Associate a discussion with a claim record

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

    • Associate a discussion with an Individual Life Claims record so that other users have access to the claim record.

    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

    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 Individual death claims list.
    4. Select Discuss.
    5. In the Subject field, enter a subject for discussion.
    6. In the Add participants fields, search for and add participants to the discussion.
    7. Add a message in the Include a brief message for participants field, if required.
    8. Select Start Discussion.
      The discussion associates with the claim record.
    9. View a discussion by selecting Discuss, and then selecting Open record.