LCMS User Manual

Lightspeed Claim Management System v5.00 Security

Lightspeed Claim Management System v5.00

User Manual – Security

Lightspeed Data Solutions, Inc. Revision No. 4 6330 San Vicente Blvd., STE 245 March 12, 2014 Los Angeles, CA. 90048 Tel: (323) 954-3000 Fax: (323) 954-3005 Lightspeed Claim Management System v5.00 Security Table of Contents

A) CONTENTS Lightspeed Claim Management System v5.00 Security User Security

B) USER SECURITY

The Security module is used to grant and maintain user access to the claim system. Each individual user has unique security configurations. Each user can be granted View, Add, Edit and Delete capability for any screen in the system. Several extended security rights and authorities can also be granted to individual users. A Buddy can be established for any user allowing the buddy to act on behalf of the user. A supervisor can act on behalf of any user in their user-defined group. Access  Allows each user’s security access to be defined for any screen  Remote users can be defined  This can grant functional rights to some of the screens throughout the system Rules  Allows each user’s various authorities to be defined  Applies customer’s business rules to each user  Allows letters to be assigned to each user  User-defined types  User-defined levels  User-defined groups  Business Rules with multi-tiered escalation  User-defined escalations per rule  Security rights can be copied from one user to another

System Module Overview 3 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security User Maintenance

C) USER MAINTENANCE

Figure 1-0: Security Maintenance – User Maintenance Tab

User Maintenance Tab Field Function User Name User Login name for Claim System Image Login User Login for third party imaging software Buddy Name of assigned buddy to the user Title User Title in the organization Include Disabled Checkbox to include already disabled users in the system First/MI/Last First name, middle initial and last name of the user Full Name Full Name of the user Initials User initials Address Street address of User/Organization City/State/Zip City, State and Zip of the User or Organization Work Work Phone number and Extension Fax Fax Number Email User Email Signature BMP Able to browse to the location of the User Signature bitmap Description User Description Password User login password Exp Days How many days before password expires

System Module Overview 4 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security User Maintenance User Maintenance Tab Field Function Date This is the calculated expiration date of the password when populated Priority The priority level of the user Level The security level of the user Access group Allows control of the claims and insolvent companies the user has access to Rem Adj Service Include is the user is a member of the Remote Adjusting Service Location Location of the user, eg In House User Type Role of the user eg Examiner or Manager Examiner Type User to identify the examiners for the Examiner Production Report Workgroup Make the user a member of any workgroups that have been setup Supervisor Assign a supervisor to the User Manager User is a Manger UDF User Defined Fields that can be applied to the user Status Current status of the user eg Active or Disabled

System Module Overview 5 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Permissions

D) PERMISSIONS

Figure 1-1: Security Maintenance – Permissions Tab Permissions Tab Item Function if Checked ACH Electronic Payments Allows the user to generate ACH payments Add Principal User is able to add the principal in Collections Admin Check Able to view and verify Admin checks, based on users level Advanced Search Attachment Export Allows user to export attachments back to the liquidator Billing Reassign Bulk Commit Loss Notices Allows the user to commit Loss Notices in bulk from the Notice Bulk Update screen Business Unit Editing Ability to edit the Claim Type field in the Claim Tab of Claim Maintenance Carrier Reassignment Allows the user to add or remove a Carrier contact from a claim Check Printing Able to Print checks

