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

Enable Claim workspace, Fraud score, and Claim summary pages

Enable Fraud score and Claim summary pages on the claim case so that a claims manager, adjuster, or processor can view them.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Now Experience Framework > UI Builder.

  2. Enable the CSM default record page under CSM/FSM Configurable Workspace.

    For more information, see CSM Configurable Workspace record pages.

  3. From the CSM default record page, set the page order.

  4. Set the variant conditions on the following record pages.

Claims page variantNavigation to page records
Record page for the adjuster taskTo access the record page for the adjuster task, navigate to: CSM Configurable Workspace > Record > Claim Adjuster Record Page.The record page for the adjuster task is a variant of CSM default record page. For more information, see CSM Configurable Workspace record pages.
Claim workspace pageTo access the Claim workspace page for updates, navigate to page collection: CSM default record post-Details > Claim workspace > Claim Workspace Default.
Fraud score pageTo access the Fraud score page for updates, navigate to page collection: CSM default record post-Details > Fraud score > Default.
Claim Summary page

To access the Claim summary page for updates:Navigate to page collection: CSM default record pre-Details > Claim summary > Claim Summary Default.

Or navigate to page collection CSM default record post-Details > Claim Summary > Claim Summary On Adjuster.