Authorities and Security

Note: If your company is operating in a "multi - company" environment, please note that users do not need to have the authorities given at each company, only one. Authorities apply to the entire system regardless of the company associated with the policy and / or claim.

In Diamond, authority groups are set up and presented in Company Configuration Tool: Company / Organization tab. There, for each type of group, all available authorities are presented, and you have a choice to set default granted authority rights for each group. Further definition of what authority an individual has, are then defined at the user level in Diamond Administration: Users & Workflow Queues - Users.

Let's say that an authority group, such as an agency user, has all rights established as the default for an agency group when authority is assigned to a user; however, some of the billing functions fall within the established rights of that person. If the agency user should not be able to perform any or all of the billing functions, then the granted authority can be removed for that person. Likewise, if an agency user should be granted more authority, this may also be done as well.

All tables listed below, by Authority Group, detail what each authority is designed to do and its impact on a user.

3rd Party

Workflow Authority	Location in Diamond	Impact on User
Account Setup	Diamond Agent Caution Sign / Company Configuration Tool / Choice Point Setup	Allows users to access the Choice Point Setup function in Company Configuration Tool.
Add / View / Request Salvage Auction		Allows access to Copart APS2 and Offsite Salvage functionality.
Allow Automatic Order	Policy - My Navigator / General Info: 3rd Party Reports	Will allow the automatic ordering of Lexis Nexis reports such as MVR when it’s part of the normal policy navigation or renewal workflow.
Allow Automatic Order Core Logic		Allows the automatic ordering of Core Logic reports when it's part of the normal policy navigation.
Allow Automatic Order DHI	Policy - My Navigator / General Info: 3rd Party Reports	Will allow the automatic ordering of DHI reports when it is part of the normal policy navigation or renewal workflow.
Allow Order Experian	Policy - My Navigator / General Info: 3rd Party Reports	Allows the automatic ordering of Experian reports when part of the normal policy navigation.
Allow Automatic Order Trans Union	Policy - My Navigator / General Info: 3rd Party Reports	This allows users the automatic ordering of Trans Union reports when it is part of the normal policy navigation.
Allow Location Insight Score User Override	Policy - My Navigator / General Info: 3rd Party	Used with the 3rd Party interface, Auto Location Insight (ALI). This allows users to override the custom Location Insight Rating Group Score.
Can Edit CLUE Information	Policy - My Navigator / Loss History	This allows users to change CLUE (Property & Auto) loss amount, date, description and claim number on imported orders only from Choice Point. Users not having this authority can only view the information.
Can Edit DHI Information	My Navigator / Claims	Allows users to edit the accidents / violations returned from DHI (Driver History, Inc.)
Can Edit MVR Information	Policy - My Navigator / Accidents & Violations	This allows users to change the accidents / violations information imported from Choice Point only. Users not having this authority can only view the information.
Can Edit SAQ Imported Drivers	Policy - Order SAQ	Allows users to edit driver information returned from SAQ (Solutions at Quote) or ADD.
Can Force Duplicate Order of Metropolitan Police Report	My Navigator / Claims	Allows user to reorder a report that has previously been ordered by Metro. If user has authority they will receive a validation that will allow them to select “yes” to continue with the forced duplicate order.
Can Generate Manual Inquiry of Metropolitan Police Report	My Navigator / Claims	Determines if a user can access the manual inquiry UI for Metropolitan police reports.
Can Issue Policy without Violation Reports	Policy - My Navigator / General Info: 3rd Party Reports	Allows a policy to be issued without a successful DHI report or successful MVR.
Can Manual Order Commercial Prefill	Commercial Auto Policy / Prefill Screen	Determines if a user can manually order Commercial Data Prefill.
Can Order Core Logic		Allows manual ordering of Core Logic.
Can Order DHI (Driver History, Inc.)	Policy - My Navigator / General Info: 3rd Party Reports	This allows a user to manually order a DHI report.
Can Order Experian	Policy - My Navigator / General Info: 3rd Party Reports	This allows the manual ordering of Experian reports.
Can Order Lexis ID	Policy - My Navigator / General Info: 3rd Party Reports	Allows for the manual ordering of Lexis ID.
Can Order Metropolitan Police Report	My Navigator / Claims	Allows a user to see the Order Police Reports option. Without authority they cannot see this option or order new reports if previous reports were ordered by another adjuster or claims user.
Can Order Reports on Policy Not Acquired	Policy - My Navigator / General Info: 3rd Party Reports	Determines if users can order 3rd Party reports when they have not acquired the policy a report is being ordered for.
Can Order Trans Union	Policy - My Navigator / General Info: 3rd Party Reports	Allows users to manually order Trans Union Credit Reports.
Can Process Agency Download	Diamond: Diamond Agent Caution Sign / Administration / Download	Gives authority to user to access Download in Diamond Administration and download agency processes.
Can Rate Policy with MVR No-Hit	Policy - My Navigator / General Info: 3rd Party Reports	Can rate a policy whose MVR response is that the driver is a No Hit.
Can Rate Policy without DHI	Policy - My Navigator / General Info: 3rd Party Reports	Can rate a policy with a DHI ordered but without a successful response.
Can Rate Policy without Violation Report	Policy - My Navigator / General Info: 3rd Party Reports	This allows users to rate a policy without ordering a DHI or MVR on every driver.
Can View CLUE Auto Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows a user to view the social security number and driver’s license number on a CLUE Auto Report; not encrypted.
Can View CLUE Property Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows a user to view the social security number and driver’s license number on a CLUE Property Report; not encrypted.
Can View Credit Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows a user to view the actual Credit Score on the Credit report; not encrypted.
Can View Metropolitan Police Report	Claims	Allows users to view the Metropolitan Police Report.
Can View MVR Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows a user to view the social security number and driver’s license number on an MVR Report; not encrypted.
Delete Imported Driver (Implementation Specific)	Policy - My Navigator / General Info: 3rd Party Reports	Allows the deletion of an imported driver.
Delete Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows user to delete 3rd Party Reports.
Order Forced DMV	Policy - My Navigator / General Info: 3rd Party Reports	When a non-agency user has this authority, they will see the Forced DMV check box and be able to select it….thus forcing the MVR. When the information is returned, the check box is de-selected. If a non-agency user does not have the authority, the check box is not displayed.
Order Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows user to order 3rd Party Reports.
Print Report	Policy - My Navigator / General Info: 3rd Party Reports	Allows user to print 3rd Party Reports.
View Raw Data	Policy - My Navigator / General Info: 3rd Party Reports	Allows a user to view the raw data sent to Choice Point. If the data is encrypted and the user has the authority to view the request data, it is decrypted and shown to the user.
View Report (Implementation Specific)	Policy - My Navigator / General Info: 3rd Party Reports	Allows a user to view all the 3rd party reports returned from Choice Point from the Detail tab. If the user does not have the authority to View Reports, they will get a message box informing them they do not have the authority, and the action is canceled.

Accounting

Workflow Authority	Location in Diamond	Impact on User
Agency Activity	Diamond Home Page - Accounting: Drop Down Menu - Agency Activity	Allows user to view the activity of an agency with specified criteria.
Agency Activity Adjustments	Diamond Home Page - Accounting - Drop Down Menu - Agency Activity	Authority to do adjustments on agency activity records that are agency receipts posted via the Accounting button. When the Adjustments button is selected, the system lets a user reverse or NSF an agency receipts or add an NSF fee to an agency.
Agency Payments	Diamond Home Page - Accounting: Drop Down Menu - Agency Payments	Allows user to add, edit or delete agency payments.
Agency Receipts	Diamond Home Page - Accounting: Drop Down Menu - Agency Receipts	Grants authority to allow the user to add, edit or delete agency receipts.
Agency Statement Adjustments (Formerly Agency Bill Adjustment)	For future use; not yet fully implemented	*****
Agency Statement Payments	For future use; not yet fully implemented	*****
Batch Waive	Diamond Home Page - Accounting: Drop Down Menu - Batch Waive	Authority allows user to waive specific charges for canceled policies within a certain date range.
Policy Payments	Diamond Home Page - Accounting: Drop Down Menu - Policy Payments	Allows user to add, edit or delete policy payments via "batch" entry.
Suspense Account	Diamond Home Page - Accounting: Drop Down Menu - Suspense Accounts	Allows a user to access the Suspense Account menu option from the Accounting button on the Diamond Home Page and post suspense account payments.

Advanced Lookup

Workflow Authority	Location in Diamond	Impact on User
Agency Lookup	Diamond Home Page - Policies Drop Down Menu - Advanced Lookup (Search Type: Agency)	Allows user to search in Advanced Lookup by agency. Users having authority will see an "Agency" radio button which they can select to search by agency. Users NOT having the authority will NOT see an "Agency" radio button.
Edit Agency	Diamond Home Page - Policies Drop Down Menu - Advanced Lookup Edit Button	Allows user to edit agency information contained in Agency Setup when selecting an agency from the Agency List in Advanced Lookup. After double clicking on the agency name, the General Information tab (and corresponding information tabs) are displayed. You may change the information and save it. Users NOT having this information may only select an agency from the list view and view the information found in Agency Setup. The "Save" button is protected so users cannot change any of the information.
Print	Diamond Home Page - Policies Drop Down Menu - Advanced Lookup (Search Type: Agency Print Button)	Allows user to print the Agency List in Advanced Lookup.

Agency Administration

Workflow Authority

Location in Diamond

Impact on User

Add / Delete Plan

Diamond: Diamond Agent Caution Sign / Agency Administration

Add Plan: If the user has this authority, the menu items "Add Plan" and "Copy Plan" are visible and accessible to them. Anyone without this authority will not see these items.
Delete Plan: If the user has this authority, the menu item "Delete Plan" will be visible and accessible to them. Anyone without this authority will not see this item.

Edit Plan

Diamond: Diamond Agent Caution Sign / Agency Administration

If a user has this authority, they will be able to change the default combo boxes (e.g., agency, coverage plan, etc.)and default menu items (e.g., Copy Default Plan, Copy Plan). Also, when they click a coverage in the list view, the appropriate default menu items are enabled ("Copy Default," "Delete Default," etc.)

Agency Portal Configurable Authorities

Attachments

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit	Policy - Quick Links: Attachments	Grants authority to add, delete and / or edit an attachment on a policy or claim.
Edit Attachment Types	Company Configuration / Attachment Types	This allows the user to add or rename attachment types in the Company Configuration Tool.
Edit User Category Selection	Policy - Quick Links: Attachments	This determines if a user can change the user category of an attachment.
Update	Policy - Quick Links: Attachments / Attachment List OR File Manager / Attachments	This allows users to update an Attachment. The Edit Attachment authority has now been limited so it does not allow the user to update an Attachment. Functionality is now hidden instead of disabled when the user does not have the authority to use it.
View Private	Policy - Quick Links: Attachments	Allows users to view attachments that have been marked as private.

