---
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 a claim

# Discuss a claim {#ariaid-title1}

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

Discuss details of a claim with additional users that have access to the claim record.

## Before you begin

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

## About this task

Create or view an ongoing sidebar discussion for cases.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon.
3. Open a case from the list.
4. Select Discuss.
5. Enter a subject for the discussion.
6. 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, then select Open record for the discussion you want to view.
**Related topics**   

* 

*[\>]: and then