---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Approve a reserve or payment amount

# Approve a reserve or payment amount {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

A claims manager can approve claim reserve and payment amounts.

## Before you begin

Role required: sn_ins_claim_pers.manager

## About this task

If an assigned reserve or created payment amount by an adjuster is higher than the approval
authority of the adjuster, the claims manager receives a request for reserve or payment
amount approval from the adjuster.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Open the task one of the following ways.

   | Option | Description |
   | From the landing page | Select the task from the My pending tasks list. |
   | From the Personal lines claims approvals list | 1. Select the lists icon (![lists icon.]()). 2. In the Lists tab, under Personal lines claims approvals, open one of the following: * My approvals - Reserves * My approvals - Payments {#approve-personal-claim-reserves-payments__ul_dn1_2hs_25b} 3. In the list, select the task that you want to work on. |
   |-|-|

3. If you want to reject the requested approval amount, in the Comments field, enter comments with your recommendation.  
   Manually posted comments and system-generated work notes add to the Activity stream for the task and claim case.
4. Close the task from the Claim reserve or Claim payment task form.

   | Approval task | Action |
   | To submit an approval | Select Approve to approve the reserve or payment amount, or Reject to reject the reserve or payment amount. |
   |-|-|

## Result

* If the claims manager approves the reserve or payment amount, the claim reserve task returns to the adjuster to proceed with the claim payment evaluation or settlement.
* If the claims manager rejects the reserve or payment amount, the manager provides another recommendation. A notification of the rejected status triggers to the adjuster.
* System-generated entries for reserve or payment amount approval or rejection add to the Activity stream. These automated entries support auditing and tracking.

*[\>]: and then