Associate a discussion with a claim record

---
title: Associate a discussion with a claim record
description: Associate a discussion with an Individual Life Claims record so that other users have access to the claim record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/insurance-claims/discuss-individual-life-claim.html
release: brazil
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Individual Life Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Associate a discussion with a claim record

Associate a discussion with an Individual Life Claims record so that other users have access to the claim record.

## Before you begin

Role required: sn\_ins\_claim\_indl.fnol\_representative, sn\_ins\_claim\_indl.manager, sn\_ins\_claim\_indl.dbn\_viewer, sn\_ins\_claim\_indl.dbn\_adjuster

## 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 Individual death claims list.

4.  Select **Discuss**.

5.  In the **Subject** field, enter a subject for discussion.

6.  In the **Add participants** fields, search for and add participants to the discussion.

7.  Add a message in the **Include a brief message for participants** field, if required.

8.  Select **Start Discussion**.

    The discussion associates with the claim record.

9.  View a discussion by selecting **Discuss**, and then selecting **Open record**.