Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

ADD A NEW IDEA

ClearSight

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BI hover help details

The financial bucket labels and hover over explanations are reflecting ClearSight's internal designations for these which does not always match the client's use and causes confusion when building reports. Request is to make these more generic. For...
Guest almost 4 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Risk Goggles Reporting

Enhancement requestIt would be really useful in ClearSight to be able to filter by type of event - I would like to filter by flood warnings and Urgency and Severity. In an ideal world it would then adjust on the display area but in the grid my int...
Guest almost 4 years ago in CS - Risk Goggles 0 Future consideration

ClearSight Logging of significant SAML attributes upon successful SSO authentication

Right now, upon successful authentication, CS does not log all attributes of a SAML assertion (it does upon failure to app logs). Some customers that use shared or anonymous IDs include the actual UUID of a user in other additional attributes that...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Configuration for ClearSight SSO to allow clients to create their own verbiage when the site is unable to authenticate information.

Within the process of entering (client id, user id, password) the system allows to create a login error verbiage message that the client can edit. However, when the client is configured for SSO, there is a standard verbiage of 'We were unable to a...
Guest about 3 years ago in ClearSight 0 Will not implement

Ability to export quick search results to an excel spreadsheet (and print option)

Client states she would like to be able to export the quick search results. At times she uses quick search to search for all claims that include the word 'spider'. However, when quick search pulls back the results, users are unable to export that ...
Guest almost 4 years ago in CS - ClearSight Platform - General 3 Future consideration

Allow creation of a location view to display latitude and longitude

1. When passing data through other tools we need to enter the latitude and longitude separately. We can achieve this using formula in Excel to separate out these elements from the Gpoint but it would be easier to have them as separate fields 2. Th...
Guest over 3 years ago in CS - Location & Property Management 0 Will not implement

Client would like at least a 5 hour time frame before automatically being logged out of ClearSight.

Client's request is to have at least 5 hours of inactivity time before the system automatically logs out of ClearSight.
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest about 4 years ago in CS - Claims Administration 1 Roadmap Consideration

Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.
Guest over 2 years ago in CS - Insurance Policy/Program Management 0 Will not implement

Option to Retain original Transaction Date when moving transactions

When moving a transaction have a choice as to whether to keep the original transaction date or use Today's date as the trans date on the new claim
Guest over 3 years ago in CS - Claims Administration 3 Future consideration