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

Preview pane for file attachments, similar to Windows functionality

Claims adjusters need the ability to preview file attachments (preview pane window) similiar to how they view email attachments. This functionality exists in the Windows platform. They would like in the attachments page of Riskonnect. See screen p...
Guest over 1 year ago in  4 Future consideration

Have option to renew/update allocations

There is currently no option to update/renew allocations. Adding this option would make things more efficient
Guest over 2 years ago in CS - Allocations 0 Future consideration

Ability to customize request approval emails permanently used within the plans/documents

This is a common request for the ability to update approval request emails permanently that are used when you hit request approval within the plan/document. Right now, the only option is to edit them each time you go to send them. Would like an op...
Nick Adams 10 months ago in  0 Future consideration

Option to make Email Templates Major Coverage specific

Similar to how we can configure Custom Letters by major coverage, this would give clients more flexibility.
Shannon Stout over 2 years ago in CS - Claims Administration 3 Future consideration

Create a report to view all historical Incidents for a plan (Test Exercise History)

No description provided
Guest over 1 year ago in Resilience - Plans 0 Future consideration

Temporary Adjuster reassignment needs to immediately reflect temp adjuster

In Clearsight, when a user selects Temporary Claim Reassignment, they enter a date range (begin/end date) and the changes to the adjuster do not happen immediately. This process runs overnight and users will not see the new adjuster (or assignment...
Shannon Stout about 3 years ago in CS - Claims Administration 3 Future consideration

Need automated/simplified process to gather field usage metrics

Need automated/simplified automated method to gather field usage metrics. Or via a system report.
Guest almost 4 years ago in ClearSight 1 Future consideration

BowTie - Show relationship of Causes / Impact & Controls on Response Table

Users should be able to open the risk form (not BowTie) and in the response section be able to see what Cause(s) or Impact(s) the control is managing from the BowTie. Add table to the response form that can be added as part of the configuration an...
Lisa Segrave about 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Filter Strategy Summary Plan Section by Dependency/Dependency Type

Currently, you can summarize all BIA strategies in one section but it would be helpful if you could filter this in a similar way to how you can filter the "Dependency" section in the plan to only show applications, facilities, etc. When creating a...
Guest 10 months ago in Resilience - Plans 0 Future consideration

Update Alert Parameters to Include all Risk Fields

All of the fields available for the Risk screen layout should also be available as alert parameters. The organisation may wish to highlight key information in the body or title of email alerts, in an effort to provide context to the person receivi...
Martin Durrant about 4 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration