---
title: Assign a payment claim
description: Assign a case for a payment claim to yourself or to another claim agent so that you or another agent can start working on the case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-payment-operations/assign-payment-claim.html
release: australia
product: Financial Services Payment Operations
classification: financial-services-payment-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Managing payment claims and debit approvals, Use, Payment Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Assign a payment claim

Assign a case for a payment claim to yourself or to another claim agent so that you or another agent can start working on the case.

## Before you begin

Role required: sn\_bom\_payment.claim\_agent, sn\_bom\_payment.claim\_agent\_connector, or sn\_bom\_payment.admin

## About this task

When a case for a claim is created, the case is automatically assigned to an assignment group or user in the payment claims department. The assignment is based on the configured assignment rules. If the case is assigned to an assignment group, any member from the group can triage the case themselves or assign the case to another member of the group.

## 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.  In the **Lists** tab, under **Claims**, click **All**.

4.  In the list, click the case that you want to open.

5.  Assign the case.

    -   To assign the case to yourself, click **Assign to me**.
    -   To assign the case to another agent, select an agent in the **Assigned to** field.

## Result

The case is assigned to the claim agent. If the agent also belongs to an agent assignment group, the group's name appears in the **Assignment group** field.

**Parent Topic:**[Managing payment claims and debit approvals](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-payment-operations/managing-payment-claims.md)