PersonRole

The role a Person plays within an Organization. Handles relationships like "Sarah is an underwriter at Hartford for commercial property." Includes binding authority and reporting structure.

Structure

Name	Card.	Type	Description
RPersonRole			The role a Person plays within an Organization.
●resourceType	1..1	"PersonRole"	Fixed resource type discriminator
●id	0..1	string	Logical id of this resource.
●meta	0..1	Meta	Metadata about the resource
●status	1..1	active | inactive | on-leave	Whether this role assignment is currently active
●person	1..1	Reference	Reference to the person fulfilling this role
●organization	1..1	Reference	Reference to the organization the person works for/with
●role	1..1	CodeableConcept	The role the person plays (underwriter, broker, producer, adjuster, actuary, etc.) terminology
[ ]specialty	0..*	CodeableConcept	Lines of business or areas of specialization. terminology
●period	0..1	Period	Period during which this role assignment is/was effective
[ ]contact	0..*	ContactPoint	Role-specific contact information (may differ from Person.contact)
▾bindingAuthority	0..1	object	Binding authority granted under this role
●maxPremium	0..1	Money	Maximum premium amount this person can bind
●maxLimit	0..1	Money	Maximum limit of insurance this person can bind
[ ]linesOfBusiness	0..*	CodeableConcept	Lines of business this person can bind. terminology
[ ]territory	0..*	string[]	Geographic territories this person can bind
●reportsTo	0..1	Reference	Reference to the person this role reports to (PersonRole reference)
●producerType	0..1	CodeableConcept	Subtype of producer role for distribution channel tracking. terminology

Example

{
  "resourceType": "PersonRole",
  "id": "pr-001",
  "status": "active",
  "person": {
    "reference": "Person/per-001",
    "display": "Sarah Chen"
  },
  "organization": {
    "reference": "Organization/carrier-200",
    "display": "Hartford"
  },
  "role": {
    "coding": [
      {
        "code": "underwriter",
        "display": "Underwriter"
      }
    ]
  },
  "specialty": [
    {
      "coding": [
        {
          "code": "commercial-property",
          "display": "Commercial Property"
        }
      ]
    }
  ],
  "bindingAuthority": {
    "maxPremium": {
      "value": 500000,
      "currency": "USD"
    },
    "maxLimit": {
      "value": 10000000,
      "currency": "USD"
    }
  }
}

JSON Schema

Full JSON Schema: PersonRole.schema.json