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Scenario

You want to show a question to Back-office users on Back-office Portal, but hide it from a Customer users on Customer Portal.

What to do

There are 2 ways:

  1. Option 1: Do not add the question to Customer portal layout or Remove the question from Customer Portal layout that you want to hide from customer.

  2. Option 2: Setup the Sensitivity Level for that question.

Steps for Option 1 (Adjust Customer Portal layout)

  1. Clone the active version to a new product version. Product Details

  2. Go to Sales Process tab.Sales Process tab

  3. Select Customer Portal in Layouts list.

  4. Identify the question you want to hide on customer portal. For ex: you want to hide “Duration Of Travel” question.

  5. Hover the mouse on the question and click button X to remove it.

  6. Save the product version.

  7. Publish the product version.

  8. To verify the change, create a new quote on Customer Portal to see the change.

Notes:

  1. You can remove a question that is optional and not a pricing factor (not required in premium calculation) and not used as conditions in any underwriting rules.

  2. Please do not remove a question that is required the user input and used in premium calculation (pricing factor) because system can’t get the value to calculate the premium correctly.

  3. Please do not remove a question that is populated by other question or calculated from other question and used in premium calculation (pricing factor) because system can’t get the value to calculate the premium correctly.

  4. Please do not remove a question that is used as conditions in the underwriting rules of other questions because system cannot get the value to check the condition.

Steps for Option 2 (Define Sensitivity Level of a question)

  1. Clone the active version to a new product version. Product Details

  2. Go to Questions tab. Questions tab

  3. Select the question to hide from Customer Portal in the Available questions list.

  4. Expand Advanced Properties section.

  5. Change Sensitivity Level to “Basic (Corresponding to permission level 1 or above)”

  6. Save the product version.

  7. Publish the product version.

  8. To verify the change, create a new quote on Customer Portal or view quote/policy on Customer Portal to see the change.

Notes:

  1. This option has more advantage than Option 1, where you can define Sensitivity Level of a question to different user roles (what role can see and/or update what info). It’s quite similar to Severity Level of a question (what role can approve what risk).

  2. Customer Portal behavior:

    1. If a question has Sensitivity Level = “Basic (Corresponding to permission level 1 or above)”, then customer user can see and provide answer to this question during quotation and see this question and answer in policy details on Customer Portal.

    2. If a question has Sensitivity Level = “Sensitive (Corresponding to permission level 2 or above)”, then customer user can NOT see or provide answer to this question during quotation or see this question and answer in policy details on Customer Portal.

    3. If a question has Sensitivity Level = “Protected (Corresponding to permission level 3)”, then customer user can NOT see or provide answer to this question during quotation or see this question and answer in policy details on Customer Portal.

  3. Back-office Portal behavior:

    1. This set of permission levels on quote will control how Back-office Portal users can view or provide answer to a question with the corresponding sensitivity level during quotation:

      1. Handle basic quote risk details (Level 1)

      2. Handle sensitive quote risk details (Level 2)

      3. Handle protected quote risk details (Level 3)

      4. View basic quote risk details (Level 1)

      5. View sensitive quote risk details (Level 2)

      6. View protected quote risk details (Level 3)

    2. This set of permission levels on policy will control how Back-office Portal users can view risk details with the corresponding sensitivity level on policy timeline:

      1. Handle basic policy risk details (Level 1) - Not applicable

      2. Handle sensitive policy risk details (Level 2) - Not applicable

      3. Handle protected policy risk details (Level 3) - Not applicable

      4. View basic policy risk details (Level 1)

      5. View sensitive policy risk details (Level 2)

      6. View protected policy risk details (Level 3)

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