Lightspeed Claim Management System v5.00
Security
Lightspeed Claim Management System
v5.00
User Manual – Security
Lightspeed Data Solutions, Inc.
6330 San Vicente Blvd., STE 245
Los Angeles, CA. 90048
Tel: (323) 954-3000
Fax: (323) 954-3005
Revision No. 4
February 9, 2016
Lightspeed Claim Management System v5.00
Security
Table of Contents
CONTENTS
CONTENTS ................................................................................................................................ 2
USER SECURITY ....................................................................................................................... 3
USER MAINTENANCE ................................................................................................................4
PERMISSIONS...........................................................................................................................6
RULES .....................................................................................................................................9
SECURITY ................................................................................................................................11
DATA ACCESS ..........................................................................................................................12
GROUPS ..................................................................................................................................13
How To Add/Remove A User From Vendor Approval Group ........................................... 15
How To Add/Remove A User From Reserve/Payment Escalation Group ........................ 16
LETTER SECURITY ....................................................................................................................17
How To Setup A Letter Group ......................................................................................... 19
How To Setup A Letter Category ..................................................................................... 20
How To Add A Letter Category To A Letter Group........................................................... 21
USER BUDDY ...........................................................................................................................23
How To Setup A User Buddy ........................................................................................... 26
APPENDIX ............................................................................................................................... 27
LETTERS CONFIGURATION ........................................................................................................27
Letter and Attachment File Security ................................................................................. 27
NOTES .....................................................................................................................................31
File Security .................................................................................................................... 31
DISABLING AN EXISTING USER ..................................................................................................32
Lightspeed Claim Management System v5.00
Security
User Security
USER SECURITY
The Security module is used to grant and maintain user access to the claim system. Each
individual user has unique security configurations. Each user can be granted View, Add, Edit
and Delete capability for any screen in the system. Several extended security rights and
authorities can also be granted to individual users. A Buddy can be established for any user
allowing the buddy to act on behalf of the user. A supervisor can act on behalf of any user in
their user-defined group.
Access
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Allows each user’s security access to be defined for any screen
Remote users can be defined
This can grant functional rights to some of the screens throughout the system
Rules
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Allows each user’s various authorities to be defined
Applies customer’s business rules to each user
Allows letters to be assigned to each user
User-defined types
User-defined levels
User-defined groups
Business Rules with multi-tiered escalation
User-defined escalations per rule
Security rights can be copied from one user to another
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User Maintenance
USER MAINTENANCE
Figure 1-1: Security Maintenance – User Maintenance Tab
User Maintenance Tab
Field
User Name
Image Login
Buddy
Title
Include Disabled
First/MI/Last
Full Name
Initials
Address
City/State/Zip
Work
Fax
Email
Signature BMP
Description
Password
Exp Days
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Function
User Login name for Claim System
User Login for third party imaging software
Name of assigned buddy to the user
User Title in the organization
Checkbox to include already disabled users in the system
First name, middle initial and last name of the user
Full Name of the user
User initials
Street address of User/Organization
City, State and Zip of the User or Organization
Work Phone number and Extension
Fax Number
User Email
Able to browse to the location of the User Signature bitmap
User Description
User login password
How many days before password expires
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User Maintenance
User Maintenance Tab
Field
Date
Priority
Level
Access group
Rem Adj Service
Location
User Type
Examiner Type
Workgroup
Supervisor
Manager
UDF
Status
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Function
This is the calculated expiration date of the password when
populated
The priority level of the user
The security level of the user
Allows control of the claims and insolvent companies the user
has access to
Include is the user is a member of the Remote Adjusting
Service
Location of the user, eg In House
Role of the user eg Examiner or Manager
User to identify the examiners for the Examiner Production
Report
Make the user a member of any workgroups that have been
setup
Assign a supervisor to the User
User is a Manger
User Defined Fields that can be applied to the user
Current status of the user eg Active or Disabled
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Security
Permissions
PERMISSIONS
Figure 1-2: Security Maintenance – Permissions Tab
Permissions Tab
Item
ACH Electronic Payments
Add Principal
Admin Check
Advanced Search
Attachment Export
Billing Reassign
Bulk Commit Loss Notices
Business Unit Editing
Carrier Reassignment
Check Printing
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Function if Checked
Allows the user to generate ACH payments
User is able to add the principal in Collections
Able to view and verify Admin checks, based on users level
Allows user to export attachments back to the liquidator
Allows the user to commit Loss Notices in bulk from the
Notice Bulk Update screen
Ability to edit the Claim Type field in the Claim Tab of Claim
Maintenance
Allows the user to add or remove a Carrier contact from a
claim
Able to Print checks
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Permissions
Permissions Tab
Item
Check Reimbursement
Check Reissue
Check Void
Claim Image
Claim Number Reassignment
Claimant Editing
Coverage Verification
Examiner
Examiner Reassignment
Fast Track
Fund Reassignment
Home Tab User Enabled
Insolvent Company Claim No
Enable
Interest Rate Editing
Liquidator No Enable
Manager
Manager Reassignment
MSP Override
Payee Override
Payment Post Bulking
PIP Editing
PNPI
Policy Number Reassignment
PSQ Edit Button
Remote Check Print
Split Editing
Supervisor
Transaction Readjustment
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Function if Checked
The Reimbursement amount is user entered not to exceed
the amount of the selected payment. UDS comment default
to "REIMBURSEMENT" plus the selected reason, user and
add to or change this comment.
