailsBroker Details
Get a full overview on a specifc broker: How did the broker expose us to Fraudulent Claims? Which claims from the broker are subject to Suspected Fraud?

Creating your FRAUDULENT CLAIMS dashboard Step-by-Step

You want to get a clear understanding on your Fraudulent Claims results? You want to build a Tableau dashboard to better understand your Fraudulent Claims data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Fraudulent Claims data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Fraudulent Claims data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Event Date Date when the event that caused the damage or loss occurred (Date used for time-series analysis)
  • string
    Claim Number Claim Unique Identifier
  • string
    Product Group Product Group (expected values: Professional, Property, Technology, Vehicle, ...)
  • string
    Broker An insurance broker is a professional who acts as an intermediary between a consumer and an insurance company
  • string
    Suspected Fraud Flag Determines whether a claim is suspicious (expected values: Y, N )
  • string
    Policy Holder Owner of the insurance policy
  • numeric
    Policy Limit The highest amount the insurer will pay for a claim that an insurance policy covers
  • numeric
    Paid Claim Amount Total paid amount by the insurance provider for the claim

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Fraudulent Claims' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Fraudulent Claims dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Fraudulent Claims dashboard is now ready to be used or customized!


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