Security Roles for Service Insurance

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

Security Role	Description
Policy info	Users with this security role only have view rights for the Policies and Masterpolicies list and form (and the Policies + Masterpolicies menu entry), without having the possibility to edit.
Policy user	Users with this security role have read-only rights for Policies and Masterpolicies. They also have rights for policy versioning process, and rights to insert a cancellation request, without the possibility to approve it.
Policy superUser	Users with this security role have the rights to insert Policy alterations and edit them. Reinitiate and make payment returns (last buttons on the Cancellation form). The Policy superUser has the right to either make a payment return or reinitiate payment return.
Policy manager	Users with this security role can make cancellation approvals and returns approvals.

 

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

Functionality	Policy info	Policy user	Policy 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

The following are the defined security roles for the Billing & Collection solution:

Security role	Description
Operations user	This is the user role for performing imports in the system. For example, you use this role for uploading bank statements, notification files from online payment processors and direct debit notification or instruction files. Please see the table below for the available access privileges for this user role.
Operations superUser	This is the user role for operating with payment data. For example, you use this role for allocating or deallocating payments, initiating outgoing payment requests, or delete installments. Please see the table below for the available access privileges for this user role.
Operations manager	This is the user role for approving payment requests. Please see the table below for the available access privileges for this user role.

 

The following are the defined security privileges per every role:

Functionality	Operations User	Operations SuperUser	Operations Manager
Invoices	View	View Edit	View
Installments	View	View Edit (can remove installments)	View
Premiums collected - Payments	View Insert	View Insert Edit	View
Bank statements	View Insert	View	View
Payments - Incoming and Outgoing	View Insert	View Insert Edit	View
Payment returns and Unallocated payments	-	View Insert Edit	View
Outgoing Payment Request Approval	-	-	View Insert Edit
Payments Allocation	View	View Insert Edit	View
Outgoing Payment Requests	View	View Insert Edit	View
DIDE Mandates	View Insert Edit	-	View
DIDE Notification file	View Insert	-	View
DIDE Payment Instructions file	View	-	View
DIDE Payment Confirmations	View Edit	-	View
DIDE Payment Denied	View Edit	-	View

For the UK flow:

Security role	Description
Operations user	This user has the rights to see the DIDE files (External Reports) menu, lists and forms, also having the possibility to import new files: ADDACS and ARUDD files. FTOS_PYMT_ADDACSReasonType - read FTOS_PYMT_DIDE_ADDACSDetail - read FTOS_PYMT_DIDE_ADDACS - create, read, update FTOS_PYMT_ARUDD - create, read, update FTOS_PYMT_ARUDDDetail - create, read, update FTOS_PYMT_DIDEMandateInstruction - read FTOS_PYMT_DIDEMandateInstructionDetail - read FTOS_DFP_FlowSettings - read
Operations manager	View rights for all new DIDE entities: FTOS_PYMT_ADDACSReasonType - read FTOS_PYMT_DIDE_ADDACSDetail - read FTOS_PYMT_DIDE_ADDACS - read FTOS_PYMT_ARUDD - read FTOS_PYMT_ARUDDDetail - read FTOS_PYMT_DIDEMandateInstruction - read FTOS_PYMT_DIDEMandateInstructionDetail - read

The security roles for Claims Management are described below:

Security Role	Description
FNOL User	This user has the rights to insert in the FNOL list + Claim insert, at user level.
Claim superUser	This user has the rights to insert new Claims and process the entire flow without the possibility to validate the loss values, approve claim payments and approve declining proposals.
Claim manager	This user has the rights to validate loss values, rights to approve claim payments and the rights to approve declining proposals.

 

The following are the defined security privileges per every role (where V=view, I=insert, E=edit):

Functionality	FNOL user	Claim superUser	Claim manager
FNOL	View Insert Edit	View	View
Claims	Insert	View Edit	View
Loss value valdiation	-	View Insert	View Edit (approval)
Payments	-	View Insert	View Edit (approval)
Declining proposals	-	View Insert	View Edit (approval)
Claim payments	-	View	View Edit (approval)
Reserves	-	View	View

 

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

Manu item	FNOL user	Claims superUser	Claim manager
FNOL	x
Claims		x	x
Reserves		x	x
Claims payments		x	x
Declining proposals		x	x

The following are the defined security roles for the Reinsurance Admin solution, and their privileges:

Security role	Description
Reinsurance info	This user has the right to see the reinsurance menu, list and form (in all statuses), without having the possibility to edit.
Reinsurance manager	This user has the right to see the reinsurance menu and list. This user also has the right to perform CRUD operations on a reinsurance contract.