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BenefitPoint Firm Settings

Firm settings enable or disable features in BenefitPoint. Each of these feature options—other that the default behavior where applicable—must be set by Vertafore Support

Note that some of the features require certain user permissions to use the feature once enabled. These requirements are listed under the Required User Permissions heading in the tables below.

Configuration

SETTING	DESCRIPTION
Disable Email Requirement for Carrier Contacts (BP 23R2)	After selecting this firm setting, the email address for the Carrier Contacts will no longer be a required field.
Office/Division Classification	Options: Office or Division Ability for a firm to designate the late "Office" or "Division" to appear throughout BenefitPoint with the ability to capture codes for each Division.
Backdate Activity Log	Options: 0 Days, 7 Days, 14 Days, 21 Days, 28 Days, 35 Days, 42 Days, or Unlimited Ability for firms to set the allowable number of days a user can backdate an Activity Log Record. Prior to release, BenefitPoint set a default of 14 days. To not allow backdating, select 0 Calendar Days. To allow backdating without a restriction, select Unlimited.

Account Management | Accounts

SETTING	DESCRIPTION	REQUIRED USER PERMISSIONS
Disable removing Account Team Members on account before plans have been reassigned. (BP 23R1)	When enabled, the user will be unable to delete an account team member from an account if they still have plans assigned to them. This firm setting applies only if plan assignments are being utilized. When enabled, the user will not be able to delete an account team member from an account if they still have plans assigned to them on the Plan Assignment page under Service Info. This applies to only current plans (includes continuous plans/products).
Accounts: Account Relationships	Ability to link accounts together.
Accounts: Account Team Member Edit Limitations	Ability to limit specific Account Team members from editing Account Summary, Account Contacts, Account Team and Activity Log (View Only).	Broker Role: Account Team Member Edit Limitations Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that all current users can edit an Account when on the Account Team. To prevent a user from editing Account Summary, Account Contacts, Account Team, and Activity Log for accounts where they are on the Account Team, the Broker Admin must select the Account Team Member Edit Limitations permission for that user.
Accounts: Allow Accounts with Identical Names	Ability to add accounts with identical names. When selected, adds Description field to Account Summary.
Accounts: Allow Accounts with Identical Names - Bypass Name Search	Ability to add accounts with identical names but does not provide the warning that the setting above does.
Accounts: Allow All Accounts Edit by User (based on Access Area)	Ability to give access to specific "super" users to edit any account within their access without being on the Account Team (My Accounts AND All Accounts).	Broker Role: Edit All Accounts (based on Access Area) Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that all current users cannot edit Account without being on the Account Team. To allow users to edit All Accounts, the Broker Admin must select the Edit All Accounts (based on Access Area) permission for that user.
Employer Access: Limit Edit/View by User	Ability to prevent specific Account Team members from adding, modifying, and deleting Employer Access accounts.	Broker Role; Edit/View Employer Access Important: If this firm setting is turned on, by default, all current user permissions that are Not Selected, which means that Account Team Members cannot edi/view Employer Access. To allow a user to edit/view Employer Access, the Broker Admin must select the Edit/View Employer Access permission for that user.
Enable Account Dashboard	Will provide a dashboard view of a group account surfacing key data points including the premium and revenue (both estimated and applied), top open activity log records. Easily view the primary contact information and top policies by estimated revenue.	Firms can enable the Account Dashboard view by creating a case with Customer Support.
Enable GA Firm Role	Ability to access the GA functionality.	GA Role: Add Agency/Agent GA Role: Edit Agency/Agent Account Associations GA Role: Add Agency/Agency Commission Address
GA: Disallow Agents and Agencies with Identical Email Addresses	Will give users an error message if they are trying to add agents and agencies with identical email addresses - will help to prevent duplicate entries of accounts.
Global Changes Enabled	Ability to use Global Changes for your firm.	Broker Admin: Global changes Allows a Broker Admin to create a global change set: Replace User, Replace Carrier, and Update Accounts - Service Info.
Marketing Groups	Ability for users to add, modify, or view Marketing Groups.
My Profile Hide Link	Ability for a firm to hid the My Profile link that appears in the top information line from all users with Broker Role to prevent users from updating contact information and resetting passwords.
Accounts Purge	The setting for Purge Accounts allows you to permanently remove accounts from your system. This feature allows compliance to data retention policies that require periodic purging of account data.	Only Broker Admin users with access to all regions and offices is allowed to use the Purge Accounts function.
