Introduction

After installing the Connected Underwriting Life (CU Life) Workbench solution, there are several configurations you will likely perform to customize the solution for your specific underwriting processes. To ensure your solution remains flexible and aligns with best practices, we have provided instructions to guide you through some common configurations.

This page outlines the order we recommend for configuring the default solution to work for your organization after installation. However, these instructions can be used to modify the solution at any time.

Step 1: Configure user groups and security

Configuring user groups and security is a good place to start.

You will need to know:

• If your organization has additional business roles not covered in the default groups.
• What users should be members of each group.

Security groups and assignment groups

Business users can add users to security groups, create assignment groups, and add users to them in the Connected Underwriting Life Settings site. Security groups are based on the user's role within their company and represent how they interact with the solution. This allows you to put certain teams into security groups to allow access to specific parts of the solution. To create or delete a security group, please contact your system administrator.

For example, if your organization has a team responsible for ensuring the data completeness of a case, team members handling this work would be in the Underwriter Case Coordinators group. Alternatively, managers who need to change assignment rules will be in the Case Managers group.

Assignment groups determine which users can be assigned cases. For example, a team can have an assignment group that focuses on large cases with $1M value amounts. When a case is assigned to the Large Case team, users in that group are notified to work on the case submission.

Add an Assignment Group

Assignment groups determine which users can be assigned cases. Once created, assignment groups can be selected when reassigning cases. The solution ships with an ISL Default Assignment Group.

To add an Assignment Group:

1. Navigate to the Assignment Groups page.
2. Select CREATE GROUP.
3. Add a group name, description, and group members in the appropriate fields.
4. Click SAVE.

Manage group membership

Managing group membership is easy. You can add existing users to a group and remove members who no longer have access to a particular group.

To add an existing user to a group:

1. Select the group you want to update on either the Security Groups or Assignment Groups page.
2. Click ADD MEMBERS.
3. In the Search field, start entering the username you want to add, and the system will auto-suggest a list of users you can select to add to the group.
4. Click ADD.

To remove a member from a group:

1. Select the group you want to update on either the Security Groups or Assignment Groups page.
2. From the Member list, select the Remove Member icon next to the name of the user you would like to remove from the group.
3. On the confirmation screen, click REMOVE.

Upon removing a user from an assignment group, any cases assigned to that user under that assignment group will move to be unassigned. Upon removing a user from their last security group (in effect, revoking application permissions for that user), the user will be removed as an assignee and a watcher from all relevant cases.

Step 2: Deploy Add-ons

Choose and download the packages for any add-ons desired to be deployed as part of setting up the CU Life solution, if any. Follow the guidance in each add-on’s specific documentation for incorporating the add-on with the base application.