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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Ability to Restart SDIA Jobs After Failure

Often time, an SDIE job is part of an SDIA workflow. This means that the workflow could fail at an activity after the SDIE job. There is no easy way to start the workflow over. Usually it involves building a new SDIA workflow or SQL modification t...
Guest about 4 years ago in ClearSight 1 Future consideration

Add multiple signer capabilities via Adobe Sign for State Forms

Add Adobe Sign workflows to allow multiple signers for State Forms (internal client signers such as Adjusters/Claims Managers and external signers such as Attorneys, Physicians, Former Employees). Secondary need is the ability to update specific f...
Vince Homer over 4 years ago in CS - Claims Regulatory 1 Future consideration

Add intake specific data points (call time, creator, etc.) in BI universe for reporting

Many CS clients using Intake are asking to report on the Call Time and other fields only seen in the Intake app, but there is no current way to report on these. Clients wish to have an "intake universe" to include this information.
Guest over 4 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Remove case sensitive search on web service lookup to external client/vendor

Client requested that we remove the case sensitive qualifier on the various web service lookups into their system.
Guest over 4 years ago in CS - ClearSight Platform - General / RMIS - Content/Data Integrations 1 Future consideration

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission. This is useful when controlling security groups who can have this permissions to do so on Claim.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Optimize Method in Which SDIE/SDIA Connects to Database

"O ptimizing the way we connect to the FTP server should reduce the backend PostgreSQL connections and further limit when this issue happens."
Guest over 3 years ago in ClearSight 1 Future consideration

Automated Document/Record Management in CS

Ability to schedule deletion of records & attachments based on rules in CS. For example ability to create and schedule a job like "Delete all closed claims that were closed more than 2years ago"
Guest about 4 years ago in ClearSight 1 Future consideration