Discuss an Insurance claims claim

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

    • Discuss details of an Insurance claims case with additional users that have access to the claim record. Use this feature to collaborate with other Insurance claims users and create or view an ongoing sidebar discussion for a case.

    Vorbereitungen

    Role required: sn_ins_gen_claim.fnol_representative, sn_ins_gen_claim.processor, sn_ins_gen_claim.adjuster, sn_ins_gen_claim.manager

    Warum und wann dieser Vorgang ausgeführt wird

    This procedure references service definitions and products that are used in the included travel insurance claim line of business. Your workflow may vary depending on your configuration.

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. Open an Insurance claims case.
    4. Select Discuss.
    5. In the Subject field, enter a subject for the discussion.
    6. In the Add participants field, add participants to the discussion.
    7. Select Start discussion.
      The discussion associates with the claim record.

    Nächste Maßnahme

    To view a discussion, select Discuss, and then select Open record for the discussion that you want to view.