This generates a payment transaction with a negative (user
entered) amount, on the current date with the UDS
transaction comment mentioned above, a void type to
indicate
Allows the user access to a Reissue button that creates an
exact copy of the check and adds it to the Verify queue. The
requestor of the check is the original requestor
Able to Void checks
Allows the user rights to the Imaging capabilities of the claim
system
Able to reassign the claim number of a claim
User is able to edit the Claimant information on a claim
User is an Examiner
Able to reassign the examiner on a claim
Allows the user to make use of the Fast Track option when
setting up a claim
Allows user to change fund in Claim Maintenance
Allows user to change Ins # field (Insolvent Company Claim
No) in Misc section of Claim tab in Claim Maintenance
User is able to edit interest rate in Collections
No longer used
User is a Manger
Able to reassign a manager on a claim
Security level governs which Medical fields user can change
When issuing a check to a claimant, adjusters will be
prevented from changing the Payee or the Mailing address.
Supervisor level should have the ability to modify payee.
If the user has PNPI security they are able to view the Social
Security information of the claimants and insured
Able to reassign the policy number of a claim
Able to access the PSQ edit button to make changes to the
data on the PSQ popup screen
Allows the user to print checks from a remote site, user will
be unable to print check locally
Able to edit the splitting of the debt in Collections
Designates the supervisor which will be the user's primary
manager
Allows user to readjust correction transaction for a
transaction that has already been adjusted or moved
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Permissions
Permissions Tab
Item
UDC Override
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Function if Checked
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Security
Rules
RULES
Figure 1-3: Security Maintenance – Rules Tab
Rules Tab
Item
Suffix Aggregate Loss Reserve
Limit
Suffix Aggregate Expense
Reserve Limit
Suffix Loss Payment Limit
Suffix Expense Payment Limit
UEP Check Request
Admin Payment Limit
Letter Assignment
Overdue Diary
Vendor Approval Group
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Function
This sets the user limit for the aggregate loss reserve and
also indicates what escalation group they are assigned to, if
any
This sets the user limit for the aggregate Expense reserve
and also indicates what escalation group they are assigned
to, if any
This sets the user limit for the Loss Payment Limit and also
indicates what escalation group they are assigned to, if any
This sets the user limit for the Expense Payment Limit and
also indicates what escalation group they are assigned to, if
any
This allows the user to request check payment in Unearned
Premium
This sets the user limit for the Admin Payment Limit and also
indicates what escalation group they are assigned to, if any
Assigns the user to a letter group where they will have
access to letters that are included in that group
Assigns users to an overdue diary escalation group
Allows the user to approve vendors if the option is checked
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Rules
Rules Tab
Item
OFAC Approval
System Alerts/Notification
Approval
Check Verify Limit (admin)
Check Verify Limit (claim)
Check Verify Limit (UEP)
Check Verify Limit (autopay)
Check Verify Limit (EOR)
Check Reprint Group
Reopen From History Group
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Function
Allows the user to approve checks that have been flagged by
OFAC
Allows the user to receive System alerts and Notifications
Allows the user to verify Admin checks up to the specified
limit
Allows the user to verify Claim checks up to the specified limit
Allows the user to verify UEP checks up to the specified limit
Allows the user to verify AutoPay checks up to the specified
limit
Allows the user to verify EOR checks up to the specified limit
Allows the user to Reprint a check
Allows the user to reopen claims that are currently in the
History database.
