Create an access control list for an insurance policy table

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create an access control list (ACL) for a table that extends the Insurance Policy (sn_bom_ins_policy) table by using the Insurance claims application. By creating an ACL, you ensure that users with specific roles can interact with tables for a particular insurance policy.

    Before you begin

    Create a role to assign access to a table that extends the Insurance Policy (sn_bom_ins_policy) table. For more information, see Create a role to access insurance policy tables.

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Open the table definition of the insurance policy.
    3. In the Access Controls related list, select New.
      Elevate your role to security_admin to create an ACL.
    4. In the Requires role list, assign the role and sn_bom.admin to the new ACL.
      For example, if you created a viewer role, you would create a read operation ACL and assign the viewer role that you created, and add the sn_bom.admin role to the Requires role list.
      Note:
      Adding the sn_bom.admin role enables you as the application administrator to manage access to the insurance policy table more effectively. You can then grant, revoke, or modify access without needing system-level permissions. This role provides you with greater flexibility while enabling you to maintain control over the table.

    Result

    The insurance policy table contains the ACLs for the roles in your workflow, providing them with the appropriate level of access. The sn_bom.admin role is also added to the table so that you, as the application administrator, can manage access.

    What to do next

    Grant the Insurance claims contributor (sn_ins_gen_claim.fnol_representative) and agent (sn_ins_gen_claim.processor) roles so that they can access the insurance policy table. For more information, see Grant the Insurance claims roles access to an insurance policy table.