Auditor
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Can
- Access assigned records
Starts on: Confirmed instructions
- Insurtech Comparison Platform
- Roles and permissions
Who can do what in Insurtech Comparison Platform
Separate preparation, independent decisions, administration and audit access.
Who can do what
| Role | Instruction operations | Carrier handoffs | Accounts and counterparties | Review and evidence | Bank reconciliation | Operations control |
|---|---|---|---|---|---|---|
| Auditor | — | — | — | — | — | — |
| App Administrator | — | Edit | Edit | Edit | — | — |
| Operations Analyst | Edit | Edit | — | Edit | — | — |
| Independent Finance Reviewer | — | — | — | — | — | — |
| Admin | — | — | Edit | View | — | — |
Each role in detail
App Administrator
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Can
- Manage Counterparties, Organizations, team members
Starts on: Active financial accounts
Operations Analyst
Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, submitted and provider evidence is read-only; guarded workflows authorize every transition.
Can
- Manage carrier quotes, Instructions, record attachments
Starts on: Provider submissions
Independent Finance Reviewer
Review eligible quote revisions independently and reconcile execution evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Can
- Access assigned records
Starts on: Provider submissions
Admin
Maintains technical access and setup while financial decisions remain with the independent reviewer.
Can
- Manage Users
- View Organizations, team members
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