---
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


---

# Create a personal claim case

# Create a personal claim case {#ariaid-title1}

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

A first-notice-of-loss representative or processor can begin the claim process by
initiating a personal claim case on behalf of your customer.

## Vorbereitungen

Role required: sn_ins_claim_pers.fnol_representative or
sn_ins_claim_pers.auto_processor

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. Create a case from the personal auto claim cases list.

   | Option | Steps |
   | Personal auto claim case from the personal auto claim case list | 1. In the Lists tab, under Personal auto claim cases, select All. 2. Select New. |
   |-|-|

4. In the Create a new case dialog box, select Personal auto policy report claim.
5. Select Create.
6. On the form, fill in the required fields and any other related information that you've gathered from the customer.
7. **Wahlweise:** In the Work notes field, enter any comments that are related to your findings.  
   Manually posted comments and system-generated work notes add to the Activity stream for the claim case.
8. Select Save.

## Ergebnisse

A personal claim case is created in the New state and the workflow is triggered. The case is assigned to an assignment group based on the defined assignment rules.

## Nächste Maßnahme

As a claim processor, you can assign the case to yourself and start working on it. For more information, see [Process a personal claim](https://servicenow-prod.fluidtopics.net/aDM15WQOs4tE7btDT7eNWg "A processor can initiate a claim, review a claim to verify it, and after an adjuster’s evaluation, complete fulfillment tasks and close a claim.").