Billing

Workflow Authority	Location in Diamond	Impact on User
Accept Renewal Offer	Policy - Quick Links: Billing / Statement Display / Transactions / Accept Agency Bill Renewal Offer	Allows a user to accept the Billing transaction, "Accept Renewal Offer."
Access Billing Adjustments	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box	Gives a user rights to make Billing Adjustments only on the Agency Web.
Access Billing Transactions	Policy - Quick Links: Billing / Statement Display / Transactions	Authority allows user to access billing transactions (i.e., Pay Plan Changes).
Add Cash	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Add Cash	This is a blanket cash adjustment and allows users to Add Cash on converted billing history policies.
Add Miscellaneous Charge	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Add Miscellaneous Charge	Allows users to apply any Miscellaneous Charges.
Add Service Charge	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Add Service Charge	Allows users to apply any Service Charges.
Change Auto Refund Check Payee	Policy - Quick Links: Billing / Statement Display / Transactions / Change Auto Refund Check Payee Option	Allows user to process the Billing transaction Change Auto Refund Check Payee.
Change Automatic Refund Option	Policy - Quick Links: Billing / Statement Display / Transactions - Change Automatic Refund Option	Allows a user to issue a Change Automatic Refund Option on a policy.
Change Do Not Reinstate Flag	Policy - Quick Links: Billing / Statement Display / Transactions - Change Do Not Reinstate Flag Option	Determines if users are allowed to change the "Do Not Reinstate" indicator on a policy.
Change Exclude from Collections Flag	Policy - Quick Links: Billing / Statement Display / Transactions - Exclude from Collections Indicator	Allows users to change the Exclude from Collections indicator on a policy.
Change Installment Deduction Day (Special Note: Users can only see the Deduction Day button if the system setting, "Allow Install Bill Deduction Day Change" has been set to "1" (Enable) in the Diamond System Editor: Billing folder.)	Policy - Quick Links: Billing / Statement Display / Transactions - Change Installment Deduction Day	Allows users to change the deduction day of a policy having an installment bill pay plan only. Users CANNOT change the deduction day on an EFT, Credit Card or Payroll Deduction pay plan.
Change Invoice Due Date	Policy - Quick Links: Billing / Statement Display / Transactions - Change Payor	This allows users to process the Billing transaction, "Change Invoice Due Date."
Change Payor	Policy - Quick Links: Billing / Statement Display / Transactions - Change Payor	Gives user authority to change the "Bill To" on an existing policy or account bill policies.
Dividend Adjustment	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Dividend Adjustment	Allows users to change an incorrect dividend payment.
Edit Billing Records	Policy - Quick Links: Billing / Statement Display / Transactions - Edit Billing Button	Allows user to access the Edit Billing Button and modify billing records.
Edit Blackout Information (Hurricane Blackout)	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Hurricane Blackout	Authority to access the Edit Blackout Information billing transaction and edit the hurricane blackout id for a specific policy record.
Edit Credit Card Information	Policy - Quick Links: Billing / Statement Display / Transactions - Edit Credit Card Information	Authority to update or change information on a credit card without having to process an endorsement or pay plan change.
Edit EFT Information	Policy - Quick Links: Billing / Statement Display / Transactions - Edit EFT Information	Authority to update or change information on an EFT billed policy without having to process an endorsement or pay plan change.
EFT Return	Policy - Quick Links: Billing / Statement Display / Transactions - EFT Return	Determines if users can process the Billing transaction EFT Return.
Enter Cash Receipts	Policy - Quick Links: Billing / Statement Display / Make a Payment (Single Receipt Entry) or Diamond Home Page: Accounting / Policy Payments (Batch Cash Receipts)	Grants authority allowing user to enter cash receipts (Single Entry and Batch Cash Receipts).
Extend Cancel Date	Policy - Quick Links: Billing / Statement Display / Transactions - Extend Cancel Date	Gives user authority to extend the cancellation date on a policy.
Generate Refund Check	Policy - Quick Links: Billing / Statement Display: Adjustments Combo Box - Refund	Grants authority allowing user to generate a refund check for a limit that is predefined at the user level by the system administrator.
Issue Pay Plan Changes	Policy - Quick Links: Billing / Statement Display / Transactions - Pay Plan Change Transaction	Allows user to perform a Pay Plan Change transaction.
Late Payment of Premium	Policy - Quick Links: Billing / Statement Display - Make a Payment or Diamond Home Page: Accounting - Policy Payments	For equity term policies. This allows a user to enter a payment through the Cash Receipts screen or Batch Cash Entry for equity term policies and is used with the system setting, "Canceled Policy Late Payment Reinstate Days" in the Billing folder. If the user has this authority and the system setting contains a numeric value other than zero (0), the system rewrites the policy effective on the payment date and the term is adjusted according to the amount of money paid. Additionally (for no equity term policies), if a policy is canceled for non pay and the system setting set is to something other than the user defined number of days, the system automatically does a reinstatement with a lapse and creates a pro rata policy that extends from the payment date to the end of the current term.
Manage Billing Accounts	Policy - Quick Links: Billing / Statement Display / Transactions - Manage Billing Accounts (Account Bill)	Account Bill - Allows a user to add a new account, delete an account (if there are no policies in the account), link policies to an account and unlink policies from an account.
Manual Invoice	Policy - Quick Links: Billing / Statement Display / Transactions - Manual Invoice	Allows a user to generate an invoice print event apart from a policy or billing transaction. The invoice information is for that point in time for the policy only.
Modify Policy Installment Schedule	Policy - Quick Links: Billing / Statement Display / Transactions - Modify Policy Installment Schedule	Allows users to issue the Billing transaction, "Modify Policy Installment Schedule."
Non-Sufficient Funds	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Non-Sufficient Funds	Allows users to apply NSF Charges to payments.
NSF Converted Payment	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: NSF Converted Payment	Allows users to apply NSF Charges to converted policies.
Payroll Deduction Employee Setup	Diamond Main Menu: Diamond Agent / Company Configuration Tool / Payroll Deduction Employer Setup	This allows a user to set up employees for Payroll Deduction.
Process Suspense Payments	Diamond Home Page: Accounting - Suspense Payments	Grants authority to process suspense account payments in Billing. It allows a user to post amounts to a suspense account for the purpose of holding payments for which there are no corresponding policies in Diamond.
Recalculate Future Installments	Policy - Quick Links: Billing / Statement Display / Transactions - Recalculate Future Installments	Users must have this authority in order to issue the billing transaction, "Recalculate Future Installments," which allows them to spread credit over future installments.
Recalculate Installments After Dividend Refund	Policy - Quick Links: Billing / Statement Display / Transactions - Recalculate Installments After Dividend Refund	Allows user to access / issue the Billing transaction, Recalculate Installments After Dividend Refund. If a company decides to refund any or all of a dividend payment, this is used to recalculate all installments for the current renewal version of a policy.
Refer to Collections	Policy - Quick Links: Billing / Statement Display / Transactions - Refer to Collections	This allows a user the authority to issue a Refer to Collections billing transaction.
Remove Cash	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Remove Cash	Allows users to remove cash from the accounts receivable premium then miscellaneous charges followed by service charges. The amount being removed can only be the amount of cash up to the total amount received on the policy.
Reversal	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Reversal	Allows users to reverse or back out payments on policies.
Reversal of Converted Payment	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Reversal of Converted Payment	Allows users to reverse converted payments on policies.
Reversal of Waive Credit Balance	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Reversal of Waive Credit Balance	Allows users to reverse waived credit balances on policies.
Submit Refund to Check Processing	Policy - Quick Links: Billing / Statement Display / Transactions - Submit Refund to Check Processing	Allows a user to post a manual refund check and process it through Diamond Processes: Automatic Check Processing - Return Premium Checks.
Transfer Converted Payment	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Transfer Converted Payment	Allows the transfer of converted payments.
Transfer Credit	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Transfer Credit	Allows credit to be transferred between policies. When doing an ABT Cancel-Rewrite transaction, the Transfer Credit authority is bypassed and not checked. Users are now able to process the policy transaction ABT Cancel-Rewrite without having the Transfer Credit authority.
Transfer Payment	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Transfer Payment	Allows users to transfer payments between policies.
View Accounts Receivable	Policy - Quick Links: Billing / Statement Display - Accounts Receivable Tab	Allows users to access and view Accounts Receivable information on the Statement Display screen. Users not having this authority will not see the Accounts Receivable tab.
View Credit Card Information	Policy - Quick Links: Billing / Statement Display- Account Information Section: View Credit Card Information	Grants authority allowing user to View Policy Holder Credit Card Information.
View EFT Information	Policy - Quick Links: Billing / Statement Display- Account Information Section: View EFT Information	Authority allows user to View Policy Holder EFT Information.
Void Refund Check	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Void Refund Check	Allows the voiding of Refund Checks.
Void / Refund Credit Card Payment	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Refund to Insured Account	Allows a user to do a Refund to Insured Account Adjustment.
Waive Credit Balance	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Waive Credit Balance	Allows users to waive a credit balance on a policy.
Waive Miscellaneous Charge	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Waive Miscellaneous Charges	Allows users to waive miscellaneous charges on policies.
Waive Paid Miscellaneous Charge	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Waive Paid Miscellaneous Charge	Determines if users are allowed to waive paid Miscellaneous Charges or not.
Waive Premium	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Waive Premium	Allows users to waive premium on a policy.
Waive Service Charge	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Waive Service Charge	Allows users to waive service charges on a policy.
Write Off	Policy - Quick Links: Billing / Statement Display - Adjustments Combo Box: Write Off	Allows users to waive premium, miscellaneous charges, service charges and credit balances on a policy. This brings a policy's balance to zero (0).

Check Processing

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit Jobs	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Users given the authority to Add, Edit and Delete Jobs may perform these functions to access the Job Setup screen.
Agency Commission Check Process	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard / Run Agency Commission Checks	User can process agency commission checks.
Claim Check Process	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard / Run Claim Checks	Allows user to process claim checks.
Clear / Unclear Agency Commission Checks	Diamond: Diamond Agent Caution Sign / Administration / Process Checks / Clear Checks	Allows user to reconcile / un-reconcile agency commission checks.
Clear / Unclear Claim Checks	Diamond: Diamond Agent Caution Sign / Administration / Process Checks / Clear Checks	Grants authority to reconcile / un-reconcile claim checks.
Clear / Unclear Return Premium Checks	Diamond: Diamond Agent Caution Sign / Administration / Process Checks / Clear Checks	Grants authority to reconcile / un-reconcile return premium checks.
Clear / Unclear Suspense Account Checks	Diamond: Diamond Agent Caution Sign / Administration / Process Checks / Clear Checks	Grants authority to reconcile / un-reconcile suspense account checks.
Edit Checks	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	This authority allows a user to edit the mail-to and payee of a check. If the user does not have this authority, they are only able to view the check and cannot change anything on the check. In the New Job Setup, there is a check box to edit checks. If this box is checked and the user does not have the authority, they are not allowed to edit the check.
Edit Municipal Activity Statement	Diamond: Diamond Agent Caution Sign / Administration / Process Checks / Municipal Check Setup / Highlight Tax Code (Municipality) / Edit Statement Button	Allows a user to adjust the amounts of the municipal check activity statements.
Generate Automatic Refund Checks	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Grants authority allowing the user to generate automatic refund checks.
Generate Commission Checks	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Allows user to generate commission checks.
Generate Municipal Checks	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Gives users authority to generate municipal checks.
Municipal Check Process	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Users can create municipal check process jobs.
Process Checks	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Authority allows user to access the Check Processing.
Return Premium Check Process	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Users can create return premium check process jobs.
Suspense Account Check Process	Diamond: Diamond Agent Caution Sign / Administration / Check Processing Wizard	Gives a user authority to create suspense account check jobs.
Void Checks	Diamond: Diamond Agent Caution Sign / Administration / Process Checks / Void Checks	Grants authority to allow the user to void checks; includes regular checks, canceled checks and checks that have had a stop payment placed on them. This is for all checks: Agency Commission, Return Premium, Suspense Account and Municipal. (Note: Claim checks are voided in the Claims System. There is a different authority for voiding these.)

Claim Appraisal

Workflow Authority	Location in Diamond	Impact on User
Add and / or Edit a Claim Appraisal	Claims: Loss Notice - Property or Vehicle Tab / Appraisal Tab	Grants authority to add and / or edit a claims appraisal.
Add / Delete / Edit Claim Appraiser	Diamond: Diamond Agent Caution Sign / Administration / Claims / Appraiser Maintenance	Authority allowing users to add, edit and delete a claim appraiser.
Add / Delete / Edit Claim Repair Shop	Diamond: Diamond Agent Caution Sign / Administration / Claims / Repair Shop Maintenance	Authority to add, edit and delete claim repair shops in Diamond Administration and the Claims System.
Add / Request / View CCC Appraisals	Diamond: Claims / Vehicle Information Tab / Appraisal Tab	Used with the 3rd Party CCC claims service interface. Allows users to add, view and request CCC appraisals.
Print Appraisal	Claims: Property or Vehicle Tab / Appraisal Tab	Grants authority to print a claims appraisal.

Claim Catastrophe

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit Catastrophe	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Catastrophe	Authority to add, edit and delete claim catastrophes.

Claim Coverage

Workflow Authority	Location in Diamond	Impact on User
Admin Clear Coverage	Claim Features / Coverages: Clear Feature / Coverage	Allows an administrator to clear a feature / coverage.
Adjuster Clear Coverage	Claim Features / Coverages: Clear Feature / Coverage	Allows an adjustor to clear a feature / coverage.
Adjust Coverage	Claim Features / Coverages: Reconfigure Coverages Button - Adjust Coverages	Prior to giving users authority, please consult an Insuresoft business analyst for instructions. Allows users to modify the limits associated with claim coverages.
Deny Coverage	Claim Features / Coverages: Deny Coverages	Allows a user to edit a denied feature / coverage.
Edit Coverage	Claim Features / Coverages: Edit Coverages	Allows a user to edit the denied status of a feature / coverage.
Edit Feature Deny Status	Claim Features / Coverages: Deny Coverage	Users can "deny" a feature / coverage.
Reconfigure Coverages	Claims: Features / Coverages - Reconfigure Coverages Button	Allows user to re-configure coverages either by adjusting the coverages or interpreting policy records.
Submit on Recent Image	Claims: Loss Notice	Used when there is no valid image for the date of loss on a claim. If the user has this authority, the system uses the last valid image of a policy and attaches it to the claim. This authority also allows submission if the date of loss is prior to any having any valid images of the policy. The system still takes the last image but will let the user submit the claim. When this happens, the claim defaults to "For Record Only."