System Module Overview 6 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Permissions Permissions Tab Item Function if Checked Check Reimbursement The Reimbursement amount is user entered not to exceed the amount of the selected payment. UDS comment default to "REIMBURSEMENT" plus the selected reason, user and add to or change this comment. This generates a payment transaction with a negative (user entered) amount, on the current date with the UDS transaction comment mentioned above, a void type to indicate Check Reissue Allows the user access to a Reissue button that creates an exact copy of the check and adds it to the Verify queue. The requestor of the check is the original requestor Check Void Able to Void checks Claim Image Allows the user rights to the Imaging capabilities of the claim system Claim Number Reassignment Able to reassign the claim number of a claim Claimant Editing User is able to edit the Claimant information on a claim Coverage Verification Examiner User is an Examiner Examiner Reassignment Able to reassign the examiner on a claim Fast Track Allows the user to make use of the Fast Track option when setting up a claim Fund Reassignment Allows user to change fund in Claim Maintenance Home Tab User Enabled Insolvent Company Claim No Allows user to change Ins # field (Insolvent Company Claim Enable No) in Misc section of Claim tab in Claim Maintenance Interest Rate Editing User is able to edit interest rate in Collections Liquidator No Enable No longer used Manager User is a Manger Manager Reassignment Able to reassign a manager on a claim MSP Override Security level governs which Medical fields user can change Payee Override When issuing a check to a claimant, adjusters will be prevented from changing the Payee or the Mailing address. Supervisor level should have the ability to modify payee. Payment Post Bulking PIP Editing PNPI If the user has PNPI security they are able to view the Social Security information of the claimants and insured Policy Number Reassignment Able to reassign the policy number of a claim PSQ Edit Button Able to access the PSQ edit button to make changes to the data on the PSQ popup screen Remote Check Print Allows the user to print checks from a remote site, user will be unable to print check locally Split Editing Able to edit the splitting of the debt in Collections Supervisor Designates the supervisor which will be the user's primary manager Transaction Readjustment Allows user to readjust correction transaction for a transaction that has already been adjusted or moved

System Module Overview 7 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Permissions Permissions Tab Item Function if Checked UDC Override

System Module Overview 8 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Rules

E) RULES

Figure 1-3: Security Maintenance – Rules Tab Rules Tab Item Function Suffix Aggregate Loss Reserve This sets the user limit for the aggregate loss reserve and Limit also indicates what escalation group they are assigned to, if any Suffix Aggregate Expense This sets the user limit for the aggregate Expense reserve Reserve Limit and also indicates what escalation group they are assigned to, if any Suffix Loss Payment Limit This sets the user limit for the Loss Payment Limit and also indicates what escalation group they are assigned to, if any Suffix Expense Payment Limit This sets the user limit for the Expense Payment Limit and also indicates what escalation group they are assigned to, if any UEP Check Request This allows the user to request check payment in Unearned Premium Admin Payment Limit This sets the user limit for the Admin Payment Limit and also indicates what escalation group they are assigned to, if any Letter Assignment Assigns the user to a letter group where they will have access to letters that are included in that group Overdue Diary Assigns users to an overdue diary escalation group Vendor Approval Group Allows the user to approve vendors if the option is checked

System Module Overview 9 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Rules Rules Tab Item Function OFAC Approval Allows the user to approve checks that have been flagged by OFAC System Alerts/Notification Allows the user to receive System alerts and Notifications Approval Check Verify Limit (admin) Allows the user to verify Admin checks up to the specified limit Check Verify Limit (claim) Allows the user to verify Claim checks up to the specified limit Check Verify Limit (UEP) Allows the user to verify UEP checks up to the specified limit Check Verify Limit (autopay) Allows the user to verify AutoPay checks up to the specified limit Check Verify Limit (EOR) Allows the user to verify EOR checks up to the specified limit Check Reprint Group Allows the user to Reprint a check Reopen From History Group Allows the user to reopen claims that are currently in the History database.

System Module Overview 10 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Security

F) SECURITY

Figure 1-4: Security Maintenance – Security Tab Security Tab Item Function View Edit Add Delete

System Module Overview 11 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Data Access

G) DATA ACCESS

Figure 1-5: Security Maintenance – Data Access Tab Data Access Tab Item Function Select Group Lists pre existing groups Group Title Displays the name of the group Type Lists the Types of Groups that are available Type Help Describes what the group type means Group Help User Defined field to describe the group Created Displays who and when the group was created Changed Displays who and when the group was changed Status Indicates if the group is Active, Disabled or Pending

System Module Overview 12 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Groups

H) GROUPS

Figure 1-6: Security Maintenance – Groups Tab Groups Tab Item Function Adjusting Service Claim Access Admin Check Request Lists users that are able to request an Admin check Auto Pay Exception Catastrophe Lists the Catastrophes that the GF has claims for Signature Check Reprint Lists the users that are able to reprint checks Check Verify Limit (admin) Lists all the users that are able to verify Admin checks Check Verify Limit (autopay) Lists all the users that are able to verify Autopay checks Check Verify Limit (claim) Lists all the users that are able to verify Claim checks Check Verify Limit (EOR) Lists all the users that are able to verify EOR checks Check Verify Limit (UEP) Lists all the users that are able to verify UEP checks Claims with OSL but no OSE Claims Without Activity Claims Without Diary Company Catastrophe Lists the Insolvent Companies that are associated with a Association particular Catastrophe Company Claim Access Lists the groups that have been set up that have Company access restrictions

