Approve a reserve or payment amount

task brazil Updated Sep 10, 2026 1 min read approve-personal-claim-reserves-payments.md

A claims manager can approve claim reserve and payment amounts.

Before you begin

Role required: sn_ins_claim_pers.manager

About this task

If an assigned reserve or created payment amount by an adjuster is higher than the approval authority of the adjuster, the claims manager receives a request for reserve or payment amount approval from the adjuster.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Open the task one of the following ways.

From the landing page	Select the task from the My pending tasks list.
From the Personal lines claims approvals list	Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon). In the Lists tab, under Personal lines claims approvals, open one of the following: My approvals - Reserves My approvals - Payments In the list, select the task that you want to work on.

3. If you want to reject the requested approval amount, in the **Comments** field, enter comments with your recommendation.

Manually posted comments and system-generated work notes add to the Activity stream for the task and claim case.

Close the task from the Claim reserve or Claim payment task form.

Approval task Action

To submit an approval Select Approve to approve the reserve or payment amount, or Reject to reject the reserve or payment amount.

Approval task	Action
To submit an approval	Select Approve to approve the reserve or payment amount, or Reject to reject the reserve or payment amount.

Result

If the claims manager approves the reserve or payment amount, the claim reserve task returns to the adjuster to proceed with the claim payment evaluation or settlement.
If the claims manager rejects the reserve or payment amount, the manager provides another recommendation. A notification of the rejected status triggers to the adjuster.
System-generated entries for reserve or payment amount approval or rejection add to the Activity stream. These automated entries support auditing and tracking.

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---
title: Approve a reserve or payment amount
description: A claims manager can approve claim reserve and payment amounts.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/insurance-claims/approve-personal-claim-reserves-payments.html
release: brazil
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Personal Lines Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Approve a reserve or payment amount

A claims manager can approve claim reserve and payment amounts.

## Before you begin

Role required: sn\_ins\_claim\_pers.manager

## About this task

If an assigned reserve or created payment amount by an adjuster is higher than the approval authority of the adjuster, the claims manager receives a request for reserve or payment amount approval from the adjuster.

## Procedure

1.  Navigate to **All** &gt; **Financial Services Operations** &gt; **Workspace**.

2.  Open the task one of the following ways.

<table><tbody><tr><td id="d106033e76">

**From the landing page**

</td><td>

Select the task from the My pending tasks list.

</td></tr><tr><td id="d106033e85">

**From the Personal lines claims approvals list**

</td><td>

1.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).
2.  In the **Lists** tab, under **Personal lines claims approvals**, open one of the following:
    -   **My approvals - Reserves**
    -   **My approvals - Payments**
3.  In the list, select the task that you want to work on.


</td></tr></tbody>
</table>3.  If you want to reject the requested approval amount, in the **Comments** field, enter comments with your recommendation.

    Manually posted comments and system-generated work notes add to the Activity stream for the task and claim case.

4.  Close the task from the Claim reserve or Claim payment task form.

    |Approval task|Action|
    |-------------|------|
    |**To submit an approval**|Select **Approve** to approve the reserve or payment amount, or **Reject** to reject the reserve or payment amount.|


## Result

-   If the claims manager approves the reserve or payment amount, the claim reserve task returns to the adjuster to proceed with the claim payment evaluation or settlement.
-   If the claims manager rejects the reserve or payment amount, the manager provides another recommendation. A notification of the rejected status triggers to the adjuster.
-   System-generated entries for reserve or payment amount approval or rejection add to the Activity stream. These automated entries support auditing and tracking.