Creates a tag.
A tag is a keyword or label that can be assigned to risk data resources (e.g. an account, database, profile, or treaty) to facilitate searching and automation.
To create a tag, a principal must be assigned a Portfolio Manager or Cat Modeler role. Once a tag has been created, any principal can apply that tag to data resource.
Permissions
To perform this operation, a principal must belong to a group that has been assigned the appropriate role-based permissions. The table identifies the roles with permission to perform this operation.
Underwriter Technical Underwriter Risk Analyst Portfolio Manager Cat Modeler NO NO NO YES YES To learn more about role-based permissions in Platform, see Access Controls.
BEST PRACTICES
Custom tags may be used to label data resources by type, year, region, customer, line of business, or any other attribute that makes sense for a business. For example, 2023, US Coast, or Monthly Report.
Take care when creating tags:
- Establish a standard naming convention for tags within your organization.
- Check to see if an appropriate data tag already exists before before creating a new data tag. If you already have a "US" data tag, do not create a "USA" or "United States" data tag.
- Do not differentiate tags with capitalization. The names of tags are case-insensitive; the data tag us is identical to the data tag US.
- Use tag groups to organize tags. To learn more, see Create Tag Groups.