Assign Roles

Each person associated with a policy must be entered in OIPA as a client.  Once someone is established as a client, a role can then be assigned to that client.  The role assigned to each client in OIPA defines that client's specific relationship to the policy.  Roles are also used to define security levels for CSRs using the system.   The Roles right-click menu provides a way to quickly edit a client's existing role.

The Roles link from the Left Navigation menu opens the Roles screen where the user can attach clients to a policy and assign specific roles.  There are separate term, variable annuity, and unit linked roles.

The Roles link may be used throughout the life of the policy to add, delete and maintain the attached roles.

Steps to Assign Roles to a Policy

1. Search for the policy where you want to assign roles.

2. Select Roles from the Left Navigation menu.  Make sure to click the box next to the status of the roles to display.  Deleted or inactive roles will only be visible if the box next to them is clicked.  Active roles will display by default.

Roles Link and Role Screen with Role Status

3. Click the Find Client tab.  The client roles will display on the screen.

4. Check the roles that apply to your client.

5. Select the Client type from the drop down box and enter any information that will narrow your search.  Use the % (percent) sign as a wild card if you do not remember the exact name.

6. Select Find.

7. Select your client from the search result list and click Add.  

8. Click Save from the Secondary menu.

9. Repeat this process for each role that is needed on your policy.

Note:  If a client has not been added to the system, add the new client then follow the steps above.

Find Client Tab on Roles Screen

Edit Roles with Right-Click Menu

If a client's role needs to be updated, quickly make the change using the Roles screen right-click menu.  After the Roles link is selected from the Left Navigation menu, all the roles will be listed on the screen that are associated with the policy.  Update the role information by right-clicking on the client name.  The following options are available:

• Edit Role Details:  The Role Detail tab at the bottom of the screen will open and display all of the information that is associated with the role.

• Delete Role:  Remove the role from the policy.

• Also As:  Add another role to the client.

• Equal Percent:  Select multiple clients with the same role and this option will automatically apply equal percents to the role.

• Edit Client Details:  The Client screen will open displaying the information that was entered when the client was first added to the system.

Role Right-Click Options