---
schema_version: "1"
id: 9ce19bdc8df8651aa61d57744f8e087be477e536e6a67a8539c560c9e63d79ca
title: Insurance | Create Claim Participant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_fsc_create_claim_participant.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_fsc_create_claim_participant.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b97f14d9aa1c6751d8f28201c40054504c66e6321ae42edbceb0d4b095153ee5
description: Create a claim participant based on the account, insurance policy participant, and role details.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Insurance | Create Claim Participant

Create a claim participant based on the account, insurance policy participant, and role details.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d32381e77">Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32381e77 ">To use Financial Services Cloud:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32381e77 ">
            <p>Financial Services Cloud Extension</p>
            <p>OR</p>
            <p>FSC Foundation</p>
            <p>OR</p>
            <p>FSC
              Sales</p>
            <p style="margin-bottom:0;">OR</p>
            <p style="margin-bottom:0;">FSC Service</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32381e77 ">To use Claims Service Employee Assistance:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32381e77 ">Einstein for Financial Services user permission</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d32381e77 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateClmParticipant</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.insurance_claims_svc_emp_asst.htm&amp;language=en_US" target="_blank">Agentforce for Financial Services: Claims Service Employee Assistance</a></td></tr></tbody></table>

## Guidelines and Considerations

See [Considerations for Agentforce for Financial Services: Claims Service Employee Assistance](https://help.salesforce.com/s/articleView?id=ind.insurance_claims_svc_emp_asst_considerations.htm&language=en_US)