Create roles for a claim incident table

  • Release version: Xanadu
  • Updated October 29, 2024
  • 1 minute to read

    • Create roles to access claim incident tables by using the Insurance claims application. This way, you can ensure that only authorized users can access the claim incidents that are relevant to their roles.

    Before you begin

    Set the application scope of your instance to Insurance Claims Core.

    Role required: admin

    Procedure

    1. Navigate to All > System Security > Users and Groups > Roles.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Role form
      Field Description
      Suffix Role that you are creating for the new claim incident table; that is, a writer or reader role.
      Description Brief description of what the role is.
      Refer to the writer and reader roles in the base system as an example, such as sn_ins_claim.trip_writer and sn_ins_claim.trip_reader.

    What to do next

    Create access control lists for the claim incident table so that specific roles can interact with the claim incident table. For more information, see Create an access control list for a claim incident table.