Waypoint Suites / Personnel Portal
One page, for the people who are not at a desk
Field staff need their deployment, their licensing state and their assignments — not a claims workbench they will never open on a phone in somebody’s driveway.
A deliberately small portal. Its scope is the honest answer to what a deployed adjuster actually needs to see, and adding more would mean adding what nobody asked for.
See the field viewThe scope
What a deployed adjuster needs, and nothing else
Deployment
Where they are posted
Current engagement, the client it belongs to, and the dates it runs.
Licensing
What they may work
License state per jurisdiction with expiries visible before they matter.
Assignments
What is theirs today
Their assigned claims, read from the same inventory the Claims Platform shows.
One record, many faces
The field view is not a copy of the file
A deployed adjuster reads the same claim record as the examiner at a desk and the administrator running the engagement. There is no field database, no sync step, and therefore no reconciliation to fall behind.
No sync
Nothing to reconcile, because nothing was copied.
Same locks
The editing lock applies here too — two people cannot overwrite each other.
Same audit
A field action is recorded identically to a desk action.
Same walls
Tenant isolation and encryption are properties of the platform, not of a portal.
Role catalog — per-portal catalog specified
Per-portal role catalogs are documented in the platform guide and build ahead of the remaining screens; we list them as specified rather than shipped.
Deployment carries the fee structure that eventually produces the client invoice — which is why the field record and the Claims Portal read the same deployment rather than two copies of it.
What it solves
Deployment, dates and client are on the one page they open.
License state per jurisdiction is visible to them and enforced at assignment.
There is no field copy. One record, read through a different surface.