{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":16005,"path":"financial-services-operations/insurance-claims/configure-personal-lines-claims.md","title":"Configure Personal Lines Claims","bundle":null,"doc_type":null,"release":"australia","body":"\n# Configure Personal Lines Claims\n\nReview the components that are installed with the Personal Lines Claims application and modify as needed for your organization's business needs.\n\n## Before you begin\n\nMake sure that the Personal Lines Claims application is installed. For more information, see [Install Personal Lines Claims](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/install-personal-lines-claims.md).\n\nRole required: sn\\_ins\\_claim\\_pers.admin and admin\n\n## Procedure\n\n1. Import your financial accounts, financial products, financial institutions, and transactions data into ServiceNow tables.\n\n For more information, see [Import your financial data using import sets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/import-financial-accounts-products-institutions.md).\n\n2. Review the installed components and modify them or add new ones as applicable.\n\n\n
\n\nTask\n\n\n\nDescription\n\n
\n\n**Configure service definitions**\n\n\n\nConfigure service definitions to enable unique flows and views for service cases and tasks. For more information, see [Configure service definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-service-definitions.md).You can add new case types and configure service definitions for each type.\n\n
\n\n**Edit or create flows**\n\n\n\nEdit or create flows using Workflow Studio. For more information, see [Edit or create flows](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-flow-designer-flows-fso-apps.md).\n\n
\n\n**Configure playbook**\n\n\n\nCreate a playbook by using Playbooks. For more information, see [Edit or create a new playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-playbooks-fso-apps.md).\n\n
\n\n**Configure CRM Workspace**\n\n\n\nConfigure CRM Workspace to enable agents to interact with customers and create and work on cases.For more information, see [Configure CRM Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-csm-workspace-fso-apps.md).\n\n
\n\n**Configure the Claim Workspace, Fraud score and Claim summary pages**\n\n\n\nConfigure 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/insurance-claims/enable-fraud-score-and-claim-summary-pages.md).**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.\n\n
\n\n**Configure Service Level Agreements \\(SLAs\\)**\n\n\n\nConfigure the installed SLAs to configure SLA timings for claim service cases and tasks.For more information, see [Configure the installed SLAs](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-sla-definitions-fso-cases.md)\n\n
\n\n**Configure user groups**\n\n\n\nConfigure 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-groups-fso.md).\n\n
\n\n**Configure assignment rules**\n\n\n\nConfigure assignment rules to identify cases that meet certain conditions and then route those cases to agents. For more information, see [Configure assignment rules](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-assignment-rules-fso-applications.md).\n\n
\n\n**Configure Document Processor**\n\n\n\nConfigure 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configuring-fso-document-processor.md).\n\n
\n\n**Configure archive rules**\n\n\n\nThe 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 Archiving** > **Archive Rules** and enable the **Archive Personal Auto Claim Case** rule.\n\n
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