Security Roles for Core Policy Admin

FintechOS security architecture is a unified security design aimed at empowering FintechOS clients to address the necessities and potential risks involved in a certain scenario or environment. The security roles are an inbuilt part of the Core DPA Platform security architecture, designed to help you mitigate cybercrime-related risks and keep data secure across all your business flows. Consequently, you use security roles to protect sensitive data and configure various organization layers to allow for better communication, collaboration, or reporting.

The following security roles are available for Core Policy Admin allowing the users to only perform the actions attributed to them:

Security Role	Description
Policy info	This user only has the right to see the Policies and Masterpolicies list and form (and the Policies + Masterpolicies menu entry) without having the possibility to edit. NOTE   Useful for other module’s users who need to have policy view rights.
Policy user	Read-only rights for Policies and Masterpolicies. Rights for policy versioning process. Rights to insert a Cancellation request without the possibility to approve it.
Policy superUser	Rights to insert Policy alterations and work on them. Reinitiate payment returns and make the payment returns (last buttons on the Cancellation form).
Policy manager	Cancellation approvals and returns approvals.

 

The following are the defined security privileges per every role (view, insert and edit):

Functionality	Policy info	Policy user	Policu superUser	Policy manager
Masterpolicies	View	View	View	View
Policies	View	View Edit	View	View
Installments	View	View	View Edit	View
Installment payment allocation	View	View	View	View
Invoices	View	View	View	View
Policy coverages	View	View	View	View
Alterations			View Insert Edit	View
Cancellations		View Insert Edit	View Edit	View Edit
Request approval cancellation		View	View	View Edit (approval)
Premium Reimbursements		View	View Edit	View Insert
Return approvals		View	View	View Edit

 

The table below presents which menu items are accessible for every security role:

Menu item	Policy info	Policy user	Policy superUser	Policy manager
Masterpolicies	x	x	x	x
Policies	x	x	x	x
Alterations			x	x
Cancellations		x	x	x
Premium Reimbursements			x	x
Policy Versionning		x