Contract Authority Levels

Overview of Contract Authority Levels

The Contract Authority Levels allow an authorized user to define and maintain the different levels that the system will use when enforcing individual underwriting authority for bond administrators and CSRs/underwriters. Once authority levels are established, individual users can then be assigned to a particular authority level.
- If the user attempts to manually approve a pending bond action exceeding their established limit, a message will display informing them they are not authorized to perform the action.

There are two settings that may be utilized to further define the way users' authority levels are applied in the system for all Contract and Commercial bonds.
- The first allows a user to approve any action (New Bond Purchase, PBR, Bid Bond Conversion) for a bond penalty exceeding his or her individual limits as long as the account has a higher single/aggregate limit. In this case, a user must have an authority level greater than one dollar for this exception to be applied.
- The second rule allows a user to approve any action (New Bond Purchase, PBR, Bid Bond Conversion) for a bond penalty exceeding the account's single/aggregate limits, provided that the user's individual limits are higher than that of the account. These settings are located at Setup/Settings/Authentication.
  - The two settings are UserAuthorityCanOverrideAccountAuthority and AccountAuthorityCanOverrideUserAuthority.

Select System Tables/Contract Authority Levels to configure the commercial authority levels.
- This screen displays a listing of all authority levels, including the Name, Single Level, and Aggregate Level.
  - This pertains to the Contract Level.

Select the Add Item button to add a new Contract Authority Level to the system.
A new row will appear in the table with a number of data entry fields.
- Enter the commercial authority level information, then click the Save Changes button.
Name
- The name of an authority level can be a generic term, such as "Senior Underwriter", or an individual user's name. There is no limit to the number of authority levels that can be configured in the system.
Single / Aggregate Levels
- Enter a numeric value in each field or enter ‘-1’ for unlimited authority.

Edit an existing authority level in the system, by locating the authority level in the listing and click the corresponding field to be modified.
Modify the field as needed, then click the Save Changes.

Users may inactivate an authority level within the system.
- This does not actually delete the authority level from the system, but instead prevents it from being displayed and utilized within the system until activated again.
Select the Inactivate link on the right side of the corresponding row. T
You will be prompted to confirm or cancel your action.

Select the Recover Inactivated Records link located at the bottom of the screen to recover a previously inactivated authority level in the system.
- This will display a listing of all previously inactivated authority levels, including the Name, Single Level, and Aggregate Level for each commercial authority level.