Claim Detail

Workflow Authority	Location in Diamond	Impact on User
Access Out of Office	Employee Web / Main Menu / Claim Drop Down Menu	This allows users to access claim personnel and set them up as “Out of Office” from the Claims Menu drop down on the Employee Web.
Add / Delete / Edit Additional Interests	Claims: Property or Vehicle Tab	Grants authority to add, edit or delete additional interests on the Property and Vehicle tabs.
Add / Delete / Edit Attorneys	Diamond: Diamond Agent Caution Sign / Administration / Claims / Firm Maintenance	Allows a user to add, edit and delete attorneys in Firms Maintenance and the Claims System.
Add / Delete / Edit Care Provider	Diamond: Diamond Agent Caution Sign / Administration / Claims / Care Provider Maintenance	Allows a user to add, edit and delete care providers in Care Provider Maintenance and the Claims System.
Add / Delete / Edit Carrier Adjuster	Diamond: Diamond Agent Caution Sign / Administration / Claims / Carrier Maintenance	Allows a user to add, edit and delete carrier adjusters in Carrier Adjuster Maintenance and the Claims System.
Add / Delete / Edit Claimant	Claims: Submit Loss Notice - Claimant is added or Claims: Quick Links - Add Claimant	Allows user to add or edit claimant information on the Claimant screen. Deleting Claimants: When a user is given this authority, they are allowed to delete a claimant that is not associated with any claim feature / coverage. The Claimant Delete option is visible / enabled on the Claimant screen to perform this function. Users not having this authority will not see the Claimant Delete option.
Add / Delete / Edit Claimant Carrier	Diamond: Diamond Agent Caution Sign / Administration / Claims / Carrier Maintenance	Allows a user to add, edit and delete claimant carriers in Carrier Adjuster Maintenance and the Claims System.
Add / Delete / Edit Contractor	Claims: Claim Detail / Edit Detail Screen / AOB Tab	Allows users to add, edit or delete AOB (Assignment of Benefits) contractors in Claims.
Add / Delete / Edit Explanation of Benefit	Claims: Claimant - Claim Features / Coverages	Allows users to add, edit or delete an EOB (Explanation of Benefits) in Claims.
Add / Edit Feature	Claims: Claimant - Claim Features / Coverages	Allows a user to add / edit a claim feature on a claimant.
Add / Delete / Edit Fire Department	Diamond: Diamond Agent Caution Sign / Administration / Claims / Fire Maintenance	Allows a user authority to add, edit and delete a fire department through Diamond Administration or by using the Loss Notice (Property and Auto).
Add / Delete / Edit Firm	Diamond: Diamond Agent Caution Sign / Administration / Claims / Firm Maintenance	Allows a user to add, edit and delete litigation firms in Firms Maintenance and the Claims System.
Add / Delete / Edit Notify UW	Claims: Loss Notice - Notify UW Tab	If a user has these authorities, it allows them to add, edit and / or delete items on the Notify Underwriting list view on the Notify Underwriting tab.
Add / Edit Litigation	Claims: Claimant - Litigation Tab	Allows users to add / edit Litigation information on a claim.
Add / Edit / Delete Medical Facility	Diamond: Diamond Agent Caution Sign / Administration / Claims / Medical Facility Maintenance	Allows users to add, edit and delete (inactivate), medical provider information in Diamond Administration / Claims / Medical Facility Maintenance.
Add / Edit / Delete Medical Provider	Diamond: Diamond Agent Caution Sign / Administration / Claims / Medical Provider Maintenance	Allows users to add, edit and delete (inactivate), medical provider information in Diamond Administration / Claims / Medical Provider Maintenance.
Add Feature to Shell Policy Claim	Claims: Shell Policy / Feature	Determines if users may add a claim feature on a claimant on a shell policy claim. It is required to add any features (single or multiple) to a shell policy claim. The regular "Add Feature" authority will not be required for shell policy claims.
Add Medical Bill Detail	Claims: Claimant / Medical Tab / Medical Bill Tab	Users can add / edit new manual medical bill records.
Add / Edit / Delete Medical Treatment Records	Claims: Claimant / Medical Tab / Medical Treatment Tab	Allows users to add, edit and delete (inactivate), medical treatment records.
Add / Delete / Edit Police Department	Diamond: Diamond Agent Caution Sign / Administration / Claims / Police Maintenance	Allows a user authority to add, edit and delete a police department through Administration or by using the Loss Notice (Property and Auto).
Add / Delete / Edit Police Officer	Diamond: Diamond Agent Caution Sign / Administration / Claims / Police Maintenance (Note: Users must add the department first, then Edit the Department to access the Officer Maintenance button.)	Allows a user authority to add, edit and delete a police officer through Administration or by using the Loss Notice (Property and Auto).
Add / Delete / Edit Property	Claims: Loss Notice Screen / Property Tab	Authority to add, edit and delete a property if claim is against property.
Add / Delete / Edit / View Scheduled Payment Cycle	Claims: Scheduled Pay Tab	Allows a user authority to add, edit, delete and view a Scheduled Payment cycle.
Add / Delete / Edit Vehicle	Claims: Loss Notice Screen / Vehicle Tab	Authority to add, edit and delete a vehicle if the claim issued is against a vehicle.
Add Representative	Claims: Claimant Screen	Allows a user to add a representative to a claimant.
Adjuster Clear Claim	Claims: Claim / Feature / Coverage: Clear Claim	Allows an adjustor to clear a claim.
Admin Clear Claim	Claims: Claim / Feature / Coverage: Clear Claim	Allows an administrator to clear a claim.
Bifurcate Claim	Claims: Administer Menu - Bifurcate	When a user has this authority, they are allowed to access and use the option "Bifurcate" (Claim) on the Claim Detail Menu. (Note: A system setting determines if Claim Bifurcation is enabled or disabled in a client's system.) If a user does not have this authority, they cannot bifurcate a claim.
Change Date of Loss	Claims: Administer Menu - Change Loss Date	When a user has this authority, it allows them to change the Date of Loss and / or policy image once a claim has been submitted. An activity record is then created with each date of loss and image change. A task to the supervisor, if one exists, is created for each image change.
Close Claim Task Types	Employee Web / Administration / Claims / Close Claim Task Types	Allows users to access the Admin / Close Claim Task Types screen and select workflow types to delete during claim closure.
Close and Reopen Claim	Claims: Administer Menu - Claim Level	When a user has this authority, they can access the Claim Level Administer button where the Close or Reopen option is available for use. Note: "Open Claim" is displayed on a closed claim. "Close Claim" is displayed on an open claim. If no authority is given, users can still access the Administer button but the "Close and Reopen Claim" option is disabled.
Close and Reopen Claimant	Claims: Administer Menu - Claimant Level	If a user has this authority, they can access the Claimant Level Administer button where the Close or Reopen option is enabled and available for use. Note: "Open Claimant" is displayed on a closed claimant. "Close Claimant" is displayed on an open claimant. If no authority is given, users can still access the Administer button but the "Close and Reopen Claimant" option is disabled.
Close and Reopen Feature / Coverage	Claims: Administer Menu - Feature / Coverage Level	When a user has this authority, they can access the Claim Feature Level Administer button where the Close or Reopen option is available for use. Note: "Open Feature" is displayed on a closed feature. "Close Feature" is displayed on an open feature. If no authority is given, users can still access the Administer button but the "Close and Reopen Feature" option is disabled.
Deny Claim	Claims: Deny Button	Allows a user to deny a claim.
Edit Claim Control	Claims: Edit Button	Allows user to add or edit claim information on the Claim Control screen.
Edit Claim Destruction Dates	Claims: Date Button	This allows a user to change the Destruction Date on a claim.
Edit Claim Deny Status	Claims: Edit Deny	Allows a user to edit the claim type of a denied claim.
Edit Claim Transaction	Claims: Claim Transaction - Edit Button	Authority allowing user to add or edit claim transactions.
Edit Feature	Claims: Claim Features / Coverages - Edit Button	Authority allowing user to change a feature
Edit Feature Statute of Limitations	Claims: Claim Features / Coverages - Edit Button	Allows users to add / modify or delete a feature's statute of limitations date.
Edit For Record Only	Claims: Claim Features / Coverages - Edit Button (Basic Info)	Allows user to edit the Record Only coverage status on a Claim Feature / Coverage screen.
Edit Listed Property Address	Claims: Loss Notice Screen / Property Tab / Property Information Screen	Allows a user to edit the address fields by clicking the Address button.
Edit Listed Vehicle Policy Info	Claims: Loss Notice Screen / Vehicle Tab / Vehicle Information Screen	Allows a user to edit the Year, Make, Model, Vehicle Type and VIN on vehicles specified on the policy only.
Edit Loss Location	Claims: Loss Notice - Main Tab / Address Button	Allows a user to edit the Loss Location.
Edit Loss Type Weights	Diamond Administration / Claims / Personnel	Allows users to modify Loss Type Weights in the Claim Automatic Personnel Assignment function.
Edit Imported Medical Bill Records	Claims: Claimant / Medical Tab / Medical Bill Tab	Users can edit records that have been imported via an interface.
Edit Send to ISO Claim Search	Claims / Main Level Screen / Submit to ISO Claim Search field	This allows users to access and select or de-select the Submit to ISO Claim Search field on the Claim Main screen after a Loss Notice has been submitted.
Edit Tracking Type Weights	Diamond Administration / Claims / Personnel	Allows users to modify Tracking Type Weights in the Claim Automatic Personnel Assignment function.
Manual Send Mitchell Medical	Claims: Loss Notice - Claims Personnel	Determines if a user can manually send a claim to Mitchell if it has not previously been sent.
Refresh Financials	Claims: Claim / Claimant / Feature - Refresh Financials Button	This allows users to access and use the Refresh Financials button on the claim, claimant or feature / coverage toolbar.
Reinstate Scheduled Payment Cycle	Claims: Claimant - Scheduled Payment	Allows a user to reinstate a Scheduled Payment cycle. (Re-activates a suspended pay cycle.)
Release Scheduled Payment	Claims: Claimant - Scheduled Payment	Allows a user to release a scheduled payment. (Note: Otherwise known as issuing a pending transaction.)
Request Weather Report	Claims: Claim Detail Toolbar / Weather Reports Button	Authorizes users to request a weather report from Weather Analytics, a 3rd Party vendor. (Note: The system setting, "Enable Weather Reports," (Claims / Claim Info / Weather Reports folder) must be set to "True" in the Diamond System Editor in order to view the Weather Reports button.)
Restrict User Access	Claims: Claim Submission / Personnel / Restrict Access Button	Allows the user to restrict other users. If a user is restricted from a claim, they are also restricted from viewing any features / coverages on that claim as well, even though their name is selectable to restrict access on the feature / coverage personnel screen. If they try to access a claim they are restricted from, a warning message is given.
Stop Scheduled Payment Cycle	Claims: Claimant - Scheduled Payment	Authorizes a user to stop a scheduled payment cycle.
Suspend Scheduled Payment Cycle	Claims: Claimant - Scheduled Payment	Allows a user to suspend a scheduled payment cycle. This will suspend a Scheduled Payment cycle (stop it from generating payments during EOD Processing). It will remain in this state until it is reinstated or the time period of the cycle expires.
Special Note On the Following Five Authorities: These "View " authorities are inter-dependent on one another. For example, if a user has the authority "View Claim Transaction," but does not have "View Claim Feature / Coverage," the user will not be able to view claim transactions. The highest level of these is "View Claimant." Users must have "View Claimant" in order to view claim features / coverages. In order to view claim transactions, a user must have both "View Claimant" and "View Claim Feature / Coverage."
View Claim Feature / Coverage	Claims: Features / Coverages	This determines if a user can view detail of a claim feature / coverage. This is for "Viewing" only; users cannot add claim feature / coverage information. If a user does not have this authority, the Features / Coverages tab is protected; viewing is not allowed by selecting the Notes in the Claim Tree View either.
View Claim Transaction	Claims: Claim Transaction	This allows a user to view detail of a claim transaction. This is for "Viewing" only; users cannot add claim transaction information unless they have the "Add Transaction" authority. If a user does not have this authority, the Transactions tab is protected; viewing is not allowed by selecting the Notes in the Claim Tree View either.
View Claimant	Claims: Claimant	This determines if a user can view detail information on the claimant. This is for "Viewing" only; users cannot add claimant information unless they have the "Add Claimant" authority. The Claimant tab is protected if users do not have this authority; viewing is not allowed by selecting the Notes in the Claim Tree View either.
View Claimant Injury	Claims: Claimant / Injury Tab	At the Claimant Level, this determines if a user can access the Injury tab and review any injury information entered. This is for "Viewing" only; users cannot add injury information. If a user does not have this authority, the Injury tab is protected; viewing is not allowed by selecting the Notes in the Claim Tree View either.
View Litigation	Claims: Claimant / Litigation Tab	At the Claimant Level, this determines if a user can access the Litigation tab and see litigation information entered. This is for "Viewing" only; users cannot add litigation information. Different authorities are required to do this. If a user does not have this authority, the Litigation tab is protected; viewing is not allowed by selecting the Notes in the Claim Tree View either.

View Claimants in Claims Inquiry	Claims: Claim Inquiry	Claimant information can be viewed from the Claims Inquiry screen.
View Claims Detail on List	Claims: Web Claims List	Determines if users are allowed to view Claimants and Features on the Web Claims List.
View Medical Bill Detail Tab	Claims: Claimant / Medical Tab / Medical Bill Tab	Allows users access to view the Medical Bill tab.
View Medical Treatment Tab	Claims: Claimant / Medical Tab / Medical Treatment Tab	Allows users access to view the Medical Treatment tab.
View Others Pending Claims	Claims Menu / Load Pending Claims	This allows users to see others “Pending” claims. When the Pending Claims List is loaded, it will default to the logged in user's Pending Claims List. If the user has authority, they will have an option to view all “Pending” claims and claims for specific users. If the user is an agency user they will only see “Pending” claims for their agency even with the authority.
View Reserves in Claims Inquiry	Claims: Claim Inquiry	Allows a user to view the Reserves section of the Claims Inquiry screen. Users not having this authority will not see the information, because it will be hidden.
View Restricted	Claims: Features / Coverages	Allows a user to have free access to any claim or feature / coverage whether they are restricted or not.
Waive C.L.U.E. Reporting	C.L.U.E. Tab	If the "Waive CLUE Reporting" check box on the Claim Detail is enabled, then the user can select it which causes the claim to not be reported to Choice Point. If the check box is protected, the user does not have this authority.
Zero Claim Financials	Claim: Claim Level / Administer Menu	If the user has this authority, they can access the Claim Level Administer button where the Zero Claim Financials option is enabled and available for selection. If no authority is given, they can still access the Claim Level Administer button; however, this option is disabled.
Zero Claimant Financials	Claim: Claimant Level / Administer Menu	When a user has this authority they can access the Claimant Level Administer button where the Zero Claim Financials option is enabled and available for selection. If no authority is given, they can still access the Claimant Level Administer button; however, this option is disabled.
Zero Feature / Coverage Financials	Claim: Feature Level / Administer Menu	When a user has this authority they can access the Claim Feature Level Administer button where the Zero Claim Financials option is enabled and available for selection. If no authority is given, they can still access the Claim Feature Level Administer button; however, this option is disabled.

