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

All ideas

Showing 790

Make all workflow email templates configurable

Within a BIA or Plan for example, in the Approval process you can press 'request update' or 'request approval' - this produces a pop up box where an email can be sent - The content that is populated as standard in this pop up is not configurable i...
Bradley Cornwell 8 months ago in Resilience - BIAs 0 Future consideration

Bulk Close Claims button

Client is asking for an option to close claims in bulk from the view, currently they can close claim one by one from the claim record page. A close claim button to close all selected claim is the preferrable option Examples: Overall settlement agr...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Manual update of recipient responses within the Notification module.

We are looking for the capability to have Notification admins manually update recipient responses within the Notification module. This capability is currently available in legacy AssuranceNM software and utilized when a team member is unable to re...
Guest 3 months ago in Resilience - Notifications 0 Future consideration

Create a Multi-Select Custom Field

This feature would allow one to create a custom field that allows for a user to select multiple entries from a range of options. For example, there may be a question like "Which regulations is this department subject to?" where one can select more...
Guest 3 months ago in Resilience - Data Management 1 Future consideration

Making ‘RiskExpressHyperlink’ available on the 'Response Alerts' as well for ‘Risk Alerts’.

Making 'RiskExpressHyperlink' available on the 'Response Alerts' as well for 'Risk Alerts' within the Alert Configuration settings. Original Active Risk ID: ARM-I-279
Ron Towers about 3 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Customized Close Claim Options

Client has specific workflows that require users to complete claim fields prior to a claim being closed. As a result, we have built Claim Validations, but often times a user will go through the entire exercise of closing a claim (producing a final...
Guest over 2 years ago in CS - Claims Administration 2 Future consideration

Ability to directly associate an Application record with a Supplier record

With more companies using 3P and SaaS products, there is a need to be able to directly tie an Application to a Supplier (3P) to see the relationship. This can be done using custom fields but it is not reportable and we are not able to use any of t...
Guest over 1 year ago in Resilience - Data Management / Resilience - Reporting & Analytics 0 Future consideration

Configurable grids e.g. response grids in Risk Detail form

Allow grids used in desktop detail forms to be configurable. This would allow an admin user to select the columns to be displayed in the selected grid. The ability for widened or narrowed grid columns to have their widths remembered would also be ...
Guest about 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 1 Future consideration

Scoring Schemes: allow cost impacts based off a percentage of contract value as opposed to strict dollar value

Scoring Schemes to have a way to have cost impacts based off a percentage of contract value as opposed to a strict dollar value Allow scoring schemes and qualitative / qualitative bands to be defined as % of a budget. Budget defined down that the ...
Ian Shaw almost 2 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

BIA: BIA approvers should not have 'edit' rights unless it is specifically selected on the user role rights

Currently when you set someone as an 'Approver', he also automatically gains edit rights on the respective BIA, but these two privileges should be separate.
Guest about 2 months ago in Resilience - BIAs 1 Future consideration