User Type Rights
A right is defined as the user's ability to perform a defined function. You can assign up to four rights (create, read, update or delete) for either personal lines, commercial lines or universally. Universally means that the function does not explicitly apply to either commercial or personal. Universal rights are mutually exclusive of personal and commercial rights.
Each user type, whether user-defined or ODEN defined is composed of a series of rights. Each right defines at what level the user may perform a particular function.
Rights and their definitions
- Create:Allows a user to create records for a specified function. Usually this right enables theAddmenu option.
- Read:Allows a user to read records for a specified function.
- Update:Allows a user to update/modify existing records.
- Delete:Allows a user to delete existing records. This enables theDeletemenu option.
Types of right
- Personal:Applicable to personal lines of business.
- Commercial:Applicable to commercial lines of business.
- Universal:Rights that do not explicitly apply to either the commercial or personal side. Universal rights are mutually exclusive of personal and commercial rights.
Function List
Policy Information Functions
Function | Description |
|---|---|
Policy Information | Enables either the Personal or Commercial Lines menu on the Main menu. |
Additional Interest Setup | Displays the Add Additional Interest button on the Policy Edit page. |
Notes for a Notice | Displays the Notes icon in the history section of the Read Only mode of the Policy Edit page. |
UDF Access | Enables editing of the User Defined Fields (UDF) on the Policy Edit page. You must assign a label to the UDF to display it on the policy page. |
Suppress View of Calculator date | Disables viewing the date calculator during notice generation. |
Suppress Data Fetch | Disables the Data Fetch button(if data fetch is configured) on the Policy Edit screen. |
Create Notice | Enables the Create Notice of the Policy Edit menu on the Notice Type Selection menu. |
NonRenewal | Enables the Non Renewal Notice of the Notice Type Selection menu. |
Conditional Renewal | Enables the Conditional Renewal Notice menu option on the Notice Type Selection Menu. |
Cancellation | Enables the Cancellation Notice on the Notice Type Selection menu. |
Policy Change | Enables the Policy Change Notice on the Notice Type Selection menu. |
Renewal Premium | Enables the Renewal Premium Notice on the Notice Type Selection menu. |
Refusal to Write | Enables the Refusal to Write Notice on the Notice Type Selection menu. |
Reinstatement | Enables the Reinstatement Notice menu on the Notice Type Selection menu. |
Freeform | Enables the Freeform Notice on the Notice Type Selection menu. |
Printing Suspension | Enables the Suspend Printing radio button on the Notice Print Options page of Notice Generation. |
Copy & CC List Options | Enables the editing of the Copy & CC List checkbox on the Notice Print Options page of Notice Generation. If not selected the system defaults are used. |
Batch Functions
Function | Description |
|---|---|
Batch/PO Log | Enable the Batch/PO Log option on the Main menu. |
Batch Print | Enables Batch Print checkbox option on the Batch Processing page. |
Address Export | Enables the Address Export checkbox option on the Batch Processing page. |
Post Office Log | Enables the Post Office Log checkbox option on the Batch Processing page. |
PDF Export | Enable the PDF export checkbox option on the Batch Processing page. |
Utilities, Data Setup, Data Transfer Functions
Function | Description |
|---|---|
Utilities | Enables the Utilities menu option on the Main menu. |
Data Setup | Enables the Data Setup menu option on the Utilities menu. |
General Notice Setup | Enables the General Notice Setup menu option on the Data Setup menu. |
Consumer Reporting Agencies Setup | Enables the Consumer Reporting Agency menu option on the General Notice Setup menu. |
Fax Signatures | Enables the Fax Signature menu option on the General Notice Setup menu. |
Invalid Mailing Date Rules | Enables the Invalid Mailing Date Rules menu option on the General Notice Setup menu. |
Underwriter Setup | Enables the Underwriter Setup menu option on the General Notice Setup menu. |
Freeform Titles | Enables the Freeform menu option on the General Notice Setup menu. |
General Policy Setup | Enables the General Policy Setup on the Data Setup menu. |
UDF Labels | Enables the User Defined Fields menu option on the General Policy menu. |
Branches Setup | Enables the Branches menu option on the General Policy menu. |
Policies Written - 2% Table | Enables the Policies Written - 2% Rule menu option on the General Policy menu. |
Producers Setup | Enables the Producers menu option on the General Policy menu. |
Commercial Lines Setup | Enables the Commercial Lines Setup menu option on the Data Setup menu. |
Custom Policy Setup | Enables the Policy Types menu option on the Commercial Lines menu. |
Custom Reasons Setup | Enables the Custom Reasons menu option on the Commercial Lines menu. |
Mort/Lien Pick List Setup | Enables the Mortgagee/Lienholder menu option on the Commercial Lines menu. |
Custom Advance Days Setup | Enables the Custom Advance Days menu option on the Commercial Lines menu. |
Personal Lines Setup | Enables the Personal Lines Setup menu option on the Data Setup menu. |
Custom Policy Type Setup | Enables the Policy Types menu option on the Personal Lines menu. |
Custom Reasons Setup | Enables the Custom Reasons menu option on the Personal Lines menu. |
Mort/Lien Pick List Setup | Enables the Mortgagee/Lienholder menu option on the Personal Lines menu. |
Custom Advance Days Setup | Enables the Custom Advance Days menu option on the Personal Lines menu. |
Security | Enables the Security menu option on the Utilities menu. |
User Management | Enables the User menu option on the Security menu. |
User Type Management | Enables the User Type menu option on the Security menu. |
Security Group Options | Enables the Group Options menu option on the Security menu. |
Data Transfer | Enables the Data Transfer menu option on the Utilities menu. |
Export Data | Enables the Export menu option on the Data Transfer menu. |
Import Data | Enables the Import menu option on the Data Transfer menu. |
Archive Data | Enables the Archive Data menu option on the Data Transfer menu. |
Restore Data | Enables the Restore Data menu option on the Data Transfer menu. |
Filter | Enables the Filter menu option on the Data Setup menu. |
Reports Functions
Function | Description |
|---|---|
Reports | Enables the Reports menu option on the Main menu |