Show BenefitPoint Account ID on Account Summary	Ability to display the Account ID on the Account Summary page.
User Defined Custom Fields	Ability to define Account Summary and Activity Log Custom Fields and modify required and disabled Account Summary Standard Fields.	Broker Admin: Allow Custom Fields Important: If this firm setting is on, by default, all current Admin permissions are Not Selected, which means that Admins cannot create Custom Fields. To allow Broker Admins to create Custom Files, the super Broker Admin must select the Allow Custom Fields permission for that Admin.
User Templates	Ability to disassociate the Access Areas for a User from the Roles and Permissions assigned from a User Template. Both Enabled and Required are options for User Templates.
View Financial Info - My Accounts Only	Ability for users to only view Financial Info box on Account Summary for the My Accounts list, not able to view Financial Info box on All Accounts list (where user is not on the Account Team).
Report Disclaimer	Ability for Broker Administrator to edit the Report Disclaimer under Brokerage/Firm Info.	Broker Admin
Accounts: Inactivation Reason Required on Inactivating an Account	When enabled, a reason must be selected when inactivating an Account. This firm setting will be enforced in the create and update account web service methods.
Accounts: Inactivation Date Required When Inactivating an Account	This firm setting will require an inactive date when you make an account inactive.
Accounts: Inactivation Date Cannot Be Less Than Renewal or Cancellation Dates of Plans/Products	This firm setting will be enforced in the create and update account web service methods.
Activity Log: Allow Edits to Inquirer Information	Allows users who can edit an Activity Log Record to also edit the first and last name of the Inquirer.
Activity Log: Office Specific Templates	Templates will key off of the office of the account if this setting is selected and the Broker Admin specifies offices to be used.
Activity Log: Enable Edit of Short Description on Open Record	Use this setting to allow users to adjust the text in the Activity Log Record Short Description (only applies to Open Records).
Activity Log: Custom Subjects	Ability for Broker Admins to add and modify Activity Log Subjects.
Activity Log: Default the Inquirer Information section to Open on Add Record	Automatically expands the Inquirer Information section on Add Activity Log Record for all users in the firm.
Activity Log: Disable Edit of Long Description after record has been closed	Ability to prevent edits to Long Description on Activity Log Record when record is closed.
Activity Log: Disable Edit of Long Description after record has been created	Ability to prevent edits to Long Description on Activity Log Record when record is created.
Activity Log: Enable Insured Section on Demand	Ability to include Insured Section.	Broker Role: Activity Log Insured Record Access: Call Center Representative Broker Role: Activity Log Insured Record Access: Customer Service Representative
Activity Log: Insured Record Information	Ability to allow users to capture sensitive employee information within the Insured Information section of the Activity Log, including Insured first name, last name, status, date of birth, social security number, identification number, address, and dependent information. Ability to determine triggering Activity Log Record Inquirer Type(s) (i.e., Broker/Consultant, Employee, Dependent, Other, Carrier, Employer, Plan Administrator and/or Provider) and assign permission to users.	Broker Role: Activity Log Insured Record Access: Call Center Representative Broker Role: Activity Log Insured Record Access: Customer Service Representative
Activity Log: Non-Account Team Member Access	Ability for non-Account Team Members to create new Activity Log Records and view existing Records.
Activity Log: Non-Account Team Member Create Records Only	Ability for non-Account Team Members to only create Activity Log Records, not able to view or modify existing Records.
Activity Log: Require Due Date on Open Activity Log Records	Requires a Due Date if the Activity Log Record is in "Open" status.
Activity Log: Resolution Required When Closing	Ability to make Resolution field required when an Activity Log Record is closed.
Activity Log: Sales Opportunity	Ability to allow users to capture sales information within the Sales Opportunity section of the Activity Log Record, including stage, date started, date completed, estimated date of closure, and probability % of closing.	Broker Role: Correct Sales Opportunity Stage History
Activity Log: View Only When Assigned to Call Center Representative	Ability to Call Center Representative to only view Activity Log Records assigned to them, not able to edit them.
Attachments: Limit Delete/Replace by User	Ability to prevent specified Account Team members from deleting or replacing account attachments.	Broker Role: Delete/Replace Attachments Important:If this firm setting is turned on, by default, all current user permissions are Not Selected which means that Account Team Members cannot delete/replace attachments. To allow users to delete/replace attachments, the Broker Admin must select the Delete/Replace Attachments permission for that user.
Attachments: Allow Only on Requests	Ability to shut down attachments everywhere except from within a Request. This will allow only the Request process to attach documents for carriers.
