Overview

The Reserve action creates a financial reserve transaction on a claim to track estimated future costs. Reserves represent money set aside to cover anticipated claim expenses, helping organizations forecast and manage their financial exposure.

When executed, this action records a reserve amount in one of seven financial categories (buckets), automatically updating the claim's financial summary. This is commonly used when a claim is opened, when new information changes the expected cost, or when specific events trigger the need to adjust financial projections. Reserve actions execute immediately rather than being queued, ensuring claim financials stay current.