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

Use Agent assist to view associated claims

View the associated claims and relevant knowledge articles by using the Agent assist contextual search. You can find related information on your Individual Life Claims case to assist in understanding and completing your case.

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

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 the task from the case playbook or the Individual death claim tasks list.
OptionSteps
From the case playbook
  1. On the Lists tab, under Individual death claim cases, open the case list.
  2. In the list, select the case that contains the adjuster task.
From the Individual death claim tasks list
  1. On the Lists tab, under Individual death claim tasks, select All.
  2. In the list, select the task that you want to open.
  1. 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).