Introduction

Connected Underwriting comes with a number of groups provided by default. By adding users to these groups, you can grant access to separate parts of the solution.

There are two categories that the default groups belong to:

Role Groups

• These groups represent the different business roles that will interact with the solution and grant access to select solution functionality.
• Examples include Underwriter’s Assistant and Manager.

Assignment Groups

• These groups are how submission assignment is delineated.

Default groups

This page lists the default groups provided with Connected Underwriting, and what actions members of the security groups can perform.

To update group membership from the Connected Underwriting Settings site, see Setting Up Users and Groups. To modify groups and add users from Appian Designer, see the Group Management page.

User actions

This table lists all of the actions that are available in Connected Underwriting and the groups that control access to those actions.

All application users

• Create a new Submission.
• Update Submission information and upload documents.
• Complete Message, Classification, and Reconciliation Exceptions.
• Reply to Submission Thread.
• Create and Edit a Customer, Broker, or Broker Office.

ISU Administrators

• Manage Appian design objects.

ISU Administrators and Managers

• View the Connected Underwriting Settings site and configure alerts, priority scoring rules, email templates and user security.

Submission Assignee

• Accept or Decline a Submission.

Task Assignee

• Resolve a Task.