System Module Overview 13 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Groups Groups Tab Item Function Defense Attorney Claim Access Lists the groups that have been set up where claim access is limited to the defense attorney Fund Claim Access Letter This list a breakdown of all the available letter groups and shows what letters are in which group Letter Assignment This lists the users that have access to letters and shows which letter groups they have access to. Letter Option Letter Option Association Limited Contact Claim Access MSP Data Correction Alert MSP Export Data Error Alert New Assignment to Examiner New Attachment New MSP Beneficiary Alert New MSP Coverage Alert OFAC Approval This list the users that are able to approve payments that are flagged by OFAC Open Claims Without OSE Open Claims Without OSL Overdue Diary Displays the Overdue Diary Escalation groups and the members of those groups Related Claims Group Remote Examiner Claim Access Remote Manager Claim Access Reopen From History Group This lists the users that are able to reopen claims from History Suffix Aggregate Expense Displays the Suffix Aggregate Expense Reserve Limit Reserve Limit Escalation groups and the members of those groups Suffix Aggregate Loss Reserve Displays the Suffix Aggregate Loss Reserve Limit Escalation Limit groups and the members of those groups Suffix Expense Payment Limit Displays the Suffix Expense Payment Limit Escalation groups and the members of those groups Suffix Loss Payment Limit Displays the Suffix Loss Payment Limit Escalation groups and the members of those groups System Alerts/Notification Approval UEP Check Request This list the users that are able to request UEP checks Vendor Approval Displays all the users that are able to approve Vendors Workflow

System Module Overview 14 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Add/Remove A User From Vendor Approval Group

i) How To Add/Remove A User From Vendor Approval Group Members of this group can approve new or changed vendors. All members are notified of any new or changed vendors in the Alerts category of their Home tab.

j) Adding a Member to the Vendor Approval Group a) Go to the Security Maintenance Security tab and select the user to be added to the Vendor Approval group k) Goto the Rules tab in Security Maintenance l) Highlight the Vendor Approval Group row m) Click Edit (The check box for the Vendor Approval Group should automatically be checked) n) Click Update o) The User will now be part of the Vendor Approval Group and be able to receive alerts and approve Vendors. (The user will not receive any existing alerts, only alerts generated since they were added to the group).

p) Removing a Member from the Vendor Approval Group a) Go to the Security Maintenance Security tab and select the user to be removed to the Vendor Approval group q) Goto the Rules tab in Security Maintenance r) Highlight the Vendor Approval Group row b) Click Edit c) Uncheck the check box for Vendor Approval Group d) Click Update e) The User will no longer be part of the Vendor Approval Group (The existing alerts will be removed from the users queue and no additional alerts will be sent to the user).

System Module Overview 15 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Add/Remove A User From Reserve/Payment Escalation Group

s) How To Add/Remove A User From Reserve/Payment Escalation Group

t) Adding a Member to a Reserve/Payment Escalation Group a) For a user to be eligible to become a member of an escalation group they need to be a Manager and have Monetary payment or reserve limit depending on which Escalation group they are to be a member of. u) In Security Maintenance goto the Rules Tab v) Highlight the Escalation Group w) Click on the Members button x) On the Popup screen, there is a dropdown list that will show all available candidates y) Select a Candidate and click the Add button z) The user will be added to the grid above. aa) When all changes are complete click the Save button

ab) Removing a Member to a Reserve/Payment Escalation Group a) In Security Maintenance goto the Rules Tab ac) Highlight the Escalation Group ad) Click on the Members button ae) A popup screen will show the current members of the group af) Highlight one of the existing members and click the delete button. This will remove them from the group Click the Save button when finished.