Claim Financials

Workflow Authority	Location in Diamond	Impact on User
Adjust Financials	Claims: Claim Transactions - Add	If the user has this authority, they will have access to the "Adjustment Transaction" option on the Add toolbar. The purpose of the Adjustment Transaction is to allow users to enter a change amount to the financials without creating a check and without modifying the End of Period numbers (month to date, year to date and inception to date). This allows the clients to pull monthly data from an existing system and from Diamond to get a "Total" amount and not have duplicate amounts for the payments / recoveries that were re-entered into Diamond. It will also allow the Diamond System to verify limits for any new payments.
Close ALAE / DCC Expense Reserve	Claims: Claimant - Feature / Coverage - Admin Menu	This determines if a user is allowed / disallowed to close a claim, claimant or feature and leave the ALAE / DCC Expense Reserve open. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).
Close Anticipated Reinsurance Expense Recovery / Expense Recovery	Claims: Claimant - Feature / Coverage - Admin Menu	Determines if a user is allowed / disallowed to close a claim, claimant or feature and leave the Anticipated Reinsurance Expense Recovery / Expense Recovery open. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).
Close Anticipated Reinsurance Loss Recovery / Other Recovery	Claims: Claimant - Feature / Coverage - Admin Menu	This determines if a user is allowed / disallowed to close a claim, claimant or feature and leave the Anticipated Reinsurance Loss Recover / Other Recovery open. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).
Close Anticipated Salvage	Claims: Claimant - Feature / Coverage - Admin Menu	This determines if a user is allowed / disallowed to close a claim, claimant or feature and leave the Anticipated Salvage open. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).
Close Anticipated Subro	Claims: Claimant - Feature / Coverage - Admin Menu	This determines if a user is allowed / disallowed to close a claim, claimant or feature and leave the Anticipated Subro open. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).
Close Loss / Indemnity Reserve	Claims: Claimant - Feature / Coverage - Admin Menu	If a user is given this authority, they are allowed to check the boxes of the open reserves / anticipated that they have authority for when they select the Zero Financials option on the Admin menu, or when the Zero Financials control is displayed during the close (Feature, Claimant or Claim). If they do not have the authority, the check boxes are not available to them. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).
Close ULAE / AO Expense Reserve	Claims: Claimant - Feature / Coverage - Admin Menu	Determines if a user is allowed / disallowed to close a claim, claimant or feature and leave the ULAE / AO Expense Reserve open. (Note: The system setting, "Close Claim With Open Reserve Or Anticipated," must be set to "True" - Enabled).

Claim Forms

Workflow Authority	Location in Diamond	Impact on User
Add Claim Feature Form	Claims: Claim Feature / Coverage - Forms Tab	This authority is needed to add (attach) a form at the claim feature/coverage level.
Add Claim Form	Claims: Claim Loss Notice - Forms Tab	This authority is needed to add (attach) a form at the claim level.
Add Claim Transaction Form	Claims: Claim Transaction - Forms Tab	This authority is needed to add (attach) a form at the claim transaction level.
Add Claimant Form	Claims: Claimant - Forms Tab	This authority is needed to add (attach) a form at the claimant level.
Delete Claim Feature Form	Claims Claim Feature / Coverage -Forms Tab	This authority is needed to delete a form from the claim feature / coverage level.
Delete Claim Form	Claims: Claim Loss Notice - Forms Tab	This authority is needed to delete a form from the claim level.
Delete Claim Transaction Form	Claims: Claim Transaction - Forms Tab	This authority is needed to delete a form from the claim transaction level.
Delete Claimant Form	Claim: Claimant - Forms Tab	This authority is needed to delete a form at the claimant level.
Reprint Claim Form	Claim: Form Tab - Reprint Claim Forms	Allows users to reprint Claim Forms. This button is only enabled if a user has this authority and the form has already been printed. The Reprint button flags the form to be reprinted once the "Process Batch Claim Forms" process in End of Day Processing is completed.
View Existing Claim Feature Form	Claims: Claim Feature / Coverage - Forms Tab	This authority is needed to view an "On Line" form already attached to the claim feature / coverage.
View Existing Claim Form	Claims: Claim Loss Notice - Forms Tab	This authority is needed to view an "On Line" form already attached to the claim.
View Existing Claim Transaction Form	Claims: Claim Transaction - Forms Tab	This authority is needed to view an "On Line" form already attached to the claim transaction.
View Existing Claimant Form	Claims: Claimant - Forms Tab	This authority is needed to view an "On Line" form already attached to the claimant.
View New Claim Feature Form	Claims: Claim Feature - Forms Tab	This authority is needed to view a form that is not attached to the claim feature / coverage.
View New Claim Form	Claims: Claim Loss Notice - Forms Tab	This authority is needed to view a form that is not attached to the claim.
View New Claim Transaction Form	Claims: Claim Transaction - Forms Tab	This authority is needed to view a form that is not attached to a claim transaction.
View New Claimant Form	Claims: Claimant - Forms Tab	This authority is needed to view a form that is not attached to the claimant.

Claim Payee

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit B-Notice Dates	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee / Claim Payee List	Gives authority to add / delete / edit B-Notice Dates to a Vendor / Payee record.
Add / Delete / Edit Bulk Payee Vendor	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee / Claim Payee List. Also: Claims: Transactions	Allows adding, editing and deleting a Bulk Payee / Vendor for Claims Check Processing.
Add / Delete / Edit Levy Information	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee / Claim Payee List	Gives authority to add / delete / edit Levy Information to a Vendor / Payee record.
Add / Delete / Edit Payee	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee / Claim Payee List	Authority allowing a user to add, edit or delete a payee name for Claims Check Processing.
Add / Delete / Edit Payee Change Reason	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee / Claim Payee Change Reason	Allows adding, editing and deleting of a Payee Change Reason for Claims Check Processing.
Add Payee Legal Name	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee. Also: Claims Tab / Claim Detail: Transaction	Grants authority to allow adding of payee legal name for Claims Check Processing.
Add / Delete / Edit Payee Phrase	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee Phrase	Authority to add, edit or delete a claim payee phrase.
Add / Delete / Edit W9 Dates	Claims: Transactions	Allows users to add, edit or delete W-9 dates for a Payee / Vendor.
Change OFAC (Office of Foreign Assets Control) Lock Status	Claims: Transaction / Claim Payee	Determines if a user is allowed to change the current OFAC lock status for a payee.
Edit Active Payee	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee	Allows user to edit / change the payee information on an "Active" payee.
Edit Block Payments Check Box	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee	Allows user to edit the B-Notice Block Payments check box on the Add / Edit Payee screen in Diamond Administration.
Edit Business Type	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee	Allows user to edit the payee business type.
Edit Payee EFT Information	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee	Controls access to adding / editing EFT information for a claim payee.
Edit Payee Phrase	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee / Phrase Setup	Allows adding, deleting and editing of a claim payee phrase.
Edit Payee Sub-Type	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee	If a user is given this authority, they are allowed to edit claim payee sub-types in Diamond Administration.
Edit Pending Payee	Diamond: Diamond Agent Caution Sign / Administration / Claims / Payee	Allows user to edit a "Pending" payee.
Edit Reportable Flag	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee. Also: Claims: Transactions	Allows user to edit the payee reportable flag.
Edit Vendor Information	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee. Also: Claims: Transactions	Allows editing of the Payee / Vendor information used for Check Processing.
Enable Query	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee. Also: Claims: Transactions	Allows a user to access the Query and Latest Version Only buttons on the Claims Payee / Vendor List.
View Levy Information	Diamond: Diamond Agent Caution Sign / Administration / Claims / Claim Payee	Grants user rights to view the Levy Information on the Add / Edit Payee screen.

Claim Submission

Workflow Authority	Location in Diamond	Impact on User
Create Claim Occurrence	Diamond Home Page: Claims - New Claim	User can create / submit a claim occurrence.
Delete Pended Loss Notice	Diamond Home Page: Claims - Load Pending Claim - Loss Notice (of claim that is "Pended") - Delete Button	Allows a user to delete a "Pended" Loss Notice. If the user does not have the authority, the Delete button is protected.
Edit Pended Loss Notice	Diamond Home Page: Claims - Load Pending Claim: Loss Notice Screen - Edit Button	Allows a user to edit and submit a "Pended" Claims Loss Notice.
Pend Loss Notice	Claims: Loss Notice Screen - Pend Button	Allows a user to "Pend" a Claims Loss Notice.
Submit Claims Made Claim	Claims: Loss Notice / Reported By Screen	Allows users to submit a claim as claims made versus occurrence. This authority is only valid if the system setting, "Enable Claims Made," is set to "True" (Enabled).
Submit on Locked Policy	Claims: Loss Notice Screen	If the user has this authority, they will receive a warning message that the policy is locked because of another claims submission, but they will be able to continue with the set up. Without the authority, they will receive a hard error and will have to wait until the other submission has completed.
Submit on Shell Policy	Claims: Loss Notice Screen	Users will not be allowed to check the "Shell Policy" check box on the New Claim screen.
View Pended Loss Notice	Diamond Home Page: Claims - Load Pending Claim: Loss Notice Screen	Allows a user to view a "Pended" Claims Loss Notice with read only privileges.

