Security Needed by Inquiry Screen

Currently the ability to restrict creation of new policy records by a user is accomplished by restricting the access to “Save” button in the Policy screen. In a similar way, Client/Group Customer creation is restricted through restricting the access to “Save” button in the Client/Group Customer screen. This limits a user from both creating a new record and editing an existing record. This enhancement provides the ability to have a separate security setting to allow/restrict creation of new Policy/Client/Group Customer which can be used on top of the existing “Save” button authorization to limit New record creation without affecting the ability to edit existing records.

OIPA supports 3 different levels of Inquiry Screen rules accessed off of the Main Menu, Policy screens or Client/Group Customer screens.

Main Menu Level

Currently access is granted by authorizing the Company Security > Company Pages > 'Primary Company' > Inquiry security page. If access to that security page is given, any member of that Security Group will be allowed to select any InquiryScreen rule created at the Main Menu level for the applicable Primary Company.

The 'Inquiry' main menu button will now be visible if the Security Group has authorization for one or more Main Menu level InquiryScreen rules for the applicable Primary Company

When the user hovers over the Inquiry button the list of Main Menu level InquiryScreen Names/Rules the Security Group has access to will be displayed. OIPA will use best match to determine which version of the Inquiry Screen rule is applicable.

If the Security Group does not have access to at least one Main Menu level InquiryScreen rule for the applicable Primary Company the 'Inquiry' button will not be visible on the Main Menu.

Policy Level

Currently access to the Inquiry button (off of the Policy pages) is granted for each 'Policy' page by selecting the 'Inquiry' button on the applicable security pages

For example, Plan Security > 'Company' > 'Plan' > Plan Pages > Policy security page - Inquiry button.

If authorization is granted the Security Group/user can select any Policy level InquiryScreen Name/Rule applicable to that policy.

The 'Inquiry' button will now be visibile from any 'Policy' page as long as the Security Group has access to at least one 'Policy' level InquiryScreen name/rule for the policy's plan, product(s) or company.

When the user hovers over the Inquiry button from any Policy page, the InquiryScreen Names/Rules the Security Group has access to will be displayed. OIPA will use best match to determine which version of the Inquiry Screen rule is applicable for this policy (see screen shot below)

During anaylsis of this feature it was discovered that the PolicyCommentsSearch and FinalAction security pages do not currently include the 'Inquiry' button security option, this appears to have been an oversight when those features were implemented. As part of this feature the 'Inquiry' menu option should be available from those 'Policy' screens (as well as any other 'Policy' screen) if the appropriate InquiryScreen name/rule overrides and security exist.

If the Security Group does not have access to any Policy Level InquiryScreen name/rule then the Inquiry button will not appear on any 'Policy' screens.

Client Level

Currently access to the Inquiry button (off of the Client or Group Customer pages) is granted for each 'Client' or 'Group Customer' page by selecting the

'Inquiry' button on the applicable security pages

For example, Company Security > Company Pages > 'Primary Company' > Client security page - Inquiry button.

If authorization is granted the Security Group/user can select any Policy level InquiryScreen Name/Rule applicable to that policy.

The 'Inquiry' button will be viewable from any 'Client' or 'Group Customer' page as long as the Security Group has been granted access to at least one

'Client' level InquiryScreen Name/Rule for the applicable Primary Company.

When the user hovers over the Inquiry button from any Client or Group Customer page, the InquiryScreen Names/Rules the Security Group has access to will be displayed.

During analysis of this feature it was discovered that the ClientsCommentSearch security page does not include the option for the 'Inquiry' button, this appears to have been an oversight when the feature was implemented. As part of the feature the 'Inquiry' menu option should be available from that 'Client' screen (as well as all other 'Client' and 'Group Customer' screens) if the appropriate security exists.

If the Security Group does not have access to any Client Level InquiryScreen name/rule then the Inquiry button will not appear on any 'Client' or 'Group Customer' screens.

Configuration Details

This change does not require any configuration changes.

     
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