Use › Insurance claims › Exploring insurance claims applications › Insurance applications › Financial Services Operations \(FSO\)

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

View the associated Insurance claims cases with Agent assist

View the associated claims and relevant knowledge articles by using the Agent assist contextual search.

Before you begin

Role required: sn_ins_gen_claim.fnol_representative, sn_ins_gen_claim.processor, sn_ins_gen_claim.adjuster, or sn_ins_gen_claim.manager

About this task

This procedure references service definitions and products that are used in the included travel insurance claim line of business. Your workflow may vary depending on your configuration.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon (

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

Open the task from the case playbook or the Insurance claim adjuster tasks list.

Option	Steps
From the case playbook	On the Lists tab, under Insurance claim cases (or the list category that is specific to your custom workflow), open the case list. In the list, select the case that contains the adjuster task.
From the Insurance claim adjuster tasks list	On the Lists tab, under Insurance claim adjuster tasks (or the list category that is specific to your custom workflow), select All. In the list, select the task that you want to open.

Select the Agent assist icon (

Image omitted: Form\_AgentAssistIcon.png
Graduation cap icon for Agent assist.\) to use the feature.

For more information about Agent assist, see [Agent assist](../../platform-user-interface/agent-assist-configurable-workspace.md).