Components installed with Individual Life Underwriting

Several types of components are installed with activation of the Individual Life Servicing plugin, including tables and user roles.

Roles installed

Role title [name] Description Contains roles

Individual insurance underwriting admin

[sn_ins_indiv_uw.admin]

Application-specific system administrator role that can grant access to all individual insurance underwriting operations data.

Users with this role have read, write, and create access to the Individual Life Underwriting tables.

sn_ins_indiv_uw.underwriter
Individual insurance underwriter

[sn_ins_indiv_uw.underwriter]

  • View the overall status of individual policy underwriting tasks for insurance policy services
  • Work on individual policy underwriting tasks
  • sn_ins_indiv_life.viewer
  • sn_ins_indiv_life.line_writer
  • sn_bom.indiv_disab_policy_viewer
  • sn_bom,b2b_agent
  • sn_bom.b2c_agent
Individual insurance underwriting viewer

[sn_ins_indiv_uw.viewer]

View underwriting tasks and related data for individual insurance policy services

Tables installed

Table Description

Individual Life Underwriting Service Task

[sn_ins_indiv_uw_task]

Stores all underwriting tasks for individual policy service requests for all applications. This table extends the Financial Task [sn_bom_task] table.