Plans:  Disable Continuous Policies (BP 23R1)	When enabled, the Continuous Policy checkbox on plans and products will no longer exist. Existing Continuous Policy plans will be acceptable and will not return a system error. If an existing Continuous Policy is edited in any way, and the user does not enter a new renewal date, an error message will be presented.	Only one of these firm settings can be enabled at a time.
Plans:  Disable replacing plans if not "new" and BOR date is more than 12 months in the past (BP23R1)	If this firm setting is enabled, the Replace option on plans is disabled if the plan is not "New" AND BOR date is more than 12 months in the past. If there is no BOR date filled in, it only will check if the Plan is "New".	Plans:  Disable replacing plans if not "new" and BOR date is more than 12 months in the past (BP23R1)
Plans: Hide Replace option (BP 23R1)	When enabling this setting, the Replace option on plans across this brokerage will be hidden from the UI.	Only one of these firm settings can be enabled at a time.
Plans: Disable replacing plans if not "New" and BOR date is more than 12 months in the past (BP 23R1)	If this firm setting is enabled, the Replace option on plans is disabled if the Plan is not "New" AND BOR date is more than 12 months in the past. If there is no BOR date filled in, it only will check if the Plan is "New".	Plans: Disable replacing plans if not "New" and BOR date is more than 12 months in the past (BP 23R1)
Plans: include Splits Default to "Yes" Upon Replacement (BP23R1)	When enabled, the Include Splits option when replacing a plan will default to “Yes”.
Additional Products	Ability to add, modify, and view Additional Products to an account.
Customized Attribute View	Ability to add and modify Customized Attribute Views for each plan type.	Broker Admin: Edit Custom Attribute View Level
Designate Office/Division and Departments on Plans and Additional Products	Ability to tie a Plan or Additional Products to a specific Plan Office/Division and Plan Department from the Plan Info or Product Info page. When selected, dropdowns appear on Plan/Product Info.
Plans: Do not allow Effective Dates prior to Original Effective Dates	Prevents users from entering effective dates that are prior to the original effective date on plans or products.
Edit Cancellation and Reinstatement Info	Ability for firm to allow users to edit cancellation and reinstatement information.	Broker Role: Edit Cancellation and Reinstatement Info Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that users cannot edit Cancellation and Reinstatement Info. To allow users to edit Cancellation and Reinstatement Info, the Broker Admin must select the Edit Cancellation and Reinstatement Info permission for that user.
Plans: Allow Broker role to Invoice	Firm level permission which, when related settings are turned on, allows a broker with Sagitta 7.8.8 integration to send and receive invoices from Sagitta.	Prerequisites: Sagitta Real Time Integration Activation and customer has Sagitta v 7.8.8 or higher.
Plans: No renewal or replacement plans when deleting	Prevents users from deleting plans or products when they have been renewed or replaced.
Plans: Allow carrier change on renewal	Ability to change the Plan Type when selecting Renew from the Plan Action dropdown.
Plans: Allow plan type change on renewal	Ability to change Plan Type when selecting Renew fro the Plan Action dropdown.
Plans: Hide Mass Cancellation link	Ability to hide the task Cancel Current Plans and Products if this permission is activated.
Plans: Limit Plan Element Deletes by User	Ability to prevent specified Account Team members from deleting plans and products for an account and deleting Benefit Summaries, Rates, Commissions, Eligibility Rules and Contribution Schedules for account plans.	Broker Role: Delete Plan and Product Elements Important: If this firm setting is turned on, by default, all current user permissions are Not Selected, which means that Account Team Members cannot delete plans and products and product elements. To allow a user to delete the Broker Admin must select the Delete Plan and Product Element permission for that user.
Plans: Mass Cancellations via file upload	Ability to upload a .csv file of plan id and cancellation reason id for multiple plans.
Plans: No current plans when inactivating an account	Ability for firms to prevent inactivating an account when there are current and pending plans or products.
Plans: Orig. = renewals, do not overlap or allow gaps in policy effective dates	Ability to Renew plan only when an effective date of renewed plan is equal to the prior plan's renewal date.
Plans: Orig. = replacements, do not allow overlapping policy effective dates	Ability to prevent a replacement plan from having an effective date that is before the renewal date of the plan it is replacing.
Plans: Restrict renewal based on Broker of Record	Ability to restrict a New plan with in-force period of less than 12 months to Replace and Cancel only.
Plans: Show Plan Fee Tab and Product Fee sections	Displays Fee tab and Fee section on plans.
Plans: Validate Cancellation Date	Ability to prevent users from entering a cancel date outside the plan effective date and renewal date.
Plans: View Non-Payable Field	Ability to capture info on Plan/Product Info. Non-payable indicates that commission will not be paid for the policy.
Plans: View Non-Revenue Field	Ability to capture info on Plan/Product Info. Non-revenue indicates that there is no expected revenue for the policy and this plan is excluded from any Missing Payment reports and the new Missing Payment Event feature in RTM.

