Scenario 1: Amanda Keene — Auto Rear-End (PD)

End-to-end demo walkthrough: FileAssignInvestigateSettle

This page guides evaluators through Scenario 1 — a simple rear-end property damage claim filed by a civilian whose parked car was struck by a City fleet vehicle. Follow each sub-scenario in order, using the "Try it" links to interact with the live system.

The Players

Name Role Details
Amanda Keene Claimant Owner of damaged 2026 Honda Civic. Has existing NYC Claims portal account. Filing on her own behalf (no attorney).
Isaiah Whitfield Insured (City employee) NYC employee operating City-owned fleet vehicle at time of accident. On duty, not responding to emergency.
Morgan Pratt Claims Supervisor Triages incoming claims and assigns to examiners via round-robin rotation.
Thomas Hale Claims Examiner Assigned examiner. Settlement approval limit: $500 without supervisor review.

The Incident

Date: March 15, 2026

Location: Atlantic Avenue, Brooklyn, NY

City vehicle: NYC fleet vehicle (Isaiah Whitfield, on duty)

Claimant vehicle: 2026 Honda Civic (Amanda Keene, parked & unoccupied)

What happened: Isaiah struck Amanda's parked car at 3–5 mph. Rear bumper damage only. No injuries, no passengers, no witnesses.

Damages: $142 repair estimate (bumper cover, no structural damage)

Key facts: No lienholder. No attorney. Amanda has another vehicle during repairs.

Demo Walkthrough

Four sub-scenarios, each with a single primary actor. Follow in order.

1.1 — File a Notice of Claim for Property Damage

Amanda Keene (Claimant)
Working Try Filing ↗
Log in as: No login required — public eClaim portal

Amanda logs into the NYC Claims portal with her existing account, initiates a new notice of claim for vehicular property damage, provides incident details — a City fleet vehicle struck her parked Honda Civic — and submits the completed form.

Demo Script (7 steps)
Open the VPD intake wizard

Click 'Try Filing' to open the PD3 form in a new tab.

Step 1 — Your Information

Fill in the claimant details:

First Name Amanda
Last Name Keene
Date of Birth 05/15/1990
Phone (212) 555-1234
Gender Female
Email amanda.keene@example.com
Step 2 — Vehicle Details

Fill in the vehicle info:

Vehicle Owner First Amanda
Vehicle Owner Last Keene
Make / Model / Year 2020 Honda Civic
I am a: Driver
Step 3 — Incident Details

Fill in the incident:

Date of Incident 03/15/2026
Borough Brooklyn
Location Atlantic Avenue, in front of coffee shop
How damage occurred City sanitation truck rear-ended my parked vehicle at 3-5 mph. Rear bumper damage.
Items of damage Rear bumper cover, tail lights
Total Amount Claimed 142
Step 4 — Insurance

Leave all fields at defaults (Unknown). Click Continue.

Step 5 — Review & Submit

Verify all data is correct on the review page. Click 'Submit Claim'.

Note the claim number

System shows 'Claim Filed Successfully' with a claim number (e.g., 2026PD000012). Copy this — you need it for the next steps.

Acceptance criteria:
  • Guided intake branches to correct PD3 form
  • Amanda sees confirmation with claim reference number
  • Summary shows incident date, vehicles, damages

1.2 — Review and Assign a New Claim

Morgan Pratt (Supervisor)
Log in as: supervisor / superpass123

Morgan sees the new unassigned claim in her supervisor queue, reviews the property damage notice, and assigns it via round-robin rotation. Thomas Hale — next in rotation — receives the claim.

Demo Script (5 steps)
Open Supervisor Dashboard

Click 'Try Assigning' to open the supervisor view in a new tab.

Find the unassigned claim

Look for Amanda's claim number from Step 1.1. Status: 'Filed', Examiner: 'Unassigned'.

Review claim details

Click the claim number. Verify: Amanda Keene, 2026-03-15, Brooklyn, vehicular PD, $142.

Assign via round-robin

Click 'Assign'. The system assigns to the next examiner in rotation.

Verify assignment

Claim status changes to 'Assigned'. The examiner sees it in their dashboard queue.

Acceptance criteria:
  • Unassigned claim appears in supervisor queue
  • Round-robin assignment to next examiner
  • Thomas sees full claim details in his work queue

1.3 — Investigate a Property Damage Claim

Thomas Hale (Examiner)
Log in as: examiner / exampass123

Thomas reviews the claim, calls Isaiah (insured) and Amanda to confirm details, marks coverage as clear and liability at 100% City-responsible, requests repair estimate and photos, and enters a damage determination of $142.

Demo Script (11 steps)
Open Examiner Dashboard

Click 'Try Investigating' to open the examiner view in a new tab. The assigned claim appears in the work queue.

