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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Showing 1177

ClearSight SSO Clients Product Notifications

Clients utilizing SSO are bypassing the "log in" splash screen, therefore they are not receiving the product down time notifications that are posted on the log in page. Requesting system notification of outages be posted somewhere in the app so th...
Guest over 3 years ago in ClearSight 3 Future consideration

Ability to restrict certain risk record types from users

All of our users are able to create different record types (eg. risk, opportunity, process risk, finance risk). We are not able to prohibit which record types the user can or can't create. It would be great if security could be applied to the reco...
Guest over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 1 Future consideration

Ability to disable quantitative or qualitative scoring per impact category

Add the ability to disable either quantitative or qualitative scoring per impact category. Example for disabling qualitative: on the Scoring Screen Layout, make the RedAmberGreen buttons of the Current Assessment field read-only but not the numeri...
Guest over 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Home Page Customisation

Currently under the home page one sees the BIA's and BCP's that you are owner of and or manage. It would be great if if one could customise the home page to add views of for example third parties, or other dependencies, or a section of the BCP for...
Kim Sanderson 6 months ago in Resilience - Administration & Configuration 1 Future consideration

All Plan/Document Sections Should Be Optimized for Mobile

Currently it seems that sections that pull BIA information into a plan or document are not optimized for viewing on the mobile app. The user is given the option to view a PDF of their plan/document when attempting to access one of these sections -...
Amanda Feest 9 months ago in Resilience - Mobile 0 Roadmap Consideration

Add 'Plan Template' on the 'Plans' Screen

It would be useful to see what template a plan is using on the Plans screen and be able to filter on template. That way if you can see which plans or how many plans would be impacted if you change a template or just simply using the template.
Guest over 1 year ago in Resilience - Plans 0 Future consideration

BC&R: Adding dependency name but not seeing contact information

BC&R: When adding a supplier dependency (applies to other core dependencies such as application & location), the user selects the supplier name (i.e. ABC Deliveries). However no contact details are shown from the core data library until th...
Steve Barnett almost 2 years ago in Resilience - BIAs 0 Future consideration

Insurance Policy Digital Experience (Community)

Insurance Policy Experience Sales build a demoable community to present Insurance Policy actions to a client's users. For consideration in future product. Link: https://myirmdemo20192.force.com/InsurancePolicyPOC User Stories: Policy Tab Label Use...
Ariel Norvell over 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Assign different roles to a user per folder

Currently we can only restrict users from creating or editing records in different folders by making the folder read /write or read-only based on the user's group access. It would be helpful if we could define specifically what functionality each ...
Guest over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Auto Refresh on the Dashboard

The client is wanting an "Auto Refresh" for the dashboard for accuracy when dealing with Tasks to get the most accurate information.
Guest about 4 years ago in CS - Reporting & Analytics - Other 2 Future consideration