Use Agent assist to view associated claims

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • View the associated claims and relevant knowledge articles by using the Agent assist contextual search. You can find related information on your Individual Life Claims case to assist in understanding and completing your case.

    Vorbereitungen

    Role required: sn_ins_claim_indl.fnol_representative, sn_ins_claim_indl.manager, sn_ins_claim_indl.dbn_viewer, sn_ins_claim_indl.dbn_adjuster

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. Open the task from the case playbook or the Individual death claim tasks list.
      OptionSteps
      From the case playbook
      1. On the Lists tab, under Individual death claim cases, open the case list.
      2. In the list, select the case that contains the adjuster task.
      From the Individual death claim tasks list
      1. On the Lists tab, under Individual death claim tasks, select All.
      2. In the list, select the task that you want to open.
    4. Select the Agent assist icon (Graduation cap icon for Agent assist.) to use the feature.
      For more information about Agent assist, see Agent assist.