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Security
SECURITY
Figure 1-4: Security Maintenance – Security Tab
Security Tab
Item
View
Edit
Add
Delete
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Function
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Data Access
DATA ACCESS
Figure 1-5: Security Maintenance – Data Access Tab
Data Access Tab
Item
Select Group
Group Title
Type
Type Help
Group Help
Created
Changed
Status
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Function
Lists pre existing groups
Displays the name of the group
Lists the Types of Groups that are available
Describes what the group type means
User Defined field to describe the group
Displays who and when the group was created
Displays who and when the group was changed
Indicates if the group is Active, Disabled or Pending
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Groups
GROUPS
Figure 1-6: Security Maintenance – Groups Tab
Groups Tab
Item
Adjusting Service Claim Access
Admin Check Request
Auto Pay Exception
Catastrophe
Signature
Check Reprint
Check Verify Limit (admin)
Check Verify Limit (autopay)
Check Verify Limit (claim)
Check Verify Limit (EOR)
Check Verify Limit (UEP)
Claims with OSL but no OSE
Claims Without Activity
Claims Without Diary
Company Catastrophe
Association
Company Claim Access
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Function
Lists users that are able to request an Admin check
Lists the Catastrophes that the GF has claims for
Lists the users that are able to reprint checks
Lists all the users that are able to verify Admin checks
Lists all the users that are able to verify Autopay checks
Lists all the users that are able to verify Claim checks
Lists all the users that are able to verify EOR checks
Lists all the users that are able to verify UEP checks
Lists the Insolvent Companies that are associated with a
particular Catastrophe
Lists the groups that have been set up that have Company
access restrictions
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Groups
Groups Tab
Item
Defense Attorney Claim Access
Fund Claim Access
Letter
Letter Assignment
Letter Option
Letter Option Association
Limited Contact Claim Access
MSP Data Correction Alert
MSP Export Data Error Alert
New Assignment to Examiner
New Attachment
New MSP Beneficiary Alert
New MSP Coverage Alert
OFAC Approval
Open Claims Without OSE
Open Claims Without OSL
Overdue Diary
Related Claims Group
Remote Examiner Claim
Access
Remote Manager Claim Access
Reopen From History Group
Suffix Aggregate Expense
Reserve Limit
Suffix Aggregate Loss Reserve
Limit
Suffix Expense Payment Limit
Suffix Loss Payment Limit
System Alerts/Notification
Approval
UEP Check Request
Vendor Approval
Workflow
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Function
Lists the groups that have been set up where claim access is
limited to the defense attorney
This list a breakdown of all the available letter groups and
shows what letters are in which group
This lists the users that have access to letters and shows
which letter groups they have access to.
This list the users that are able to approve payments that are
flagged by OFAC
Displays the Overdue Diary Escalation groups and the
members of those groups
This lists the users that are able to reopen claims from
History
Displays the Suffix Aggregate Expense Reserve Limit
Escalation groups and the members of those groups
Displays the Suffix Aggregate Loss Reserve Limit Escalation
groups and the members of those groups
Displays the Suffix Expense Payment Limit Escalation groups
and the members of those groups
Displays the Suffix Loss Payment Limit Escalation groups
and the members of those groups
This list the users that are able to request UEP checks
Displays all the users that are able to approve Vendors
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How To Add/Remove A User From Vendor Approval Group
How To Add/Remove A User From Vendor Approval Group
Members of this group can approve new or changed vendors. All members are notified of any
new or changed vendors in the Alerts category of their Home tab.
Adding a Member to the Vendor Approval Group
a) Go to the Security Maintenance Security tab and select the user to be added to the
Vendor Approval group
b) Goto the Rules tab in Security Maintenance
c) Highlight the Vendor Approval Group row
d) Click Edit (The check box for the Vendor Approval Group should automatically be
checked)
e) Click Update
f)
The User will now be part of the Vendor Approval Group and be able to receive alerts
and approve Vendors. (The user will not receive any existing alerts, only alerts
generated since they were added to the group).
Removing a Member from the Vendor Approval Group
a) Go to the Security Maintenance Security tab and select the user to be removed to the
Vendor Approval group
b) Goto the Rules tab in Security Maintenance
c) Highlight the Vendor Approval Group row
d) Click Edit
e) Uncheck the check box for Vendor Approval Group
f)
Click Update
g) The User will no longer be part of the Vendor Approval Group (The existing alerts will be
removed from the users queue and no additional alerts will be sent to the user).
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How To Add/Remove A User From Reserve/Payment Escalation Group
How To Add/Remove A User From Reserve/Payment Escalation Group
Adding a Member to a Reserve/Payment Escalation Group
a) For a user to be eligible to become a member of an escalation group they need to be a
Manager and have Monetary payment or reserve limit depending on which Escalation
group they are to be a member of.
b) In Security Maintenance goto the Rules Tab
c) Highlight the Escalation Group
d) Click on the Members button
e) On the Popup screen, there is a dropdown list that will show all available candidates
f)
Select a Candidate and click the Add button
g) The user will be added to the grid above.
h) When all changes are complete click the Save button
Removing a Member to a Reserve/Payment Escalation Group
a) In Security Maintenance goto the Rules Tab
b) Highlight the Escalation Group
c) Click on the Members button
d) A popup screen will show the current members of the group
e) Highlight one of the existing members and click the delete button. This will remove them
from the group
f)
Click the Save button when finished.
