---
title: Create a commercial claim case
description: A first-notice-of-loss representative or processor can begin the claim process by initiating a commercial claim case on behalf of your customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/create-commercial-claim-case.html
release: australia
product: Insurance Claims
classification: insurance-claims
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use, Commercial Lines Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)]
---

# Create a commercial claim case

A first-notice-of-loss representative or processor can begin the claim process by initiating a commercial claim case on behalf of your customer.

## Before you begin

Role required: sn\_ins\_claim\_cml.fnol\_representative or sn\_ins\_claim\_cml.auto\_processor

## 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.  Create a case from the commercial auto claim cases list or an interaction record.

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Option

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Steps

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**Commercial auto claim case from the commercial auto claim case list**

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1.  In the **Lists** tab, under **Commercial auto claim cases**, click **All**.
2.  Select **New**.


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**Commercial auto claim case from an interaction record**

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1.  In the **Lists** tab, under **Interactions**, click **My Interactions**.
2.  Open the required interaction record for the customer.
3.  Select **Create Case**.
 For information on how to create an interaction, see [Create an interaction](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/create-interactions.md).

</td></tr></tbody>
</table>4.  In the Create a new case dialog box, select **Commercial auto policy report claim**.

5.  Select **Create**.

6.  On the form, fill in the required fields and any other related information that you've gathered from the customer.

7.  In the **Work notes** field, enter any comments that are related to your findings.

    Manually posted comments and system-generated work notes add to the Activity stream for the claim case.

8.  Select **Save**.


## Result

A commercial claim case is created in the New state and the workflow is triggered. The case is assigned to an assignment group based on the defined assignment rules.

## What to do next

As a claim processor, you can assign the case to yourself and start working on it. For more information, see [Process a commercial claim](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/manually_validate_claim.md).