User role permissions
This page provides a comprehensive reference for all permissions available in Smart Placement, organised by user role.
|
Use the collapsible sections below to view permissions for each role. |
Broker
The broker user role can create and bind insurance records according to the terms set by the underwriter. They can view risk insights on a per-record basis.
Example users: Junior / mid / senior broker.
Broker permissions
| Permission | Enabled |
|---|---|
View SoV adapters View existing adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Create and manage products View, create, read, update and delete product specs for a given environment. |
✗ |
View policy insights View risk insights per policy. |
✓ |
Bulk clone policies Clone policies in bulk within specific parameters. |
✗ |
View Omnidoc adapters View existing adapters which support the ingestion of other document types, into a policy. |
✗ |
View Acord adapters View existing adapters which support the ingestion of Acord forms, into a policy. |
✗ |
View MRC adapters View existing adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
Accept or decline a referred policy Accept or decline a draft policy which has been referred. |
✓ |
View the events log View a log of activities for a given environment. |
✗ |
Manage portfolio aggregations View, as well as create, update and delete aggregation calculations for policy data displayed in portfolio dashboards. |
✗ |
Soft-delete unbound policies Soft-delete an unbound policy, removing it from the Policy Listing Page. |
✗ |
Manage ACORD Form adapters View, create, update and remove adapters which support the ingestion of Acord forms, into a policy. |
✗ |
Manage MRC adapters View, create, update and remove adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
View status of jobs View the status of existing jobs in a given environment. |
✗ |
Manage SoV adapters View, create, update and remove adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Manage Omnidoc adapters View, create, update and remove adapters which support the ingestion of other document types, into a policy. |
✗ |
View activity log per policy View a log of activities per policy. |
✓ |
Create a policy via the Policy Listing Page Create a draft policy using the Policy Listing Page. |
✓ |
Export policy data Export a CSV file of their policy data, as a report or as a bordereaux. |
✓ |
Edit draft policy Edit a draft policy and save changes. |
✓ |
Bind policy Bind their firm order (noted) to create a bound policy. |
✓ |
Create firm order (noted) Progress a quote to: - firm order noted (as a Broker); or - firm order (as an Underwriter). |
✓ |
Manage referral and decline triggers View, create, update or delete triggers which determine if a policy is referred or auto-declined. |
✗ |
View referral and decline triggers View the triggers which determine if a policy is referred or auto-declined. |
✗ |
Restore unbound policies Restore an unbound policy that was soft-deleted, to the Policy Listing Page. |
✗ |
NTU a quote Mark a quote as Not Taken Up. |
✓ |
Create quote Create a quote for their draft policy. |
✓ |
Manage policy insights View, create, update and delete visualised data for a specific policy. |
✓ |
Manage scenarios View, create, update and delete scenario simulations. |
✗ |
View extraction debug info in policy inspector View the extraction debug information in the ‘Inspector’ area of a policy. |
✗ |
Enable additional columns on the Policy Listing Page Enable additional columns to appear on the Policy Listing Page, up to the maximum number permitted to display. Note: Enabled columns can only be displayed and will appear to the right of the last default column on the Policy Listing Page. You cannot apply ‘sort’ or ‘filter’ behaviour to columns enabled via this permission. |
✗ |
Manage global policy layouts View, create, update and delete policy layouts, for sharing to all users of a given environment. |
✗ |
Create and manage tasks View, create, update and delete generic tasks. |
✓ |
Customise views for the Policy Listing Page View, create, update and delete policy views for the Policy Listing Page. |
✓ |
Set global feature flags Switch feature flags on or off that will influence the set-up for all users of a given environment. |
✗ |
Upload files to policy (no ingestion) Upload files to a policy without using any data extraction / ingestion capability. |
✓ |
Create a policy via email ingestion Create a draft policy by submitting policy data via email to the platform for ingestion. |
✓ |
Clone policy Create a draft copy of an existing policy. |
✓ |
Import files for policy ingestion Import files and extract their data into a policy, using our ingestion capability. |
✓ |
Endorse policy Create an endorsement for their bound policy. |
✓ |
Cancel policy Create a cancellation endorsement to cancel their policy. |
✓ |
Renew policy Create a draft renewal of an existing policy. |
✓ |
View portfolio dashboards View a dashboard of visualised portfolio policy data. |
✓ |
Manage portfolio dashboards View, as well as create, update and delete portfolio dashboards of policy data. |
✗ |
View scenarios View existing scenario simulations. |
✗ |
Underwriter
The underwriter user role can create and bind records according to the terms set by the broker. They can view risk insights on a per-record basis.
