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General Administrative Tools |
The Insurance Company Automation System includes several administrative tools aimed to make general configurations and customizations of the system components. Any modifications made through these tools are distributed to all system components as well as to the system as a whole. Such tools are:
- User Management
- Dictionary Management
- Customer Resource Management (CRM)
User Management system is intended for administration of user accounts and system access permissions. User accounts are created and modified according to staff lists managed by HR Management component. System access permissions are based on user's ex-officio roles, which determine accessible system components and sub-components as well as the actions allowed for those components.
Dictionary Management assumes creation and modification of several dictionaries intended for definition of general concepts to be used by a certain or several system components simultaneously. Usage of dictionaries system unifies data values and ensures exact search results through enabling selection of desired data values from available lists instead of manual insertion, which helps to avoid possible typos or misprints while inputting data into the system.
Customer Resource Management is aimed to consolidate objects acting differently in various business processes of the company. The system uses probabilistic identification approaches to detect and match persons/organizations through determining similarity rates to each object pair. The CRM system makes it possible to track and access full information on person’s activity roles in the company’s business routine.
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