pharaujo
← All sites

Insurance Claim Management System

Built project

Sistema DPVAT · Business & Services · Insurance claim case management

Insurance Claim Management System — Insurance claim case management

A case-management system for DPVAT claims, Brazil's mandatory traffic-accident insurance. It tracks each indemnity claim from first contact to payment: a dashboard with status charts, a searchable process grid, a tabbed claim form with up to four beneficiaries, auto-filled printable legal documents, per-partner access control, and a full audit trail.

Sistema DPVAT is a case-management system for claims under DPVAT, Brazil's mandatory traffic-accident insurance. It tracks every indemnity claim from the first contact with a victim or beneficiary through to payment, replacing folders and spreadsheets with a dashboard, a searchable process grid, structured claim forms, auto-filled legal documents, and a full audit trail. It is a built portfolio project, live as a working demonstration.

What's included

Dashboard with status charts

Charts show the caseload by status at a glance, so managers see how many claims are at each stage and where work is piling up.

Searchable, filterable process grid

Every process in one grid, narrowed by search and filters. Finding a claim takes seconds regardless of how large the caseload grows.

Claim form with beneficiaries and payments

A tabbed form captures the full claim, including up to four beneficiaries and payment details, so complex cases with multiple recipients are recorded in structure rather than in notes.

Auto-filled printable legal documents

Legal documents are generated pre-filled from the claim's data and printed ready to use. The same information stops being typed twice, and transcription errors stop with it.

Per-partner access control and audit trail

Each partner sees only their own processes, and every action in the system is logged. That combination is what makes an operation involving money and legal documents defensible.

Who it's for

This case study is aimed at organizations that process claims or cases at volume: law offices handling insurance claims, claims-processing partners, and any operation where each case moves through defined stages, involves several people, and ends in a payment or a decision. The domain here is DPVAT, but the shape of the problem is common to case work everywhere.

It should also interest firms that work through partners. The per-partner access control was designed for an operation where external partners each handle their own caseload and must see only their own processes.

The problem it solves

A DPVAT claim is a long-running process with real money and real documents attached. Managed in spreadsheets, such caseloads degrade predictably: nobody can say how many claims sit at each stage, documents are retyped for every filing with fresh errors each time, and when something goes wrong there is no record of who changed what.

The system was built to make the caseload visible and accountable. Every claim has a status that rolls up into dashboard charts, every process can be found by search and filters, the paperwork fills itself from data already in the system, and every action lands in an audit trail.

How it compares

Generic CRM and project-management tools can hold a list of cases, but this domain resists generic software: DPVAT claims have a specific legal structure, up to four beneficiaries per claim, documents with prescribed formats, and a partner model that demands hard access boundaries. Bending an off-the-shelf tool that far tends to produce fragile workarounds, and it still would not print your legal documents.

Building the system around the process itself meant the software matches how the work is actually done: the claim form mirrors the real claim, the documents come out ready to file, and the audit trail covers everything. This is a portfolio project, and it is shown here as evidence of what purpose-built case management looks like.

Frequently asked questions

Can you build a case-management system like this for us?

Yes. If your organization tracks claims, cases, or files through stages and drowns in the paperwork, get in touch and we can scope a system around your process.

Was this system built for an insurance company?

No. It is a built portfolio project demonstrating claim case management for the DPVAT domain.

Does this only apply to DPVAT claims?

The demonstration is DPVAT-specific, but the pattern generalizes: staged processes, structured forms, generated documents, scoped access, and an audit trail suit many kinds of case work.

How does the document generation work?

Legal documents are auto-filled from data already recorded on the claim and produced ready to print, so nothing is retyped for filing.

How do you handle access for external partners?

Access control is per partner: each one sees only the processes that belong to them, and the audit trail records every action across the system.