Discuss a claim

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

    • Discuss details of a claim with additional users that have access to the claim record.

    Vorbereitungen

    Role required: sn_ins_claim_cml.fnol_representative, sn_ins_claim_cml.auto_processor, sn_ins_claim_cml.auto_adjuster, sn_ins_claim_cml.manager

    Warum und wann dieser Vorgang ausgeführt wird

    Create or view an ongoing sidebar discussion for cases.

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. Open a case from the list.
    4. Select Discuss.
    5. Enter a subject for the discussion.
    6. Add participants to the discussion.
    7. Select Start discussion.
      The discussion associates with the claim record.

    Nächste Maßnahme

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