Prepare claim and assistance files for Chinese translation: connect attachments, names, dates and source versions, and assign each review question.
View the file review example ↓View references (1) ↓Select the claim files for this Chinese assignment
Start with the documents the owner has selected for translation. List each file by its actual title, source language, revision and intended reader. Mark attachments that are included for context and identify any referenced file that is missing. The owner’s selected inventory sets the translation scope. If several teams supplied the files, note who supplied each revision and whether a later version replaces it.
The published ASSIST CARD case records English–Chinese insurance-claim and rescue-service documentation at large scale. For a new request, use the current inventory to confirm the selected files and language direction.
Keep references and attachments connected
A translated file should preserve the source links among its reference number, related attachment and cited passage. Keep identifiers attached to the right file and retain the source wording where a reference is unclear. If an attachment is absent or the same reference points to different material, record the question and ask the document owner to resolve it.
The example register below uses invented DEMO references. It shows how a reviewer can locate related files without displaying a real claim, person or event.
From reading to a project
Connect each translated file to its source references
Illustrative claim-file register · invented references
- Selected source file
- DEMO-CASE-01 · revision B
- Referenced attachment
- DEMO-ATT-02 · linked from page 3
- Question owner
- DEMO-ROLE-01 · source reference pending confirmation
- Chinese reference field
- 关联附件：DEMO-ATT-02
Review status: questions to confirm
Match the file and attachment
Keep each source title, revision, reference number and attachment link together. Flag missing or conflicting references for the owner.
Compare repeated values
Check supplied names, dates, currency labels and version IDs across the selected files without changing or interpreting them.
Assign each open question
Record the source location, question owner and Chinese reviewer so the agreed answer can be applied to the correct file version.
Related published experience
ASSIST CARDChinese ⇄ English
Insurance-claim and rescue-service documentation, at large scale.
Related English–Chinese insurance-claim and rescue-service documentation at large scale. The register is a self-created preparation example, not a reproduced client file.
Send the selected files, actual source language, revisions and linked references, intended Chinese readers and requested file format.
Check names, dates, currencies and revisions together
Carry names, dates, currency labels and version identifiers consistently across the selected files. Compare each value with the source and its surrounding heading or note; do not change an amount, resolve an ambiguous date or fill a missing value on assumption. When two source files disagree, preserve the discrepancy as a question instead of silently choosing one version. For a table, keep each value with its heading, unit and nearby note so the Chinese reviewer can compare the same entry.
Identify the person who can answer each source question and the reviewer who checks the Chinese wording. Keep their decisions attached to the relevant file and revision.
Agree the Chinese files and review scope
Specify whether the team needs editable Chinese files, a bilingual comparison or a different delivery format. Confirm which source revision controls and who approves the Chinese text for its intended use. Coverage, liability and assistance decisions remain with the responsible insurer or assistance team.
Before sharing sensitive documents, agree the permitted handling and transfer method. A redacted representative file can help define the initial scope when the owner approves its use.
Questions
Should I send every file related to a claim?
Can translation decide coverage or claim responsibility?
What should I do before sharing sensitive files?
Sources
- ASSIST CARD — published insurance-claim and rescue-service documentation scopePublic case record of English–Chinese claims and assistance documentation; the preparation register is an editorial example.