Customer Service and Support Center

SETTING	DESCRIPTION	REQUIRED USER PERMISSIONS
Hide Help Link	Hides the Help link for all users in the firm.
Hide My Vertafore Support Link	Hides the My Vertafore Support Link for all users in the firm.

Integration & Web Services

SETTING	DESCRIPTION	REQUIRED USER PERMISSIONS
Account Service	Ability to initiate the Account Web Services.	Broker Role: Account Service
Activity Log Service	Ability to initiate the Activity Log Web Services.	Broker Role: Activity Log Service
Add Account Link - Disable	Allows you to prevent users from adding an account through the UI of the application.
Additional Attachment Links for CBD Docs or ImageRight	Includes additional links on targeted pages.
Contact Service	Ability to Contact Web Services.	Broker Role: Contact Service
Contextual Links	For firms with other document management needs, set up contextual links on key pages that open a URL and pass ID information on accounts and plans.
Event Notification - RTM Posting	Ability to send a notification to a remote system that a statement has posted and closed.	Broker Admin
ImageRight
Product Service	Ability to initiate the Product Web Services.	Broker Role: Product Service
Request Service	Ability to initiate the Request Web Services.	Broker Role: Request Service
Revenue Tracking and Management Service	Ability to initiate the Revenue Tracking and Management Web Services.	RTM Admin: Revenue Tracking and Management Service
Setup Service	Ability to initiate the Setup Web Services	Broker Admin: Setup Service
User Service	Ability to initiate the User Web Services.	Broker Admin: User Service
Web Services Access Only User	Ability to initiate the Web Services only. User is not able to login to BenefitPoint.	Broker Role: Web Services Access Only
CBD Docs	Ability to utilize CBD Docs from within BenefitPoint.
CBD Docs: Use External Integration ID	Ability to pass the AMS360 or Sagitta client or plan ID instead of BenefitPoint ID for CBD Docs and ImageRight.
Compliance Library	Ability to access the Compliance Library link in the top left corner for all users. The Compliance Library has HR and Benefits content provided through Reference Connect, a Vertafore product.
Compliance Library - Premium	Additional Premium Content
Allow Sagitta data exchange Enter initial Statement transfer date	Ability to initiate the download of BenefitPoint data to Sagitta	Broker Role: Allow Sagitta data exchange
AMS360 Integration Access	Ability for Broker Admins to enter Integration details in BenefitPoint with no data transfer.
AMS360 Integration Activation Server Associations	Ability to activate the integration and enter Server Association.
AMS360 Integration: Set the Exec and Rep for the Business Type	Ability to update the lead and primary contacts in AMS360 Benefits Type Business exec and rep contacts from BenefitPoint.
AMS 360 Integration Business Types Enabled	This setting controls what business types can be selected. See the Business Type Settings and AMS360 topic for details of how to use this capability.
Sagitta: Do not ask if an account/customer already exists	Ability to bypass the question "Does this account already exist in Sagitta?" when adding an account. The question is also bypassed in the Get ID link if the firm setting for hiding that question is turned on.
Sagitta Real-Time Integration Access	Ability for Broker Admins to enter Integration details in BenefitPoint with no data transfer.
Sagitta Real-Time Integration Activation Server Associations	Ability to activate the integration and enter Server Association.
TAM Integration Access	Ability for Broker Admins to enter Integration details in BenefitPoint with no data transfer.
TAM Integration Activation Server Associations Enter Initial Statement Transfer Date	Ability to activate the integration and enter Server Association.

