Travel Claim data

Hi Team

Quick question

I am working with travel claims data.

Is there a way to dynamically exclude travel claims from individuals who did not submit a claim for the last 3 months including current month.

Example:

Tom - Claim 1 - March

Tom - Claim 1 - April

Tom - Claim 1 - May

Jane - Claim 1 - April

Jane - Claim 1 - May

Therefore since jane did not submit for 3 months then exclude

Data Investigation

Accepted answers

All comments

IraWatt

Hey @Sakhile,

Does a person have to make a claim in each individual month eg: its june now so you will needed to have made a claim in March, April and May? What do you mean including the current month, Tom does not have any claims in June?

This workflow will check if a person has made more then 2 claims in the 3 past month:

Workflow.yxmd

philipmannering

But Jane did submit a claim in the last three months. It is June now, and she submitted in May.

Sakhile

@IraWatt Correct

The person needs to make a claim every month so since we are in June now I will needed to have made a claim in March, April and May

DataNath

Was also a little confused regarding the logic but this flow will filter out everyone who hasn't submitted a claim in the current month -3, -2 and -1 so seems to fit the requirement:

Claims within last 3 months.yxmd

Sakhile

@PhilipMannering

Apologies, to provide clarity, an individual needs to submit a claim every month.

I have a workflow that calculates 3 month average of the mileage claimed so I want to filter those who have not claimed for 3 months.

IraWatt

Hey @Sakhile,

This workflow only includes claims in the past 3 months, it then counts how many months each person has claimed in. If a person has claimed in all 3 then they will be filtered to be in the brows tool. If they have not claimed for three months they will be in the right output of the join:

Any questions or issues please ask
HTH!
Ira

Workflow.yxmd

Christine_Assaad

Hi @Sakhile

You can use the "Generate Row" tool to dynamically generate what the past 3 months are, to compare your data against.

A user may have 3 different records for 3 different months but not necessarily the last 3. Generate row should help with this scenario. You can add the year too, if needed.

After this step, a simple Find&Replace or Join (after parsing) will help with the comparison. A Summarize tool - based on count distinct of generated months - should help you know if the condition of 3 previous months was met or not. Hope this helps. Cheers!

Travel Claim data.yxmd

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