Claim Transactions

Workflow Authority	Location in Diamond	Impact on User
Add / Delete Pay To / Mail To	Claims: Transactions	Allows a user to add / delete a pay to / mail to on a claim transaction.
Add Payee Phrase	Claims: Transactions	Grants authority allowing user to add a payee phrase on a claim transaction.
Add PTTOO Item	Claims: Transactions	Allows user to add a payee or payee phrase to the PTTOO of a claim transaction.
Add Split Transaction	Claims: Transactions	Allows a user to issue split claim transactions and payments.
ALAE / DCC Expense Payment	Claims: Transactions	Grants authority allowing user to issue an ALAE / DCC expense payment, amount allowed per payment.
ALAE / DCC Expense Payment Claimant Agg	Claims: Transactions	Grants authority allowing user to issue an ALAE / DCC expense payment, aggregate amount allowed per claimant.
ALAE / DCC Expense Payment ClmCtrl Agg	Claims: Transactions	Grants authority allowing user to issue an ALAE / DCC expense payment, aggregate amount allowed per claim.
ALAE / DCC Expense Payment ClmLoc Agg	Claims: Transactions	Grants authority allowing user to issue an ALAE / DCC expense payment, aggregate amount allowed per feature.
ALAE / DCC Expense Payment Policy Agg	Claims: Transactions	Grants authority allowing user to issue an ALAE / DCC expense payment, aggregate amount allowed per policy.
ALAE / DCC Expense Reserve	Claims: Transactions	Allows user to change an ALAE / DCC expense reserve, amount allowed per reserve change.
ALAE / DCC Expense Reserve Claimant Agg	Claims: Transactions	Allows user to change an ALAE / DCC expense reserve, amount allowed per claimant.
ALAE / DCC Expense Reserve ClmCtrl Agg	Claims: Transactions	Allows user to change an ALAE / DCC expense reserve, amount allowed per claim.
ALAE / DCC Expense Reserve ClmLoc Agg	Claims: Transactions	Allows user to change an ALAE / DCC expense reserve, amount allowed per feature.
ALAE / DCC Expense Reserve Policy Agg	Claims: Transactions	Allows user to change an ALAE / DCC expense reserve, amount allowed per policy.
Approve Same User Transactions	Claims: Transactions	Authorizes a user to approve transactions that were pended for approval by that user. They would still require sufficient approval authority to approve the transaction.
Approve / Reject Reverse Stop Payment	Claims: Transactions	Allows users to approve and / or reject reverse stop payments. "Approve" reverses the stop payment. "Reject" leaves the stop payment in its current status.
Approve / Reject Stop Payment	Claims: Transactions	Allows user to approve or reject a Stop Payment.
Change Transaction Type on Edit	Claims: Edit Transaction	Using the Edit Claim Transaction functionality, this allows users to change the transaction type on a claim.
Claim Payment Approve / Reject	Claims: Transactions	Allows user to approve or reject pending issuance payments.
Edit PTTOO Text	Claims: Transactions	Allows user to edit the PTTOO text field on a claim transaction.
Edit Transaction Remarks After Issuance	Claims: Transactions	Allows users to edit "Remarks" on claim transactions after they are issued. This authority is used together with a system setting in the Claims / Transaction / Remarks folder in DiamUI System Editor. The setting, "Allow Edit After Issuance," must be set to "1" (Enable). If set to "0," (Disable) remarks on issued checks and transactions are not allowed. The default value is "0," (Disable).
Indemnity Payment Over Per Occur Limit	Claims: Transactions	Grants authority to allow the user to issue transactions that would cause the net indemnity total to exceed the coverage’s per occurrence limit.
Indemnity Payment Over Per Person Limit	Claims: Transactions	Allow user to issue transactions that would cause the net indemnity total to exceed the coverage’s per person limit.
Indemnity Payment Over Per Policy Limit	Claims: Transactions	Allows user to issue transactions that would cause the net indemnity total to exceed the coverage’s per policy limit.
Issue Claim Checks	Claims: Transactions	Allows a user to issue a claim payment with a payment form type of check. In addition to this, users must have amounts established for each of the following: Different types of claim payments, different lines of coverage, claimants and policy limits for the type of transaction.
Issue Claim Drafts	Claims: Transactions	Allows a user to issue a claim payment with a payment form type of draft. In addition to this, users must have amounts established for each of the following: Different types of claim payments, different lines of coverage, claimants and policy limits for the type of transaction.
Issue Claim Transaction on Canceled Policy	Claims: Transactions	Allows a user to issue a claim payment on a policy "Pending" cancellation or canceled on or before the date of loss.
Issue Transaction Excluded From Limit Validation	Claims: Transactions	Allows a user to issue a transaction that will be excluded from any related limit validation.
Loss / Indemnity Open Initial Reserves	Claims: Transactions	This controls if the user has the ability to edit the Initial Loss Reserves. This also prevents the Loss Reserve validation since the user does not have the ability to change it from the default.
Loss / Indemnity Payment	Claims: Transactions	Authority allowing user to issue a loss / indemnity payment allowed per payment.
Loss / Indemnity Payment Claimant Agg	Claims: Transactions	Allows a user to issue a loss / indemnity payment aggregate amount allowed per claimant.
Loss / Indemnity Payment ClmCtrl Agg	Claims: Transactions	Allows a user to issue a loss / indemnity payment aggregate amount allowed per claim.
Loss / Indemnity Payment ClmLoc Agg	Claims: Transactions	Allows a user to issue a loss / indemnity payment aggregate amount allowed per feature.
Loss / Indemnity Payment Policy Agg	Claims: Transactions	Allows a user to issue a loss / indemnity payment aggregate amount allowed per policy.
Loss / Indemnity Reserve	Claims: Transactions	Allows a user to change loss / indemnity reserve amount allowed per reserve change.
Loss / Indemnity Reserve Claimant Agg	Claims: Transactions	Allows a user to change loss / indemnity reserve amount allowed per claimant.
Loss / Indemnity Reserve ClmCtrl Agg	Claims: Transactions	Allows a user to change loss / indemnity reserve amount allowed per claim.
Loss / Indemnity Reserve ClmLoc Agg	Claims: Transactions	Allows a user to change loss / indemnity reserve amount allowed per feature.
Loss / Indemnity Reserve Policy Agg	Claims: Transactions	Allows a user to change loss / indemnity reserve amount allowed per policy.
Reinstate Bulk Payment	Claims: Transactions	Allows user to reinstate a voided bulk payment check. For bulk payments only not split transactions unless they are part of a bulk payment.
Reinstate Voided Payment	Claims: Transactions	Grants authority allowing user to reinstate a voided claim transaction for single and split transactions only; not bulk payments.
Reissue Bulk Payment	Implementation Specific	Authority allowing a user to reissue a bulk payment that has been printed or exported.
Reissue Payment	Implementation Specific	Allows a user to reissue a payment on non-bulk payments, including single transactions, split transactions and bulk payments that have not been printed or exported.
Release Scheduled Payment	Claims: Transactions (Workers Compensation Claim)	Users can release scheduled payments.
Remove PTTOO Item	Claims: Transactions	Allows user to remove a payee or payee phrase from the PTTOO on a claim transaction.
Reverse Reissue Status	Claims: Transactions	This authority allows a user to update the Reissued field in the Claim Transaction table by using a toolbar option in Claim Transaction Detail. This is located under Admin on the menu. When a user has the "Reverse Reissue Status" authority, it allows them to reverse the Reissue status. This authority will also cause a new menu option under Admin when the payment has been reissued. These changes allow a transaction to only be reissued one (1) time. If the reissued transaction is canceled, the original transaction is still shown as reissued.
Reverse Stop Pay Bulk Payment	Claims: Transactions	Allows users to reverse stop payments made on bulk checks.
Reverse Stop Payment	Claims: Transactions	Grants authority to reverse a Stop Payment on a claim transaction.
Stop Pay Bulk Payment	Claims: Transactions	Allows user to stop payment on a bulk payment check. For bulk payments only not split transactions unless they are part of a bulk payment.
Stop Payment	Claims: Transactions - Stop Payment Checkbox	Allows a user to put a Stop Payment on a claim check; includes single and split transactions. Does not include bulk payments.
ULAE / AO Expense Payment	Claims: Transactions	Authority allowing user to issue an ULAE / AO expense payment, amount allowed per payment.
ULAE / AO Expense Payment Claimant Agg	Claims: Transactions	Allows user to change an ULAE / AO expense payment, aggregate amount allowed per claimant.
ULAE / AO Expense Payment ClmCtrl Agg	Claims: Transactions	Allows user to change an ULAE / AO expense payment, aggregate amount allowed per claim.
ULAE / AO Expense Payment ClmLoc Agg	Claims: Transactions	Allows user to change an ULAE / AO expense payment, aggregate amount allowed per feature.
ULAE / AO Expense Payment Policy Agg	Claims: Transactions	Allows user to change an ULAE / AO Expense reserve, aggregate amount allowed per policy.
ULAE / AO Expense Reserve	Claims: Transactions	Allows user to change an ULAE / AO expense reserve, amount allowed per reserve change.
ULAE / AO Expense Reserve Claimant Agg	Claims: Transactions	Allows user to change an ULAE / AO expense reserve, aggregate amount allowed per claimant.
ULAE / AO Expense Reserve ClmCtrl Agg	Claims: Transactions	Allows user to change an ULAE / AO expense reserve, aggregate amount allowed per claim.
ULAE / AO Expense Reserve ClmLoc Agg	Claims: Transactions	Allows user to change an ULAE / AO expense reserve, aggregate amount allowed per feature.
ULAE / AO Expense Reserve Policy Agg	Claims: Transactions	Allows user to change an ULAE / AO expense reserve, aggregate amount allowed per policy.
View Reserve	Claims: Features / Coverages	Authority allowing the user to view reserve transactions under features.
Void Bulk Payment	Claims: Transactions	Grants authority to void a bulk payment. For bulk payments only not split transactions unless they are part of a bulk payment.
Void Cleared Claim Check	Claims: Transactions	Not currently enforced.
Void Non-Printed Check	Claims: Transactions	This splits the void authority into non-printed / exported and printed / exported checks. It allows users to void non-printed checks while still controlling who can void printed checks. It allows a claim transaction payment to be voided before it has been printed / exported.
Void Transaction	Claims: Claim Transactions - Transaction List View	Authority allowing a user to void a claim transaction; includes single and split transactions. Does not include bulk payments.

Claim Witness

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit Claim Witness	Claims: Loss Notice	Allows adjusters to update witness information accordingly during Claim Submission and processing.

Client Screen

Workflow Authority	Location in Diamond	Impact on User
Save	"New" or "Active" Policy: More Links - Client	Grants authority to edit Client Screen information (Client Address, Attachments, Notes). Users not having this authority cannot select the Change Client Name 1 or Name 2 link to make changes.

Company Configurable Authority Group

Note: Authorities listed in this group will allow a company to implement company specific configurable authorities.

Company Configuration

Workflow Authority	Location in Diamond	Impact on User
Authorize.Net Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Billing / Authorize.Net Setup	Allows access to the Authorize.Net Setup in Company Configuration / Billing for the purpose of adding, editing and deleting credit card information for vendors.
Bank Account Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Billing / Bank Account	Authority allowing user to access and add / modify bank account information.
Company Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company	Allows a user to access Company Setup and enter general / organizational information as well as line of business information. Other options include: Rate versions, agency commission detail types, agency reimbursements, claim exposures, policy terms, billing methods, lockbox addresses, types of pay plans being used and bank account information.
Edit Model ISO	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Edit Model ISO	Allows a user to access Model ISO and add / modify records in the Model ISO table.
EFT Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / EFT / Setup	Allows access to the EFT Setup function.
Fraud Prevention Configuration Management	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Fraud Prevention	This authority allows the user to modify (e.g., Add / Edit / Delete) the Fraud Prevention Configurations.
Holiday Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Holiday	Authority for establishing holidays.
Model ISO Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Model ISO	Allows access to Model ISO menu item.
Notes Type Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Notes Type	Authority for accessing Note Type setup in Diamond Administration for the purpose of adding, editing and deleting different types of notes used for policies, claims, etc.
Pay Plans	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Billing / Pay Plan	Grants authority to establish pay plans and corresponding installments.
Pay Plan Renewal Groups	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Billing / Pay Plan Renewal Group	Allows users to set up Pay Plan Renewal Groups.
Payroll Deduction Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Payroll Deduction Employer Setup	Allows users to access Payroll Deduction Employer Setup and add, delete and edit employers for which Payroll Deduction is supported.
Reinsurance Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Reinsurance Treaties	Allows access to Reinsurance menu item for adding, editing reinsurance treaties.
Scheduler Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Scheduler Runner	Allows users access to the Scheduler Runner Setup options.
Security Group Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Security Groups and Authority Templates	Allows users access to the Security Groups & Authority Templates function.
Setup Transaction Reasons Viewable By User Category	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Transaction Reason Setup	Gives users access to the Transaction Reason Setup menu item for the purpose of adding / deleting transaction reasons that can be viewed by users of a certain category (e.g., Employees, agencies, etc.).
Subline Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Subline Setup	Allows a user to add or modify subline information.
Suspense Account Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Billing / Suspense Account Setup	Allows user to access Suspense Account Setup function for adding, editing and deleting suspense account information.
User Security Questions	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Users and Workflow Queues	Allows access to the User Security Questions for the purpose of establishing a list of questions that can be assigned to each individual user should they forget their password when accessing the Web.

Configurable Authority

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit Configurable Authority	Diamond: Diamond Agent Caution Sign / Company Configuration Tools / Configurable Options / Configurable Authority	Allows a user to add, edit and / or delete configurable authorities.
Configurable Authority Setup	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Configurable Options / Configurable Authority	Gives access to Configurable Authority menu item in Company Configuration Tool.

Configurable Components

Workflow Authority	Location in Diamond	Impact on User
Access Company Configuration Tool	Diamond: Diamond Agent Caution Sign / Company Configuration Tool	Determines if a user can access the Company Configuration Tool.
Create New Forms Book Version	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company / Company / Line of Business Tab / Rate Version Tab	Allows creation of a new Add Forms Version and save the Forms book to that new version.
Create New Rate Book Version	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company / Line of Business Tab / Rate Version Tab	Allows user to create a new rating version and save the rate book to that new version.
Create New Underwriting Book Version	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company / Line of Business Tab / Rate Version Tab	Authority allows user to create New Underwriting Version and save the underwriting book to that new version.
Save Forms Book to Version	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company / Line of Business Tab / Rate Version Tab	Allows user to save the open forms book to the Add Forms Version table in the database.
Save Rate Book to Version	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company / Line of Business Tab / Rate Version Tab	Allows an open rate book to be saved to the Rating Version table in the database.
Save Underwriting Book to Version	Diamond: Diamond Agent Caution Sign / Company Configuration Tool / Company / Line of Business Tab / Rate Version Tab	Grants authority to save the open Underwriting Book to the Underwriting Version table in the database.

Configurable Reports

Workflow Authority	Location in Diamond	Impact on User
Add, Edit and / or Delete Configurable Report	Diamond: Diamond Agent Caution Sign / Administration / Configurable Options / Configurable Reports	Gives a user the authority to add, edit and delete (or make "Inactive") in Diamond Administration any of the configurable reports that are used when the On-Line Reports button is selected from the Diamond Main Menu.
Configurable Report Setup	Diamond: Diamond Agent Caution Sign / Administration / Configurable Options / Configurable Reports	Allows access to the Configurable Reports menu item in Diamond Administration.

Deposit Premium Factor

Workflow Authority	Location in Diamond	Impact on User
Edit Deposit Premium Factor	For Future Use

