View the associated Insurance claims cases with Agent assist

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

    • View the associated claims and relevant knowledge articles by using the Agent assist contextual search.

    Vorbereitungen

    Role required: sn_ins_gen_claim.fnol_representative, sn_ins_gen_claim.processor, sn_ins_gen_claim.adjuster, or sn_ins_gen_claim.manager

    Warum und wann dieser Vorgang ausgeführt wird

    This procedure references service definitions and products that are used in the included travel insurance claim line of business. Your workflow may vary depending on your configuration.

    Prozedur

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon (lists icon).
    3. Open the task from the case playbook or the Insurance claim adjuster tasks list.
      OptionSteps
      From the case playbook
      1. On the Lists tab, under Insurance claim cases (or the list category that is specific to your custom workflow), open the case list.
      2. In the list, select the case that contains the adjuster task.
      From the Insurance claim adjuster tasks list
      1. On the Lists tab, under Insurance claim adjuster tasks (or the list category that is specific to your custom workflow), select All.
      2. In the list, select the task that you want to open.
    4. Select the Agent assist icon (Graduation cap icon for Agent assist.) to use the feature.
      For more information about Agent assist, see Agent assist.