Security Needed by Inquiry Screen
OIPA supports 3 different levels of Inquiry Screen rules accessed off of the Main Menu, Policy screens or Client/Group Customer screens. Security is granted separately for each level/InquiryScreen name
Security - Main Menu LevelThe 'Inquiry' main menu button is visible if the Security Group has authorization for one or more Main Menu level InquiryScreen rules for the applicable Primary Company.
Security is granted for Main Menu level Inquiry Screens by granting access following the path as mention belowAdmin Explorer > Security > Application Security > Security Groups > ‘SecurityGroup’ > Inquiry Security > Main Menu > ‘InquiryScreenName’When the user hovers over the Inquiry button, the list of Main Menu level InquiryScreen Names/Rules the Security Group has access to is displayed.
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.
The 'Inquiry' button is visible 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.
Security is granted for Policy level Inquiry Screens by granting access following the path as mention belowSecurity set at Parent Product level:Admin Explorer > Security > Application Security > Security Groups > ‘SecurityGroup’ > Inquiry Security > Policy Level> ‘Company’ > ‘Product’ > Inquiry Screens > ‘InquiryScreenName’
Security set at Child Product level:Admin Explorer > Security > Application Security > Security Groups > ‘SecurityGroup’ > Inquiry Security > Policy Level> ‘Company’ > ‘Product’ > Child Products> ‘Child Product’ > Inquiry Screens > ‘InquiryScreenName’Security set at Plan level:Admin Explorer > Security > Application Security > Security Groups > ‘SecurityGroup’ > Inquiry Security > Policy Level> ‘Company’ > ‘Product’ > Plans > ‘Plan’ > ‘InquiryScreenName’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.)
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.
The 'Inquiry' button is visible 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.
Security is granted for Client level Inquiry Screens by granting access following the path as mention belowAdmin Explorer > Security > Application Security > Security Groups > ‘SecurityGroup’ > Inquiry Security > Client Level > ‘InquiryScreenName’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.
Configuration Details
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This change does not require any Rule configuration changes.Details.