Generally speaking, each profile is associated to a Hierarchy Level, which in part defines its permitted relationships with other profiles; and to one or more templates, which provides a readable structure to the profile data and information about how that data will be used (e.g., inheritance and searchability).
The Hierarchy Levels are as follows:
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Agency Group (optional)
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Agency
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Branch Group (optional)
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Branch
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Agent
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Account
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Traveler Group (optional)
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Traveler
Notes:
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Only travelers can have multiple parents. No other profile type can have multiple parents.
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Accounts, while they can have only one parent, can have a parent at any level in the agency hierarchy between branch and agency.
Hierarchy Rules
General Parent-Child Rules
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The parent profile of a given profile must always be of a higher hierarchy level than the given profile’s hierarchy level.
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For example, a branch can never be a child of another branch.
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For example, a traveler group can be a child of another traveler group, but only if the latter is of a higher hierarchy level than the former.
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The parent profile(s) of a given profile must always be within the same Agency.
Exception: The parent of Agency (if a parent exists) can be an agency group (which is, by definition, outside the agency).
Below are all valid parent-child relationship types, with the parent types listed across and the child types listed down. Wherever the parent and child intersect in the table determines whether or not that specific parent-child relationship is allowed.
|
|
Agency Group |
Agency |
Branch Group |
Branch |
Agent |
Account |
Traveler Group |
Traveler |
|
Agency Group |
No |
No |
No |
No |
No |
No |
No |
No |
|
Agency |
Yes |
No |
No |
No |
No |
No |
No |
No |
|
Branch Group |
No |
Yes |
Yes |
No |
No |
No |
No |
No |
|
Branch |
No |
Yes |
Yes |
No |
No |
No |
No |
No |
|
Agent |
No |
No |
No |
Yes |
No |
No |
No |
No |
|
Account |
No |
Yes |
Yes |
Yes |
No |
No |
No |
No |
|
Traveler Group |
No |
No |
No |
No |
No |
Yes |
Yes |
No |
|
Traveler |
No |
Yes |
Yes |
Yes |
No |
Yes |
Yes |
No |
Agency Group Rules
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No parent permitted.
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Can have 0 or many children.
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Note that only one layer of Agency Group is permitted for initial release (no nesting of agency groups).
Agency Rules
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Can have 0 or 1 parent.
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Does not require a parent, but if it has a parent, that parent must be an Agency Group profile.
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Can have 0 or many children.
Branch Group Rules
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Can have 1 and only 1 parent.
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Parent must be either a Branch Group or an Agency profile.
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Can have 0 or many children.
Branch Rules
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Can have 1 and only 1 parent.
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Parent must be either a Branch Group or an Agency profile.
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Can have 0 or many children.
Agent Rules
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Can have 1 and only 1 parent.
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Parent must be a Branch profile.
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Can never have children.
Account Rules
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Can have 1 and only 1 parent.
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Parent can be an Agency, Branch Group, or Branch profile.
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Can have 0 or many children.
Traveler Group Rules
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Can have 1 and only 1 parent.
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Parent can be a Traveler Group or an Account profile.
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Can have 0 or many children.
Traveler Rules
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Can have 1 or many parents.
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Parent(s) can be an Agency, Branch Group, Branch, Account, or Traveler Group profile.
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Can never have children.
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Can be linked to another Traveler profile (is not a parent/child relationship and is not a 2-way or synchronized link).
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Travelers linked to one account can be moved to another account.
Example of Hierarchy Levels
The following diagram illustrated the hierarchy level rules provided above.
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