Example users: Junior / mid / senior underwriter.
Underwriter permissions
| Permission | Enabled |
|---|---|
View SoV adapters View existing adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Create and manage products View, create, read, update and delete product specs for a given environment. |
✗ |
View policy insights View risk insights per policy. |
✓ |
Bulk clone policies Clone policies in bulk within specific parameters. |
✗ |
View Omnidoc adapters View existing adapters which support the ingestion of other document types, into a policy. |
✗ |
View Acord adapters View existing adapters which support the ingestion of Acord forms, into a policy. |
✗ |
View MRC adapters View existing adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
Accept or decline a referred policy Accept or decline a draft policy which has been referred. |
✓ |
View the events log View a log of activities for a given environment. |
✗ |
Manage portfolio aggregations View, as well as create, update and delete aggregation calculations for policy data displayed in portfolio dashboards. |
✗ |
Soft-delete unbound policies Soft-delete an unbound policy, removing it from the Policy Listing Page. |
✗ |
Manage ACORD Form adapters View, create, update and remove adapters which support the ingestion of Acord forms, into a policy. |
✗ |
Manage MRC adapters View, create, update and remove adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
View status of jobs View the status of existing jobs in a given environment. |
✗ |
Manage SoV adapters View, create, update and remove adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Manage Omnidoc adapters View, create, update and remove adapters which support the ingestion of other document types, into a policy. |
✗ |
View activity log per policy View a log of activities per policy. |
✓ |
Create a policy via the Policy Listing Page Create a draft policy using the Policy Listing Page. |
✓ |
Export policy data Export a CSV file of their policy data, as a report or as a bordereaux. |
✓ |
Edit draft policy Edit a draft policy and save changes. |
✓ |
Bind policy Bind their firm order (noted) to create a bound policy. |
✓ |
Create firm order (noted) Progress a quote to: - firm order noted (as a Broker); or - firm order (as an Underwriter). |
✓ |
Manage referral and decline triggers View, create, update or delete triggers which determine if a policy is referred or auto-declined. |
✗ |
View referral and decline triggers View the triggers which determine if a policy is referred or auto-declined. |
✓ |
Restore unbound policies Restore an unbound policy that was soft-deleted, to the Policy Listing Page. |
✗ |
NTU a quote Mark a quote as Not Taken Up. |
✓ |
Create quote Create a quote for their draft policy. |
✓ |
Manage policy insights View, create, update and delete visualised data for a specific policy. |
✓ |
Manage scenarios View, create, update and delete scenario simulations. |
✓ |
View extraction debug info in policy inspector View the extraction debug information in the ‘Inspector’ area of a policy. |
✗ |
Enable additional columns on the Policy Listing Page Enable additional columns to appear on the Policy Listing Page, up to the maximum number permitted to display. Note: Enabled columns can only be displayed and will appear to the right of the last default column on the Policy Listing Page. You cannot apply ‘sort’ or ‘filter’ behaviour to columns enabled via this permission. |
✗ |
Manage global policy layouts View, create, update and delete policy layouts, for sharing to all users of a given environment. |
✗ |
Create and manage tasks View, create, update and delete generic tasks. |
✓ |
Customise views for the Policy Listing Page View, create, update and delete policy views for the Policy Listing Page. |
✓ |
Set global feature flags Switch feature flags on or off that will influence the set-up for all users of a given environment. |
✗ |
Upload files to policy (no ingestion) Upload files to a policy without using any data extraction / ingestion capability. |
✓ |
Create a policy via email ingestion Create a draft policy by submitting policy data via email to the platform for ingestion. |
✓ |
Clone policy Create a draft copy of an existing policy. |
✓ |
Import files for policy ingestion Import files and extract their data into a policy, using our ingestion capability. |
✓ |
Endorse policy Create an endorsement for their bound policy. |
✓ |
Cancel policy Create a cancellation endorsement to cancel their policy. |
✓ |
Renew policy Create a draft renewal of an existing policy. |
✓ |
View portfolio dashboards View a dashboard of visualised portfolio policy data. |
✓ |
Manage portfolio dashboards View, as well as create, update and delete portfolio dashboards of policy data. |
✗ |
View scenarios View existing scenario simulations. |
✓ |
Super-user
The super-user role can use some tooling capabilities (e.g. soft-delete and restore unbound records, revert bound records to unbound) as well as access the company’s overall product portfolio dashboard, to view and edit as desired. In this context, this role is considered a "bolt-on/extra battery pack" to either the broker or underwriter role, to enhance their privileges in-platform.
