Discuss a claim

---
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/financial-services-operations/insurance-claims/discuss-claim-personal.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 \(FSO\)]
---

# 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\_pers.fnol\_representative, sn\_ins\_claim\_pers.auto\_processor, sn\_ins\_claim\_pers.auto\_adjuster, sn\_ins\_claim\_pers.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.