State Contact Manager

State Contact Manager

The State Contact Manager allows the user to retrieve, add, and update state contacts data. It also provides a means for adding and maintaining relationships between state contacts and other iSite+ applications including RIRS, MARS, and MAP.

To access the State Contact Manager:

1.  Click the Utilities link located under the Tools tab. The iSite+ Utilities page will display the available utilities and their descriptions.

2.  Click the State Contact Manager link in the General/Financial section.

 

The system uses roles assigned to the user’s iSite+ login ID to determine the data which can be displayed. Only data from the state the user is affiliated with will be shown. For example, a KS000 login ID would only be able to have data from Kansas displayed.

 

At the upper left of the initial screen are two tabs – Contact and Other.

 

You can select a Contact tab option by first clicking on Contact and then selection one of two options.

  1. Individual Search

  2. State Level

You may also select from the Other tab option by clicking on Other and then selecting one of four options.

  1. Manage Titles

  2. Manage Notification Groups

  3. Inactive LDAP Contacts

  4. Audit Log

    5.  

Contact Tab

Individual Search

On right side of the Individual Search screen is the option to Add Individual. Clicking on the link will bring up a dialog box allowing the user to choose an Individual and specify a Department for the Individual.

The Individual Search screen is divided into two sections – Quick Search and Advanced Search

 

Quick Search

The Quick Search section contains fields which can be utilized to search for individuals. You only need to enter one of the fields.

  • Oracle ID – enter the Oracle ID code of the individual you wish to find.

  • State Contact Code – enter the State Contact Code of the individual you wish to find.       

 After entering one or more Quick Search criteria, click the Search button.

 

Advanced Search

The Advanced Search section contains fields which can be utilized to search for individuals. If you wish to use this section you must enter data into at least one field.

  • First Name – enter the first name of the individual you wish to find

  • Last Name – enter the last name of the individual you wish to find

  • Phone Number – enter the phone number of the individual you wish to find

  • Email Address – enter the email address of the individual you wish to find

  • Organization – select the organization which with individual is affiliated

  • Notification Group – select the notification group which with the individual is listed

  • Title – select the individual’s title

  • Status – select the individual’s status

The Reset button below the criteria fields will remove any data entered or selected.

After entering one or more Advanced Search criteria click the Search button.

Individuals meeting the selection criteria will be displayed. Fields displayed include:

  • State Level Contact

  • Oracle ID

  • Name

  • Status

The Oracle ID field for each individual is a link. Clicking on the link will bring up the individual’s information with sections provided for the following.

  • Contact Information

  • Associated Contact Codes

  • Phone Numbers

  • Email Addresses

  • Titles

  • Notification Groups

  • Associated Market Events

The Associated Market Events section provides tabs the user can go to gather additional information determined by what data with which they are associated. The tabs are:

  • Exams – contains examinations with which the individual is associated

  • Market Analysis Reviews – a listing of MARS data for the individual

  • Market Initiatives – contains Market Initiatives with which the individual has worked

  • Relationships – contains Relationship data involving the individual

  • Regulatory Actions – a listing of Regulatory Actions with which the individual is associated

  • Special Activities – contains Special Activities with which the individual has worked

State Level

The State Level screen is divided into three sections – State Level Contact, State Level Contact Information, and Associated Market Events.

The State Level Contact is displayed by the user’s iSite+ login ID and only state information for the state the user is associated with will be displayed. Data displayed is based on the user’s role and the state/organization with which they are associated.

State Level Contact Information is provided and grouped as follows:

  • Phone Number

  • Email Addresses

  • Associated Contact Codes

  • URLs

Associated Market Events

The Associated Market Events section provides tabs the user can go to gather associated data. The tabs are:

  • Exams – contains examinations with which the state is affiliated

  • Market Analysis Reviews – a listing of MARS data for the state

  • Market Initiatives – contains Market Initiatives with which the state has worked

  • Relationships – contains Relationship data involving the state

  • Regulatory Actions – a listing of Regulatory Actions with which the state is associated

  • Special Activities – contains Special Activities with which the state has worked

 

Other Tab

The Other tab in the upper left allows NAIC users to select from several options.

  • Manage Titles – allows the user to manage the titles for selected individuals

  • Manage Notification Groups – allows the user to create new notification groups

  • Inactive LDAP Contacts – provides a listing of inactive LDAP contacts

  • Audit Log – displays data which has been modified in the system

Manage Titles

The Manage Titles option consists of two sections – Criteria and Results.

Criteria

  • Title – the user can specify one title from the list provided

  • Organization – this field defaults to the state associated with the user’s login ID

After entering criteria the user will need to click the Update button on the screen.

Results

The Results section will list individuals which meet the Title and Organization criteria.

The Oracle ID field for each individual is a link. Clicking on the link will bring up the individual’s information with sections provided for the following information.

  • Contact Information

  • Associated Contact Codes

  • Phone Numbers

  • Email Addresses

  • Titles

  • Notification Groups

  • Associated Market Events

The Associated Market Events section provides tabs the user can go to gather associated data. The tabs are:

  • Exams – contains examinations with which the individual is associated

  • Market Analysis Reviews – a listing of MARS data for the individual

  • Market Initiatives – contains Market Initiatives with which the individual has worked

  • Relationships – contains Relationship data involving the individual

  • Regulatory Actions – a listing of Regulatory Actions with which the individual is associated

  • Special Activities – contains Special Activities with which the individual has worked

 

Manage Notification Groups

The Manage Notification Groups option provides an “Add Notification Groups” link on the right side of the screen. Clicking on it will bring up a dialog box allowing the user to enter a Notification Group Name and Description. After entering this data the user will need to click the Add button immediately below the fields.

 

Inactive LDAP Contacts

The Inactive LDAP Contacts option provides a list of individuals who have been inactivated in LDAP, but are active in State Contacts. Columns are provided for Organization, User Name, and Full Name.

 

Audit Log

The Audit Log option will display data that has been modified in the system. A Created Date From … To … set of fields allows the user to specify the date range they wish to view.

Results are displayed in columnar format and include the following fields:

  • Contact

  • Action

  • Table

  • Column

  • Old Value

  • New Value

  • User

  • Date