Oceanwide Bridge User Guide - Security Roles and Web view are the most granular elements controlling

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Oceanwide Bridge User Guide - Security Roles and Rights

Oceanwide Bridge

User Guide - Security Roles and Rights

Version 2.4.71

Table of Contents

1

Version 2.4.71 Bridge User Guide User Guide - Security Roles and Rights

1 Error! No text of specified style in document. Oceanwide Bridge User Guide - Security Roles and Rights

Version 2.4.71 Bridge User Guide User Guide - Security Roles and Rights

Table of Contents

Table of Contents i

Introduction 1

Guide 1

Security Roles 2

Default Roles 2

Security Rights 4

Rights 4

Index 31

Table of Contents

i

Version 2.4.71 Bridge User Guide User Guide - Security Roles and Rights

Table of Contents

1

Index

31

Version 2.4.71 Bridge User Guide User Guide - Security Roles and Rights

30 Table of Contents Oceanwide Bridge User Guide - Security Roles and Rights

Version 2.4.71 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.

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.

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.