Example users: Lead broker, lead underwriter.
Super-user permissions
| Permission | Enabled |
|---|---|
View SoV adapters View existing adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✓ |
Create and manage products View, create, read, update and delete product specs for a given environment. |
✓ |
View policy insights View risk insights per policy. |
✓ |
Bulk clone policies Clone policies in bulk within specific parameters. |
✓ |
View Omnidoc adapters View existing adapters which support the ingestion of other document types, into a policy. |
✓ |
View Acord adapters View existing adapters which support the ingestion of Acord forms, into a policy. |
✓ |
View MRC adapters View existing adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✓ |
Accept or decline a referred policy Accept or decline a draft policy which has been referred. |
✓ |
View the events log View a log of activities for a given environment. |
✓ |
Manage portfolio aggregations View, as well as create, update and delete aggregation calculations for policy data displayed in portfolio dashboards. |
✓ |
Soft-delete unbound policies Soft-delete an unbound policy, removing it from the Policy Listing Page. |
✓ |
Manage ACORD Form adapters View, create, update and remove adapters which support the ingestion of Acord forms, into a policy. |
✓ |
Manage MRC adapters View, create, update and remove adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✓ |
View status of jobs View the status of existing jobs in a given environment. |
✗ |
Manage SoV adapters View, create, update and remove adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✓ |
Manage Omnidoc adapters View, create, update and remove adapters which support the ingestion of other document types, into a policy. |
✓ |
View activity log per policy View a log of activities per policy. |
✓ |
Create a policy via the Policy Listing Page Create a draft policy using the Policy Listing Page. |
✗ |
Export policy data Export a CSV file of their policy data, as a report or as a bordereaux. |
✓ |
Edit draft policy Edit a draft policy and save changes. |
✗ |
Bind policy Bind their firm order (noted) to create a bound policy. |
✗ |
Create firm order (noted) Progress a quote to: - firm order noted (as a Broker); or - firm order (as an Underwriter). |
✗ |
Manage referral and decline triggers View, create, update or delete triggers which determine if a policy is referred or auto-declined. |
✓ |
View referral and decline triggers View the triggers which determine if a policy is referred or auto-declined. |
✓ |
Restore unbound policies Restore an unbound policy that was soft-deleted, to the Policy Listing Page. |
✓ |
NTU a quote Mark a quote as Not Taken Up. |
✗ |
Create quote Create a quote for their draft policy. |
✗ |
Manage policy insights View, create, update and delete visualised data for a specific policy. |
✓ |
Manage scenarios View, create, update and delete scenario simulations. |
✓ |
View extraction debug info in policy inspector View the extraction debug information in the ‘Inspector’ area of a policy. |
✗ |
Enable additional columns on the Policy Listing Page Enable additional columns to appear on the Policy Listing Page, up to the maximum number permitted to display. Note: Enabled columns can only be displayed and will appear to the right of the last default column on the Policy Listing Page. You cannot apply ‘sort’ or ‘filter’ behaviour to columns enabled via this permission. |
✓ |
Manage global policy layouts View, create, update and delete policy layouts, for sharing to all users of a given environment. |
✓ |
Create and manage tasks View, create, update and delete generic tasks. |
✓ |
Customise views for the Policy Listing Page View, create, update and delete policy views for the Policy Listing Page. |
✓ |
Set global feature flags Switch feature flags on or off that will influence the set-up for all users of a given environment. |
✗ |
Upload files to policy (no ingestion) Upload files to a policy without using any data extraction / ingestion capability. |
✗ |
Create a policy via email ingestion Create a draft policy by submitting policy data via email to the platform for ingestion. |
✗ |
Clone policy Create a draft copy of an existing policy. |
✓ |
Import files for policy ingestion Import files and extract their data into a policy, using our ingestion capability. |
✗ |
Endorse policy Create an endorsement for their bound policy. |
✗ |
Cancel policy Create a cancellation endorsement to cancel their policy. |
✗ |
Renew policy Create a draft renewal of an existing policy. |
✗ |
View portfolio dashboards View a dashboard of visualised portfolio policy data. |
✓ |
Manage portfolio dashboards View, as well as create, update and delete portfolio dashboards of policy data. |
✓ |
View scenarios View existing scenario simulations. |
✗ |
Business admin
The business admin user role can view, but not create or edit, all the insurance records in a given environment. This is because, in the real world, they do not get involved in any insurance transactions. But they do need to see the overall performance of the product spec portfolio.
