---
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


---

# Configure

# Setting up Insurance claims {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 Minuten Lesedauer

Plan and configure your implementation of the Insurance claims application by following the tasks in the configuration overview.

## Prerequisites {#setting-up-insurance-claims-flow__section_jhc_vwm_zcc}

Before beginning the configuration steps, you should familiarize yourself with the following topics:

* [Financial Services Operations Core](https://servicenow-prod.fluidtopics.net/mk84aCKCg1Y5Y0XIg0VO2w "The Financial Services Operations (FSO) Core application provides a framework to enable financial institutions to organize and manage their data effectively to meet their business needs. This section introduces FSO Core and explains its purpose and key data design components.")
* [Insurance Claims Core](https://servicenow-prod.fluidtopics.net/dDbhbilWf~KGxrm0eWPU6g "The Insurance Claims Core application includes a framework that provides generic claims data model components and approval engine that your organization can use to create flexible data structures that meet your business needs.")
* [Integrating with Document Processor](https://servicenow-prod.fluidtopics.net/6Fep7Wnge3jAJALJFf6NQA "ServiceNow Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in workflows across these applications. You can submit documents for verification​, and request deferment​ or exception.")
* [Best practices for setting up an instance](https://www.servicenow.com/community/in-other-news/best-practices-for-general-planning-and-setup-of-your-instance/ba-p/2287790)
* [Table extension and classes](https://www.servicenow.com/docs/access?context=table-extension-and-classes&version=australia&pubname=australia-platform-administration&ft:locale=en-US)
{#setting-up-insurance-claims-flow__ul_dvz_ywm_zcc}

## Configuration overview {#setting-up-insurance-claims-flow__cf-config-parent-checklist}

The following table lists how to set up the components and relationships for an Insurance claims workflow.
{#setting-up-insurance-claims-flow__table_zkg_yrm_zcc__entry__2}

