We have a customer that has clients and agents. A client submits a claim and an agent works a claim. On a claim, there will always be only 1 agent and 1 client. Currently, there are 150 agents and 1200 clients.
Our customer wants agents to only see claims they are responsible for and clients to see only claims for them.
The obvious way to accomplish this is using data security. We setup something similar for another customer, on a much smaller scale. However, the setup and maintenance of this is tedious.
We are wondering if it is possible to apply this via user context or by passing in these values on the call to Sisense (we embed Sisense in our application)
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