Security
Help
Security Group
Options
The Group
Options page contains the following sections:
General Information
The General Information section contains the following fields:
Group Code -
This field contains the security group code and is not modifiable.
Group Name - This
field contains the name of the security group and is not modifiable.
User Defined Fields -
This field contains a user-defined field's label text. Assigning a label to a UDF causes it to show up
on the policy page.
Note: the UDF Access right controls user's ability to modify contents
of the field.
Notice Print Defaults
The Notice Print Defaults section contains the following fields:
Print Copy For -
This field contains the default print copy settings. Policy Terminator®
automatically prints all required notices. Set the default print options
for non-required parties by selecting the check box next to the applicable
party(s).
Include CC List with Copy For -
This field contains the default CC list settings.
When selecting to print non-required notice copies Policy Terminator®
prints an exact duplicate of all the notices generated (including but
not limited to the Named Insured copy as well as all applicable additional
interests). To print a copy of the Named Insured's notice with a
carbon copy list of all additional interests, select the check box next to
the applicable party(s).
Print Actions
The Print Actions section contains the following fields:
Allow Users to Define Personal Print Options
- This field enables users to define their
own default print options. When enabled the user settings override the
security group
default print options.
The generated notice is printed on the web server's default printer. This
option is available only for intranet customers. For more information
see the Print to Server Help page.
Note: Adobe® Pro®
Full version must be installed on the web server, and it prints to the server's
default printer.
The generated notice is placed into history for printing at a later time.
To print a single notice from history see the Notice History section of Help. See Batch
Printing for printing groupings of notices. This option is available
only when notice history is stored.
The
generated notice is delivered to the browser as a portable document
format(PDF) document.
Mailing Defaults
The Mailing Defaults section contains the following fields:
Default Advance Days -
This field contains the group system default number of advance
days. If there are no ODEN® or user defined rules for
advance days the system pre-fills the advance days field with this value.
This value will apply to all policy types in all states for all actions.
Default Mail Lead Days -
This field contains the group system default number of mail
lead days. If there are no ODEN® rules for mail lead
days the system pre-fills the mail lead days field with this value.
Calendar Months Displayed On -
This field contains the number of calendar months to display on the Mail
and Termination Date notice generation page.
Default Mail Type -
This field contains the group system default mailing
type. If there are no ODEN® rules for mailing type
the system pre-fills the mailing type field with this value.
Default Effective Time -
This field contains the group system default effective time according
to your policy provisions.
Mail Date Rollover Hour - This field contains the hour of the
day after which the mailing date will rollover to the next valid mailing
date. ( For example, if mail is picked up from the office at 1:00pm, set
the Mail Date Rollover Hour to 12:00 noon. Then any notice generated
before 12:00 noon would have a mailing date of today and those after 12:00
would have a mailing date of the next valid day.)
Notice Defaults
The Notice Defaults section contains the following fields:
Underwriter Required -
Selection of this option requires selection of an underwriter
at the time of notice creation.
Note: This field does not display if no underwriters
have been entered into the system in the Data Setup- General Notice Setup.
Auto-Select Underwriter -
If enabled, this option will automatically select the underwriter during
notice generation if one exists whose name exactly matches that of the
current user.
Remaining Hardware Notice Counts -
This field displays the total remaining notice
counts. (Not applicable to Enterprise lincenses.)
Default Text Action for Reason Description
- This field contains the option to overwrite
text in the reason box with selected text, or append selected text to
text in the reason box. The default selection for this field is No default.
Two Percent Rule Checking -
The states of New York, New Jersey and Hawaii have two-percent limitations
on nonrenewals and conditional renewals. Policy Terminator will provide
calculations of these limitations based upon policies written for particular
territories or zip codes within these states.
Setting the option to
prevents the tracking of notices that fall under the 2% rule.
.Setting the option to
tracks notices that fall under the 2% rule and notifies the user when
the 2% limit is about to be exceeded but will not prevent the generation
of the notice.
Setting the option to
tracks notices that fall under the 2% rule and prevents the user from
generating a notice when the 2% limit has been reached.
Note: In order for the Loose and Strict settings
to work properly, the 2% Policies Written table in Data Setup-General
Policy Setup must be populated.
Require
Secure Socket Layer for Application connection* -
When this option is selected Policy Terminator®
requires Secure Socket Layer (ssl) connection to be used.
IIS must be setup to use SSL before this option
will work. NOTE: SSL is enabled for all INTERNET WebPT accounts.
Underwriter Required* -
When this option is selected Policy Terminator® requires that an
underwriter be specified before the notice can be
generated.
Auto-Select Underwriter*
-
When this option is selected Policy
Terminator® will compare the first and last name of the user to the
underwriter list and if there is a match will automatically pick that
underwriter. Allows for the user to have themselves be
selected as the underwriter
automatically.
Store History Images* - When this option is selected Policy Terminator® will store notice
history. If this is not selected no historic
notices will be saved. This option is only recommended if you have
an alternate method of storing notices that are generated. Disabling this option will not
allow you to create Batch printing and post office log jobs.
