--- sourceDocument: Australia Financial Services Operations sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations Release : - australia ft:locale : - en-US ft:publication_title : - Australia Financial Services Operations ft:clusterId : - finso bundleId : - finso workflow : - Customer and Industry --- # Setting up Insurance claims workspaces and dashboards # Setting up Insurance claims workspaces and dashboards {#ariaid-title1} * Release version: Australia * * Updated March 12, 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Setting up Insurance claims workspaces and dashboards The Insurance claims application in ServiceNow allows you to set up and customize workspaces and dashboards tailored to different user personas involved in claims processing. This setup facilitates efficient claim management by providing role-specific interfaces and relevant data visualizations. Show full answer Show less ## Workspaces included in Insurance claims * **Claim Summary (360)** * **Claim Workspace** These workspaces are customizable through UI Builder, and you can further tailor subpages by creating page variants to meet specific business needs. ## Setting up workspaces by persona The workspace setup varies by user role, with guidelines as follows: * **FNOL Representative:** Uses a common landing page defined in Financial Services Operations (FSO) Core, modifiable via UI Builder. * **Processor:** Create a line-of-business specific landing page by basing it on the existing Claims Processor landing page found under Platform Analytics \> Dashboards. * **Adjuster:** Similarly, create a landing page for the adjuster role based on the Claims Adjuster landing page in Platform Analytics \> Dashboards. Modules and lists for FNOL Representatives are predefined in the base Insurance claims system and customizable via UI Builder. For Processors and Adjusters, list categories and lists can be created for new lines of business. Record-related workspace configurations default to the Customer Service Management (CSM) application's record setup, adjustable in UI Builder. The Adjuster workspace is preconfigured but can be cloned and customized for specific business lines. The Claim Summary (360) page is set up in FSO Core and available across claims applications; it can be cloned and modified to create tailored claim summaries. To activate the summary on a case record, enable the CSM default record page and adjust its order. ## Dashboards included in Insurance claims Dashboards related to landing pages can be edited in Platform Analytics \> Dashboards and customized with UI Builder to fit specific requirements. **Important:** The FNOL landing page is part of Financial Services Operations Core, so changes to it may affect other applications. You can set up the workspace and dashboards for each persona by using the Insurance claims application. ## Workspaces included in Insurance claims {#insurance-claims-dashboards-and-workspaces__section_wpv_hgc_cdc} The following workspaces are included in Insurance claims: * Claim Summary (360) * Claim Workspace {#insurance-claims-dashboards-and-workspaces__ul_hyt_3hc_cdc} For more information about these workspaces, see [Insurance claims landing pages and workspaces](https://www.servicenow.com/docs/wLXjSRig0pM9emzGYy43KQ "In the Insurance claims application, you can view summaries of your claims work in the landing page. You can also work on your claim tasks from the claim workspace."). You can modify these workspaces in UI Builder. You can also customize the subpages in these workspaces by creating a variant. For more information about this customization, see [Create a page variant](https://www.servicenow.com/docs/access?context=create-variant&version=australia&pubname=australia-application-development&ft:locale=en-US). ## Setting up workspaces by persona {#insurance-claims-dashboards-and-workspaces__section_fsp_1yv_zcc} The following table lists some guidelines on how to set up a workspace for each persona. {#insurance-claims-dashboards-and-workspaces__table_mzq_2yv_zcc__entry__3} | Element | Persona | Guidelines | |-|-|-| | Landing page | FNOL Representative | This common landing page is defined in the FSO Core and can be used as-is with little modification. To make additional UI changes, use UI Builder. For more information, see [UI Builder](https://www.servicenow.com/docs/access?context=ui-builder-overview&version=australia&pubname=australia-application-development&ft:locale=en-US). | | Landing page | Processor | Create a landing page for the line of business by basing it on an existing landing page. Refer to the included Claims Processor landing page as an example by navigating to AllPlatform AnalyticsDashboards, and then selecting Claims Processor Landing Page. | | Landing page | Adjuster | Create a landing page for your line of business by basing it on an existing landing page. Refer to the included Claims Adjuster landing page as an example by navigating to AllPlatform AnalyticsDashboards, and then selecting Claims Adjuster Landing Page. | | Modules and Lists | FNOL Representative | This module or list is defined by the base system for Insurance claims. To make additional UI changes, use UI Builder. For more information, see [UI Builder](https://www.servicenow.com/docs/access?context=ui-builder-overview&version=australia&pubname=australia-application-development&ft:locale=en-US). | | Modules and Lists | Processor | This module or list is defined by the base system for Insurance claims. For a new line of business, create list categories and lists for the processor role. | | Modules and Lists | Adjuster | This module or list is defined by the base system for Insurance claims. For a new line of business, create list categories and lists for the adjuster role. | | Record | All | Other workspace-related configuration, like the changes that are related to a record, can be done through UI Builder. By default, Insurance claims uses the Record default configuration from the Customer Service Management (CSM) application. For more information, see [Workspaces](https://www.servicenow.com/docs/NryK2tWV2KEkCfpLGSA7Hw "The Financial Services Operations (FSO) workspace provides a single location for agents to process cases and tasks. Agents can use it to respond to all task types, view the full context of an issue, and get relevant recommendations to resolve issues.") and [Configure CSM Configurable Workspace](https://www.servicenow.com/docs/U0~GkxewdpJrO0bn2vLs9w "Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed."). | | Claim workspace | Adjuster | This adjuster workspace UI Builder page has been set up in Insurance claims. If necessary, you can clone this workspace and modify it to be more specific to your particular line of business. For more information, see [Workspaces](https://www.servicenow.com/docs/NryK2tWV2KEkCfpLGSA7Hw "The Financial Services Operations (FSO) workspace provides a single location for agents to process cases and tasks. Agents can use it to respond to all task types, view the full context of an issue, and get relevant recommendations to resolve issues.") and [Configure CSM Configurable Workspace](https://www.servicenow.com/docs/U0~GkxewdpJrO0bn2vLs9w "Review the CSM Configurable Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed."). | | Claim summary (360) page | Processor, Adjuster, Manager | The Claim 360 UI Builder page is set up in theFSO Core and is available in claims applications. It can be cloned and modified to create a specific claim summary page for a particular line of business. To enable a claim summary on a case, enable the CSM default record page and define the correct order. For more information, see [UI Builder](https://www.servicenow.com/docs/access?context=ui-builder-overview&version=australia&pubname=australia-application-development&ft:locale=en-US). | [Table 1. Persona workspaces] {#insurance-claims-dashboards-and-workspaces__table_mzq_2yv_zcc} ## Dashboards included in Insurance claims {#insurance-claims-dashboards-and-workspaces__section_qsc_vwv_zcc} To modify the conditions on the landing pages, navigate to AllPlatform AnalyticsDashboards. Select the dashboards and edit them by using UI Builder. For more information on the included dashboards and their layouts, see [Insurance claims landing pages and workspaces](https://www.servicenow.com/docs/wLXjSRig0pM9emzGYy43KQ "In the Insurance claims application, you can view summaries of your claims work in the landing page. You can also work on your claim tasks from the claim workspace."). Note: The FNOL landing page is built into Financial Services Operations Core. Any changes to this page may impact other applications. For more information on landing pages as dashboards, see . *[\>]: and then