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.

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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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BIA: When connecting the activities to dependency categories (such as in Internal/Supplier Dependencies, Applications, etc.), there should be a checkbox option to select/deselect "All" activities.

This would allow users to quickly select all the activities in a given category instead of manually selecting them one by one.
Guest 6 months ago in Resilience - BIAs 1 Roadmap 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 about 2 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

OCR For COIs

It looks like the Einstein API can help with this (example here) . We would need to plot out the x,y coordinates for an accord cert form and modify the apex classes to point the API to the right fields on the doc.
Guest over 3 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration

Impact rating table name

There is a need to have a title for impact rating table as it doesn't show up when BCP is printed to PDF file.
Guest 10 months ago in Resilience - BIAs 0 Future consideration

System Setting for the Auto-Cascade Function - Default On

Customer would like the ability to have a system setting that would enable auto-cascade for BIA impact scales as ON by default.
Amanda Feest almost 2 years ago in Resilience - BIAs 1 Future consideration

Plan/Document Properties Should Mirror Template When Imported

I recently recreated a bunch of plans in a client's instance via import. I expected that the plans would copy properties fields, e.g., footer text, from the template the plans were based on. This did not happen and Support told me it's because if ...
Amanda Feest 10 months ago in  0 Roadmap Consideration

Critical dates in BIA should carry over to the BCP

The critical deadlines and peaks should carry over into the BCP. You should not have to go to a BIA to find this info. You should not have to manually enter this twice to get it in the BIA.
Guest almost 2 years ago in Resilience - Business Continuity - General 0 Roadmap Consideration

Enable Pop-up Notification on Mobile App for Chat feature in Crisis Management Module

When internal contact is addressed in chat during an incident, they should receive a notification on the mobile that they are mentioned in the chat channel, similar to other messaging apps like Facebook or Instgram. Right now the contact only rece...
Kadambari Lanka 12 months ago in Resilience - Crisis Management / Resilience - Mobile 0 Roadmap Consideration

Client request for currency conversion tables to be defined at PREMIUM level not just policy level.

Client wants to be excited about managing their policies within RKCS. However, they noted that we are missing the mark because we do not have the ability to convert currencies at the premium level.
Guest over 2 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Resilience - Strategies

We as administrators should be able to decide how the strategies should be displayed to other users, i.e. by scenario group, not as it is now, by scenario name. As it works now, you as an user has to add a filter to be able to sort by scenario group.
Guest 6 months ago in Resilience - Administration & Configuration 1 Future consideration