Create a commercial claim case

task brazil Updated Sep 10, 2026 1 min read create-commercial-claim-case.md

A first-notice-of-loss representative or processor can begin the claim process by initiating a commercial claim case on behalf of your customer.

Before you begin

Role required: sn_ins_claim_cml.fnol_representative or sn_ins_claim_cml.auto_processor

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
Create a case from the commercial auto claim cases list or an interaction record.

Option	Steps
Commercial auto claim case from the commercial auto claim case list	In the Lists tab, under Commercial auto claim cases, click All. Select New.
Commercial auto claim case from an interaction record	In the Lists tab, under Interactions, click My Interactions. Open the required interaction record for the customer. Select Create Case. For information on how to create an interaction, see Create an interaction.

4. In the Create a new case dialog box, select **Commercial auto policy report claim**.

Select Create.
On the form, fill in the required fields and any other related information that you've gathered from the customer.
In the Work notes field, enter any comments that are related to your findings.

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

Result

A commercial claim case is created in the New state and the workflow is triggered. The case is assigned to an assignment group based on the defined assignment rules.

What to do next

As a claim processor, you can assign the case to yourself and start working on it. For more information, see Process a commercial claim.

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---
title: Create a commercial claim case
description: A first-notice-of-loss representative or processor can begin the claim process by initiating a commercial claim case on behalf of your customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/insurance-claims/create-commercial-claim-case.html
release: brazil
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 \(FSO\)]
---

# Create a commercial claim case

A first-notice-of-loss representative or processor can begin the claim process by initiating a commercial claim case on behalf of your customer.

## Before you begin

Role required: sn\_ins\_claim\_cml.fnol\_representative or sn\_ins\_claim\_cml.auto\_processor

## 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.  Create a case from the commercial auto claim cases list or an interaction record.

<table><thead><tr><th align="left" id="d111020e85">

Option

</th><th align="left" id="d111020e88">

Steps

</th></tr></thead><tbody><tr><td id="d111020e94">

**Commercial auto claim case from the commercial auto claim case list**

</td><td>

1.  In the **Lists** tab, under **Commercial auto claim cases**, click **All**.
2.  Select **New**.


</td></tr><tr><td id="d111020e124">

**Commercial auto claim case from an interaction record**

</td><td>

1.  In the **Lists** tab, under **Interactions**, click **My Interactions**.
2.  Open the required interaction record for the customer.
3.  Select **Create Case**.
 For information on how to create an interaction, see [Create an interaction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/create-interactions.md).

</td></tr></tbody>
</table>4.  In the Create a new case dialog box, select **Commercial auto policy report claim**.

5.  Select **Create**.

6.  On the form, fill in the required fields and any other related information that you've gathered from the customer.

7.  In the **Work notes** field, enter any comments that are related to your findings.

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

8.  Select **Save**.


## Result

A commercial claim case is created in the New state and the workflow is triggered. The case is assigned to an assignment group based on the defined assignment rules.

## What to do next

As a claim processor, you can assign the case to yourself and start working on it. For more information, see [Process a commercial claim](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/financial-services-operations/insurance-claims/manually_validate_claim.md).