What the Different Filing Roles Can Do

Published 09/18/2020 06:48 AM   |    Updated 08/20/2021 04:37 PM
A filing team is comprised of the following roles, each role has the associated capability.
 
Role Capabilities Additional Capabilities
Filing Coordinator
Add Plan
Manage Roles (Add, Update, Remove Users)
Submit Penalty RFR
Submit Other Requests
Check Status of Requests
View Correspondence
View Account History
Plan Administrator / 
Plan Administrator Representative
View Filing
Cancel (Delete) In-Process Filing 
Certify Filing & Submit
Return Filing to "Draft" status for Edits
Return  Payment for Edits
Submit Refund Request
Update Plan Name
Update Plan Admin info
Actuary
View Filing 
Cancel (Delete) In-Process Filing 
Certify VRP data in a Filing
Return Filing to "Draft" status for Edits
Filing Preparer
Create and Edit Filing
Cancel (Delete) In-Process Filing 
Payment Preparer
Create and Submit Payment
Upload Preparer
Upload Filing
Create and Submit Payment (for a single upload)
 

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