Introduction
Tenant Administrator Responsibilities
The Oracle Policy Production Cloud Service (PPCS) allows users to generate policy documents locally using cloud based resources and data storage rather than local or network resource. PPCS follows the same workflow as Oracle’s Documaker Desktop.
Within PPCS, each carrier or MGA that offers a library of documents for policy production is referred to as a Tenant. Each Tenant must have one or more individuals designated as Tenant Administrators within PPCS. Tenant Administrators are responsible for:
- Registering themselves as system users.
- Defining the libraries to be offered within PPCS.
- Uploading the libraries to the Oracle Insurance Cloud via SFTP.
- Extending registration offers to agents.
- Setting roles for the agents.
- Extending registration offers to additional Tenant administrators.
- Linking agents to libraries.
- Managing seat counts assigned to each library in accordance with the Tenant’s license terms.
- Establishing trust relationships between two paying Tenants.
- Establishing trust relationships with a non-paying, guest, Tenant.
Using the Oracle Insurance Cloud Portal (OICP) Tenant Administrators perform the functions listed above. Additionally, the Oracle Insurance Cloud Portal provides Tenant Administrators self-service activities where they can:
- Send a request to the OICP Administrator to request a Tenant status change from Prospective (PROSP) to active (ACTIVE).
- Raise a request to adjust the number of license seats.
- Edit contact details such as Address, E-mail, Phone, Warning License Date and Warning Seat Count.
The following chapters detail the steps needed for Tenant Administrators to perform their job functions.
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