Insurance Certificates – Submitted Certificates View
Audience:
Enterprise Users
Required Permission:
Enterprise access (read or manage, depending on role)
Applies To:
Enterprise accounts managing insurance compliance through Pruuvn®
Overview
The Insurance Certificates page provides a centralized view of all submitted Certificates of Insurance (COIs) across the enterprise network. In addition to insurance verification status, this view also surfaces fraud risk indicators to help enterprises quickly identify certificates or providers that may require additional review.
How This Page Is Used
Enterprise users use this page to:
- Review submitted insurance certificates
- Determine whether insurance requirements are met
- Identify expired, missing, or invalid certificates
- Monitor fraud risk indicators tied to insurance records
- Search, filter, and open insurance documents
Search and Filter Controls
The filter panel allows users to narrow results across large provider networks.
ID
Filters by the internal insurance certificate record ID.
Pruuvn ID
Filters by the unique Pruuvn® identifier assigned to a provider or company.
Insured Company Name
Searches by the legal entity name listed on the certificate.
Contain Document Status
Filters by document condition (e.g., expired, missing, valid).
Status
Filters by insurance certificate verification status.
Meet Requirement
Filters based on whether the certificate satisfies defined insurance requirements.
Status Updated Recently
Shows certificates with recent status changes.
Save Search
Allows users to save frequently used filter combinations.
Insurance Certificate Table
Each row represents a submitted Certificate of Insurance evaluated against a specific insurance requirement.
Column Definitions
ID
Internal identifier for the insurance certificate record.
Pruuvn ID
Unique identifier for the provider or company within Pruuvn®.
Insurance Requirement ID
Reference ID for the insurance requirement the certificate is evaluated against.
Insured Company
Legal entity name listed on the insurance certificate.
Insurance Requirements Met?
Indicates whether the submitted certificate satisfies all defined insurance criteria.
- Yes – Requirements met
- No – One or more requirements not met
Attached Insurance Documents
Displays uploaded insurance documents, including:
- File name
- Upload date
- Last updated date
- Expiration indicator
Selecting View opens the document for review.
Fraud Flag
Displays a fraud risk indicator associated with the insurance certificate or provider.
Flag | Meaning | Action |
Green | No fraud risk indicators detected | No action required |
Yellow | Potential risk indicators detected | Review recommended |
Red | High-risk indicators detected | Immediate review required |
Fraud Flags are generated based on platform intelligence, document analysis, and related screening signals.
Status
Shows the current verification state of the insurance certificate.
Common values include:
- Valid
- Invalid
- Expired
- Under Review
- Missing
Common Insurance & Fraud Scenarios
- Expired + Yellow Flag
Certificate expired and risk indicators suggest review before reactivation.
- Invalid + Red Flag
Certificate rejected with high-risk indicators; provider may require escalation.
- Valid + Green Flag
Certificate verified and no risk indicators present.
Important Notes
- Insurance and fraud statuses update automatically
- Fraud flags do not override insurance requirements but inform risk decisions
- Enterprises determine enforcement actions based on internal policy
Related Articles
- Compliance & Status Matrix
- Fraud Flag Indicators
- Network Settings and Onboarding
- Service Provider Companies – Network Overview
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