---
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


---

# Discuss an Insurance claims claim

# Discuss an Insurance claims claim {#ariaid-title1}

* Release version: Xanadu
* 
* Updated September 24, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Discuss details of an Insurance claims case with additional users that have access to the claim record. Use this feature to collaborate with other Insurance claims users and create or view an ongoing sidebar discussion for a case.

## Before you begin

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

## About this task

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.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![Lists icon.]()).
3. Open an Insurance claims case.
4. Select Discuss.
5. In the Subject field, enter a subject for the discussion.
6. In the Add participants field, add participants to the discussion.
7. Select Start discussion.  
   The discussion associates with the claim record.

## What to do next

To view a discussion, select Discuss, and then select Open record for the discussion that you want to view.

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