System Module Overview 16 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Letter Security

AG) LETTER SECURITY

Security Tab Item Function Subject Type Tier Name Description

System Module Overview 17 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Letter Security

Figure 12-0: Security Maintenance – Letter Group

Figure 12-0: Security Maintenance – Add Letter Group

System Module Overview 18 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Setup A Letter Group

ah) How To Setup A Letter Group a) From Security Maintenance goto the Groups Tab. b) In the Subject drop-down select: Letter. c) Click the Add Group button d) Add the Name of the Group, Specify it as Tier 1 and give a short description e) Click Save

System Module Overview 19 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Setup A Letter Category

ai) How To Setup A Letter Category a) From Security Maintenance goto the Groups Tab. aj) In the Subject drop-down select: Letter. ak) Click the Add Group button al) Add the Name of the Category, Specify it as Tier 2 and give a short description am) Click Save

System Module Overview 20 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Setup A Letter Category To A Letter Group

an) How To Add A Letter Category To A Letter Group a) Highlight the Letter Group b) Click the Members button c) This will show a list of the available letter categories that can be added to the selected Letter Group. d) Highlight the desired group and click the Add button e) Click save to finalize the choices and close the members screen.

System Module Overview 21 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Setup A Letter Category To A Letter Group

Tree Maintenance Tab Item Function Name Window Description Sort Code Type Bitmap Status Window Title Criteria DW Report DW Criteria List DW

System Module Overview 22 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security User Buddy

AO) USER BUDDY This feature allows one particular examiner (user 1) to view the Home Tab information of a different examiner (User 2) that has been designated as their Buddy.

A user buddy is designated on the User Maintenance tab in Security Maintenance.

Figure 16-0: Security Maintenance – Set up User Buddy

Figure 16-0: Security Maintenance – Buddy

Figure 16-0: Claim Maintenance – Home Tab, User Viewing Buddy

Figure 16-0: Claim Maintenance – Home Tab, Buddy view

System Module Overview 25 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security How To Setup A User Buddy

ap) How To Setup A User Buddy a) From Security Maintenance goto the User Maintenance Tab. b) Select a user who will be assigned a buddy (In this case jsmith) aq) Select the User that will be the buddy from the Buddy field drop down (In this case frjones) ar) No changes need to be made to be made to the Buddy itself (frjones) as) The User (jsmith) can now look at the data in the Home tab for the Buddy (frjones) at) The buddy assignment is one way, the Buddy (frjones) cannot look at the Users (jsmith) data au) On the Home tab in Claim Maintenance the User (jsmith) is able to View the buddy information through the user drop down field.

System Module Overview 26 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Appendix – Letters Configuration

AV) APPENDIX

AW) LETTERS CONFIGURATION Letters – Get components from L:\App\Tdms\vb6\sendmail ax)Letter and Attachment File Security The path for the location of Letters and attachments have been split up to make sure that users cannot make changes to the attachments after they have been associated with a letter or a note. The Letters are now located in LSCLaimStore\Letters, the attachments are located in LSClaimStore\Media. On the Letter folder the users do require the Modify capability.

Security Setting for Users on Letter Folder

The Media folder requires a slightly more complex security configuration described below. In this case we are taking the Domain Users Group as being the only group that the User will be a part of. The Media Folder Security should be

Security Settings for User on Media Folder ay) Click on the Advanced button

Access Control Settings for Users az) Highlight Domain Users and Click on the View/Edit button

Permission Entry for Users on Media Folder

The following three check boxes need to be unchecked a) Create Folders/Append Data b) Delete Subfolders and Files c) Delete All the remaining options should be checked Allow. This should mean that the users will be able to attach documents, but they should not be able to alter already attached documents Additionally to this the following SQL script should be run on the Master Database USE master GRANT EXECUTE ON xp_cmdshell TO public GO

EXEC sp_addsrvrolemember @loginame = 'claimsa', @rolename = 'sysadmin' GO

EXEC sp_addsrvrolemember @loginame = 'claimsa', @rolename = 'processadmin' This will set the xp_cmdshell command to be accessible by the public group and it will allow claimsa to obtain the sysadmin and processadmin server roles.

System Module Overview 29 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Appendix – Notes

BA) NOTES bb) File Security Need to make sure that users are not allowed to modify items that have been attached to notes. The security on the folder should not have the Modify option checked.

System Module Overview 30 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4 Lightspeed Claim Management System v5.00 Security Appendix – Disabling An Existing User

BC) DISABLING AN EXISTING USER When an examiner or manager leaves the organization, the following steps should be taken to disable the user account:

1. Clear any alerts for the user. 2. Clear any diaries for the user. 3. Remove user from autopay cycles. 4. Remove user from escalation groups. 5. Reassign any claims. 6. Disable user.

System Module Overview 31 Lightspeed Data Solutions, Inc. 04/08/18 7:50 A4/P4