ClearSight

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Need ability to "hide" SSN field - would require user action to display

Client does not want to display SSN data on the screen as a default. They would require the user to perform a specific action to display the full SSN. We should develop something similar to other systems, where in order to reveal any sensitive dat...

Guest about 4 years ago in CS - Claims Administration 0 Future consideration

12 VOTE

Screen Label Set Default Button - Ask for Clear Confirmation before defaulting labels

When in Screen Labels, the Set Default button is not clear on its function and does not ask for confirmation before setting all screen labels back to their default value. We would like to have the button moved off by itself, so there is no possibi...

Guest over 3 years ago in ClearSight 0 Future consideration

10 VOTE

Allow customers to delete Import Exceptions

Clients would like the ability to delete exceptions from the View Exceptions page of SDIA imports. Jobs which are prone to numerous errors which don't need correcting clog the screen and make it difficult to pull those that do need further investi...

Guest about 3 years ago in ClearSight 1 Will not implement

11 VOTE

Tasks - make usable for Policy Management and Recommendations

Currently tasks are only usable for claims. We have a task app where all tasks for all claims can be seen. I have for example clients who wish to use tasks for the policy renewal process. Current process is to go into each policy and add the tasks...

Guest over 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

13 VOTE

Ability to gather Data Dictionary requests

Clients often have data dictionary requests such as system field mapping. Need an automated method or system report to gather this information.

Guest about 4 years ago in ClearSight 1 Future consideration

12 VOTE

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status. We need for the application to allow the below payment updates in any status. Move payments from one claim to another

Shannon Stout almost 4 years ago in CS - Claims Administration 2 Roadmap Consideration

12 VOTE

CS Apps - Ability to Clone Security Group and Permission Set

In CS apps, it is not always easy to see what is in the permission sets assigned to a security group. The ability to clone both Security Group and Permission Set would be very useful so that it is easy to assign or remove from users/groups

Guest almost 4 years ago in CS - Claims Administration 0 Roadmap Consideration

12 VOTE

Postal Code validation by state (first two digits of zip)

Client would like to have a Zip Code validation, based on the claim's state. They have this in their current system. They also mentioned it would be great if the user could enter the zip code and the City/State would auto-populate.

Shannon Stout about 4 years ago in CS - Claims Administration 2 Future consideration

8 VOTE

Transaction Manager views to be available in the My Views widget of the Dashboard app

Client is requesting the ability to create claim views that have claim transaction filter criteria, e.g. Transaction Date or Transaction Type. This request relates to existing EPIC - CLM-E-199

Guest over 2 years ago in CS - Reporting & Analytics - Other 1 Will not implement

11 VOTE

Values Entry - Ability to produce export with both current year and prior year values

it would be useful for values collectors to export both Current Year and Prior Year values from Values Entry. This would allow them to use prior year values to help populate the current year fields, and then import the current year values back int...

Guest almost 4 years ago in CS - Location & Property Management 0 Planned

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