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Use › Individual Life Claims › Exploring insurance claims applications › Insurance applications › Financial Services Operations \(FSO\)
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate a discussion with a claim record

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 All > Financial Services Operations > Workspace.

  2. Select the lists icon (

Image omitted: inline-data-vis-96px-list.png
lists icon\).

  1. Open a case from the Individual death claims list.

  2. Select Discuss.

  3. In the Subject field, enter a subject for discussion.

  4. In the Add participants fields, search for and add participants to the discussion.

  5. Add a message in the Include a brief message for participants field, if required.

  6. Select Start Discussion.

    The discussion associates with the claim record.

  7. View a discussion by selecting Discuss, and then selecting Open record.