Use Agent assist to view associated claims

task australia Updated Sep 10, 2026 1 min read agent-assist.md

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

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
Open the task from the case playbook or the Individual death claim tasks list.

Option	Steps
From the case playbook	On the Lists tab, under Individual death claim cases, open the case list. In the list, select the case that contains the adjuster task.
From the Individual death claim tasks list	On the Lists tab, under Individual death claim tasks, select All. In the list, select the task that you want to open.

4. Select the Agent assist icon \(\[Omitted image "Form\_AgentAssistIcon.png"\] Alt text: Graduation cap icon for Agent assist.\) to use the feature.

For more information about Agent assist, see [Agent assist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/agent-assist-configurable-workspace.md).

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---
title: Use Agent assist to view associated claims
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/agent-assist.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Individual Life Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# 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** &gt; **Financial Services Operations** &gt; **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  Open the task from the case playbook or the Individual death claim tasks list.

<table id="choicetable_dvz_rgb_qbc"><thead><tr><th align="left" id="d50747e114">

Option

</th><th align="left" id="d50747e117">

Steps

</th></tr></thead><tbody><tr><td id="d50747e123">

**From the case playbook**

</td><td>

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.


</td></tr><tr><td id="d50747e144">

**From the Individual death claim tasks list**

</td><td>

1.  On the **Lists** tab, under Individual death claim tasks, select **All**.
2.  In the list, select the task that you want to open.


</td></tr></tbody>
</table>4.  Select the Agent assist icon \(\[Omitted image "Form\_AgentAssistIcon.png"\] Alt text: Graduation cap icon for Agent assist.\) to use the feature.

    For more information about Agent assist, see [Agent assist](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/agent-assist-configurable-workspace.md).