Customer Self-Service Portal for Insurance Claims
Project Title: Customer Self-Service Portal for Insurance Claims
Overview:
This project is focused on building a Customer Self-Service Portal for the insurance industry using HTML, CSS, and JavaScript. The portal allows customers to submit insurance claims, track their status, and access assistance via a chatbot integrated with a free third-party API like Dialogflow. The project should be completed within 180 minutes, implementing core features such as form handling, client-side validation, UI/UX design, and chatbot integration.
Scope of Work:
The project will consist of:
- A front-end HTML interface for customers to submit and track insurance claims.
- CSS styling to create a clean, responsive, and user-friendly interface.
- JavaScript for form validation, dynamic content display, and interaction with third-party services like Dialogflow for chatbot integration.
User Stories:
- User Story 1: Submit a New Insurance Claim
- As a customer, I want to submit a new insurance claim through the portal so that I can easily report incidents.
- Acceptance Criteria:
- The claim submission form allows input of key details such as policy number, incident description, and date of occurrence.
- The form includes file upload functionality for attaching supporting documents.
- Upon successful submission, the form clears, and a success message is displayed.
- User Story 2: Track Claim Status
- As a customer, I want to track the status of my submitted insurance claims so that I can stay updated on the progress.
- Acceptance Criteria:
- A list of submitted claims is displayed with details such as claim number, submission date, and current status.
- Each claim has a unique ID, and the status is dynamically updated on the page.
- User Story 3: Chatbot Assistance via Dialogflow
- As a customer, I want to ask questions to a chatbot to receive assistance with general inquiries about the claims process.
- Acceptance Criteria:
- The Dialogflow chatbot is embedded on the page and can answer common insurance-related questions.
- The chatbot can provide links to relevant resources or escalate queries to live customer service if needed.
- User Story 4: Access Knowledge Base
- As a customer, I want to search a knowledge base to find articles on filing claims, insurance policies, and common questions.
- Acceptance Criteria:
- A search bar allows customers to search through preloaded FAQs and articles related to insurance processes.
- The results are displayed dynamically based on the search query.
Wireframes:
1. Portal Homepage (Customer View)
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| Insurance Customer Self-Service Portal |
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| [File a Claim] [Track Claims] [Chatbot] |
| [Search Knowledge Base] |
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| Recent Claims: |
|--------------------------------------------------|
| Claim Number | Status | Date Submitted |
| CLM001 | In Review | 09/05/2024 |
| CLM002 | Approved | 08/25/2024 |
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2. Claim Submission Form
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| Submit a New Insurance Claim |
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| Policy Number: [_________________________] |
| Incident Date: [_________________________] |
| Incident Description: |
| [______________________________] |
| Attach Files: [Upload Button] |
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| [Submit Claim] |
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3. Chatbot Integration
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| Chat with Us (AI-Powered Chatbot) |
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| How can we assist you today? |
| [User: How do I file a claim?] |
| [Chatbot: Please click on the "Submit a Claim" button.] |
| [User: What’s my claim status?] |
| [Chatbot: Please track your claim using the dashboard.] |
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Acceptance Criteria:
- Claim Submission:
- Customers can submit a claim by filling out a form with fields such as policy number, incident date, and incident description.
- A file upload option is provided to attach supporting documents.
- Upon successful form submission, a confirmation message appears, and the form resets.
- Claim Tracking:
- Customers can view their submitted claims in a table format that shows the claim number, submission date, and current status.
- The data is dynamically rendered from JavaScript and updated in real-time (using a simulated data array in this case).
- Chatbot Integration:
- A Dialogflow chatbot is embedded on the page and assists with frequently asked questions, such as how to file a claim or check its status.
- The chatbot can provide relevant links or escalate to live support if necessary.
- Knowledge Base:
- The user can search a knowledge base via a search bar, and results are dynamically rendered below based on the search query.
- Common insurance-related articles are preloaded and searchable.
Step-by-Step Development Process (For 180 Minutes):
1. HTML Structure (30 Minutes):
- Homepage Layout:
- Set up a basic HTML layout with a navigation bar containing links to “File a Claim,” “Track Claims,” and “Chatbot.”
- Create the main content area for displaying recent claims and providing a search bar for the knowledge base.
- Claim Submission Form:
- Add the form elements such as text input for policy number, date input for incident date, and a textarea for incident description.
- Include a file upload button for attaching documents.
- Claim Tracking Section:
- Create a table layout for displaying submitted claims.
2. CSS Styling (30 Minutes):
- General Layout:
- Style the page with a responsive design using Flexbox or CSS Grid to ensure the layout is clean and adapts to mobile devices.
- Use basic styling to enhance form elements and the navigation bar.
- Form Validation Feedback:
- Style the error messages and success notifications for form validation using simple CSS rules (e.g., green for success, red for error).
- Hover Effects and Responsiveness:
- Add hover effects on buttons and ensure all sections (form, chatbot, tracking table) are mobile-friendly.
3. JavaScript for Form Validation and Claim Tracking (40 Minutes):
- Form Validation:
- Implement JavaScript validation to check required fields (policy number, incident date, description) before allowing submission.
- Display real-time feedback to users if the form is incomplete.
- Form Submission:
- After submission, store the claim data in an array or a local simulation for now (since we’re not using a backend).
- Display a success message and clear the form after submission.
- Tracking Claims:
- Dynamically render a list of claims in a table format based on data stored in the array.
- Simulate claim status updates using JavaScript timers or mock data.
4. Chatbot Integration with Dialogflow (40 Minutes):
- Dialogflow Setup:
- Create a Dialogflow agent with predefined intents such as “How do I file a claim?” or “What’s my claim status?”
- Add responses that provide helpful links or escalate queries when needed.
- Embed Chatbot:
- Use the Dialogflow integration script and embed the chatbot within the HTML.
- Style the chatbot container using CSS to match the rest of the portal.
5. Knowledge Base Search (30 Minutes):
- Search Functionality:
- Create a simple search bar that allows users to enter queries.
- Preload a few articles (stored as an array or objects in JavaScript) related to common insurance questions.
- Dynamic Results Rendering:
- Filter and display matching articles below the search bar based on the user’s input using JavaScript.
6. Testing and Final Adjustments (10 Minutes):
- Test the form submission, chatbot interactions, and claim tracking features.
- Ensure responsiveness and UI consistency across devices.
- Refine the chatbot responses if needed, and ensure the search feature for the knowledge base works as expected.
Conclusion:
This intermediate-level Customer Self-Service Portal for insurance claims, built using HTML, CSS, and JavaScript, provides core functionalities like claim submission, status tracking, chatbot integration with Dialogflow, and a knowledge base search. The project should be completed within 180 minutes, focusing on front-end development concepts, form validation, UI/UX design, and external API integration. This project provides a practical solution for self-service in the insurance industry, allowing customers to manage their claims efficiently.