Example users: Project manager, portfolio manager, business analyst.
Business admin permissions
| Permission | Enabled |
|---|---|
View SoV adapters View existing adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Create and manage products View, create, read, update and delete product specs for a given environment. |
✓ |
View policy insights View risk insights per policy. |
✓ |
Bulk clone policies Clone policies in bulk within specific parameters. |
✓ |
View Omnidoc adapters View existing adapters which support the ingestion of other document types, into a policy. |
✗ |
View Acord adapters View existing adapters which support the ingestion of Acord forms, into a policy. |
✗ |
View MRC adapters View existing adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
Accept or decline a referred policy Accept or decline a draft policy which has been referred. |
✓ |
View the events log View a log of activities for a given environment. |
✗ |
Manage portfolio aggregations View, as well as create, update and delete aggregation calculations for policy data displayed in portfolio dashboards. |
✓ |
Soft-delete unbound policies Soft-delete an unbound policy, removing it from the Policy Listing Page. |
✗ |
Manage ACORD Form adapters View, create, update and remove adapters which support the ingestion of Acord forms, into a policy. |
✗ |
Manage MRC adapters View, create, update and remove adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
View status of jobs View the status of existing jobs in a given environment. |
✗ |
Manage SoV adapters View, create, update and remove adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Manage Omnidoc adapters View, create, update and remove adapters which support the ingestion of other document types, into a policy. |
✗ |
View activity log per policy View a log of activities per policy. |
✓ |
Create a policy via the Policy Listing Page Create a draft policy using the Policy Listing Page. |
✗ |
Export policy data Export a CSV file of their policy data, as a report or as a bordereaux. |
✓ |
Edit draft policy Edit a draft policy and save changes. |
✗ |
Bind policy Bind their firm order (noted) to create a bound policy. |
✗ |
Create firm order (noted) Progress a quote to: - firm order noted (as a Broker); or - firm order (as an Underwriter). |
✗ |
Manage referral and decline triggers View, create, update or delete triggers which determine if a policy is referred or auto-declined. |
✗ |
View referral and decline triggers View the triggers which determine if a policy is referred or auto-declined. |
✓ |
Restore unbound policies Restore an unbound policy that was soft-deleted, to the Policy Listing Page. |
✗ |
NTU a quote Mark a quote as Not Taken Up. |
✗ |
Create quote Create a quote for their draft policy. |
✗ |
Manage policy insights View, create, update and delete visualised data for a specific policy. |
✗ |
Manage scenarios View, create, update and delete scenario simulations. |
✓ |
View extraction debug info in policy inspector View the extraction debug information in the ‘Inspector’ area of a policy. |
✗ |
Enable additional columns on the Policy Listing Page Enable additional columns to appear on the Policy Listing Page, up to the maximum number permitted to display. Note: Enabled columns can only be displayed and will appear to the right of the last default column on the Policy Listing Page. You cannot apply ‘sort’ or ‘filter’ behaviour to columns enabled via this permission. |
✗ |
Manage global policy layouts View, create, update and delete policy layouts, for sharing to all users of a given environment. |
✗ |
Create and manage tasks View, create, update and delete generic tasks. |
✓ |
Customise views for the Policy Listing Page View, create, update and delete policy views for the Policy Listing Page. |
✓ |
Set global feature flags Switch feature flags on or off that will influence the set-up for all users of a given environment. |
✗ |
Upload files to policy (no ingestion) Upload files to a policy without using any data extraction / ingestion capability. |
✗ |
Create a policy via email ingestion Create a draft policy by submitting policy data via email to the platform for ingestion. |
✗ |
Clone policy Create a draft copy of an existing policy. |
✗ |
Import files for policy ingestion Import files and extract their data into a policy, using our ingestion capability. |
✗ |
Endorse policy Create an endorsement for their bound policy. |
✗ |
Cancel policy Create a cancellation endorsement to cancel their policy. |
✗ |
Renew policy Create a draft renewal of an existing policy. |
✗ |
View portfolio dashboards View a dashboard of visualised portfolio policy data. |
✓ |
Manage portfolio dashboards View, as well as create, update and delete portfolio dashboards of policy data. |
✓ |
View scenarios View existing scenario simulations. |
✗ |
Developer
The developer user role manages the technical configuration of Smart Placement to meet their company’s needs, for an insurance product. They do not get involved in any insurance trading (record creation or binding activities), nor monitor the portfolio performance, but they have access to necessary tooling areas and can write specs.
