---
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

Approve an assigned claim reserve or a payment amount that is higher than an adjuster's approval authority for Individual Life Claims cases.

## Before you begin

Role required: sn_ins_claim_indl.manager

## About this task

If an assigned reserve or created payment amount by an adjuster is higher than their approval authority, the claims manager receives a request to approve the amount.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![Lists icon.]()).
3. On the Lists tab, under Individual death claims approvals, select the item that you need to approve.

   | Option | Description |
   | List name | Description |
   | My approvals - Reserves | Presents a list of approval tasks for reserve requests. |
   | My approvals - Payments | Presents a list of approval tasks for payment requests. |
   |-|-|

   {#approve-reserve-or-payment-amount__choicetable_sbb_pcs_dcc}
4. In the list, select the task that you want to work on.
5. Submit your decision from the Claim reserve or Claim payment task form.

   | Approval task | Action |
   | To approve an amount | Approve the reserve or payment amount by selecting Approve. |
   | To reject an amount | 1. In the Comments field, enter the comments with your recommendation. 2. Select Reject. {#approve-reserve-or-payment-amount__ol_h1l_blt_1cc} |
   |-|-|

   {#approve-reserve-or-payment-amount__choicetable_dhz_trz_pbc}  
   Your manually posted comments and system-generated work notes are added to the activity stream for the task and claim case.

## 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 the reserve or payment amount approval or rejection are added to the activity stream. These automated entries support auditing and tracking.
{#approve-reserve-or-payment-amount__ul_djx_bsz_pbc}

*[\>]: and then