p.opsPlum Personal · retail ops desk← All tickets
PP-OPS-007

Unidentified case / missing tally or workflow

awaiting usOn trackinternallow25% confident
Type
DAT_CASE_OWNERSHIP
Insurer
ICICI Lombard
Reference
55464564
Raised by
keerthan.g
Age
1.6h
SLA for this type
8h
Sent
not yet
Insurer replied
no

What the advisor wrote

need claim records
Not provided

proposal_no, customer_name, payment_date, insurer — ask the advisor: Which case is this for? Please provide proposal no., customer name, payment date and insurer, plus what the claim records are needed for.

Internal post — Ops

*Blocked - not enough info to action.* PP-OPS-007 (DAT_CASE_OWNERSHIP, SLA 8h, low urgency). Advisor wrote only: "need claim records". No proposal no., customer name, payment date or insurer given, and no purpose stated. Claim records aren't a catalogued request type, so ownership is unclear. Need advisor follow-up before routing.
Close it out

The insurer has answered and nothing further is needed.

Trail

  1. 21/08/2026, 11:01:00 · keerthan.g
    Raised by advisor
    need claim records
  2. 21/08/2026, 11:01:17 · claude-opus-5
    Drafted by Claude
    *Blocked - not enough info to action.* PP-OPS-007 (DAT_CASE_OWNERSHIP, SLA 8h, low urgency). Advisor wrote only: "need claim records". No proposal no., customer name, payment date or insurer given, and no purpose stated. Claim records aren't a catalogued request type, so ownership is unclear. Need advisor follow-up bef…
  3. 21/08/2026, 11:02:09 · rohan.p@plumhq.com
    Approved
  4. 21/08/2026, 11:02:10 · system
    Routed internally
    Routed to Ops.