Diamond Administration

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit Outside Auditor	Diamond: Diamond Agent Caution Sign / Administration / Audit Personnel	For Premium Audit Transactions: Allows user to add / delete / edit outside auditing personnel. (Note: Outside auditors are used in Premium Audit transactions.)
Add / Delete / Edit RRE Numbers	Employee Web / Utilities / Administration / Claims / Maintain RRE Numbers	Determines if users can access and add, edit and / or delete RRE numbers on the Employee Web in Administration / Claims / Maintain RRE Numbers.
Agency Pay Plan Links	Employee Web: Administration / Agency Setup / Edit Agency / Select: Company / State / LOB / Agency Pay Plan Links	Gives users authority to link Pay Plans to specific agencies.
Agency Setup	Diamond: Diamond Agent Caution Sign / Administration / Agency Setup	Allows user to access and add / modify agency information.
Apply Experience Modification	Diamond: Diamond Agent Caution Sign / Administration / Experience Modification / Apply NCCI Modification Factors	Allows users to apply the Experience Modification by doing an endorsement.
Batch Endorsements	Diamond: Diamond Agent Caution Sign / Administration / Batch Endorsements	Allows users to batch endorse policies for a particular Company / State / LOB and rating version so that final rates can be applied.
Cancellation Extension	Web / Utilities / Admin: Cancellation Extension	Determines if a user can access the Cancellation Extension function or not.
Change Policy First Written Date	Diamond: Diamond Agent Caution Sign / Administration / Change Policy First Written Date	Allows a user to change a policy's date written field for a policy when it was entered incorrectly at the time the policy was rated and issued.
Change System Date	Diamond Access Main Menu / Utilities: Change System Date	Allows user to change the system date from the Utilities Menu from the Diamond Access Home Page.
Choice Point Batch Processing	Diamond: Diamond Agent Caution Sign / Administration / Choice Point	Allows users to access the Process Received Batch screen in Diamond Administration and manually post a transmission to Choice Point.
Claim Table Setup	Diamond Administration / Company Setup / Company / LOB Tab / Claim Exposures Frame	Allows user to modify Claim Setup tables.
Claims Create Medicare Claim File	Diamond: Diamond Agent Caution Sign / Administration / Create Medicare Claim File	Allows a user to access the Create Medicare Claim File function in Diamond Administration. On a quarterly basis, each client will be required to submit a claim file to CMS. This process creates two (2) files: TIN Reference and a Claim file that includes records that have been added, updated or deleted.
Claims Create Medicare Query File	Diamond: Diamond Agent Caution Sign / Administration / Create Medicare Query File	Allows a user to access the Create Medicare Query File function in Diamond Administration. This process gathers any claimants added after 01/01/2010 or those that were added after 12/05/1980 and have open loss reserves that have not already been identified as a recipient.
Claims Process Medicare Claim File Response	Diamond: Diamond Agent Caution Sign / Administration / Create Medicare Claim Response File	Allows user to process the Medicare Response File in Diamond Administration.
Claims Process Medicare Query Response	Diamond: Diamond Agent Caution Sign / Administration / Process Medicare Query Response File	Allows a user to access the Process Medicare Query Response function in Diamond Administration. This process reads the query response file from CMS updates the Medicare HICN number and sets the recipient field for the claimant.
Create CLUE Report (Formerly Claim Loss Data)	Diamond: Diamond Agent Caution Sign / Administration / Claims / Create CLUE Report	Authority to access and run Create CLUE Report.
Create Non-Renewals	Diamond: Diamond Agent Caution Sign / Administration / Create Non-Renewals	Grants authority to automatically process those lines of business / agency combinations having a non-renew date set in the Non-Renew Date field in Diamond Administration: Agency Setup.
Create Payroll Deduction Files	Diamond: Diamond Agent Caution Sign / Administration / Create Payroll Deduction Files	Allows access to Create Payroll Deduction Files.
Credit Card Purge One Time Payment Information	Diamond: Diamond Agent Caution Sign / Administration / Credit Card: Purge One Time Payment Information	This allows the user to run the One Time Payment Information process for credit cards. This removes any records for credit cards used to make a single payment.
Download	Diamond: Diamond Agent Caution Sign / Administration / Download	Grants authority to access Download and generate XML files having transactions that are sent to IVANS.
Edit Agency Book Transfer	Diamond: Diamond Agent Caution Sign / Administration / Agency Setup / Edit Agency	Allows user to edit agency book transfers. Additionally, users need this authority to issue ABT Cancel-Rewrite transactions. If they do not have this authority, the system returns a validation: "User does not have authorization to do ABT transactions."
Edit Agency EFT Information	Diamond: Diamond Agent Caution Sign / Administration / Agency Setup / Edit Agency	Allows a user to modify EFT information in Agency Setup.
Edit Workflow Types	Employee Web / Utilities/ Administration: Workflow Types	Authorizes users to access the Workflow Types function and edit colors used for various Workflows in the Task List Calendar.
Employee Setup	Diamond: Diamond Agent Caution Sign / Administration / Users and Workflow Queues	Allows user access to Employee Setup to add, edit and delete (make "Inactive") employees in the company.
Error Log	Diamond: Diamond Agent Caution Sign / Administration / Error Log	Grants access to the Error Log Utility for printing, viewing and clearing errors that have occurred in Diamond.
Form Setup	Diamond: Diamond Agent Caution Sign / Administration / Form Setup	Grants authority to access Form Setup for the purpose of setting up forms and their corresponding versions by company / state / line of business.
Fraud Prevention Restricted Entity List Access (Note: Formerly called, "Fraud Prevention Black List Access")	Diamond: Diamond Agent Caution Sign / Administration / Fraud Prevention	This authority allows the user to access the Fraud Prevention Black List.
Fraud Prevention Restricted Entity List Management (Note: Formerly called, "Fraud Prevention Black List Management")	Diamond: Diamond Agent Caution Sign / Administration / Fraud Prevention	This authority allows the user to modify (e.g., Add / Edit / Delete) the Fraud Prevention Black List.
Generate EFT File	Diamond: Diamond Agent Caution Sign / Administration / EFT / Billing / Generate EFT File	Authority to generate the EFT file that will be sent to your company's financial institution. The file that is generated is sent to your company's bank via a selected 3rd party software.
Hurricane Blackout	Diamond: Diamond Agent Caution Sign / Administration / Hurricane Blackout	Allows access Hurricane Blackout for the purpose of establishing blackout periods by state / line of business using an effective and expiration date.
Import Claim Transactions	Diamond: Diamond Agent Caution Sign / Transport	Users can import claim transactions from a file.
Import Experience Modification	Diamond: Diamond Agent Caution Sign / Administration / Experience Modification / Import Experience Modification	Allows users to import Experience Modification information.
Import File	Diamond: Diamond Agent Caution Sign / Administration / Billing / Import File	Allows a user to import a company specific billing (Not EFT) file.
Import Transactions	Diamond: Diamond Agent Caution Sign / Administration / Claims / Import Transactions	Allows users to access the Import Transactions screen in Diamond Administration.
Modify Agency Document Library	Diamond Web / Utilities Menu / Modify Agency Document Library	Allows users to add / edit / delete the content for the Agency Document Library on the Employee Web. Users not having this authority will not see this menu item.
NCF Batch	Diamond: Diamond Agent Caution Sign / Administration / Choice Point / Choice Point NCF Batch	Allows users to execute the NCF Batch Process.
Portal Setup	Diamond / Admin / Portal	Gives users authority to "customize" the Home Page of their Agency Web Portal.
Process EFT Returns	Diamond: Diamond Agent Caution Sign / Administration / Billing / Process EFT Returns	Allows a user to generate the EFT file that will be returned, or imported, from your company's financial institution.
Process General Ledger	Diamond: Diamond Agent Caution Sign / Administration / Process General Ledger	Allows users to access and process General Ledger files (for the GL Interface) via Diamond Administration.
Process ISO Claim Search Error Log	Diamond: Diamond Agent Caution Sign / Administration / Process ISO Claim Search Error Log	Allows users to import the ISO Error Log file.
Process People Soft General Ledger	Diamond: Diamond Agent Caution Sign / Administration / Process General Ledger	Allows users to access and process People Soft General Ledger files via Diamond Administration.
Process Specific Date ABTs	Diamond: Diamond Agent Caution Sign / Administration / Process Specific Date ABTs	Allows user to process ABTs through a specific date.
Process Unprocessed Printing	Diamond: Diamond Agent Caution Sign / Administration / Process Unprocessed Printing	Grants authority to access Process Unprocessed Printing and execute the function.
Purge Policies and Quotes	Diamond: Diamond Agent Caution Sign / Administration / Purge Policies and Quotes	Allows user to purge quotes and policies through a specified date.
Recalc Written Premium	Diamond: Diamond Agent Caution Sign / Administration / Recalc Written Premium	Grants user authority to recalculate written premium for a specific policy_id.
Resubmit to DMV	Diamond: Diamond Agent Caution Sign / Administration / Resubmit to DMV	Allows users to access and process records in the Resubmit to DMV function in Diamond Administration.
Retail Lockbox	Diamond: Diamond Agent Caution Sign / Administration / Retail Lockbox	Authority to access and import retail lockbox information for posting to clients' accounts.
Reverse Choice Point Batch Processing	Diamond: Diamond Agent Caution Sign / Administration / Choice Point	This allows users to access the Process Received Batch screen in Diamond Administration, and when the system setting "Reverse Batch Processing" in the Choice Point folder is set to "1" (Enable), view and access the Reverse Processing button.
Undeny Policy	Diamond: Diamond Agent Caution Sign / Administration / Undeny Policy	Determines if a user can take a policy that was originally "Denied" and change its status back to a "Pending" policy.
Upload	Diamond: Diamond Agent Caution Sign / Administration / Upload	Allows access to the Upload Process for uploading XMLs.
User Setup	Diamond: Diamond Agent Caution Sign / Administration / Users and Workflow Queues / User Setup	Authority allowing access to User set up; add, edit and / or delete (make "Inactive") information pertaining to individual users in Diamond.
View Agency Book Transfer	Diamond: Diamond Agent Caution Sign / Administration / Agency Setup / Edit Agency	Allows user to view agency book transfers.
View Global AI List	Diamond: Diamond Agent Caution Sign / Administration / Additional Interests	Allows users to access the Additional Interests menu item in Diamond Administration. Also, allows users to add, edit and delete additional interests. Additional interests may only be deleted if they are not attached to a policy.
VIN Data	Diamond: Diamond Agent Caution Sign / Administration / VIN Data	Authority to access the VIN Data menu item for editing a vehicle's make / model information.
Workflow Queues	Diamond: Diamond Agent Caution Sign / Administration / Workflow Queues	Allows a user to access Workflow Queues for adding, renaming and deleting workflow queues.
XSL	Diamond: Diamond Agent Caution Sign / Administration / XSL	Allows user to import company XSL maps into the databases so that a company can update their own XSL maps for printing.

Diamond Processes (Diam Proc)

Special Note! With Version 519, authorities previously found in Diamond Processes are now located in Diamond Administration.

End of Period

Workflow Authority	Location in Diamond	Impact on User
Access End of Period	Diamond: Diamond Agent Caution Sign / End of Period Processing or Employee Web: Utilities / End of Period	Allows user to access and run the End of Day, End of Month and End of Period Processing programs.

File Manager

Workflow Authority	Location in Diamond	Impact on User
Allow Access	Employee Web / Imaging Menu / File Manager	This allows a user to access the File Manager from the Imaging menu. If users do not have this authority, they will not see the Imaging menu topic on the Diamond Main Menu.
Delete File	Employee Web / Imaging Menu / File Manager	Allows a user to delete a file on the file system.
Move File	Employee Web / Imaging Menu / File Manager	Allows a user to move a file to another directory on the system.
Purge Files	Employee Web / Imaging Menu / File Manager	(Note! A user must have “View Completed Files” authority to do this.) This allows users to purge completed files from the system.
Unlock File	Employee Web / Imaging Menu / File Manager	(Note! This should be used with caution!) The intent of this authority is to allow a user to manually unlock a file. This should only be done if the user with the locked file is no longer working on the file.)
View Completed Files	Employee Web / Imaging Menu / File Manager	Allows users to view completed files.

Future Events

Workflow Authority	Location in Diamond	Impact on User
Delete Automatic Manual Cancellation	"Active" Policy: More Links - Future Events	Allows deletion of an automatic Manual Cancellation.
Delete Automatic Manual Cancellation Notice	"Active" Policy: More Links - Future Events	Allows deletion of an automatic Manual Cancellation Notice.
Delete Automatic Non-Renewal	"Active" Policy: More Links - Future Events	Allows deletion of an automatic Non-Renewal.
Delete Non-Renewal	"Active" Policy: More Links - Future Events	Allows deletion of a Non-Renewal.
Delete Non-Renewal Notice	"Active" Policy: More Links - Future Events	Allows deletion of a Non-Renewal Notice.

Increased Limit

Workflow Authority	Location in Diamond	Impact on User
Edit Increased Limit	"New" Policy: LOB - Commercial Inland Marine / Builder's Risk Coverages	Allows a user to edit increased limits on coverages with restrictions on increased limits.

Inspection

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit (Inspection)	"Active" Policy: For LOB - Home, Dwelling Fire and Farm Location - Inspection Tab	Allows users to add, edit and delete Inspection information using the Inspection tab without issuing an Endorsement on Home, Dwelling Fire and Farm policies.

Integration

Workflow Authority	Location in Diamond	Impact on User
Create Integration Token	Implementation Specific	Allows users to access Integration Services Get Integration token. With this authority, users can create an integration token.

Mobile Home Park

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit a Mobile Home Park	Diamond: Diamond Agent Caution Sign / Administration / Mobile Home Park	Authority allows user to access Mobile Home Parks in Diamond Administration for adding, editing and deleting mobile home parks used in Policy Processing.
Policy Issuance on Closed Park	Diamond: Diamond Agent Caution Sign / Administration / Mobile Home Park	Allows a user to issue a policy having a mobile home park whose status is "Closed."

Notes

Workflow Authority	Location in Diamond	Impact on User
Add / Delete / Edit Note	Policy: Quick Links - Notes	Allows user to add, edit delete notes.
Assign Note Ownership	Policy: Quick Links - Assign Note Ownership Button	Allows note ownership to be assigned to other users.
Check on Renewal	Policy: Quick Links - Notes - Check on Renewal Check Box	If a user is given this authority, they are allowed to access the Check On Renewal check box on the Add / Edit Notes screen to remove or add a check mark. The presence of a Renewal Flag on an individual policy stops a policy from processing through the Automatic Renewal program. When the Automatic Renewal Program is executed, any policies marked with a Check on Renewal note flag do not pass through the processing. These policies must be individually reviewed to determine the course of renewal processing. After policy review, if renewal processing is deemed acceptable, the Check on Renewal flag may be removed from the note and the policy passes through the next session of the Automatic Renewal program.
Edit / Delete Non-Owned Note	Policy: Quick Links - Notes	This gives a user the authority to edit or delete a note when they are not the owner. If the user has these new authorities, they will not receive an error message when editing or deleting a note owned by another user. If they do not have the authorities, the error messages and workflow remain the same.
Edit User Category Selection	Company Configuration Tool / Note Type Setup	Allows users to associate Note Types with user categories in Company Configuration Tool / Note Type Setup.
Show Private Checkbox on Notes	Notes: Private Check Box on a Note	Allows users to see the Private check box on Notes.
View Private	Policy: Quick Links - Notes - Private Check Box	Allows user to view notes created by other users.

