Enable Claim workspace, Fraud score, and Claim summary pages

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

    • Enable Fraud score and Claim summary pages on the claim case so that a claims manager, adjuster, or processor can view them.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Now Experience Framework > UI Builder.
    2. Enable the CSM default record page under CSM/FSM Configurable Workspace.
      For more information, see CSM Configurable Workspace record pages.
    3. From the CSM default record page, set the page order.
    4. Set the variant conditions on the following record pages.
      Claims page variantNavigation to page records
      Record page for the adjuster task To access the record page for the adjuster task, navigate to: CSM Configurable Workspace > Record > Claim Adjuster Record Page.

      The record page for the adjuster task is a variant of CSM default record page. For more information, see CSM Configurable Workspace record pages.
      Claim workspace page To access the Claim workspace page for updates, navigate to page collection: CSM default record post-Details > Claim workspace > Claim Workspace Default.
      Fraud score page To access the Fraud score page for updates, navigate to page collection: CSM default record post-Details > Fraud score > Default.
      Claim Summary page To access the Claim summary page for updates:

      Navigate to page collection: CSM default record pre-Details > Claim summary > Claim Summary Default.

      Or navigate to page collection CSM default record post-Details > Claim Summary > Claim Summary On Adjuster.