1. Brightway ID
1.1. (Enterprise)
1.2. Role Type
1.3. Lic.
1.3.1. State(s)
1.3.2. LOBs
1.4. Office
1.5. (Appointment Scope)
2. Admin Tool
2.1. FACTORS
2.1.1. Carrier Cred. Set
2.1.2. User\Integration Accounts
2.1.3. Salesforce Factors
2.1.4. Appointment List
2.2. Goals
2.2.1. Admin Activity Analysis
2.3. Questions
2.3.1. Who are the users of the Admin Tool
2.3.2. What are the user roles?
3. Scopes of IDM Usage
3.1. Use Cases
3.1.1. End-User Identity
3.1.2. Carrier Site Access Mgt & SSO
3.1.3. System Applications Access Mgt & SSO
3.1.4. Brightway App Identity & Auth
3.1.5. BEAM API Auth
4. Relational Model
5. Business Role Type Data Model
5.1. Integration
5.1.1. . . . TBD/Min.Survivable (IE: Rater Systems)
5.2. End-User
5.2.1. @brightway.com (Brightway System)
5.2.1.1. Service
5.2.1.1.1. Service Partners
5.2.1.1.2. Service Center
5.2.1.2. Corporates
5.2.1.2.1. Employees
5.2.1.2.2. Technology Partners
5.2.1.3. Agencies
5.2.1.3.1. [0001] In-Side Sales [0002] Affinity Referral
5.2.1.3.2. [####] RA Office
5.2.1.3.3. [####] OA Office
5.2.1.3.4. ...
5.2.1.4. Affinity
5.2.1.4.1. Inbound Referral Partners
5.2.1.4.2. Outbound Referral Partners
5.2.1.4.3. Affinity Partner Agencies
5.2.2. @FirstCityInsurers com (FCI)
5.2.3. ICXMSP.com
5.3. Schema
5.3.1. {Domain}
5.3.1.1. [Org]
5.3.1.1.1. [Group]
6. Carrier Cred. Scope Data Model
6.1. Global
6.1.1. Singular
6.1.2. Plural
6.2. State
6.2.1. Singular
6.2.2. Plural
6.3. Office
6.3.1. Singular
6.3.2. Plural
6.4. Individual
6.4.1. Singular
7. Carrier iD System
7.1. Business Rule Set
7.1.1. FOR EACH [Org]
7.1.1.1. Appointment Scope Set
7.1.2. FOR EACH [Cred Scope Type]
7.1.2.1. Define Rules
7.1.3. FOR EACH [Carrier Cred]
7.1.3.1. Define Rules
7.2. BWiD User DB
7.2.1. FOR EACH [User]
7.2.1.1. Okta Account
7.2.1.2. Business Role Type Assignment
7.2.1.2.1. Org
7.2.1.2.2. Org Role Type
7.2.1.3. Lic Info
7.3. SalesForce (Office & Carrier DB)
7.3.1. FOR EACH [Carrier] FOR EACH [Association..Office]
7.3.1.1. Carrier Cred. Scope Assignment
7.3.1.2. Salesforce Carrier Profile
7.3.1.2.1. ... Atribs
7.3.1.3. Office Carrier Appointment Records
7.4. Carrier Credential Repository DB
7.4.1. FOR EACH [Carrier Cred]
7.4.1.1. Carrier
7.4.1.2. Cred Scope Type
7.4.1.3. Carrier Appointment Record