View the associated Insurance claims cases with Agent assist

---
title: View the associated Insurance claims cases with Agent assist
description: View the associated claims and relevant knowledge articles by using the Agent assist contextual search.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/use-agent-assist-to-view-associated-insurance-claims-flow-claims.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Insurance claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# 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

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

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Option

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Steps

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**From the case playbook**

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1.  On the **Lists** tab, under **Insurance claim cases** \(or the list category that is specific to your custom workflow\), open the case list.
2.  In the list, select the case that contains the adjuster task.


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**From the Insurance claim adjuster tasks list**

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1.  On the **Lists** tab, under **Insurance claim adjuster tasks** \(or the list category that is specific to your custom workflow\), 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).