Phone: 913-735-7782 | Email: firstname.lastname@example.org
- Using the Dashboard
- Uploading policies
- Opening a document
- How do I move a document I just uploaded?
- Adding a New Folder
- Genius Search
- Making changes to documents in Dashboard view
- Comparing documents using Genius Box
- How do I review Documents?
- How do I add a comment to a policy?
- Reviewing Comments
- How do I search the contents of a Policy Document?
- How do I publish a Policy Document?
- Initiating a Comparison
- Comparing two Documents
- Redlining Options
- Adding a Comment
- Reviewing Comments
- Publishing your Comparison
1. How to log in to riskgenius.claimkit.com
Navigate your browser to Riskgenius.claimkit.com. Enter your username and password. Click the green “Log In” button. You are just getting started, Genius.
2. Forgot your password?
Enter your assigned username and password. If you have misplaced your password, please select the Forgotten Password option and enter your email. A new password will be sent via email. Click the link to return to the application and change your password. If you have misplaced your username, kindly email our support team.
Navigating the Dashboard
1. Using the Dashboard
In the top left corner is a green button labeled “Upload New Documents.” The left panel contains your folders. In the top middle of the interface is Genius Search. Below Genius Search is a list of your documents. This can be organized by Filename, Form ID, Owner and Upload date. You can open documents by clicking the blue document icon next to it. On the right side of the interface is the Genius Box, where you can select documents to compare.
2. Uploading Policies
You don’t need to be a genius to upload a document. Click on the green “Upload New Documents” button in the left panel. An upload box will appear. Drag files from your computer or click the blue button to select files from your computer. Click the green “Upload” button to begin the upload process. All uploaded documents are initially stored in the “Uploads” folder.
3. Opening a Document for Review
Click on a blue document icon next to the policy you want to review in order to open it.
4. How do I move a document I just uploaded?
Move a document by clicking on the three dots next to any document in the middle panel and selecting “Move Doc”. A dialogue box will appear. Select the folder to upload your document to and click the green “Move” button.
5. Adding a New Folder
In the left panel, create a new top-level parent folder by clicking “New Folder”. Input the name of the folder and click the green “Create Folder” button. Add sub-level folders by clicking the blue arrow to the left of any folder name. Then click “New Subfolder”, type the name of the new folder and and click the green “Create Folder” button.
6. Genius Search
Search for specific documents or content across your entire document library using Genius Search. Type your search into the input field labeled “Search RiskGenius for…” If you want to search for an exactly matching policy or document, select “Exact Match” in the drop down menu to the right. If you want to search for the most relevant documents or policies, select “Similar Match” in the drop down menu. Your Genius Search results will appear below once you have submitted your search using the green “Search” button.
7. Making changes to documents in Dashboard view
From the Dashboard View, you can review one policy, compare policies, or publish one or more policies.
To review one policy, you can double click the blue document icon to the left of any policy name. Alternatively, you can click the document and select the More // Open button. A document can also be opened by clicking on the three dots to the right of the document name and selecting the “Open” option.
8. Comparing Documents using the Genius Box
To compare two or more documents, click on the name of one document and drag it to the Genius Box in the upper right column. The policy should “stick” to the Genius Box. Then, drag a second document to the same location, clicking the “Compare” button below.
If dragging documents isn’t your thing, you can click on the three dots [•••] to the right of any policy name and select the “Compare” option. A Compare Documents dialogue box will appear, allowing you to select the documents you’d like. Once you have added the appropriate documents, hit the green “Compare” button to start.
Using the Document View
1. How do I review Documents?
When you open a document, you will notice primary columns. The left column shows the original document, while the middle column is text which has been extracted from your document. The right most column is the clause category names. You can change the columns view by clicking “View” and selecting the view you’d like.
When you select a clause category in the right column, the document page and clause text will automatically be identified. In the example below, the “Exclusion – War” clause category has been selected. The war exclusion clause text is automatically highlighted in the middle column; the document page is also available for review.
