---
title: Approve a reserve or payment amount
description: Approve an assigned claim reserve or a payment amount that is higher than an adjuster's approval authority for Individual Life Claims cases.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/approve-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, Individual Life Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Approve a reserve or payment amount

Approve an assigned claim reserve or a payment amount that is higher than an adjuster's approval authority for Individual Life Claims cases.

## Before you begin

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

## About this task

If an assigned reserve or created payment amount by an adjuster is higher than their approval authority, the claims manager receives a request to approve the amount.

## 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.  On the **Lists** tab, under Individual death claims approvals, select the item that you need to approve.

<table id="choicetable_sbb_pcs_dcc"><tbody><tr><td id="d39660e114">

**List name**

</td><td>

Description

</td></tr><tr><td id="d39660e123">

**My approvals - Reserves**

</td><td>

Presents a list of approval tasks for reserve requests.

</td></tr><tr><td id="d39660e132">

**My approvals - Payments**

</td><td>

Presents a list of approval tasks for payment requests.

</td></tr></tbody>
</table>4.  In the list, select the task that you want to work on.

5.  Submit your decision from the Claim reserve or Claim payment task form.

<table id="choicetable_dhz_trz_pbc"><thead><tr><th align="left" id="d39660e156">

Approval task

</th><th align="left" id="d39660e159">

Action

</th></tr></thead><tbody><tr><td id="d39660e165">

**To approve an amount**

</td><td>

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

</td></tr><tr><td id="d39660e177">

**To reject an amount**

</td><td>

1.  In the **Comments** field, enter the comments with your recommendation.
2.  Select **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.