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 284 of 1175

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

Enable 'Close Task' feature to flow down from Occurrence to Claims

The Close Task feature was not designed to flow down to the Claims from the Occurrence. Currently, the user would need to close each Claim individually and then the Occurrence. The client would like to be able to trigger the Close Task function fr...
Guest over 4 years ago in CS - Claims Administration 0 Roadmap Consideration

Claim Timeline: Improve comments formatting

View of comments in Timeline can be improved (indented, attached to note somehow)
Guest over 4 years ago in CS - Claims Administration 0 Will not implement

Event/Action on REJECTED status Reserve Worksheet

The client is looking to create a validation that is set to triggered based on a user editing / saving on a previously 'REJECTED' reserve worksheet. Currently, this functionality does not exist -- I believe these E/A's only trigger when a Reserve ...
Guest almost 5 years ago in CS - Claims Administration 1 Will not implement

Better visibility into which user has which permissions

We would love to be able to clone permissions from specific users, and see a better list of them
Guest over 2 years ago in ClearSight 0 Will not implement

Approval Route Configuration

Per client's business model they would like to setup Approval Route based on client. When the Approval Route is setup ,the approval Process should go directly through Approval Route and not to Supervisor first for Approval ,before moving to Approv...
Guest over 2 years ago in ClearSight 0 Will not implement

Multiple incident to claim conversion

Clients to convert the same incident multiple times to different coverages or at least to be able to copy an incident already converted then to convert the new incident to claim. At present both action are not possible per design due to hardcoded ...
Guest over 2 years ago in CS - Claims Administration 0 Will not implement

Ability to add/update new code mappings on Detail Cause/Claim Type for ISO

Ability to add/update new code mappings on Detail Cause/Claim Type for ISO
Guest over 3 years ago in ClearSight 1 Will not implement

Need Autofix Action On Save Contact Relationship in Clearsight

Need Autofix Action On Save Contact Relationship
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Ability to Track attachments upload by users.

When client use the email to claim function to send attachments to the system. Activity monitoring is tracking file attachments but it does not inform you of the claim the attachment is tied to. You have no way of seeing what claim the attachment ...
Guest over 3 years ago in ClearSight 0 Will not implement