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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Ideas

Showing 1125 of 1125

Use only the approved Disaster Recovery Plans during an exercise

When starting a new incident, include only the "Approved" versions of all plans to be used inside the exercise and not allow changes to said plans in the middle of the exercise. Currently plans are pulled in in whatever state they are, approved, n...
Guest over 1 year ago in Resilience - Crisis Management 0 Future consideration

Impact with scales ability to print in landscape

If a customer has numerous impact ratings with scales the number of pages is large. If the customer could choose to print that section in landscape would be awesome.
Mary Hoskins 5 months ago in Resilience - BIAs 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 about 3 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration

Store dates in a consistent formats against Plans

We wish to be able to export data to create dashboards as the reporting capabilities in the system are not fit for purpose and we have no timelines of when these will be resolved. However, reporting against time fields in Plans is challenging as d...
Guest 7 months ago in Resilience - Administration & Configuration / Resilience - Plans 0 Future consideration

Add control on what sections to show when exporting PDF of Plan

For every plan created, there are different audiences and some sections are not always appropiate. ie.: History Log for External Customer.
Guest over 1 year ago in Resilience - Plans 0 Future 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

Scheduled Reports

Ability to run a report and send it to a specific location at a scheduled time Original Active Risk ID: ARM-I-212
Lisa Segrave over 3 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Create a left-hand navigation selector for "History and Approvals" in plans/documents/exercises similar to BIAs

Please create a quick nav button on the left-hand section selector for history and approvals similar to what exists in BIAs. This would allow quicker navigation to that section, saving the amount of time required to select the last true section ty...
Nathan Early over 1 year ago in Resilience - BIAs 4 Roadmap Consideration

Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest 11 months ago in CS - Administration & Configuration 1 Future consideration

BC&R: Be able to see location name when hovering over icon on Geo location map

A client requested the ability to see the location name when hovering over a Geo Location icon on the map - currently it shows a count figure, and there is no way to change this to display the location name. Therefore a Request for Enhancement is ...
Steve Barnett almost 2 years ago in Resilience - Reporting & Analytics 1 Future consideration