--- sourceDocument: Xanadu Financial Services Operations sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/financial-services-operations Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Financial Services Operations ft:clusterId : - finso bundleId : - finso workflow : - Customer and Industry --- # Configure Personal Lines Claims # Configure Personal Lines Claims {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Review the components that are installed with the Personal Lines Claims application and modify as needed for your organization's business needs. ## Before you begin Make sure that the Personal Lines Claims application is installed. For more information, see [Install Personal Lines Claims](https://www.servicenow.com/docs/HjSOC1wJdAyJ9TiW6AuOqw "If you have the admin role, you can install the Personal Lines Claims application (sn_ins_claim_pers). The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed."). Role required: sn_ins_claim_pers.admin and admin ## Procedure 1. Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables. For more information, see [Import your financial data using import sets](https://www.servicenow.com/docs/_pRrBsVg3uvhKdimmpEe_g "Import your financial accounts, financial products, financial institutions, and financial transactions into ServiceNow Financial Services Operations Core tables. You need this foundation data to make the Financial Services Operations applications work."). 2. Review the installed components and modify them or add new ones as applicable. | Task | Description | | Configure service definitions | Configure service definitions to enable unique flows and views for service cases and tasks. For more information, see [Configure service definitions](https://www.servicenow.com/docs/~PKhWp6yNq3_lUAlQGuZ9w "Configure service definitions for the services in Financial Services Operations applications. You can review and modify the predefined service definitions installed with the application or add new ones."). You can add new case types and configure service definitions for each type. | | Edit or create flows | Edit or create flows using Workflow Studio. For more information, see [Edit or create flows](https://www.servicenow.com/docs/wazWKKyxmiiIRJMh_ao54Q "Review the flows that are available with Financial Services Operations applications to see if these flows meet your business needs. You might need to customize these flows or design new ones as needed."). | | Configure playbook | Create a playbook by using Playbooks. For more information, see [Edit or create a new playbook](https://www.servicenow.com/docs/7QItEMR2nYjfGru7ixAqkg "Review the playbooks that are available with Financial Services Operations applications to check they align to your business processes. You may need to customize them or design new ones as needed. You can still use the playbook activity definitions.​"). | | Configure CSM Configurable Workspace | Configure CSM Configurable Workspace to enable agents to interact with customers and create and work on cases. For more information, see [Configure CSM Configurable Workspace](https://www.servicenow.com/docs/woVbLjK2a40uljsGI4CHEg "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."). | | Configure the Claim Workspace, Fraud score and Claim summary pages | Configure Claim workspace, Fraud score, and Claim summary pages on claim cases and claim adjuster tasks. For more information, see [Enable Claim workspace, Fraud score, and Claim summary pages](https://www.servicenow.com/docs/eBfSviciPSqcFVFHJBIOMA "Enable and set conditions for Fraud score and Claim summary variant pages so that a claims manager, adjuster, or processor can view them."). Note: The Claim workspace is accessible from an adjuster task. The Fraud score and Claim summary pages are accessible from both a claim case and an adjuster task. | | Configure Service Level Agreements (SLAs) | Configure the installed SLAs to configure SLA timings for claim service cases and tasks. For more information, see [Configure the installed SLAs](https://www.servicenow.com/docs/9t0R5Q51wNs3GbgUNQI6wg "Review the service level agreement (SLA) definitions that are installed with Financial Services Operations applications. You can update existing SLAs or add new SLAs to configure start, pause, and stop conditions on any case attributes.") | | Configure user groups | Configure user groups for assignment of cases and tasks. You can also assign roles to groups and users. For more information, see [Configure user groups](https://www.servicenow.com/docs/EOx83xRy0C1b3QbqOfP7tw "Configure user groups for Financial Services Operations applications for assignment of cases and tasks. You can assign roles to groups to provide access to all group members or assign roles to individual users."). | | Configure assignment rules | Configure assignment rules to identify cases that meet certain conditions and then route those cases to agents. For more information, see [Configure assignment rules](https://www.servicenow.com/docs/QOaTkUJm9Bh71abHllBxXw "Configure rules to automatically assign cases to specific agents or groups based on the rule conditions. You can either modify predefined assignment rules or create new ones."). | | Configure Document Processor | Configure document processor for document categories, document types, inbound and outbound document rules, and approval rules for document deferments and exceptions. For more information, see[Configure Document Processor](https://www.servicenow.com/docs/NDpPpybmcNFemUWGQ~Mu0w "An admin can configure and manage the metadata of documents, such as categories, types, list definitions, and list item definitions. These configurations determine the documents required in Financial Services Operations applications workflows for document verification tasks."). | | Configure archive rules | The Archive Personal Auto Claim Case rule archives personal auto claim cases that are older than a year. This rule is inactive by default. To configure archive rules, navigate to System ArchivingArchive Rules and enable the Archive Personal Auto Claim Case rule. | |-|-| {#configure-personal-lines-claims__choicetable_jt1_44w_fvb} {#configure-personal-lines-claims__steps_it1_44w_fvb} *[\>]: and then