Client Code Security Overview

Client Code Security allows you to make a Sagitta client accessible only to specific users. Once the client has been personalized, if a user who is not personalized attempts to access the client searches for it by code or name, they will see one of the following messages: "Item not found," or "Invalid Entry."

Client Code Security can be used in conjunction with Client Level Security (Staff Security), and Staff Departmental Security. When all three are in use, Client Code Security takes precedence over the other two products. For example. a user who is excluded from accessing a client based on Staff Security or Staff Departmental Security settings, will be able to access the client if that client has been personalized in Client Code Security Maintenance, if that staff code has been added to the grid, and if a user personalized for division and department of the client (but is not personalized in Client Code Security) will not be able to access the client.

Personalization

Use the following program code to add the option to the menu that is most useful to your agency.

Program ID: CLI.CODE.SECURITY

Vertafore recommends you add the option to Other > Personalization > System.

For information on adding menu options, see the Working with Grids on Role Based Security Maintenance section of Sagitta Help.

Client Code Security

You can set up Client Code Security by completing the Client Code Security Maintenance Page. After you complete this page, the security will verify your access to clients.

When you access a client, the security program checks the division attached to the client. The system allows you access to, or shows the options for, only those clients to which you have divisional access.

Sagitta Pages with Client Code or Bill To Code Fields that are Controlled by Client Code Security

• Client Search

• Adding a new client – if a restricted client code is entered, the response is, Duplicate Code – Append?

• My Recent Clients

• Clients

  • Client Code

  • Bill To Code

  • Reference Code

  • Copy/Merge page

  • Client Relationships grid

  • Client Multi

• Activities grid on the Home page

• Activity Log

• Policy Details

  • Client Code

  • Bill To Code

• Policy Multi

• Invoice Wizard, including Multi, Finance, Invoice, and Installments tabs

• Mailbox – Potential matches and Add a policy in the Manual Match page

• Blind Import - Policy match page that displays when exporting from products such as PLRating and ProducerPlus to Sagitta.

• Accounting pages

  • View Client Receivables Ledger icon

  • Cash Receipts

  • Client Cash Receipts/Vendor Check

  • Post Invoicing Finance Process

  • One Step Direct Bill

  • AR Disbursements

  • AR Advisements

  • Client Receivable Balance Entry

  • Insurer Receivables Balance Entry

  • Insurer Receivables Ledger

  • Client Multi Invoice Print

  • Direct bill commission processing policy match

Reports with a Client Code field as part of the criteria are not controlled by Client Code Security. You can limit access to these reports by using Role-Based Security.

Any restricted Client Codes that were previously set up as Bill-To Codes in the database will continue to be accessible, until they are changed. You should locate any client records with Bill-To Codes that need to be restricted, and change the Bill-To Codes manually to prevent access through the Bill-To link.