---
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


---

# Associate a discussion with a claim record

# Associate a discussion with a claim record {#ariaid-title1}

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

Associate a discussion with an Individual Life Claims record so that other users have access to the claim record.

## Before you begin

Role required: sn_ins_claim_indl.fnol_representative, sn_ins_claim_indl.manager, sn_ins_claim_indl.dbn_viewer, sn_ins_claim_indl.dbn_adjuster

## About this task

Create or view an ongoing sidebar discussion for cases.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![Lists icon.]()).
3. Open a case from the Individual death claims list.
4. Select Discuss.
5. In the Subject field, enter a subject for discussion.
6. In the Add participants fields, search for and add participants to the discussion.
7. Add a message in the Include a brief message for participants field, if required.
8. Select Start Discussion.  
   The discussion associates with the claim record.
9. View a discussion by selecting Discuss, and then selecting Open record.

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