Roles and Permissions

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This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Note: This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Connected Claims 2.0 and may not reflect the interfaces or functionality of other Appian versions.

Permissions by role

The roles in Connected Claims (CC) determine which features each user can access. Each row of the permissions matrix lists a feature and the level of access every role has to it. Each role carries its own responsibilities and level of access. The following table lists every role, the short label that identifies it in the permissions matrix, and the work that role performs.

Role	Role title	Description
CA	Claims Adjuster	Claims Adjusters handle day-to-day claims processing on assigned claims. This role creates claims, manages exposures, records notes, uploads documents, sets reserves, approves payments within authority limits, and updates claim status through the lifecycle.
CSup	Claims Supervisor	Claims Supervisors oversee a team of claims adjusters and hold all adjuster permissions plus supervisory actions. This role reassigns claims, approves payments that exceed adjuster authority, reviews claim decisions, manages team workload, and monitors claim metrics.
CM	Claims Manager	Claims Managers manage claims operations across the department. This role holds all supervisor permissions plus the ability to configure claim categories, manage supplement types, assign claim types to teams, and view department-level analytics.
SE	Special Examiner	Special Examiners investigate potentially fraudulent or complex claims. This role views all claims, manages investigation notes and flags, updates fraud indicators, and places claims on hold pending investigation.
Fin	Finance / Payments	Finance and Payments users handle financial transactions on claims. This role views claims, processes payments, manages reserves, reconciles invoices, and generates financial reports. Finance and Payments users do not update claim details or claim status.
Ext	External Party	External Parties are third-party participants such as legal counsel, medical providers, and repair vendors. This role views limited claim information relevant to its involvement, uploads documents, and updates assigned tasks. External Parties cannot modify claim details.
Admin	Admin	Administrators configure the Connected Claims solution. This role manages claim categories, supplement type mappings, workflow rules, letter templates, and system settings.

How to use this page

This page answers two questions: what a given role can reach, and which roles can reach a given feature. Start from the roles table to identify the role, then use the filters to narrow the matrix to the roles and the part of the application under review.

Use the area filter to narrow the list to one part of the application, and the role filter to choose which roles to display.

Access levels

Legend	Meaning
o	Claims assigned to the user.
o	Claims assigned to the user's team.
o	All claims across the department.
o	Within delegated authority limit.
o	Above delegated authority limit, which requires supervisor approval.
o	Claims relevant to the external party's involvement only.
o	View only.
	No access.

Feature	Area	CA	CSup	CM	SE	Fin	Ext	Admin
Claims List	My Claims	o	o	o	o		o
Create Claim	My Claims	o	o	o
Update Claim	My Claims	o	o	o
Reassign Claim	My Claims		o	o
Close Claim	My Claims	o	o	o
Reopen Claim	My Claims	o	o	o
Claim Summary	My Claims	o	o	o	o		o
All Claims List	Claims Tab		o	o	o	o		o
Filter by Status	Claims Tab		o	o	o	o		o
Filter by Adjuster	Claims Tab		o	o	o			o
Search Claims	Claims Tab	o	o	o	o	o		o
Bulk Actions	Claims Tab		o	o
Summary View	Claim Record	o	o	o	o	o	o	o
Exposures	Claim Record	o	o	o	o			o
Supplements	Claim Record	o	o	o	o			o
Investigation	Claim Record		o	o	o
Contacts	Claim Record	o	o	o	o		o	o
Tasks	Claim Record	o	o	o	o		o	o
Activity Log	Claim Record	o	o	o	o	o		o
Correspondence	Claim Record	o	o	o
Related Actions	Claim Record	o	o	o
Set Reserve	Financials	o	o	o		o
Approve Payment	Financials	o	o	o		o
Process Payment	Financials		o	o		o
Upload Document	Documents & Notes	o	o	o	o	o	o	o
View Notes	Documents & Notes	o	o	o	o	o		o
Manage Categories	Admin Settings			o				o
Manage Supplements	Admin Settings			o				o

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