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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Reserve Worksheet - add column to add multiplier to reserves

When a user adds a reserve, they would have the option to enter one amount and then add a multiplier and the reserve worksheet would calculate the total reserve needed. So if you have scheduled payments of $100 for 52 weeks, the user would enter $...
Shannon Stout about 4 years ago in CS - Claims Administration 2 Future consideration

Ability to copy individual permission sets

Currently, there is no ability in ClearSight to copy individual permission sets. This gap causes a large amount of time to be spent when a client wishes to reorganize their security. For example, if a client was implemented with 'Full Access' sets...
Guest over 2 years ago in ClearSight 0 Future consideration

Standard STATE field should allow for duplicate State Codes

Currently State codes must be two digit alpha, no numbers are allowed. When a client wants to add foreign states to our state code list, we have an issue with duplicate codes (ie: AR). We need options to be able to allow duplicate codes with diffe...
Shannon Stout about 4 years ago in CS - Claims Administration 1 Future consideration

Standard Stored Procedures to Clean Up IE Table Data

Create Standard Stored procedures that would clen up the data in the IE_ tables. The SPs could be scheduled via SDIE workflows in the application
Guest about 4 years ago in CS - ClearSight Platform - General 1 Future consideration

User specific activity monitoring in ClearSight Admin

Ability to see activity monitoring when going into a user record (changes to the user record itself, not tracking what they did, but did someone add screen access permissions, etc.)
Guest almost 3 years ago in ClearSight 0 Future consideration

Auto/Bulk Delete/Anonymize

Ability to create a view and select to delete or anonymize everything in that view (claims, incidents, occurrences) On deletion, all related child records would also be deleted (notes, tasks, emails, etc). This includes file attachments. Allow use...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest almost 4 years ago in CS - Reporting & Analytics - Standard/Crystal 3 Future consideration

Event/Action based on Payment Schedule

Client is looking to create a validation based on Creating/Saving of Scheduled Payments. However, currently this option does not exist. We attempted to use events based on 'Create/ Save Transaction' and this appears to work as expected on the Tran...
Guest almost 5 years ago in CS - Claims Administration 0 Future consideration

Ability (option) to display all Occurrence Notes on the Claim's Notes page (not just on the Timeline page)

Currently notes added to an occurrence will display on the Claim's Timeline page. Client wants the option to show all occurrence notes on the NOTES page of the Claims associated to that occurrence.
Shannon Stout almost 4 years ago in CS - Claims Administration 1 Future consideration

Ability for Proper Licensing Tracking and Guard Rails for ClearSight

Currently, there are no restrictions for any one who has proper access to add users or functionality even if they have not been licensed for them. The ask here is to put in a product feature that: Define the number of users (and types) they are li...
Patrick Eslick about 4 years ago in CS - ClearSight Platform - General 1 Future consideration