Discuss a claim
task australia Updated Sep 10, 2026 1 min read discuss-claim.md
Discuss details of a claim with additional users that have access to the claim record.
Before you begin
Role required: sn_ins_claim_cml.fnol_representative, sn_ins_claim_cml.auto_processor, sn_ins_claim_cml.auto_adjuster, sn_ins_claim_cml.manager
About this task
Create or view an ongoing sidebar discussion for cases.
Procedure
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Navigate to All > Financial Services Operations > Workspace.
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Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
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Open a case from the list.
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Select Discuss.
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Enter a subject for the discussion.
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Add participants to the discussion.
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Select Start discussion.
The discussion associates with the claim record.
What to do next
To view a discussion, select Discuss, then select Open record for the discussion you want to view.
Related topics
55 lines · 1.6 KB
---
title: Discuss a claim
description: Discuss details of a claim with additional users that have access to the claim record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/discuss-claim.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Commercial Lines Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---
# Discuss a claim
Discuss details of a claim with additional users that have access to the claim record.
## Before you begin
Role required: sn\_ins\_claim\_cml.fnol\_representative, sn\_ins\_claim\_cml.auto\_processor, sn\_ins\_claim\_cml.auto\_adjuster, sn\_ins\_claim\_cml.manager
## 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 \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).
3. Open a case from the list.
4. Select **Discuss**.
5. Enter a subject for the discussion.
6. Add participants to the discussion.
7. Select **Start discussion**.
The discussion associates with the claim record.
## What to do next
To view a discussion, select **Discuss**, then select **Open record** for the discussion you want to view.
**Related topics**
[Create a Sidebar discussion for a record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/sidebar-discussions-record.md)
| title | Discuss a claim |
| description | Discuss details of a claim with additional users that have access to the claim record. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/discuss-claim.html |
| release | australia |
| product | Insurance Claims |
| classification | insurance-claims |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | UseCommercial Lines ClaimsExploring insurance claims applicationsInsurance applicationsFinancial Services Operations \(FSO\) |