Security restrictions using the status field
In previous sections, you learned that producer codes place restrictions on which policies and accounts you can access and which actions you can perform. Therefore, producer codes provide an additional level of security in PolicyCenter. However, through producer code security, restrictions can be placed upon access beyond the permissions associated with the matching producer code. Both producer code and producer organization contain a status field, which uses a typelist. To see this, select . In the Producer Codes screen, select a Status from the drop-down typelist.
You can use status to limit access to an agency whose contract has expired or for a producer code that has been misused. The default statuses are:
- Active
- Limited
- Suspended
- Terminating
- Terminated
Both the status of the matching producer code and the status of the user’s organization must be checked before allowing access through producer code security. Both status fields must either be Active or on the list of allowed status values in the permission handler. Without any configuration to the security handlers, full permissions are granted when the status is Active. No permissions are allowed if the status is anything else, except for renewals, which allow for Limited status. This behavior allows a producer to continue maintaining his business through renewals, but does not allow him to write new business. In the default configuration, there is not an automated mechanism to update the producer code and organization status fields. An administrator must update the status fields at the appropriate time.