Arrows following the name of a category indicate more than one instance of that type of clause in the policy. Click on the arrow to move to the next clause instance for that category.
2. How do I add a comment to a policy?
You can add a comment to any clause. After you select a clause category by clicking on it, you can click the “Add Comment” button 
. Type in your comment and select “Add New Comment” below.
3. Reviewing Comments
You can read comments by selecting the “Comments” tab at the top of the right column. If you click on a comment, it will turn yellow and the clause text will be highlighted. Other users can reply to a comment by clicking the reply button 
4. How do I search the contents of a Policy Document?
You can search the text of a document by selecting the “Search” tab at the top of the right module. Input the text and hit enter. Results appear below your search; click on a result to go to the corresponding section of the document.
5. Turn on Genius Rules
Click on the “Genius Rules” button in the top toolbar. If you have set up Genius Rules that apply to your document, clause categories will change colors. Red denotes high priority, orange – medium priority, yellow – low priority, and green clauses have no assigned priority.
Click on a clause category and select the approve or reject button. In order to approve or reject some clauses, You may be prompted to add a new comment before you can complete your action.
6. How do I publish a Policy Document?
Click the “Tools” button located in the toolbar above the document main viewer. Select “Publish” and choose the format you would like to export – this includes PDF, Native or Excel. You may also download Excel with Genius Rules applied. Once downloaded, the document will be located in your default download location.
The Compare View
1. Initiating a comparison
You can compare two or more documents directly. In the dashboard view, begin by dragging the documents you’d like to compare into the Genius Box. Once they stick in the Genius Box, push the “Compare” button below to get started.
2. Comparing two documents
When you run a comparison, you will notice three columns. The left column is the extracted text from policy one. The middle column is the extracted text from policy two.
The right column contains the names of the clause categories. A blue tab [ ] next to a clause category indicates the clause has been identified in the left policy; a green tab  indicates the clause has been identified in the right policy. If a blue and green tab are next to a clause category then the clause is in both policies.
After you have clicked on a category, the clause or clauses will be highlighted in the policies.
3. Redlining Options
In the top right corner is the “Redline Selection” feature. There are two options in the redline drop down button. “Redline Selections” will redline two clause categories that are similarly categorized across two policies. “Redline Matches” will redline all clause categories that are similarly categorized across two policies.
Make sure you click “On” and the button has turned green to initiate a redline action!
4. Adding a comment
To add a comment, you must first select the clause to pin a comment to. Once you have selected a clause, that clause will become highlighted yellow and the “New Comment” button will become available in the upper right of the interface.
Type in your comment in the box reading “Enter a comment…” Your comment can be applied to either clauses or the policy comparison in the drop down. You’re able to “@” tag individuals on your team, just like in Document view.
5. Reviewing Comments
You can read comments by selecting the “Comments” tab at the top of the right column. If you click on a comment, it will turn yellow and the clause text it’s pinned to will be highlighted. Other users can reply to a comment by clicking the reply button  You can notify other users about your comment by inserting an “@” symbol and the users name (e.g. “@alberteinstein”). Any time you tag a particular user or reply to a user’s comment, the other user will be notified via email. Original commenters have the ability to edit or delete a comment on their respective comment thread.
6. Publish your Comparison
Click the “Publish” button located on the toolbar to export a spreadsheet of the policy comparison. You can also export a spreadsheet with the Genius Rules applied. This document will be located in your default location for downloads.
1. The Settings Panel
Go to the Settings page by clicking the wheel icon in the top right corner and clicking “Go to Settings.” The Settings icon also allows a user to logout. There are two active tabs available to users in the Settings Page: Permissions and Line of Business. When a user has Administrator access, the “Permissions” tab can be used to manage permissions for each user. Click the blue “Manage Permissions” button next to the name of any listed user. Select or unselect the checkbox next to folder names to grant or deny access to a folder. Save permissions by clicking the green “Save Permissions” button. Under the “Line of Business” tab, a user can set a preferred Line of Business. During future uploads, selecting a Line of Business will default to this option (but can be changed).