Procurement

SETTING	DESCRIPTION	REQUIRED USER PERMISSIONS
Hide Bulk Renew link	Ability to hide the Renew link on the Renewal Calendar that allows users to renew multiple plans at once.
Hide Contributions on Request Plans	Ability to hide Contributions page on plans added to a Request (RFP or renewal).
Hide Renewal link on Renewal Calendar	Ability to hide the Renewal link for Plans or Products on the Renewal Calendar.
Hide Request Navigation	Ability to hide Requests in main navigation menu.
Q&A Library	Ability to determine the available and unavailable libraries in the Q&A Library.	Broker Admin: Edit Q&A Library
Q&A Scoring	Ability to create an objective comparison between carrier responses to online Questionnaires. Allows Q&A Admin to input section importance levels, weights per question, and scores per question responses in the library.
Q&A Scoring - Limit Response Scoring to Maximum of 10	Ability to limit the scoring for responses to a maximum of 10.
Reverse Auction	The ability to show carriers where they stand in comparison with other carriers (masked) during the request process.

Revenue Tracking and Management

SETTING	DESCRIPTION	REQUIRED USER PERMISSIONS
Allow Partially Posted Statements to be Unposted	Ability to allow partially posted Statements to be unposted.	RTM Admin Role: Allow User to Unpost Partially Posted Statements
Allow Users with RTM Splits Permissions and Broker Roles to Edit Splits from Plans List	Ability to allow RTM Admins with the RTM Splits permission and who have a Broker role to access splits from the Plans List page within Broker User. When selected, users will see Splits in the Action dropdown of the plan and within the plan navigation.
Allow Void/Revise Statements	Ability to allow RTM Admins to void or revise a Closed Statement. Revise Statement permanently reverses all posted detail lines, including split postings, and then copies the statement to a new, editable statement. Void Statement permanently reverses all posed detail lines from the statement, including split postings.	RTM Admin Role: Void and Revise Statements
Bundled Commission Calculator	Ability for RTM Admins to use a Bundled Commissions Calculator on Statements to apply one payment to multiple policies. The user will choose the policies to apply the revenue and BenefitPoint will calculate the appropriate amounts based on the relative Expected Revenue.
Carrier/Vendor Payment Tolerance levels	Ability to create tolerance levels for revenue variance by carrier.
Commission: Start Date Default	Ability from Broker Admin to set default dates for Commission Start Date.
Commission: Start Date Edit Restriction	Ability to limit users from editing Commission Start Date in a plan or product.	Broker Admin Role
Commission: Flat Commission Type	Ability to capture splits by Flat amount.
Commission: Percentage of Premium Commission Type	Ability to capture splits by % of Premium.	RTM Admin Role: Edit Over Payment Payees
Create Tolerance Sweep Events	Ability to generate template within Activity Log to initiate an Activity Log Record when Tolerances are not me.
Do not allow the creation Override Statements	Ability for a firm to limit the ability for RTM Admins to create Override Statements.
Do not allow unbalanced statements to be posted	Ability to only allow users with RTM Admin role to post Balanced Statements. Requires statement to be balanced before it can be posted.
Enable Payee Teams	Ability to add Payees and percentages under a specific Payee.
Enable RTM Activity Log Functionality	Ability to access Activity Log within RTM.	RTM Admin Role: Enable Activity Log Access
Generate Missing Payment Event	Ability to generate template within Activity Log to initiate an Activity Log Record when missing a payment.
Limit the number of non-house payees on splits	Options: 1, 2, 3, 4, or 5 Ability to limit the number of non-house payees an RTM Admin with Splits permission can add to a Split.
Number of Lives on RTM Statement Detail	Ability to show the # of Lives column on the Statement Detail page.
Payee: Designate Internal vs. External	Ability to set a payee as external for reporting purposes.
Require additional payee information	Ability to make additional fields required on the Payee page in order to save, including Social Security Number/Taxpayer ID Number and Address fields.
Require Additional Statement Header Information	Ability to make additional fields required on the Statement Header page in order to save, including Accounting Month, Check Number, Check Date, and Check Deposit date fields.
Revenue Tracking and Management	Ability to access and utilize the Revenue Tracking and Management module of BenefitPoint and add RTM Admin role to users.
RTM: Record Book of Business on Posting	Ability to record broker expense on posting by the Book of Business percentages for commission (only) amounts
Split column pre-fill to the right	Ability to automatically match Commission amounts into Override, Bonus, and BoB columns within a split.
Splits: Enable Dependent Splits	Ability to add a dependency to an existing split to accommodate paying based on the sales lead. Note: Sales must be set up.	RTM Admin Role
Statements: Restrict Plans/Products by Account Office per RTM Admin Access Area	Ability to limit users from seeing or adding any plans to a statement outside of their assigned access areas per RTM settings.
Use Internal Payee ID	Ability to allow the system to automatically assign a Payee ID.

