Applying Location Intelligence

Automated Surveyor Allocation Platform

(ASAP)

Confidential. Do not distribute.

 01 02 03 04 05
Project Overview High-Level Flow User Persona Flow & Figma Details Required &
About Dista

Confidential. Do not distribute.

Project Overview
 Project Overview

● The GI Council, along with IIISLA, is developing a technology-driven solution for the automated allocation

of survey work to surveyors. This system is being built on the Dista Platform, incorporating configurable

parameters to ensure seamless and efficient claim assignments.

● Key Objectives:

○ Automated Allocation: Intelligent assignment of survey work to surveyors based on predefined

criteria.

○ Transparency: Enhanced visibility into claim assignments and real-time status tracking.

○ Comprehensive Reporting: Summary reports for all stakeholders.

● This solution aims to streamline the survey assignment process, improve efficiency, and enhance

accountability across the ecosystem.

High-Level Flow
 Dista (ASAP System)

Access Level:
- Admin Access: GIC & IIISLA
Allocation
Based on - Insurance: Insurance Level
Business
Yes
login to see respective cases
Logic
- Surveyors: Mobile App /
Eligible for Assignment through ASAP
Web*

Eligible for
No
Assigning
through
ASAP
Surveyor

Assigned Surveyor
Insurance Companies App

Reassignment /
Add. Surveyor
will be passing the
Claims through the Not-Eligible for ASAP
Portal Assignment

Job Completion Status

Data Flow:
Insurance Company

Surveyor Reassignment / Insurance Company to GIC Dista Portal:

Claim Details
Addition of Surveyor 1. Claims Details Push for Allocation
Survey Completion & 2. Claims Closure Status update
Feedback 3. Surveyor Feedback

GIC Dista Portal:

1. Claims Assignment to Surveyor
 Integration & Assignment Logic

Data Flow:
Insurance Company to ASAP Portal:
1. Claims Details Push for Allocation
2. Additional Surveyor Assignment
3. Claims Closure Status update
4. Surveyor Feedback

ASAP Portal to Insurance Company:

1. Claims Assignment to Surveyor
2. Not-Eligible for ASAP Assignment
 Allocation Logic
Allocation Logic will be on a real-time basis. Based on the following parameters:

● Serviceable Area of the Surveyor and Claim location.

● Skillset: Line of Business
● Priority
○ Open Jobs (Claims which are not completed from the Insurance End)
○ Open Claim Amount: Summation of Open Claim amount in his bucket
○ Performance (Collected from the Insurance company while job completion)
User Persona
 User Persona

Sr. No. Actors Use Case Form Factor

1 GIC Council Users - Super Admin - Create Admin Login Credentials for all - Web Console
Insurance Companies.
- De-empanelment, black listing of surveyors.
- Changes in the Master

2 IIISLA - Admin - Creation & Management of Surveyors - Web Console

(IIISLA: INDIAN INSTITUTE OF
INSURANCE SURVEYORS & LOSS
ASSESSORS)

3 Insurance Admin Login - To create a login for users within the - Web Console
organization.
- Reassign Claims

4 Surveyors - Allocation of Cases - Android & iOS /

- Basic Case Actioning - Web Console*
System Flow & Figma
 Surveyor Flow

Pending Acceptance
View
Filter
Case
Pending Acceptance Accept or
Menu 1 Check for New Cases Add Remark
case list Reject Case

Accepted Case Filter

View Accepted Cases and
its status

Rejected Case Filter

View Rejected Cases and its
Status

Drilldown
Menu 2 View Summary Report View Detailed Report
 Insurance Company Admin Flow

*List of Cases Assigned to

Menu 1 View Case Details
Surveyor

Tag Additional Surveyor

Reassign Case Capture Reason

Drilldown
Menu 2 View Summary Report View Detailed Report

*List of Cases Assigned to Surveyor will show the list of the logged in insurance company
 GIC Admin Flow

Drilldown
Menu 1 View Summary Report View Detailed Report

List of Cases Assigned to

Menu 2 View Case Details
Surveyor

Menu 3 Insurance Company Master Add/Upload

Edit/Disable

Menu 4 Product Master Add/Upload

Edit/Disable
 GIC Admin Flow

Menu 5 User Master GIC Master Add/Upload

Edit/Disable
 IIISLA Admin Flow

Drilldown
Menu 1 View Summary Report View Detailed Report

Menu 2 User Master Surveyor Master Add/Upload

Edit/Disable
 Figma
● Web Figma: Click Here

● Mobile Figma: Click here

Details Required
 Details Required

GIC Insurance Company IIISLA

ASAP Portal API Integration
- Claim Creation Surveyor Master / Hierarchy /
Insurance Company Master - Claim Completion & Feedback Serviceable Area
Insurance Companies API:
- Surveyor Details for Claims
Passed
- Claims Not Eligible for ASAP
Allocation Logic Assignment

Report Formats

API Parameters
About Dista
 About Us
● Active since 2017

● Presence in US, India, Europe, LATAM

and Australia

● 50+ customers across domains

Like BFSI, CPG, Retail, Logistics
Delaware
Mumbai Pune
● 15M+ jobs a month

● 100K+ active daily users

● 130+ people strong

Confidential. Do not distribute.

Thank You!

www.dista.ai [email protected]