---
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


---

# Use Agent assist to view associated claims

# Use Agent assist to view associated claims {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Use the Agent assist contextual search to view associated claims and relevant
knowledge articles.

## 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

## Prozedur

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![lists icon]()).
3. Open the task from the case playbook or the Commercial auto claim adjuster tasks list.

   | Option | Steps |
   | From the case playbook | 1. In the Lists tab, under Commercial auto claim cases, open the case list. 2. In the list, select the case that contains the adjuster task. {#use-agent-assist-to-view-associated-claims__ol_zs2_gjh_gmb} |
   | From the Commercial auto claim adjuster tasks list | 1. In the Lists tab, under Commercial auto claim adjuster tasks, select All. 2. In the list, select the task that you want to open. {#use-agent-assist-to-view-associated-claims__ol_oc5_vrb_mvb} |
   |-|-|

   {#use-agent-assist-to-view-associated-claims__choicetable_lgv_1db_hmb}
4. Select the Agent assist icon to use the feature.  
   For more detailed information about Agent assist, refer to [Agent assist](https://www.servicenow.com/docs/access?context=agent-assist-configurable-workspace&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US).