Security on Main Menu & Client View Buttons

In OIPA, currently the ability to restrict the creation of new Policy, Client or (Group) Customer record by a user is to limit access to the 'Save' button (on the applicable security page). This prohibits both saving a new Policy, (Group) Customer, Client or editing an existing one. In order to have a separate security setting to allow/restrict creation of new Policy/Client/(Group) Customer apart from the authorization setting on the “Save” button, we have enabled the security setup. To ensure some users/security groups are provided access to edit records without access to new Policy/Client/(Group) Customer creation. The following are the examples of the Prototype Configuration for Policy/Client/Group customer level.

Prototype Configuration Detail Prerequisites

The following are the security user considered for showcasing of prototype scenarios:

Prototype Super

Prototype Tester

Prototype Analyst

Existing Items ‘Prototype Super’ Security Group:'Policy' Plan Page:

Security for 'New' button is present by default for the entire plans of the below companies:

Prototype Group Child Company

Prototype Individual Child Company

1. 'Policy' plan page:

Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Plan Security > Prototype Individual Child Company > Dynamic Prototype Plan > Plan Pages > Policy

Once security for 'New' button is available/given then by default security for 'Save' button is also available.

Result: In OIPA when the user associated to ‘Prototype Super’ security logs in then the 'New' sub menu option under 'Policy' main menu is shown and also user is able to 'Save' the existing/new policy content.

2. 'Client' Company Page:

Security for 'New' button is present by default in ‘Client’ Company page which is in the path as mention below:

Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Company Security > Company Pages > Prototype > Client

Once Security for 'New' button is available/given then by default security for 'Save' button is also available.

Result: In OIPA, when user associated to ‘Prototype Super’ security group is logged in then the 'New' sub menu option under 'Client' main menu is shown and also user is able to 'Save' the existing/new client content.

3. 'GroupCustomer' Company Page:

Security for 'New' button is present by default in 'GroupCustomer' Company page which is in the path as mention below:

Admin Explorer > Security > Application Security > Security Groups > Prototype Super > Company Security > Company Pages > Prototype > GroupCustomer.

Once 'New' button is available/given then by default security for 'Save' button is also available.

Result: In OIPA, when user associated to ‘Prototype Super’ security is logged in then the 'New' sub menu option under 'Group Customer' main menu is shown and also user is able to 'Save' the existing/new Group Customer

content.

‘Prototype Tester’ Security user:

1.'Policy' Plan Page:

Security is removed for 'New' button and security to 'Save' button is given in the 'Policy' Plan Page of Functional Prototype Plan which is in the path as mention below:

Admin Explorer > Security > Application Security > Security Groups > Prototype Tester > Plan Security > Prototype Individual Child company > Functional Prototype Plan > Plan Pages > Policy

Result: In OIPA, when the user associated to ‘Prototype Tester’ is logged in,'New' sub menu option under 'Policy' main menu is not shown but 'Search' sub menu option is shown and also user is able to 'Save' the existing Policy content of Functional Prototype Plan.

2. 'Client' Company Page:

Security is removed for 'New' button and security to 'Save' button is given in the‘Client’ Company page which is in the path as mention below:

Admin Explorer > Security > Application Security > Security Groups > Prototype Tester > Company Security > Company Pages > Prototype > Client

Result: In OIPA, when the user associated to ‘Prototype Tester’ security is logged in,'New' sub menu option under 'Client' main menu is not shown but 'Search' sub menu option is shown and also user is able to 'Save' the existing Client contents.

3. 'Group Customer' Company Page:

Security is removed for 'New' button and security to 'Save' button is given in the 'Group Customer' Company page which is in the path as mention below:

Admin Explorer > Security > Application Security > Security Groups > Prototype Tester > Company Security > Company Pages > Prototype > Group Customer.

Result: In OIPA, when the user associated to ‘Prototype Tester’ security is logged in,'New' sub menu option under 'Group Customer' main menu is not shown but 'Search' sub menu option is shown and also user is able to 'Save' the existing Group Customer contents.

‘Prototype Analyst’ Security user:1. 'Policy' Plan Page:

Security is removed for both 'New' and 'Save' buttons in the 'Policy' Plan Page of of Dynamic Prototype Plan which is in the path as mention below:

Admin Explorer > Security > Application Security > Security Groups > Prototype Analyst > Plan Security > Prototype Individual Child company > Dynamic Prototype Plan > Plan Pages > Policy

Result: In OIPA, when the user associated to ‘Prototype Analyst’ security is logged in,'New' sub menu option under 'Policy' main menu is not shown and also 'Save' button is not available for the existing Dynamic Prototype Plan Policies.

2. 'Client' Company Page:

Security is removed for both 'New' and 'Save' buttons in the ‘Client’ Company page which is in the path as mention below

Admin Explorer > Security > Application Security > Security Groups > Prototype Analyst > Company Security > Company Pages > Prototype > Client

Result: In OIPA, when the user associated to ‘Prototype Analyst’ security is logged in,'New' sub menu option under 'Client' main menu is not shown and also 'Save' button is not available for the existing Clients.

3. 'Group Customer' Company Page:

Security is removed for both 'New' and 'Save' buttons in the 'GroupCustomer' Company page which is in the as mention below

Admin Explorer > Security > Application Security > Security Groups > Prototype Analyst > Company Security > Company Pages > Prototype > Group Customer.

Result: In OIPA, when the user associated to ‘Prototype Analyst’ security is logged in,'New' sub menu option under 'Group Customer' main menu is not shown and also 'Save' button is not available for the existing Group Customers.

     
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