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Letter Security
LETTER SECURITY
Security Tab
Item
Subject
Type
Tier
Name
Description
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Function
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Letter Security
Figure 12-1: Security Maintenance – Letter Group
Figure 12-1: Security Maintenance – Add Letter Group
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How To Setup A Letter Group
How To Setup A Letter Group
a) From Security Maintenance goto the Groups Tab.
b) In the Subject drop-down select: Letter.
c) Click the Add Group button
d) Add the Name of the Group, Specify it as Tier 1 and give a short description
e) Click Save
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How To Setup A Letter Category
How To Setup A Letter Category
a) From Security Maintenance goto the Groups Tab.
b) In the Subject drop-down select: Letter.
c) Click the Add Group button
d) Add the Name of the Category, Specify it as Tier 2 and give a short description
e) Click Save
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How To Setup A Letter Category To A Letter Group
How To Add A Letter Category To A Letter Group
a) Highlight the Letter Group
b) Click the Members button
c) This will show a list of the available letter categories that can be added to the selected
Letter Group.
d) Highlight the desired group and click the Add button
e) Click save to finalize the choices and close the members screen.
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How To Setup A Letter Category To A Letter Group
Tree Maintenance Tab
Item
Name
Window
Description
Sort Code
Type
Bitmap
Status
Window Title
Criteria DW
Report DW
Criteria List DW
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Function
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User Buddy
USER BUDDY
This feature allows one particular examiner (user 1) to view the Home Tab information of a
different examiner (User 2) that has been designated as their Buddy.
A user buddy is designated on the User Maintenance tab in Security Maintenance.
Figure 16-1: Security Maintenance – Set up User Buddy
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User Buddy
Figure 16-1: Security Maintenance – Buddy
Figure 16-1: Claim Maintenance – Home Tab, User Viewing Buddy
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User Buddy
Figure 16-1: Claim Maintenance – Home Tab, Buddy view
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How To Setup A User Buddy
How To Setup A User Buddy
a) From Security Maintenance goto the User Maintenance Tab.
b) Select a user who will be assigned a buddy (In this case jsmith)
c) Select the User that will be the buddy from the Buddy field drop down (In this case
frjones)
d) No changes need to be made to be made to the Buddy itself (frjones)
e) The User (jsmith) can now look at the data in the Home tab for the Buddy (frjones)
f)
The buddy assignment is one way, the Buddy (frjones) cannot look at the Users (jsmith)
data
g) On the Home tab in Claim Maintenance the User (jsmith) is able to View the buddy
information through the user drop down field.
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Appendix – Letters Configuration
APPENDIX
LETTERS CONFIGURATION
Letters – Get components from L:\App\Tdms\vb6\sendmail
Letter and Attachment File Security
The path for the location of Letters and attachments have been split up to make sure that users
cannot make changes to the attachments after they have been associated with a letter or a
note. The Letters are now located in LSCLaimStore\Letters, the attachments are located in
LSClaimStore\Media.
On the Letter folder the users do require the Modify capability.
Security Setting for Users on Letter Folder
The Media folder requires a slightly more complex security configuration described below. In
this case we are taking the Domain Users Group as being the only group that the User will be a
part of.
The Media Folder Security should be
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Appendix – Letters Configuration
Security Settings for User on Media Folder
h) Click on the Advanced button
Access Control Settings for Users
i)
Highlight Domain Users and Click on the View/Edit button
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Appendix – Letters Configuration
Permission Entry for Users on Media Folder
The following three check boxes need to be unchecked
a) Create Folders/Append Data
b) Delete Subfolders and Files
c) Delete
All the remaining options should be checked Allow.
This should mean that the users will be able to attach documents, but they should not be able to
alter already attached documents
Additionally to this the following SQL script should be run on the Master Database
USE master
GRANT EXECUTE ON xp_cmdshell TO public
GO
EXEC sp_addsrvrolemember @loginame = 'claimsa', @rolename = 'sysadmin'
GO
EXEC sp_addsrvrolemember @loginame = 'claimsa', @rolename = 'processadmin'
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Appendix – Letters Configuration
This will set the xp_cmdshell command to be accessible by the public group and it will allow claimsa to
obtain the sysadmin and processadmin server roles.
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Appendix – Notes
NOTES
File Security
Need to make sure that users are not allowed to modify items that have been attached to notes.
The security on the folder should not have the Modify option checked.
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Appendix – Disabling An Existing User
DISABLING AN EXISTING USER
When an examiner or manager leaves the organization, the following steps should be taken to
disable the user account:
1.
2.
3.
4.
5.
6.
Clear any alerts for the user.
Clear any diaries for the user.
Remove user from autopay cycles.
Remove user from escalation groups.
Reassign any claims.
Disable user.
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