On Line Reports

Authorities listed here are added per implementation via Company Configuration Tool / Configurable Options / Configurable Authority.

Policy Modification

Workflow Authority	Location in Diamond	Impact on User
Edit Policy Modification	Line of Business: Commercial BOP / Policy Detail Screen / Policy Modification Screen	When a user has this authority, they will be able to edit the Discounts and Remarks to modify the Policy premium through the Policy Modification screen in Commercial BOP.

Policy Processing

Workflow Authority	Location in Diamond	Impact on User
Access Agency Detail Control	"New" or "Active" Policy: Policy Information Screen - Servicing Information Section - Agency's Name Link	Allows user to access the Agency Link in the Servicing Information of the Policyholder Information screen. It returns the Edit Agency screen of the agency assigned to the policy; no changes can be made as this is "View Only."
Access Attachments	Policy: Quick Links - Attachments	Allows access to the Attachments link.
Access Billing	Policy: Quick Links - Billing or Policy: My Navigator - Billing Info	Allows access to the Billing link.
Access Billing Preview	Policy: More Links - Billing Preview	Allows access to the Billing Preview link. This link is only visible after rating a new business policy or rating a policy transaction.
Access Claims	Diamond Home Page: Claims - New Claim or Policy ("Active"): Quick Links	Allows access to the Claims link.
Access Forms	Policy: More Links - Forms	Allows access to the Forms link.
Access Geo Tax Info	Policy - Address Information Screen or on the Risk Screen (Auto or Property): Once the address is saved.	This determines if user is able to access the Geo Tax Information Control for states (KY) that have a premium tax.
Access Geo Tax Lookup	Policy - Auto: Vehicle General Information Tab / Geo Tax Info Link and Home / Renter's: Property Tab / Geo Tax Info Link	This determines if user is able to access the Geo Tax Lookup, which allows manual lookup and override of tax codes.
Access Notes	Policy: Quick Links - Notes	Allows access to the Notes link.
Access Policy Claims List	Policy: Quick Links - Claims	Determines if a user can have access to the policy "Claims” tab even without the “Access Claims” authority.
Access Policy Summary	Policy: More Links - Summary	Allows access to the Policy Summary link.
Access Print History	Policy: More Links - Print History	Allows access to the History link.
Access Tasks	Policy: More Links - Tasks	Allows access to the Tasks link.
Acquire Agency Pending Tasks	Policy: More Links - Tasks	If the current user of the "Pending" policy is an agency user, and the signed on user is an employee, this grants authority to allow the current user to transfer the "Pending" policy to his or herself.
Acquire Headquarters Pending Tasks	Policy: More Links - Tasks	If the current user of the "Pending" policy is an employee user, and the signed on user is an employee also, this grants authority to allow the current user to transfer the "Pending" policy to his or her self.
Add, Edit and Delete Accident Violations	Policy: Accidents & Violations	Determines if users are prevented from “manually” entering Accidents & Violations in Commercial Auto and Personal Auto.
Add, Edit and Delete AI (Additional Interest)	"New" Policy: Vehicle Information or Location Information	Allows a user to add, edit and / or delete an AI in Policy Processing.
Allow Edit on Manual ABT	"Active" Policy: Transaction Links / Transaction Type = ABT Cancel-Rewrite (Manual)	This authority allows a user to change everything any other "Pending" image allows on a (Manual) ABT Cancel-Rewrite transaction. If the user does NOT have this authority, all other fields, except for the agency and agency producer are locked and cannot be changed.
Allow Issuance on Suspended Agency	Policy: New Policy	Allows a user to issue a New Business policy on agencies that have had the Date Suspended field set in Diamond Administration.
Allow Manual Effective Date Change on Renewal Offers	Policy / Transaction: Pending Renewal Offer	This determines if a user can manually change the effective date on a “Pending” Renewal Offer transaction.
Audits	Existing Policy / Policy Toolbar - Audit (When a Premium Audit endorsement is submitted.)	Allows the user to process Audit transactions. Users will be able to do normal audits and revise audits. (Commercial Lines: GL, Workers Compensation and Garage)
Bind / Deny	"New" Policy / Policy Toolbar - Bind Deny	Allows user to bind or deny a "Pending" policy.
Can Clear Address Values	Policy & Claim Name / Address Information Screens	Enables the Clear button on the Address UI that allows a user to delete all address values.
Can Edit Hail Score	Policy / Location Residence Screen	Allows users to edit the Hail Score on the Location Residence screen.
Can Edit Wildfire Score	Policy / Location Residence Screen	Allows users to edit the Wildfire Score on the Location Residence screen.
Can Manually Verify Addresses	Policy & Claim Name / Address Information Screens	Enables the Verify button on the UI for addresses.
Change	"Active" Policy: Transaction Links - Policy Transaction: Change Button	Authority allows user to change coverages, drivers, vehicles, properties, etc.
Change Lock Status	"Active" Policy: Change Lock Status Link	Determines if a user is allowed to change the current lock status for a policy (Office of Foreign Assets Control).
Company / LOB Tiering - Allow Manual	"New" Policy / Policy Toolbar: Tiering Button	Same as the Tiering authority listed below with one (1) exception. A screen is displayed that prompts for a Company / State / Line of Business to be selected. If you want to use the "Automatic Tiering" option where the system automatically retrieves the configurable underwriting project that was set up for a version of the policy, do not grant this authority.
Company / LOB Tiering - Overall	"New" Policy / Policy Toolbar: Tiering Button	Grants authority to access the Tier button on the Policy toolbar and have the system retrieve the configurable underwriting project that was set up for this version of the policy. (Note: The system setting, "Display Tiering," in the Policy folder in System Editor must be set to "True" - Enabled - to activate the Tiering button.)
Continue Rating	"Active" Policy: Transaction Links (Endorsement): Policy Toolbar - Rate	If the user has this authority, and an out of sequence transaction has an image that fails rating, the system will stop on that image and allow the user to make changes to the out of sequence "Q" image and then be able to select the Continue Rating button. This will continue rating the policy from that image on. This gives the user the ability to correct items such as driver assignment and other changes that can cause problems with out of sequence transactions. A system setting, "Continue Rating," (Rating folder) must also be set to "True" (Enable) to perform this function. If the user does not have this authority, the Out of Sequence functionality will work the same way it always has in the past, which means if rating fails, a user will have to try and change the pending image to make sure rating no longer fails.
Cost Estimator Access	Implementation Specific. MSB Web Site	Allows cost estimators access to the MSB Web Site and the capability of importing MSB valuations.
Delete	"New Quote:" Quote Toolbar - Delete Button	Authority allows user to delete (while viewing a coverage quote) / remove the quote image from the client file.
Delete Tasks	Diamond Home Page: Open Tasks - Delete Icon	Allows user to delete a highlighted task assigned to another user within the Task List.
Demote	"New" Policy: Policy Toolbar - Demote Button	Grants authority allowing user to demote a policy from a "Pending" status to a quote status.
Fraud Prevention Search Log Approval	"New" Quote or Policy / Policy Information Screen / Fraud Prevention Search Log Link	This authority allows the user to approve Fraud Prevention Search Log records.
Import SR22 / SR26 Data	*****	Allows a user to import SR22 / 26 filing information for End of Day Processing.
Issue ABT Cancel-Rewrite	"Active" Policy: Transaction Links - ABT Cancel-Rewrite	Allows a user to issue an ABT Cancel-Rewrite transaction.
Issue Audit	"Active" Policy: Transaction Links -Transaction Type = Premium Audit	Allows the user to issue all types of Audit Transactions. (Commercial Lines: GL, Workers Compensation and Garage)
Issue Cancellation	"Active" Policy: Transaction Links / Transaction Type = Cancellation	Allows a user to issue a Cancellation transaction.
Issue Cancel-Rewrite	"Active" Policy: Transaction Links / Transaction Type = Cancel-Rewrite	Allows a user to issue a Cancel-Rewrite transaction.
Issue Endorsement	"Active" Policy: Transaction Links / Transaction Type = Endorsement	Allows a user to issue an Endorsement transaction.
Issue New Business (Policy Rewrite Full)	Diamond Home Page: Policies / "New" Policies	Allows a user to issue a New Business policy transaction. This authority also allows a user to issue a Policy Rewrite Full transaction, because a new business policy is done on the re-write of the policy.
Issue Non-Renewal	"Active" Policy: Transaction Links / Transaction Type = Non-Renewal	Allows a user to issue a Non-Renewal transaction. When a user doe NOT have this authority, they can submit the Non-Renewal. The Non-Renewal is not issued until it actually rolls. It can be deleted via the Future Events screen.
Issue Reinstatement	"Cancelled" Policy: Transaction Links / Transaction Type = Reinstatement	Allows a user to issue a Reinstatement transaction.
Issue Reinstatement of ABT Cancel / Rewrite	"ABT Cancel / Rewrite Policy:" Policy Transaction Type = Reinstatement	Allows users to submit and issue a Reinstatement on a policy that has been cancelled because of an ABT Cancel / Rewrite transaction.
Issue Renewal	"Active" Policy: Transaction Links / Transaction Type = Renewal	Allows a user to issue a Renewal transaction.
Issue Renewal Underwriting	"Active" Policy: Transaction Links / Transaction Type = Renewal Underwriting	Allows a user to issue a Renewal Underwriting transaction.
Modify Coverage Default Plans	Agency Web / Utilities / Admin / Coverage Default Plan Management	Allows users to add / edit / delete / assign coverage default plans on the Agency Web.
Modify Policy Underwriting Type		Indicates whether the user can modify the Underwriting Type assigned to the policy.
Move Policy	"New" Policy: Policy Information Screen / Move Policy Link	Allows user to move a policy from one client to another existing client. If the user does not have the authority, the Move link is hidden.
New Quote	"New" Policy: Policy Toolbar / New Quote Button	Authority allowing user to create a new quote from an existing policy image.
Open / View Tasks	Diamond Home Page: Tasks / Task List - Open Task: Magnifying Glass (To View) or Policy: More Links - Tasks	Grants authority allowing user to open and view a task in the Task List Window and the "Tasks" link on a Policy.
Override Effective Time	"Active" Policy: Transaction Links / Transactions	This works when Option 2 (Automatic) is set in the “Use Effective Time” system setting (Transactions folder). With this authority, the user will be able to override the time that will be used for the Transaction Effective Time.
Override Issuance Validation	"Active" Policy: Transaction Links / Transaction Type = ABT Cancel-Rewrite	When a user is given this authority, they may select the Override Issuance button for an ABT Cancel-Rewrite transaction and bypass any of the validation errors when issuing the transaction. If a user does not have the authority, the system will not allow them to issue the ABT transaction unless they correct any of the validation errors displayed. Once they have made the corrections, they can then issue the transaction.
Override Promote Issue	Diamond Administration: Blackout	This allows users to access Hurricane Blackout for the purpose of establishing blackout periods by state / line of business using an effective and expiration date.
Override Rate Blackout	Diamond Administration: Blackout	This allows users to override the rate restriction imposed by a blackout.
Override Submit Blackout	Diamond Administration: Blackout	This allows users to override the submit restriction imposed by a blackout
Policy Tiering - Exception Processing	"New" Policy: Policy Toolbar / Tiering Button	Allows user to change information under the Tiering button.
Policy Tiering - View Tiering	"New" Policy: Policy Toolbar / Tiering Button	Allows user to view Tiering button if implementation has Tiering functionality.
Print Quote	"New Quote": Quote Toolbar - Print	Allows user to print copy of a quote.
Process Out of Sequence Transactions.	"Active" Policy:" Transaction Links / Transaction Type = Endorsement	Allows users to process Out of Sequence Endorsements.
Promote	"New" Quote: Quote Toolbar - Promote Button	Grants authority allowing user to promote a policy from a quote status to a "Pending" policy image.
Promote Issue	"New" Quote: Quote Toolbar - Promote & Issue Button	Grants authority allowing user to promote and issue a policy with a quote status to an "Active" policy.
Queue Policy for Export	Policy Information Screen / Policy Being Exported Open: Queue Policy for Export	Allows a user to queue a policy that is open in Diamond and send it to the Scheduler Runner for export at a determined interval.
Rate	"New" Policy: Policy Toolbar - Rate Button	Allows a user to rate a policy.
Reinstate With Lapse	"Cancelled" Policy: Transaction Links / Transaction Type = Reinstatement	Allows a user to issue a Reinstatement With Lapse transaction; user must select Reinstate with Lapse as the Transaction Reason.
Reinstatement of Non-Renewal	"Non-Renewed" Policy: Transaction Links / Transaction Type = Reinstatement	When a user has this authority, they may process the policy transaction Reinstatement of Non-Renewal.
Reinstatement on in force Policy with Lapse	Policy Transaction = Reinstatement	Allows a user having a policy that has had a Reinstatement with Lapse done to reinstate the policy on another day on the original cancel date to the day before the Reinstatement with Lapse occurred.
Reprint History	Policy Info Screen / More Links / Print History Node	Allows a user to access the Reprints menu on the Print History screen. A new form appears that shows all reprint requests for that policy.
Retrieve Client	"New" Policy: Policy Information screen - Retrieve Client link	Allows users to copy updated information from the client information to the policyholder information.
Reverse Audit	Premium Audit Policy: Policy /Transaction Links: Policy Transaction Type = Reverse Audit / Reinstate Audit	Allows the user to Process Reverse Audits and Reinstate Reversed Audits. (Commercial Lines: GL, Workers Compensation and Garage)
Rewrite with Lapse	"Active" Policy: Policy Transaction Links - Transaction Type = Cancel-Rewrite or Rewrite Full Transactions	When a user has this authority, they can issue a Cancel-Rewrite or Rewrite Full transaction outside the term of a policy using the transaction reason "Rewrite With Lapse."
Save	"New" Policy / Quote: Policy Toolbar - Save Button	Allows user to save changes to new business policies or transactions. If a user does not have this authority, the Save button is hidden on the Policy Toolbar. If a user tries to rate the policy, the system returns a validation message: "<Company \ User Name> is not authorized to save policy information."
Save Audit Workflow	Premium Audit Policy: Policy Toolbar - Audit Tab	Allows the user to save changes to the Audit Control. (Commercial Lines: GL, Workers Compensation and Garage). Without this authority, the user will be able to look at the screen but will not be able to save any changes to the information.
Underwriter Approval	Implementation Specific. "Active" Policy: Underwriter Review Button. (Note: The button is only active on policies or endorsements having images that are not "Pending.")	When a user is given this authority, they are allowed to access the Underwriter Review button on the Policy Detail toolbar. This returns an Underwriter Review screen with two (2) options: Approve and Close. "Approve" allows the underwriter to Approve and also close the image of a policy. (Images cannot be "Pending.") If a user does not have this authority, they may still use the Underwriter Review button to access the Underwriter Review screen for inquiry purposes only. A user can view the underwriter who approved the image of the policy along with the date. Close is the only option this user has.
Un-Nonrenew Auto Non-Renewal	For Future Release	Currently, no authority assigned.
Update Client	"Active" Policy: More Links / Update Client Button (Implementation Specific)	Grants a user authority to update the client name and address from policyholder information at any time. The "Update Client" functionality saves the policy before comparing the client and policyholder information to validate if there are any differences.

