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

Showing 285 of 1124

Ability to be able to edit Subject for Report Distributions

Client wants ability to be able to edit Subject for Report Distributions
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Ability for Supervisors to manage their Sub-ordinates(Users) and through the Org Tree chain

Ability for Supervisors to manage their Sub-ordinates(Users) and following through the Org Tree chain(Sub, sub-ordinates).
Guest about 3 years ago in CS - ClearSight Platform - General 0 Planned

Update Risk Goggles Layers when Entity Views Modified.

When any view updated with condition or result grid columns, user needs to logout and login to clears user specific cache, as ConditonEditorInitialValues framework service will be cache and update after 20 mins
Guest about 3 years ago in CS - Risk Goggles 0 Will not implement

Crystal Report Scheduling: Add Frequency option of First/Last Day of the Year

Client wants to schedule a Crystal report (Cargo IM Detail Report YTD w/ Reserves_Prior Year) to run on the first day of the year to capture the prior year’s data. However, there is no scheduling options for First Day of Year or Last Day of Year. ...
Guest about 4 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Values Collection - enable Events and Actions

For a number of clients, we have come across issues because of the inability to use events and actions - workflow - for Values Collection. It is for example impossible to create email events which would be very useful rather than just having the c...
Guest over 2 years ago in CS - ClearSight Platform - General 0 Will not implement

When within a Policy and on the Claims page > link to take you to the claim

The client would like to be able to quickly go to the claim from within the Policy. Currently, when you are on the Claims page within a Policy, the user cannot quickly click on the claim that would take the user to the claim. The user has to copy ...
Guest over 1 year ago in CS - Insurance Policy/Program Management 0 Future consideration

ClearSight claims anonymisation - allow the option for claims to be anonymised via the claim view

With the current implementation of the anonymisation process in ClearSight, users must individually open each claim in order to anonymise any fields previously set up to remove PII. This can be very slow and laborious, the client would like to hav...
Guest about 3 years ago in ClearSight 0 Will not implement

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring.
Shannon Stout over 2 years ago in ClearSight 1 Future consideration

Contibutor Field within Values Admin collection needs to be reportable

When a collection is setup to have a contributor this field needs to be allowed to be pulled in within the BI report - due to this field not existing within the universe
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 0 Future consideration

Reserve Worksheet Event - include updates in After Claim Financial Calculation type

Event type - After Claim Financial Calculation does not include reserve updates entered through the Reserve Worksheet. Need an event that will calculate the reserve updates made in the reserve worksheet upon on save and be reflected in the financi...
Guest over 2 years ago in ClearSight / CS - Claims Administration 0 Future consideration