Reporting

SETTING	DESCRIPTION	REQUIRED USER PERMISSIONS
BenefitPoint Business Intelligence (BBI) Executive	Ability to allow access to specific users to BenefitPoint Business Intelligence (BB) from BenefitPoint and display the Executive tab within BBI.	All Roles: BenefitPoint Business Intelligence (BBI) Executive Broker Role: BenefitPoint Business Intelligence (BBI) Executive Financial Permission
BenefitPoint Business Intelligence (BBI) Premium	Two reports: Carrier Scorecard Benchmark and Carrier Scorecard Permissions Benchmark
BenefitPoint Business Intelligence (BBI) Benefits Benchmark	Ability to give access to specific users to BenefitPoint Business Intelligence (BBI) from BenefitPoint and display the Benchmarking tab within BBI. Allows the firm to run benefits benchmark reports on the firm's data.	Broker Role: BenefitPoint Business Intelligence (BBI) Benefits Benchmark
BenefitPoint Business Intelligence (BBI) Operational	Ability to allow access to specific users to BenefitPoint Business Intelligence (BBI) from BenefitPoint and display the Operational tab withing BBI.	All Roles: BenefitPoint Business Intelligence (BBI) Operational
BenefitPoint Business Intelligence (BBI) Benefits Benchmark - Aggregate	Ability to give access to specific users to BenefitPoint Business Intelligence (BBI) from BenefitPoint and display the Benchmarking tab within BBI. Also includes the firms plan data in the Aggregate pool and allows users with Broker Role: BenefitPoint Business Intelligence (BBI) Benefits Benchmark permission to run benefits benchmark reports on the aggregate data.
BenefitPoint Business Intelligence (BBI) Contributions Benchmark	Ability to give access to specific users to BenefiPoint Business Intelligence (BBI) from BenefitPoint and display the Benchmarking tab within BBI. Allows the firm to run contributions benchmark reports on the firm's data.	Broker Role: BenefitPoint Business Intelligeance (BBI) Contributions Benchmark
BenefitPoint Business Intelligence (BBI) Cross Tab Reports	Ability to Add Commission Paid By on the RTM Commission Detail - Cross Tab Reports in BBI.
Direct Bill Commission Statement	Ability to generate the Direct Bill Commission Statement report in BBI.	RTM Admin: Direct Bill Commission Statement
My Producer Commission Report		Producer must have a user license, works for current user running the report. Must also have subscription permission. Created and then subscribed out to producers.
Mail Merge	Ability to provide access to specific users to Mail Merge functionality in BBI.	Broker and Broker Admin Role: Mail Merge: Access Mail Merge Wizard Mail Merge: Administrator Mail Merge: Executive Administrator Mail Merge: Modify Projects Mail Merge: Modify Templates Mail Merge: Publish Templates Broker Role: Mail Merge: Create Individual Mail Merge Letter Important: If this firm setting is turned on, by default, all current user and Admin permissions are Not Selected, which means that all current users cannot access Mail Merge in BBI. To allow a user to access Mail Merge, the Broker Admin must select one or more of the Mail Merge Permissions above for that user or Admin.
Mail Merge Broker Users can view History for All Accounts	Ability to Allow users to access Mail Merge History Link in Tasks on Account Summary.
Mail Merge Broker Users can manage History for All Accounts	Ability to allow users to access Mail Merge History Link in Tasks on Account Summary and update the status of Mail Merge documents.
Hide BBI Reports	Ability to hide links to all Actuate reports, including Report Generator in Reports submenu and Print Plan reports.
Custom Reporting	Ability to send report parameters (Saved Report Parameters) and results (Saved Report Results) to subscribers through a subscription.
Allow PHI information on Reports	Ability to include sensitive PHI information on reports.	All Roles: BenefitPoint Business Intelligence (BBI) Allow PHI information on reports
Allow Saved Report Results	Ability to save the results of a report under My Reports.	All Roles: BenefitPoint Business Intelligence (BBI) Save My Report Results
Report Administration and Subscriptions	Ability to send report parameters (Saved Report Parameters) and results (Saved Report Results) to subscribers through a subscription	All Roles: BenefitPoint Business Intelligence (BBI) Report Administrator
Show Subscription Accelerators (to Report Administrators only)		Report Admin
Show Subscription Accelerators to all users	Ability to access Subscription tab for all subscriptions set up by the firm and all accelerators based on users permission to the standard reports saved by the firm.