Open claim detail

Click the claim number. Tabs: Summary, Documents, Investigation, Communications, Settlement, Audit Trail.

Add a to-do note

Scroll to To-Do section. Click 'Add Task'.

Task description Confirm no-injury status with both parties
Record claim notes — call with Isaiah (insured)

Scroll to Claim Notes. Click 'Add Note'.

Note type Phone Call
Subject Call with Isaiah Whitfield (insured)
Body Confirmed date/time, vehicles, no damage to City vehicle, no injuries, on duty but not emergency, accepts responsibility.
Mark coverage as clear

Investigation tab → Coverage determination: 'Clear' (authorized work purpose).

Mark liability 100% City

Liability: 'City Responsible' at 100%. Rear-end collision = clear fault.

Record claim notes — call with Amanda (claimant)

Add another note.

Note type Phone Call
Subject Call with Amanda Keene (claimant)
Body Confirmed incident details match filing. No insurance claim filed. Estimate completed. No car seats. Has alternate vehicle.
Request documents from Amanda

Documents tab → 'Request Document' → type: 'Repair Estimate'. Amanda receives email with secure upload link.

Amanda uploads documents

Amanda clicks the email link, uploads estimate + 2 photos. Thomas receives upload notification.

Review documents

Estimate: $142 (bumper cover, no structural damage). Photos consistent with low-speed rear impact. Within $500 examiner limit.

Check Audit Trail

Audit Trail tab shows timestamped history: filing, assignment, notes, coverage, liability, doc request, uploads.

Acceptance criteria:
  • Coverage determination + liability assessment
  • To-do note and timestamped claim notes
  • Document request sent to claimant
  • Claimant uploads via secure link
  • Damage determination of $142 entered

1.4 — Settle a Property Damage Claim

Thomas Hale (Examiner) + Amanda Keene
Log in as: examiner / exampass123 (same session as 1.3)

Thomas sends a settlement letter for $142 to Amanda. Amanda accepts via electronic signature. A voucher is auto-generated for payment processing.

Demo Script (9 steps)
Open Settlement page

Navigate to /settlement/<claim_id>/ for Amanda's claim (use claim number from 1.1).

Create a settlement offer

Fill in the offer form:

Amount ($) 142
Settlement Method Pre-Litigation
Justification Rear bumper repair estimate verified. Clear liability, no structural damage.
Approve the offer

$142 is within the $500 examiner limit. Click 'Approve'. Status changes to 'Approved'.

Capture payment method

Click 'Capture Payment'. Select method and fill in:

Payment Method Check (Mailed)
Payee Name Amanda Keene
Address 123 Atlantic Ave
City Brooklyn
State NY
ZIP 11201
Draft settlement letter

Go to Letters page (/settlement/<claim_id>/letters/). Click 'New Letter'.

Recipient amanda.keene@example.com
Subject Settlement Offer — Claim 2026PD000012 — $142
Body Dear Ms. Keene, the NYC Comptroller's Office offers $142 for your property damage claim. Please review and sign to accept.
Save and send letter

Click 'Save Draft' to preview, then 'Send' to deliver via email.

Amanda accepts via DocuSign

Amanda receives email, reviews terms, signs electronically. System records acceptance.

Voucher auto-generated

On acceptance: FMS voucher created for $142, payable to Amanda Keene. Exposure closed.

Verify audit trail

Audit Trail tab: settlement offer, approval, payment capture, letter sent, acceptance, voucher — all timestamped.

Acceptance criteria:
  • Settlement letter sent for $142
  • Electronic signature acceptance (DocuSign)
  • Voucher auto-generated on acceptance
  • Exposure closed on settlement

Acceptance Criteria

From Miriam's original scenario draft — all three implemented.

AC #1: Settlement gate (coverage + liability + lien)

System blocks settlement letters unless coverage is clear, liability is determined, and lienholder status is resolved.

AC #2: Running to-do list

Each claim has a running to-do list panel with template support for common reminders.

AC #3: Unified audit trail

Timestamped notes capture filing, assignment, documents, settlement, decision dates, voucher info, and full resolution.

What's New in v0.4.0

Recent additions that strengthen the Scenario 1 demo.

v0.4.0 SLA enforcement + auto-escalation triggers
v0.4.0 Letter draft management UI (compose, save, send)
v0.4.0 Claimant payment method capture (ACH/check/wire)
v0.4.0 Attorney dual-representation prevention
v0.4.0 Settlement hold-back queue (configurable rules)
v0.4.0 Multi-integration error handling (dead letter queue)
v0.4.0 Document review routing workflow

NYC Comptroller's Bureau of Law & Adjustment — Claims Processing Modernization

Oral Presentation: May 20, 2026 · RFP PIN 01525BIST72560 · Flexion Inc.