---
title: Approve a reserve or payment amount for an Insurance claims case
description: Approve an assigned claim reserve or a payment amount that is higher than an adjuster's approval authority for Insurance claims cases. A reserve or payment may be rejected if the requested amount doesn't support the findings from the claim investigation.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/approve-a-reserve-or-payment-amount.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use, Insurance claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Approve a reserve or payment amount for an Insurance claims case

Approve an assigned claim reserve or a payment amount that is higher than an adjuster's approval authority for Insurance claims cases. A reserve or payment may be rejected if the requested amount doesn't support the findings from the claim investigation.

## Before you begin

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

## About this task

If an adjuster assigns a reserve or creates a payment amount that's higher than their approval authority, the claims manager receives a request to approve the amount.

This procedure references service definitions and products that are used in the included travel insurance claim line of business. Your workflow may vary depending on your configuration.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Open the task in one of the following ways.

<table id="choicetable_crj_rkc_vcc"><thead><tr><th align="left" id="d87275e103">

Option

</th><th align="left" id="d87275e106">

Description

</th></tr></thead><tbody><tr><td id="d87275e112">

**From the landing page**

</td><td>

Select the task from the My pending tasks list.

</td></tr><tr><td id="d87275e121">

**From the Insurance claims approvals list**

</td><td>

1.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).
2.  On the **Lists** tab, under **Insurance claim flow approvals** \(or the list category that is specific to your custom workflow\), select one of the following options:
    -   **My approvals - Reserves**
    -   **My approvals - Payments**
3.  In the list, select the task that you want to work on.


</td></tr></tbody>
</table>3.  Close the task from the Claim reserve or Claim payment task form.

<table id="choicetable_tyn_clc_vcc"><thead><tr><th align="left" id="d87275e173">

Approval task

</th><th align="left" id="d87275e176">

Action

</th></tr></thead><tbody><tr><td id="d87275e182">

**Submit an approval**

</td><td>

Approve the reserve or payment amount by selecting **Approve**.

</td></tr><tr><td id="d87275e194">

**Submit a rejection**

</td><td>

1.  In the **Comments** field, enter comments with your recommendation.
2.  Reject the reserve or payment amount by selecting **Reject**.


</td></tr></tbody>
</table>    Your manually posted comments and system-generated work notes are added to the activity stream for the task and claim case.


## 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 the reserve or payment amount approval or rejection are added to the activity stream. These automated entries support auditing and tracking.