| Task | Description |
|-|-|
| Install the Insurance claims application | Install the Insurance claims application (sn_ins_gen_claim) from the ServiceNow Store. For more information, see [Install Insurance claims](https://servicenow-prod.fluidtopics.net/IVGv3zWPHN4I~muEqDI9LA "If you have the admin role, you can install the Insurance claims application (sn_ins_gen_claim). The application includes demo data and installs related ServiceNow Store applications and plugins that aren’t already installed."). |
| Set up customer data | Migrate the data for your personal and commercial customers on your instance. For more information, see [Setting up the customer data for Insurance claims](https://servicenow-prod.fluidtopics.net/AYA_TQLWVTR2iyEOc1Zkhw "Before using the Insurance claims application, make sure that you have the customer data for your individual and business customers on your instance so that you can associate the policies with your customers and create incidents for them."). |
| Set up policy data | Review the policy data options in this topic (importing data or remote tables). For more information, see [Setting up the policy data for Insurance claims](https://servicenow-prod.fluidtopics.net/0hBecdw4LVvbO9IMpo_D2g "Set up the policy data for the Insurance claims application by importing the policy data into your instance, or by using remote tables to reference the policy data."). You can also follow these topics to set up insurance product models and coverages, and to create insurance policies: * [Establish Insurance Product Models](https://servicenow-prod.fluidtopics.net/~Qf37vIyFVfwGTaZybCEKw "Use an insurance product model to customize the essential features, terms, conditions, and coverages that an insurance policy offers by using the Insurance claims application. You must first establish an insurance product model before you can create an insurance policy.") * [Specify coverages](https://servicenow-prod.fluidtopics.net/dil8hfracHoVuLuwhKaQFQ "Learn how an insurance policy defines the specific protections or risk coverages for your customers by using the Insurance claims application.") * [Create Insurance Policies](https://servicenow-prod.fluidtopics.net/gaf~GagFQkiL9xrBr6soHA "Learn how to set up an insurance policy by using the Insurance claims application. Each new type of insurance policy requires that you create a dedicated table for that specific insurance policy type.") {#setting-up-insurance-claims-flow__ul_yvb_ry2_bdc} |
| Review policy snapshots | Review the PolicySnapshotGenerator script include in your instance, which contains the code responsible for copying the relevant insurance policy for the claim. For more information, see [Policy snapshots in Insurance claims](https://servicenow-prod.fluidtopics.net/~3ffonOtmel7RfllMxBzPA "Learn how a claim in the Insurance claims application is driven by the policy snapshot throughout its life cycle. The Policy Snapshot table stores a copy of an insurance policy that can be used in a claims case."). |
| Create service definitions | Create the service definitions for each of your claim types. For more information, see [Creating a service definition for Insurance claims](https://servicenow-prod.fluidtopics.net/Sqii2nGDzwMGQvj1MKLiCg "Create a service definition for each claim type by using the Insurance claims application."). |
| Link the insurance product model and claim case service definition | Link the insurance product model and service definition so that the system recognizes which policies are relevant to the service definition. For more information, see [Link the insurance product model and claim case service definition](https://servicenow-prod.fluidtopics.net/QU6tka3L~ec8R7ZN8rg6dg "Link the insurance product model and claim case service definition by using the Insurance claims application. Without this link, the system doesn’t know which policies are relevant to the case service definition."). |
| Set up claim incident tables | Define and configure new incident tables as needed for your workflow. A claim incident is a record of the details for a particular claim. For more information, see [Claim incidents](https://servicenow-prod.fluidtopics.net/tCXvtV4FnVqibqsUO5a0hA "You can create a Claim Incident [sn_ins_claim_property] table that records the details of a particular claim in the Insurance claims application."). |
| Set up Claim Incident Configuration | Set up the claim incident configuration to define the relationships between the claim incidents, the service definition, how adjuster tasks are created, and whether losses can be itemized. For more information, see [Claim Incident Configuration table](https://servicenow-prod.fluidtopics.net/4nTjpGIAG0WVv0SVoTAU3g "Associate the service definition of a case with the incident and adjuster task service definitions by using the Claim Incident Configuration [sn_ins_claim_incident_config] table in the Insurance claims application."). |
| Set up Document Processing | Set up FSO Document Processor to define the documentation that you need from customers to process claims. For more information, see [Integrating with Document Processor](https://servicenow-prod.fluidtopics.net/6Fep7Wnge3jAJALJFf6NQA "ServiceNow Financial Services Document Processor enables other Financial Services Operations applications to collect and verify documents that are used in workflows across these applications. You can submit documents for verification​, and request deferment​ or exception."). |
| Update service definitions with document requirements | Define the specific documentation that is required for each service. For more information, see [Add a document list definition to a service definition](https://servicenow-prod.fluidtopics.net/0oEl4QYzNpJamWtckBhtxA "Add a document list definition to a service definition by using the Insurance claims application so that you can define the required documents that a customer needs to provide for a particular claim."). |
| Review the reserves and payments approval engine | Go through the rules for the reserve and payment approval process provided in Insurance Claims Core. For more information, see [Approval Engine for Reserves and Payments](https://servicenow-prod.fluidtopics.net/jMbJiVUAd0o7gb68pfJq5Q "Insurance claims core includes a claim reserve and payment approval rules engine. It can be found in the decision table Claim reserve and payment approval rules."). |
| Review claim automation using decision tables | Learn about the claim automation rules in the decision tables. For more information, see [Use claim automation decision tables](https://servicenow-prod.fluidtopics.net/5Z7bcczDUWQ5LTCPIJB7WA "Use decision tables to define the claim automation rules in the Insurance claims application. You can review and update these rules to suit your claims workflow."). |
| Configure assignment rules | Look at the rules that determine how cases and tasks are assigned to personas. For more information, see [Configure assignment rules](https://servicenow-prod.fluidtopics.net/ulq0V2TMH3bhSBMv8c9kvg "Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones."). |
| Configure SLA definitions | Configure service level agreement (SLA) definitions to match your business needs.The SLA definitions are based on the service definition of case and adjuster tasks. For more information, see [Configure SLA definitions](https://servicenow-prod.fluidtopics.net/IeLSHRKIVqIqV0FeV7MB2A "Review the service level agreement (SLA) definitions that are installed with Financial Services Operations applications. You can update existing SLAs or add new SLAs to configure start, pause, and stop conditions on any case attributes."). |
| Set up Insurance claims workspaces and dashboards | See what's included in Insurance claims and review the guidelines for setting up the dashboards and workspaces for a new line of business. For more information, see [Setting up Insurance claims workspaces and dashboards](https://servicenow-prod.fluidtopics.net/dZ7uMY1IFme6b6mfN8Ql~w "You can set up the workspace and dashboards for each persona by using the Insurance claims application."). |
| Manage the Archive Claim Case rule | Manage the archive rule that is provisioned in the Claim Case \[sn_ins_gen_claim_case\] table. By default, inactive cases that are more than seven years old are automatically archived. For more information, see [Manage the Archive Claim Case rule](https://servicenow-prod.fluidtopics.net/yImLM~X_nO~WdGAVIvakug "Manage the archive rule that is provisioned in the Claim Case [sn_ins_gen_claim_case] table of the Insurance claims application so that your organization can meet your claim case archiving requirements."). |
[Tabelle : 1. Configuration overview]

{#setting-up-insurance-claims-flow__table_zkg_yrm_zcc}