---
module: claims.claim-detail
title: Claim Detail
tab: Customer
order: 10
audience: customer
---

The Claim Detail panel opens when you select a shortage claim. Use it to review the claim, keep it moving toward resolution, and coordinate with your cash and service vendors — all in one place.

## 📋 Overview Tab
The main view of the claim.

1. Read the key facts at a glance: claim number, terminal, location, loss period, and shortage amount.
2. Click **Edit** to update the claim.
3. You can change the **Claim Type** (Withdraw or Deposit), move the **Status** forward, and assign or clear the **CIT Vendor** and **SP Vendor**.
4. Click **Save**.

### What you're looking at
- **Shortage** — the dollar amount in dispute for this claim.
- **Loss Start / Loss End** — the date range the shortage covers.
- **CIT Vendor / SP Vendor** — the cash-in-transit and service provider parties assigned to the claim.
- **Status** — where the claim stands: Open, Waiting CIT, Waiting SP, Waiting Institution, Pending Payment, or a Resolved outcome (Paid, Offage Found, or Denied).
- **Submitted / Filed / Updated** — key dates for the claim's lifecycle.

## 💬 Messages Tab
Send and track messages with the vendors on the claim.

1. Use the dropdown to view **All messages** or filter to one vendor.
2. Pick a vendor to message, or leave it on "All messages" and add a **recipient email** to reach someone else.
3. Type your message and click **Send**.

> Your own messages appear on the right; vendor replies appear on the left.

## 📎 Files Tab
Keep supporting documents attached to the claim.

1. Click **+ Upload File** to add transaction logs, reconciliation reports, or service records.
2. Click any file name to download it.

## 🔒 Notes Tab
Add **internal notes** for your team. These are private to your institution and are never shown to vendors.

## 💵 Payment Tab
Track who owes what and how much has been paid.

1. Each assigned party (Institution, and CIT/SP when set) has its own card showing **Owed**, **Paid**, and the remaining **Balance**.
2. Click **Edit** on a card to update the owed or paid amounts, then **Save**.

> The shortage is split across the assigned parties. Assigning a vendor later adds their card without re-splitting existing amounts.
