Oceanwide Bridge User Guide - Security Roles and Rights

Oceanwide Bridge
User Guide - Security Roles and Rights
Version 2.4.75

Version 2.4.75 Bridge User Guide User Guide - Security Roles and Rights

Table of Contents i

Introduction 1

Guide 1

Security Roles 2

Default Roles 2

Security Rights 4

Rights 4

Index 32

Version 2.4.75 Bridge User Guide User Guide - Security Roles and Rights

Introduction

Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies.

Access to all features, options, and data are controlled by the settings in each user account. A user has one or more Security Roles, often named to describe the type of user that would have the role. Each Security Role includes a selection of Security Rights, which control access to all areas of the system at the most granular level.

Guide

This guide is divided into the following major categories. Click a link to jump to the appropriate section.

Roles / Descriptions of the common Security Roles at their default settings.
Rights List / Descriptions of all rights.

Version 2.4.75 Bridge User Guide User Guide - Security Roles and Rights

Security Roles

Roles are the collections of rights that are assigned to individual user accounts. This allows any number of related rights to be quickly assigned to one or more user accounts that will perform a similar role in the system.

If a user has a variety of responsibilities, multiple roles can be assigned, and new roles can be created to fill in any gaps.

Default Roles

When the system is first initialized, these default roles are created automatically. These default roles may be modified, and new roles may be created.

Client / A standard client level role, allowing users to create submissions and access associated features such as printing documents, sending e-mails, and adding notes.
Client Risk Manager / Includes all rights associated with the Client role, but with the added ability to view and edit client records.
Compliance Manager / Provides the rights required to edit and manage submissions that are in referral for possible compliance violations.
Distributor / A standard distributor or broker level role, allowing the creation of submissions, documents, e-mails, and notes, as well as full access to create and manage client records.
Distributor Supervisor / Includes all rights associated with the Distributor role, but with the added abilities to manage clients, e-mails, and product descriptions at the master cover level, manage user accounts, bypass online payments, and initiate policy cancellations.
Distributor / Insurer Manager / A management level role, with the rights to manage distributor companies, insurer companies, and user accounts.
Product Designer / Includes all rights required to create and manage workflows and all workflow components, as well as other resources used for configuring master covers.
System Administrator / Used for website administration, allows the management of licensee offices, portals, and custom labels throughout the system.
Underwriter / A standard underwriter or insurer role, allowing the creation and full administration of submissions and policies, clients, user accounts, and master covers (excluding status changes).
Underwriter Supervisor / Includes all rights associated with the Underwriter role, but with the added abilities to change master cover status and view certain product design resources.
Adjuster / A standard role for claims adjusters, allowing the creation and full administration of claims and claim payments. Users with this role can also be assigned to handle follow-ups.
Adjuster Supervisor / Includes all rights associated with the Adjuster role, but with the added abilities to manage adjuster assignments. Users with this role can also be assigned to handle follow-ups.

Version 2.4.75 Bridge User Guide User Guide - Security Roles and Rights

Security Rights

Individual Rights are the most granular elements controlling what any specific user can do throughout the system. Some rights have a very specific purpose, controlling just one feature, while others provide access to a range of features. In some cases, multiple rights are required to access a single feature.

The table below identifies each right as it appears in the rights list, what the right allows in the system, and what roles include the right by default.

