ClearSight

Showing 284 of 1175

Activity Monitoring - Add User ID to New and Previous values recorded

Client would like to include the userid as part of the previous/new value fields in activity monitoring. This will allow a unique match and accurate metrics.

Guest about 1 year ago in ClearSight 0 Planned

8 VOTE

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies. This is needed for Ascension to provide Tail Coverage to their entities where entity has terminated Policy before the Expiration Date of Policy Two items r...

Guest about 3 years ago in CS - Insurance Policy/Program Management 0 Planned

10 VOTE

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.

Guest about 4 years ago in CS - Claims Administration 1 Will not implement

10 VOTE

Add action to automatically convert an Incident to a Claim

Add action to convert an Incident to a Claim Automate converting incidents to claims.

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

9 VOTE

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve wor...

Guest over 3 years ago in ClearSight 2 Will not implement

10 VOTE

Check for Dependencies When Deactivating Users

When a user is deactivated check to make sure there are no reports/workflows that need to be cleaned up. Use Case: 1. User 1 attempts to deactivate User 2 in Admin 2. The system determines that one or more of the following runs under User ...

Guest about 4 years ago in CS - ClearSight Platform - General 3 Future consideration

9 VOTE

Data Monitor & Values Import - Error Messages to be more explicit to users

Client reported at many occasions that error messages (not exceptions errors) returned in any import job in Data Monitor are not clear enough for users to resolve. For instance in Location Import job, they received an error in red saying "Name can...

Guest almost 4 years ago in CS - Location & Property Management 1 Future consideration

10 VOTE

Populate XXXCLAIM_EXT1 and XXXCLAIM_EXT2 with CLAIM_ID Upon Data Entry

There are lots of pieces of the ClearSight platform that evaluate criteria on EXT1 and EXT2 tables. For example, an Event condition, or a report criteria. Sometimes, if data is missing from the EXT1 and EXT2 table the other functions of the applic...

Guest about 4 years ago in CS - ClearSight Platform - General 2 Future consideration

9 VOTE

Reorder Columns on Reserve Worksheet

Client would like to be able to reorder columns on reserve worksheet to be able to mirror their external worksheet they no longer want to use

Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

9 VOTE

Allow users to roll values forward from previous year

In Values Admin, there could be a setting where all values can be rolled forward. The current process is to export the values and then reimport them. And/Or within a collection, give users a button to click to roll values forward.

Guest almost 4 years ago in CS - Location & Property Management 1 Roadmap Consideration

Please enter your email address

FILTER BY CATEGORY