---
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


---

# Use Agent assist to view associated claims

# Use Agent assist to view associated claims {#ariaid-title1}

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

Use the Agent assist contextual search to view associated claims and relevant knowledge articles.

## Before you begin

Role required: sn_ins_claim_pers.fnol_representative, sn_ins_claim_pers.auto_processor, sn_ins_claim_pers.auto_adjuster, sn_ins_claim_pers.manager

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon.
3. Open the task from the case playbook or the Personal auto claim adjuster tasks list.

   | Option | Steps |
   | From the case playbook | 1. In the Lists tab, under Personal auto claim cases, open the case list. 2. In the list, select the case that contains the adjuster task. {#use-agent-assist-to-view-associated-claims-pers__ol_zs2_gjh_gmb} |
   | From the Personal auto claim adjuster tasks list | 1. In the Lists tab, under Personal auto claim adjuster tasks, select All. 2. In the list, select the task that you want to open. {#use-agent-assist-to-view-associated-claims-pers__ol_oc5_vrb_mvb} |
   |-|-|

   {#use-agent-assist-to-view-associated-claims-pers__choicetable_lgv_1db_hmb}
4. Select the Agent assist icon to use the feature.  
   For more detailed information about Agent assist, refer to[Finding solutions using Agent assist](https://www.servicenow.com/docs/access?context=agent-assist&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US).

*[\>]: and then