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Insurance — Operational Setup
Master data and the two-group setup for the Insurance add-on.
Operational Setup & Master Data
Insurance master data splits into two titled groups, following the enterprise governance/operational rule.
Two groups
- Administration & Access (admin only) — Roles, Claims & Adjustment Team (staff master)
- Operational Setup (Master Data) — Adjuster & Field-Agent Directory, Repair & Service Network
Master-data screens
| Screen | URL | What it holds |
|---|---|---|
| Adjuster & Field-Agent Directory | /insurance/adjusters | Independent adjusters and field agents — specialty (auto, property, industrial), coverage area and availability. |
| Repair & Service Network | /insurance/repair-network | Approved repair-shop and service catalog — rates, auto-approval rules and quality scores. |
Access model
Every Insurance screen is wrapped in <ModuleGuard>. Level 1 checks the tenant entitlement (paywall); Level 2 applies the governance/operational split: Roles and the Staff master are admin-only, while operational master data is open to any user holding an Insurance domain role.
Order matters
The Administration & Access group renders first, then Operational Setup, then the three operational sub-groups.