BillingCenter contact security

BillingCenter provides contact permissions to secure access to contact related tasks and screens.

BillingCenter contact-related permissions

As described at “Security” in the BillingCenter Application Guide, BillingCenter uses roles and permissions to limit tasks that users can perform.

For tasks related to contacts, such as editing data for an account contact, BillingCenter provides the following permissions:

Name Code Description
Create account contact acctcntcreate Permission to add a new contact to an account
Create policy contact plcycntcreate Permission to add a new contact to a policy period
Create producer contact prodcntcreate Permission to add a new contact to a producer
Delete account contact acctcntdelete Permission to remove a contact from an account
Delete policy contact plcycntdelete Permission to remove a contact from a policy period
Delete producer contact prodcntdelete Permission to remove a contact from a producer
Edit account contact acctcntedit Permission to edit information on an account contact
Edit policy contact plcycntedit Permission to edit information on an existing policy period contact
Edit producer contact prodcntedit Permission to edit information on an existing producer contact
View account contacts screen acctcontview Permission to view Accounts > Contacts screen
View policy contacts screen plcycontview Permission to view Policies > Contacts screen
View producer contacts screen prodcontview Permission to view Producers > Contacts screen

Additionally, there are ab and anytag contact permissions, such as abedit, abcreate, anytagedit, and anytagcreate that are part of a general contact security infrastructure that supports all Guidewire applications.

See also

BillingCenter contact and tag permission check expressions

BillingCenter uses permission check expressions to control access to contact-related screens and widgets. Each contact permission check expression is associated with a permission. For example, the NewAccountContactPopup widget has its CanVisit property set to the permission check expression perm.AccountContact.create. This setting allows only the users who have the acctcntcreate permission to see this popup.

The base configuration of BillingCenter uses the following contact-related permission check expressions:

BillingCenter Expression Description
perm.AccountContact.create Related permission is acctcntcreate.
perm.AccountContact.delete Related permission is acctcntdelete.
perm.AccountContact.edit Related permission is acctcntedit.
perm.PolicyPeriodContact.create Related permission is plcycntcreate.
perm.PolicyPeriodContact.delete Related permission is plcycntdelete.
perm.PolicyPeriodContact.edit Related permission is plcycntedit.
perm.ProducerContact.create

Related permission is prodcntcreate.

perm.ProducerContact.delete

Related permission is prodcntdelete.

perm.ProducerContact.edit Related permission is prodcntedit.

The Guidewire contact security infrastructure that provides the ab and anytag contact permissions also provides permission check expressions like perm.Contact.createab and perm.Contact.editab. You can configure and extend these permissions and expressions in BillingCenter.

Build and view the BillingCenter Security Dictionary

Procedure

  1. At a command prompt, run the following command from the BillingCenter installation folder:
    gwb genDataDictionary
    This command builds the Security Dictionary in the following location

    BillingCenter/build/dictionary/security/index.html

  2. Navigate in a web browser to the location of the Security Dictionary. For example:

    file:///C:/BillingCenter/build/dictionary/security/index.html

Viewing permissions in the BillingCenter Security Dictionary

You can use the Security Dictionary to get information on the application permission keys.

For example, open the Security Dictionary and click the System Permissions filter at the top of the left pane. You see all the system permissions listed on the left by code name. If you click the permission code acctcntcreate, you see that it has the related application permission key AccountContact create, which has the Gosu check expression perm.AccountContact.create. You can filter the list by application permission keys, pages, system permissions, and roles.

Using the Security Dictionary, you can determine the following:

  • The system permission related to an application permission key
  • The PCF files and widgets that use an application permission key
  • The roles, application permission keys, PCF pages, and widgets that use a system permission
  • A list of the Gosu application permission expressions called from each PCF page
  • A list of the permissions assigned to each role

See also