Embed an Explore Liveboard into ClaimCenter

You can embed a Liveboard called Explore for Claims into the ClaimCenter Team tab, so that users can use analytics insights in their everyday work. ClaimCenter users can interact with the embedded Liveboard just as they could in Explore.

The Explore for Claims embedded Liveboard

The Explore for Claims Liveboard is located in the ClaimCenter Team tab. It provides analytics insights for managers to gauge metrics such as the number of open claims, exposures, and activities per adjuster within a particular user group, averages of the number of days these remain open, total paid, and so on. The data is specific to the selected team. For example, the My Groups tab is selected in the following image, so the Liveboard shows data for both Auto1 - TeamA and Auto1 - TeamB. If you instead select Auto1 - TeamA, it only shows that team.

To learn more about the Liveboard contents, see the ClaimCenter Application Guide.
Note: In Explore, the source Liveboard is called ClaimCenter Embed, but in ClaimCenter the display name is Explore for Claims.

The Explore for Claims Liveboard embedded in ClaimCenter

Give ClaimCenter users access to the embedded Liveboard

Before you begin

  • You must have licensed Explore for Claims content.
  • You must have access to:
    • Manage your organization’s identity provider (IdP).
    • Manage permissions in ClaimCenter.
  • Ensure that SSO is enabled for your ClaimCenter application instance.

About this task

Users need the following permissions:
  • The Embed Group is one of the default user groups in Explore. Anyone you add to it can view and interact with an embedded

    Liveboard in ClaimCenter. The Embed Group doesn’t give users access to the Explore application.

  • To view the screen where the Liveboard is embedded, users need the viewexploreclaims permission in ClaimCenter.
Note: Only first-tier supervisors can see the Explore for Claims menu item on the Team tab in ClaimCenter. First-tier supervisors are ClaimCenter users that manage groups that have no child groups.

Procedure

Add users to the Explore Embed Group:
  1. Add the Explore Embed Group to your IdP. For details on default groups that Guidewire has set up for your Explore instance, see Data Platform Administration Guide .
  2. Assign users to the group in your IdP.
    After creating the group in your IdP, it syncs with the list of groups in the Explore application. When you need to add new users to the group, always do it through the IdP. This method ensures that Explore and the IdP stay in sync.
Give users the viewexploreclaims permission:
  1. See the ClaimCenter Application Guide to ensure users have a role with the viewexploreclaims permission.

Enable the Liveboard in ClaimCenter

Procedure

For the Liveboard to appear in ClaimCenter, you must enable feature flags in ClaimCenter. See the ClaimCenter Configuration Guide for instructions.