Security & access control
Designed for sensitive investigation information.
Insurance investigations can involve confidential claims information, personal information, evidence and operational records. ClaimTrace is designed with structured access control and secure information management at its core.
How it is built
Access is the foundation, not an afterthought
Who can reach a case, a document or a financial record is decided by role — and stays that way as the case moves through its lifecycle.
Role-Based Access
Control access based on user roles and responsibilities.
Controlled Client Access
Give external stakeholders access to relevant information without exposing the entire internal operation.
Authentication
Use secure authentication practices for authorized users.
Document Access
Keep documents associated with the appropriate cases and access permissions.
Activity Visibility
Maintain structured activity records around case operations.
Data Protection
Build the application using security-conscious development practices and appropriate safeguards.
Roles in practice
Everyone sees the part of the case that concerns them.
An investigator working a file, a finance user raising an invoice and a client checking progress are looking at the same case through different permissions.
Illustrative. Roles and access are configured to match how your organization works.
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- Insured statement.pdf Statement · 480 KB Case team
- Police abstract.pdf Document · 1.1 MB Case team
- Site visit notes Note · A. Mwangi Internal only
Straight answers on certification
We describe how ClaimTrace is designed, not badges it has not earned. If your organization has formal security, compliance or data-handling requirements, raise them with us directly and we will tell you plainly what we can and cannot support today.
Get started
Bring your security requirements to the conversation.
Walk us through how your organization expects case data, evidence and personal information to be handled.
- Guided walkthrough
- Built around your workflow
- No obligation