You will also not be able to reprint any notices if this feature
is disabled. Please contact ODEN client services if you
have questions about this option.
Allow Selecting
Max Advance Days - When this option is
selected Policy Terminator® uses either the greater value of the minimum
state requirement or the Default(or Custom) Advance Days for the number of Advance Days
lead days. When unselected, the state requirement is always used, if
defined.
Allow Selecting Max Mail Lead Days - When this option is
selected Policy Terminator® uses either the greater value of the minimum
state requirement or the Default Mail Lead Days for the number of mail
lead days. When unselected, the state requirement is always used, if
defined.
Show Previous Cancellation
Warning Message - When this option is
selected Policy Terminator® will display a warning message if you are
trying to nonrenew a policy that has been cancelled OR
warn the operator when cancelling or reinstating a policy
that has previously been cancelled or non-renewed for underwriting
reasons.
State Rules and
Regulations URL - This field specifies either
the url for the authentication server or allows for the passing of the
username and password to oden online directly. This
is:
http://www.odenonline.com/oden/oden_login.phtml?username=<user>&password=<pass>.
Delete Task Files after - This
field contains the number of hours to preserve a Batch
Print, PO Log, Address
Export, Portable
Document Format(PDF) Export or Data
Export file before purging.
Show Search on Policy Locate Page - If
selected, the user will have Policy Number search
and Named Insured search on the
Policy Locate screen.
Security Defaults
The Security Defaults section contains the following fields:
Minimum Password Length -
This field specifies the minimum number of characters required when selecting
user passwords. The maximum value is 18 characters.
Require Password to Start with Non-Numeric -
When set to 'Yes' this option requires the first character of a user password
to be non-numeric.
Require Password to Have Both
Alpha and Numeric -
When set to 'Yes' this option requires user passwords to contain at least one
numeric and one non-numeric (alpha) character.
Disallow Password to be the
Same as Login -
When set to 'Yes' this option prevents user passwords that are identical to
that account's login name.
Maximum Failed Login Attempts
-
This field specifies the maximum allowed number of consecutive failed login
attempts before a user account is automatically locked-out. Setting this value
to '0' allows an unlimited number of attempts.
Log Failed Login Attempts -
When set to 'Yes' this option logs failed login attempts to the Windows
Application Event Log.
Days Before Password Expires
-
This field specifies the maximum age of a user password before the system
requires the user to select a new password. Setting this value to 0 allows the
user to use the same password indefinitely.
Allow User to Change Password
- When set to 'Yes' this option allows
individual users to change their own passwords.
Message of The Day
The Message of the Day allows the administrator
to enter a message for all users to see. This message will appear on the
Main Menu page.
Message -
The messge text that will appear on the
Main Menu page.
Import/Export
Settings
The Import/Export Settings
allows you to specify an alternate path for where the import and
export files are temporarily stored on the web
server.
Import/Export
Directory - Specify the directory where you want the import and
export files to be stored for delivery to the browser. This
directory must be as seen from the webserver and can be a network
share. Proper security must be applied to the folder specified -
local system account must have full rights and the web user account must
have read and
write.
Batch Print Settings
The Batch Print Settings allows you to turn
on some advanced batch print
functionality.
Display
Barcode Option - Select this field to display the barcode above
the name and address on the notice or mailing sheet. Once turned on here it will
appear on the Batch/Po Log options page.
Mailing Sheet Address X - The X coordinate for the placement of the address on the mailing sheet. Only used if the Display Barcode option
is enabled.
Mailing Sheet Address Y - The Y coordinate for the placement of the address on the mailing sheet. Only used if the Display Barcode option
is enabled.
Additional Interest Default Notice
Types
This allows you
to set your company defaults for the notice types you wish to send to Additional Interests.
Policy Terminator defaults to cancellation notices but you can check other
notice types to send the other notices to
the Additional Interests. These settings can be overridden by the operator for a
particular notice.
LDAP Settings**
The LDAP Settings section contains the following
fields:
Default User Type if not specified in LDAP - This
allows a default user type to be used if one is not passed from the LDAP
server.
LDAP User Type Attribute Name - If the
user is in multiple groups, specify here what attribute will correspond
to the user type assigned for this group.
LDAP Group Name -
If using LDAP groups,
specify the group name specified in the LDAP directory.
Remittance Slip Settings**
A remittance page is a special form that will be mailed
out with cancellations non payment notices. Setup options are
below:
Include Remittance Slip -
This option determines whether or not the
remittance slip option is visible on the mail and termination page when a
cancellation for non payment of premium is attempted. Checked is
show option, unchecked no option is shown.
Remittance Slip Template -
This specifies the template file for the remittance
slip. It must be in PDF format and located in the Noticegen folder
on the web server. This determines what the remittance form will
look like.
Remittance Slip Layout -
This is a text file that specifies
which fields will be on the remittance form. This also includes
the placement of these fields on the form as well as the font
used.
*Only
available when logging in with the system "administrator" account and
editing a security group.
** Option
only available in INTRANET version of WebPT.
Also see: Glossary
Link to Utilities Help Page
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