Example users: Developer, solutions engineer, actuary.
Developer permissions
| Permission | Enabled |
|---|---|
View SoV adapters View existing adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✓ |
Create and manage products View, create, read, update and delete product specs for a given environment. |
✓ |
View policy insights View risk insights per policy. |
✓ |
Bulk clone policies Clone policies in bulk within specific parameters. |
✗ |
View Omnidoc adapters View existing adapters which support the ingestion of other document types, into a policy. |
✓ |
View Acord adapters View existing adapters which support the ingestion of Acord forms, into a policy. |
✓ |
View MRC adapters View existing adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✓ |
Accept or decline a referred policy Accept or decline a draft policy which has been referred. |
✗ |
View the events log View a log of activities for a given environment. |
✓ |
Manage portfolio aggregations View, as well as create, update and delete aggregation calculations for policy data displayed in portfolio dashboards. |
✓ |
Soft-delete unbound policies Soft-delete an unbound policy, removing it from the Policy Listing Page. |
✗ |
Manage ACORD Form adapters View, create, update and remove adapters which support the ingestion of Acord forms, into a policy. |
✓ |
Manage MRC adapters View, create, update and remove adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✓ |
View status of jobs View the status of existing jobs in a given environment. |
✓ |
Manage SoV adapters View, create, update and remove adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✓ |
Manage Omnidoc adapters View, create, update and remove adapters which support the ingestion of other document types, into a policy. |
✓ |
View activity log per policy View a log of activities per policy. |
✓ |
Create a policy via the Policy Listing Page Create a draft policy using the Policy Listing Page. |
✗ |
Export policy data Export a CSV file of their policy data, as a report or as a bordereaux. |
✗ |
Edit draft policy Edit a draft policy and save changes. |
✗ |
Bind policy Bind their firm order (noted) to create a bound policy. |
✗ |
Create firm order (noted) Progress a quote to: - firm order noted (as a Broker); or - firm order (as an Underwriter). |
✗ |
Manage referral and decline triggers View, create, update or delete triggers which determine if a policy is referred or auto-declined. |
✓ |
View referral and decline triggers View the triggers which determine if a policy is referred or auto-declined. |
✓ |
Restore unbound policies Restore an unbound policy that was soft-deleted, to the Policy Listing Page. |
✗ |
NTU a quote Mark a quote as Not Taken Up. |
✗ |
Create quote Create a quote for their draft policy. |
✗ |
Manage policy insights View, create, update and delete visualised data for a specific policy. |
✓ |
Manage scenarios View, create, update and delete scenario simulations. |
✓ |
View extraction debug info in policy inspector View the extraction debug information in the ‘Inspector’ area of a policy. |
✗ |
Enable additional columns on the Policy Listing Page Enable additional columns to appear on the Policy Listing Page, up to the maximum number permitted to display. Note: Enabled columns can only be displayed and will appear to the right of the last default column on the Policy Listing Page. You cannot apply ‘sort’ or ‘filter’ behaviour to columns enabled via this permission. |
✓ |
Manage global policy layouts View, create, update and delete policy layouts, for sharing to all users of a given environment. |
✗ |
Create and manage tasks View, create, update and delete generic tasks. |
✓ |
Customise views for the Policy Listing Page View, create, update and delete policy views for the Policy Listing Page. |
✗ |
Set global feature flags Switch feature flags on or off that will influence the set-up for all users of a given environment. |
✗ |
Upload files to policy (no ingestion) Upload files to a policy without using any data extraction / ingestion capability. |
✗ |
Create a policy via email ingestion Create a draft policy by submitting policy data via email to the platform for ingestion. |
✗ |
Clone policy Create a draft copy of an existing policy. |
✗ |
Import files for policy ingestion Import files and extract their data into a policy, using our ingestion capability. |
✗ |
Endorse policy Create an endorsement for their bound policy. |
✗ |
Cancel policy Create a cancellation endorsement to cancel their policy. |
✗ |
Renew policy Create a draft renewal of an existing policy. |
✗ |
View portfolio dashboards View a dashboard of visualised portfolio policy data. |
✗ |
Manage portfolio dashboards View, as well as create, update and delete portfolio dashboards of policy data. |
✗ |
View scenarios View existing scenario simulations. |
✗ |
Machine user
The machine user role facilitates machine-to-machine integration, enabling data in the console to be pulled from, and pushed to, Smart Placement without a human agent. Examples include APIs, and debugging facts.