Rights

Security Right / Module / Information
AllowBillingBackdate / Billing / Purpose: Allows the user to post a backdated Earned Premium Report.
Roles: This right is not included in any default security roles.
AssignClaimAdjuster / Claims / Purpose: Allows the user to assign an adjuster to the claim.
Roles: Assigned to the Adjuster Supervisor role by default.
AttachClaimParty / Claims / Purpose: Allows the user to attach a party to the claim.
Roles: Assigned to the Adjuster and Adjuster Supervisor roles by default.
BindAdjustment / Policy / Purpose: Allows the user to bind Adjustment transactions.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
BindDeclaration / Policy / Purpose: Allows the user to bind Declaration transactions.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
BindEndorsement / Policy / Purpose: Allows the user to bind Endorsement transactions.
Roles: Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
BindPolicy / Policy / Purpose: Allows the user to bind New Business transactions.
Roles: Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
BindRenewal / Policy / Purpose: Allows the user to bind a Renewal transaction.
Roles: Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
BypassOnlinePayment / Policy / Purpose: Allows the user to bypass online payments and bind a transaction.
Roles: Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
BypassPrintDocumentDisabling / Policy / Purpose: Allows the user to print documents when changes to the transaction would normally have disabled all printing.
Roles: This right is not included in any default security roles.
CalculateQuoteAction / Policy / Purpose: Allows the user to manually trigger quote calculation. Additional right required.
Roles: Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.
CancelPolicy / Policy / Purpose: Allows the user to initiate, manage, and complete cancellations.
Roles: Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CertifyAttachment / Policy / Purpose: Allows the user to check or uncheck the Certified checkbox when viewing the settings for an attached file. Additional rights required.
Roles: Assigned to the Underwriter and Underwriter Supervisor roles by default.
CertifyClaimAttachment / Claims / Purpose: Allows user to check or uncheck the Certified checkbox when viewing the settings for an attached file.
Roles: This right is not included in any default security roles.
ConfigureSingleSignOnUser / Policy / Purpose: Provides access to the Single Sign-On Settings panel when viewing a user account.
Roles: This right is not included in any default security roles.
ConfirmComplianceReferral / Policy / Purpose: Allows the user to manage transactions in referral due to compliance, including accepting or declining the referral, and managing client and premium details. Additional rights required.
Roles: Assigned to the Compliance Manager role by default.
ConfirmMasterCover / Policy / Purpose: Allows the user to set a master cover to Live status.
Roles: Assigned to the Underwriter Supervisor role by default.
ConfirmMaxReferralLimit1 / Policy / Purpose: Allows the user to manage referrals, including quoting, declining, binding, and managing client and premium details. Additional rights required. Also allows the user to bypass Underwriting Required status for standard referrals.
Roles: Assigned to the Underwriter and Underwriter Supervisor roles by default.
CreateAdjustment / Policy / Purpose: Allows the user to initiate Adjustment transactions.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateAdjustmentType / Billing / Purpose: Allows the creation of Adjustment Types.
Roles: This right is not included in any default security roles.
CreateAssured / Policy / Purpose: Allows the user to create new client records. Additional rights required to create client companies or individual clients.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateAssuredCompany / Policy / Purpose: Allows the user to create new client company records. Also requires CreateAssured.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateAssuredIndividual / Policy / Purpose: Allows the user to create new individual client records. Also requires CreateAssured.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateAttachment / Policy / Purpose: Allows the user to attach files to a transaction.
Roles: Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateBankAccount / Billing / Purpose: Allows the creation of Bank Accounts.
Roles: This right is not included in any default security roles.
CreateBatchReceipt / Billing / Purpose: Allows the creation of Batch Receipts.
Roles: This right is not included in any default security roles.
CreateBillingAdjustment / Billing / Purpose: Allows the creation of Billing Adjustments.
Roles: This right is not included in any default security roles.
CreateBillingDocument / Billing / Purpose: Allows the creation of Billing Documents.
Roles: This right is not included in any default security roles.
CreateClaimAttachment / Claims / Purpose: Allows user to attach a file to a claim.
Roles: This right is not included in any default security roles.
CreateClaimAutoAssignmentRule / Claims / Purpose: Allows the user to create configurations for Automatic Adjuster Assignment .
Roles: Assigned to the Adjuster Supervisor role by default.
CreateClaimCompany / Claims / Purpose: Allows the user to create Professional Service Companies that the insurance company interacts with. This applies to creating companies through the Professional Service Companies feature, or through the Attach Claim Parties feature in the claim workflow.
Roles: Assigned to the Adjuster and Adjuster Supervisor roles by default.
CreateClaimCustomEvent / Claims / Purpose: Allows the user to create events in the Workflow Events page.
Roles: This right is not included in any default security roles.
CreateClaimCustomValidationRule / Claims / Purpose: Allows the user to create validation rules in the Custom Validation Rules page.
Roles: This right is not included in any default security roles.
CreateClaimDocumentConfiguration / Claims / Purpose: Allows the user to create document configurations in the Claims Document Configurations page.
Roles: This right is not included in any default security roles.
CreateClaimEmailConfiguration / Claims / Purpose: Allows the user to create e-mail configurations in the E-mail Configurations page.
Roles: This right is not included in any default security roles.
CreateClaimEmailTemplate / Claims / Purpose: Allows the user to create e-mail templates in the E-mail Template List page.
Roles: This right is not included in any default security roles.
CreateClaimPayment / Claims / Purpose: Allows the user to create a claim payment, either through the Payments screen or through the Claim Actions widget. Without this right, the Create Payment button is hidden. The user must also have the EditClaimPaymentStatus right in order to select the required Status field.
Roles: Assigned to the Adjuster and Adjuster Supervisor roles by default.
CreateClaimPaymentIntegrationRule / Claims / Purpose: Allows the user to create integration rules in the Payment Integration Rules page.
Roles: This right is not included in any default security roles.
CreateClaimReserve / Claims / Purpose: Allows the user to create the claim reserves and estimates. Without this right, the Set Estimate button is hidden.
Roles: Assigned to the Adjuster and Adjuster Supervisor roles by default.
CreateClause / Policy / Purpose: Allows the user to create new clauses.
Roles: Assigned to the Product Designer role by default.
CreateCrossPolicyDataConfigurations / Policy / Purpose: Allows the user to create configurations in the Cross-Policy Data Configurations page.
Roles: This right is not included in any default security roles.
CreateDeclaration / Policy / Purpose: Allows the user to create a declaration when viewing the Declaration Periods list.
Roles: Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateDistributor / Policy / Purpose: Allows the user to create a new Distributor company.
Roles: Assigned to the Distributor/Insurer Manager role by default.
CreateDistributorPayablePayment / Billing / Purpose: Allows the creation of a Distributor Payable Payment.
Roles: This right is not included in any default security roles.
CreateDocumentsForms / Policy / Purpose: Allows the user to attach document templates for use in setting up printing options in the master cover.
Roles: Assigned to the Product Designer role by default.
CreateEmailTemplate / Policy / Purpose: Allows the user to create e-mail templates for use in setting up e-mail options in the master cover.
Roles: This right is not included in any default security roles.
CreateEndorsement / Policy / Purpose: Allows the user to initiate Endorsement transactions.
Roles: Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.
CreateField / Policy / Purpose: Allows the user to create fields for use in building a workflow.
Roles: Assigned to the Product Designer role by default.
CreateFieldIndexing / Claims / Purpose: Allows the user to add fields to the field indexing feature.
Roles: This right is not included in any default security roles.
CreateGeneralLedgerAccount / Billing / Purpose: Allows the creation of General Ledger Accounts.
Roles: This right is not included in any default security roles.
CreateInsurer / Policy / Purpose: Allows the user to create a new Insurer company.
Roles: Assigned to the Distributor/Insurer Manager role by default.
CreateInsurerPayablePayment / Billing / Purpose: Allows the creation of an Insurer Payable Payment.
Roles: This right is not included in any default security roles.