---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Approve a reserve or payment amount

# Approve a reserve or payment amount {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Approve an assigned claim reserve or a payment amount that is higher than an adjuster's approval authority for Individual Life Claims cases.

## Vorbereitungen

Role required: sn_ins_claim_indl.manager

## Warum und wann dieser Vorgang ausgeführt wird

If an assigned reserve or created payment amount by an adjuster is higher than their approval authority, the claims manager receives a request to approve the amount.

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. On the Lists tab, under Individual death claims approvals, select the item that you need to approve.

   | Option | Bezeichnung |
   | List name | Description |
   | My approvals - Reserves | Presents a list of approval tasks for reserve requests. |
   | My approvals - Payments | Presents a list of approval tasks for payment requests. |
   |-|-|

   {#approve-reserve-or-payment-amount__choicetable_sbb_pcs_dcc}
4. In the list, select the task that you want to work on.
5. Submit your decision from the Claim reserve or Claim payment task form.

   | Approval task | Action |
   | To approve an amount | Approve the reserve or payment amount by selecting Approve. |
   | To reject an amount | 1. In the Comments field, enter the comments with your recommendation. 2. Select Reject. {#approve-reserve-or-payment-amount__ol_h1l_blt_1cc} |
   |-|-|

   {#approve-reserve-or-payment-amount__choicetable_dhz_trz_pbc}  
   Your manually posted comments and system-generated work notes are added to the activity stream for the task and claim case.

## Ergebnisse

* If the claims manager approves the reserve or payment amount, the claim reserve task returns to the adjuster to proceed with the claim payment evaluation or settlement.
* If the claims manager rejects the reserve or payment amount, the manager provides another recommendation. A notification of the rejected status triggers to the adjuster.
* System-generated entries for the reserve or payment amount approval or rejection are added to the activity stream. These automated entries support auditing and tracking.
{#approve-reserve-or-payment-amount__ul_djx_bsz_pbc}