Embed Explore liveboards into InsuranceSuite

Embed base-configuration Explore liveboards into PolicyCenter and ClaimCenter so that users can use analytics insights in their everyday work. InsuranceSuite users can interact with the embedded liveboard just as they could in Explore.

Available embedded liveboards

Guidewire offers the following base-configuration liveboards to embed in ClaimCenter or PolicyCenter:
Liveboard name Key contents Data source (Explore model)

ClaimCenter Embed

(Display name in ClaimCenter is Explore for Claims)

Helps claims supervisors track team-specific analytics in the ClaimCenter Team tab. To learn more about the liveboard contents, see the ClaimCenter Application Guide.

Renewal Insights Embed

(Display name in PolicyCenter is Renewal Insights From Explore)

 Helps underwriters and underwriter supervisors get visibility into policy renewals from the PolicyCenter Desktop and Team tab. To learn more about the liveboard contents, see the PolicyCenter Application Guide.

Restricting data visibility in embedded liveboards

In their base configuration, the embedded liveboards already filter which data users can see:

Explore for Claims
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.
First-tier supervisors can only view data specific to their teams. For example, when they view team Auto1 - TeamA, they only see data for that team.
Renewal Insights from Explore
If underwriters access the Renewal Insights Liveboard from the Desktop, then the liveboard only shows the activities assigned to them.
If underwriter supervisors access the liveboard from the Team menu, then the Liveboard shows the activities assigned to their group members.

To strengthen the security of these filters or further restrict data visibility, you can add row-level security rules in Explore. Rules are based on a user's group membership or individual identity. For example:

  • Users only see rows for their line of business
  • Users only see rows for their region
  • Users only see rows matching their email address

You create rules on the underlying data table in Explore, then the rules automatically apply to any models, answers, or liveboards that use the tables. See Row-level security in Explore.

Implement an embedded liveboard

Before you begin

  • You must have licensed the content underlying the liveboard:
    • Explore for Claims liveboard: Explore for Claims content
    • Renewal Insights liveboard: Explore Financial Insights for Policy content
  • Ensure that SSO is enabled for your InsuranceSuite application instance.
  • You must have access to:
    • Manage your organization’s identity provider (IdP).
    • Manage permissions in the InsuranceSuite application.
  • Read Restricting data visibility in embedded liveboards to understand important data visibility concepts.

About this task

To implement an embedded liveboard, you perform several steps in both Explore and the InsuranceSuite application:
  1. Give users permission to view the liveboard (Explore and InsuranceSuite)
  2. Enable the liveboard (InsuranceSuite)
  3. Instruct the user to log in and view the embedded liveboard (InsuranceSuite)
  4. Optionally add row-level security rules to further restrict data visibility (Explore)
Important: InsuranceSuite users must view the embedded liveboard in InsuranceSuite in order to trigger the creation of their user account in the Explore application. Only then can you apply additional row-level security rules to their user account. This means that users might temporarily see data in the embedded liveboard that you want to restrict.

Procedure

Add users to the Explore Embed Group
  1. Add the Explore Embed Group to your IdP. See the Data and Analytics Administration Guide.
    After creating the group in your IdP, it syncs with the list of groups in the Explore application.
  2. Assign users to the Embed Group group in your IdP.
    Anyone you add to this group can view and interact with embedded liveboards outside of Explore. It doesn’t give users access to the Explore application. Always add users to this group through the IdP to ensure that Explore and the IdP stay in sync.
Set user permissions in the InsuranceSuite application
  1. Give users permission to view the screen where the liveboard is embedded in the InsuranceSuite application:
    • ClaimCenter: Give the viewexploreclaims permission to first-tier supervisors, which are ClaimCenter users that manage groups that have no child groups. See the ClaimCenter Application Guide for instructions.
    • PolicyCenter: Give the viewexplorepolicies permission to underwriters, underwriter supervisors, and underwriter assistants.
Enable the liveboard in the InsuranceSuite application
  1. Enable feature flags for the liveboard in the InsuranceSuite application. See:
    • ClaimCenter Configuration Guide
    • PolicyCenter Configuration Guide
Trigger the creation of the user account in Explore
  1. Instruct users to log in to the InsuranceSuite application and view the embedded liveboard.
    This action syncs users from the IdP to the Explore application. Since they only belong to the Embed Group, they still can’t access the Explore application itself.
Add optional data visibility restrictions
  1. Now that users exist in the Explore application, you can add them to row-level security rules. See Row-level security in Explore.