Machine user permissions
| Permission | Enabled |
|---|---|
View SoV adapters View existing adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Create and manage products View, create, read, update and delete product specs for a given environment. |
✗ |
View policy insights View risk insights per policy. |
✗ |
Bulk clone policies Clone policies in bulk within specific parameters. |
✗ |
View Omnidoc adapters View existing adapters which support the ingestion of other document types, into a policy. |
✗ |
View Acord adapters View existing adapters which support the ingestion of Acord forms, into a policy. |
✗ |
View MRC adapters View existing adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
Accept or decline a referred policy Accept or decline a draft policy which has been referred. |
✗ |
View the events log View a log of activities for a given environment. |
✗ |
Manage portfolio aggregations View, as well as create, update and delete aggregation calculations for policy data displayed in portfolio dashboards. |
✗ |
Soft-delete unbound policies Soft-delete an unbound policy, removing it from the Policy Listing Page. |
✗ |
Manage ACORD Form adapters View, create, update and remove adapters which support the ingestion of Acord forms, into a policy. |
✗ |
Manage MRC adapters View, create, update and remove adapters which support the ingestion of a Market Reform Contract (MRC), into a policy. |
✗ |
View status of jobs View the status of existing jobs in a given environment. |
✗ |
Manage SoV adapters View, create, update and remove adapters which support the ingestion of a Schedule of Values (SoV) document, into a policy. |
✗ |
Manage Omnidoc adapters View, create, update and remove adapters which support the ingestion of other document types, into a policy. |
✗ |
View activity log per policy View a log of activities per policy. |
✗ |
Create a policy via the Policy Listing Page Create a draft policy using the Policy Listing Page. |
✗ |
Export policy data Export a CSV file of their policy data, as a report or as a bordereaux. |
✗ |
Edit draft policy Edit a draft policy and save changes. |
✗ |
Bind policy Bind their firm order (noted) to create a bound policy. |
✗ |
Create firm order (noted) Progress a quote to: - firm order noted (as a Broker); or - firm order (as an Underwriter). |
✗ |
Manage referral and decline triggers View, create, update or delete triggers which determine if a policy is referred or auto-declined. |
✗ |
View referral and decline triggers View the triggers which determine if a policy is referred or auto-declined. |
✗ |
Restore unbound policies Restore an unbound policy that was soft-deleted, to the Policy Listing Page. |
✗ |
NTU a quote Mark a quote as Not Taken Up. |
✗ |
Create quote Create a quote for their draft policy. |
✗ |
Manage policy insights View, create, update and delete visualised data for a specific policy. |
✗ |
Manage scenarios View, create, update and delete scenario simulations. |
✗ |
View extraction debug info in policy inspector View the extraction debug information in the ‘Inspector’ area of a policy. |
✗ |
Enable additional columns on the Policy Listing Page Enable additional columns to appear on the Policy Listing Page, up to the maximum number permitted to display. Note: Enabled columns can only be displayed and will appear to the right of the last default column on the Policy Listing Page. You cannot apply ‘sort’ or ‘filter’ behaviour to columns enabled via this permission. |
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Manage global policy layouts View, create, update and delete policy layouts, for sharing to all users of a given environment. |
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Create and manage tasks View, create, update and delete generic tasks. |
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Customise views for the Policy Listing Page View, create, update and delete policy views for the Policy Listing Page. |
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Set global feature flags Switch feature flags on or off that will influence the set-up for all users of a given environment. |
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Upload files to policy (no ingestion) Upload files to a policy without using any data extraction / ingestion capability. |
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Create a policy via email ingestion Create a draft policy by submitting policy data via email to the platform for ingestion. |
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Clone policy Create a draft copy of an existing policy. |
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Import files for policy ingestion Import files and extract their data into a policy, using our ingestion capability. |
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Endorse policy Create an endorsement for their bound policy. |
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Cancel policy Create a cancellation endorsement to cancel their policy. |
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Renew policy Create a draft renewal of an existing policy. |
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View portfolio dashboards View a dashboard of visualised portfolio policy data. |
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Manage portfolio dashboards View, as well as create, update and delete portfolio dashboards of policy data. |
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View scenarios View existing scenario simulations. |
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