--- title: Use Agent assist to view associated claims description: Use the Agent assist contextual search to view associated claims and relevant knowledge articles. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/insurance-claims/use-agent-assist-to-view-associated-claims-personal.html release: australia product: Insurance Claims classification: insurance-claims topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Use, Personal Lines Claims, Exploring insurance claims applications, Insurance applications, Financial Services Operations \(FSO\)] --- # Use Agent assist to view associated claims Use the Agent assist contextual search to view associated claims and relevant knowledge articles. ## Before you begin Role required: sn\_ins\_claim\_pers.fnol\_representative, sn\_ins\_claim\_pers.auto\_processor, sn\_ins\_claim\_pers.auto\_adjuster, sn\_ins\_claim\_pers.manager ## 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 the task from the case playbook or the Personal auto claim adjuster tasks list.
| Option | Steps |
|---|---|
| **From the case playbook** | 1. In the **Lists** tab, under **Personal auto claim cases**, open the case list. 2. In the list, select the case that contains the adjuster task. |
| **From the Personal auto claim adjuster tasks list** | 1. In the **Lists** tab, under **Personal auto claim adjuster tasks**, select **All**. 2. In the list, select the task that you want to open. |