Enable the claim workspace for Individual Life Claims

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Enable the claim workspace page on the claim case so that a claims manager or adjuster can view the page in Individual Life Claims.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Now Experience Framework > UI Builder.
    2. In the Search field, search for CSM/FSM Configurable Workspace.
    3. In CSM/CSM/FSM Configurable Workspace, enable the CSM default record page.
      For more information, see CSM Configurable Workspace record pages.
    4. From the CSM default record page, set the page order.
    5. Set the variant conditions and audience on the following record pages.
      Claims page variantNavigation to page records
      Claim workspace page
      1. In the Search field, search for CSM default record post-Details.
      2. In the Pages and variants table, navigate to the page collection: Claim workspace > Indiv Life Claim Workspace > Settings.