Renewal Processing

Workflow Authority	Location in Diamond	Impact on User
Access Renewal Program (Automatic Renewals Program)	Diamond: Diamond Agent Caution Sign / Renewals or Employee Web: Utilities / Renewals	Allows user access to run Diamond Automatic Renewals.

Rule Override

Workflow Authority	Location in Diamond	Impact on User
Billing Level 1	*****	Allows user to approve Billing rules written for different approval levels.
Billing Level 2	*****	Allows user to approve Billing rules written for different approval levels.
Billing Level 3	*****	Allows user to approve Billing rules written for different approval levels.
Billing Level 4	*****	Allows user to approve Billing rules written for different approval levels.
Billing Level 5	*****	Allows user to approve Billing rules written for different approval levels.
Claim Level 1	*****	Allows user to approve Claim rules written for different approval levels.
Claim Level 2	*****	Allows user to approve Claim rules written for different approval levels.
Claim Level 3	*****	Allows user to approve Claim rules written for different approval levels.
Claim Level 4	*****	Allows user to approve Claim rules written for different approval levels.
Claim Level 5	*****	Allows user to approve Claim rules written for different approval levels.
Policy Level 1	*****	Allows user to approve Policy rules written for different approval levels.
Policy Level 2	*****	Allows user to approve Policy rules written for different approval levels.
Policy Level 3	*****	Allows user to approve Policy rules written for different approval levels.
Policy Level 4	*****	Allows user to approve Policy rules written for different approval levels.
Policy Level 5	*****	Allows user to approve Policy rules written for different approval levels.
View Exceptions	*****

Rules Engine

Workflow Authority	Location in Diamond	Impact on User
Approval Level 1	*****	Allows user to approve rules written for different approval levels.
Approval Level 2	*****	Allows user to approve rules written for different approval levels.
Approval Level 3	*****	Allows user to approve rules written for different approval levels.
Approval Level 4	*****	Allows user to approve rules written for different approval levels.
Approval Level 5	*****	Allows user to approve rules written for different approval levels.
Approval Level 6	*****	Allows user to approve rules written for different approval levels.

Run Executables

Workflow Authority	Location in Diamond	Impact on User
Diamond	Diamond Home Page	Authority to access and run Diamond.
DiamUI Admin	Diamond / Caution Sign / Administration	Authority to access and run Diamond Administration.
DiamUI Agency Admin	Diamond / Caution Sign / Agency Administration	Authority to access and run Diamond Agency Administration.
DiamUI ClmTest	For future use	For future use
Support Tool	Support Tool	Allows users to access the Support Tool Function.

Sales Center

Workflow Authority	Location in Diamond	Impact on User
Import Contacts	Diamond / Caution Sign / Administration / Sales Center / Import Contacts	Allows access to the Contact Import Process in Diamond Processes.
Purge Contacts	Diamond / Caution Sign / Administration / Sales Center / Purge Contacts	Allows users to access the Purge Contacts process in the Sales Center function in Diamond Processes.

Security

Workflow Authority	Location in Diamond	Impact on User
Can View Bank Account	Policy: Billing Info - (EFT Billed Policy) / View EFT Account Information Link	If a user has "Can View Bank Account," they are allowed to view the full bank account number if this is an EFT billed policy and information is entered from the Billing Info selection on a policy's My Navigator Tree View. If the system setting, "Enable Encryption," (Security folder) is set to "True," and users do NOT have this authority, they may still enter the Bank Account number, but cannot view it; the only numbers displayed are the last few digits preceded with "X's" once the information is saved.
Can View Credit Card	Policy: Billing Info - (Credit Card Billed Policy) / View Credit Card info Link	If the user has "Can View Credit Card" authority, they are allowed to view the entire card number if used on a policy. If the system setting, "Enable Encryption," (Security folder) is set to "True," and users do NOT have this authority, they may still enter the Credit Card number, but cannot view it; the only numbers displayed are the last few digits preceded with "X's" once the information is saved.
Can View Credit Score	Policy: My Navigator - 3rd Party Reports / Credit Reports - Detail Button	If the user is given this authority, it allows them to view a credit score. If a user does not have this authority, the score is encrypted / masked and displays "XXX" instead of the credit score itself.
Can View DLN	Policy: My Navigator - Applicant Screen	Allows a user to see the full driver's license number of an insured on Applicant / Driver screen. If the system setting, "Enable Encryption," (Security folder) is set to "True," and users do NOT have this authority, they may still enter the Driver's License Number, but cannot view it; the only numbers displayed are the last few digits preceded with "X's" once the information is saved.
Can View DOB	Policy: My Navigator - Applicant Screen	Allows a user to see the full Date of Birth of a driver. If the user does not have this authority, only the birth year will be displayed.
Can View Loss History Claim Number	Policy: My Navigator - Loss History	Allows a user to see the Claim Number associated with CLUE Loss Items.
Can View SSN	Policy: My Navigator - Applicant Screen	Allows a user to see the full social security number of an insured on the Applicant / Driver screen. If the system setting, "Enable Encryption," (Security folder) is set to "True," and users do NOT have this authority, they may still enter the Social Security Number, but cannot view it; the only numbers displayed are the last few digits preceded with "X's" once the information is saved.
View Agency Group	Not currently functional	None

Static Data Manager

Workflow Authority	Location in Diamond	Impact on User
Configure Version Data	Diamond Agent: Company Configuration Tool / Static Data Manager / Version Configuration	Allows a user to modify the version portion of the Static Data.

System

Workflow Authority	Location in Diamond	Impact on User
Access Dashboard Admin	Employee Web: Utilities / Dashboard Admin	This allows users to access the Dashboard Admin Utility.
Access Diamond Transport	Diamond: Diamond Agent Caution Sign / Transport	Determines if a user can access the Diamond Transport to extract policy information.
Access Employee Policies	Diamond Home Page: Policies / New Policy	Allows users to access and process Employee Policies in Diamond. This is also used with the system setting, "Check Authority When Posting Manual Payments on Employee Policies." When this is set to "True," (Enable) and providing a user has the authority, "Access Employee Policies," this allows customers to prevent manual payments from being made on employee policies without the authority.
Access Rule Management	Employee Web: Utilities / Rule Management	Gives the authority to access Rule Management.
Access System Settings Editor	Diamond: Diamond Agent Caution Sign / System Settings	Determines if a user can access the Diamond System Editor.
Advanced Lookup	Diamond Home Page: Policies / Advanced Lookup	Grants authority allowing user access to the Advanced Lookup function from the Diamond Home Page: Policies - Advanced Lookup.
Apply Updates from Composer	Diamond Home Page / Utilities / Configuration / Composer	Grants authority allowing a user to apply updates to Composer.
Attach Item	Policy: Quick Links Tree View / Attachments	Allows user access to the Attachment function from a policy's Quick Links Tree View.
Change Composer Endpoint		Allows a user to connect to a non-production Composer System.
Change Diamond System Name		Allows a user to change the name of the Diamond System.
Check for Composer Updates	Employee Web: Utilities / Composer	Determines if users can check for updates from Composer.
Claim Authority		This authority is used to control if it and other claim authorities can be added to users by the signed on user in Admin. It is used to limit users from being able to assign Claims authorities.
Claim Lookup	Diamond Home Page: Quick Lookup - Claims or Diamond Home Page: Claims / Quick Claim Lookup	Allows user access to the Quick Lookup (Claims) function from the Diamond Home Page.
Client Files	Diamond Main Menu: Client Files	Allows users to access the Client Files from the Diamond Main Menu. Users not having authority receive a validation: "You have not been authorized to view client files."
Delete Write Letter Document	Diamond / Caution Sign / Administration	Provides the authority to delete a document created by the Diamond Document Wizard (via Attachments).
Delete Write Letter Template	Diamond / Caution Sign / Administration	Provides the authority to delete a template created by the Diamond Template Wizard (via Attachments).
Fake Diamond Version for Updates		Allows a user to make the Diamond System appear to have a different version to Composer.
Import Claims	Employee Web / Claims Claim Import	Allows users to access the Claim Import menu option on the Employee Web.
Modify Menu Configurations	Diamond Access Home Page / Utilities / Configuration – Menus	Allows users to access the Utilities: Configuration Menus option; used for configuring different menus in Diamond.
Modify Workflow Configurations	Diamond Access Home Page / Utilities / Configuration – Workflows	Allows users to access the Utilities: Configuration Menus option; used for configuring different workflows in Diamond.
Open Tasks	Diamond Home Page: Tasks	Allows user access to the Tasks function from the Diamond Home Page.
Policy Lookup	Diamond Home Page: Quick Lookup - Policy or Diamond Home Page: Policy Search	Allows user access to the Quick Lookup (Policy) function from the Diamond Home Page.
Reports	Diamond Home Page: Reports	Allows user access to the On-Line Reports button on the Diamond Home Page.
Route / Pend	Diamond Home Page / Task List / Transfer Task (two way arrow)	Allows user to transfer one of their tasks to another user. If user does NOT have this authority, a validation is displayed they are not authorized to Transfer Tasks.
Send System Email	Policyholder Info / Claim Info Screen: Email Link	This will allow users to send a system Email if / when the functionality is set up in the system.
Sticky Note	Policy / Notes / Toggle Sticky Note	Allows user access to the Sticky Note function.
Sync Diamond to Composer		Authorizes users to synchronize Diamond data to Composer.
Transaction	Diamond Home Page: Policy Search / Policy - More Links Tree View	Allows user access to the Transaction function from a policy's More Links Tree View.
Write Letter	Policy: Quick Links Tree View - Attachments - Write Letter	Allows user access to the Attachment function from a policy's Quick Links Tree View.

Workflow

Workflow Authority	Location in Diamond	Impact on User
Can Receive Tasks	Diamond Home Page: Tasks -Transfer (Broken Opposite Arrow) -Transfer to User	Determines if a user can receive tasks that are transferred. If their name is displayed and selected in the combo box on the Route / Pend screen and they do not have the authority to receive the task, the task is not transferred and the user transferring the task is notified with an error. This prevents users who never access Diamond (but are listed as a user) from receiving tasks. It also allows individual users to be notified via Email when Policy Tasks and / or policy Diary Items are assigned to the via the System Email Configuration: Policy Tasks Transfer.
Can View Transferred Tasks	Diamond Home Page: Tasks - Transferred Tasks Check Box	Determines if a user can view any tasks that might have been in their possession at one point but transferred them to another user. From the point that they transfer the task, they can still view it in their queue by clicking the "Show Transferred" check box on the Tasks List screen. Without this authority, the Show Transferred check box is protected.
Delete Claims Awaiting Review Workflow	Diamond Home Page: Tasks - Claim Workflow Tasks	Allows users to delete system-generated claim workflow tasks.
Delete Claims Pending Transaction Workflow	Diamond Home Page: Tasks	This authority is needed to delete a claims workflow that has the type of "Claims Pending Transaction," which includes the work flows created by the system for a "Pending Approval" or "Pending Issuance" claims transaction.
Delete Claims Tasks	Diamond Home Page: Tasks	Authority to delete a claim task from the Tasks List.
Delete System Generated Milestones		Gives users full rights to delete system generated milestones.
Edit All Claims Tasks	Diamond Home Page: Tasks	The user has full rights to edit any claims task, claims diary task or diary task including mandatory tasks.
Edit All Policy Tasks	Diamond Home Page: Tasks	Users have full rights to edit any policy task, policy diary task, or diary task including mandatory tasks.
Edit Diary Escalation Date	Claims / Work Plan / Milestone	Allows users to edit the escalation date of a diary item.
Edit System Generated Milestone	Claims / Work Plan / Milestone	Allows users full rights to edit system generated Notes.
View Others Workflow	Diamond Home Page: Tasks / Display Items for Anyone	Grants authority allowing user to view other users workflow tasks.