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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Screen Label Set Default Button - Ask for Clear Confirmation before defaulting labels

When in Screen Labels, the Set Default button is not clear on its function and does not ask for confirmation before setting all screen labels back to their default value. We would like to have the button moved off by itself, so there is no possibi...
Guest almost 4 years ago in ClearSight 0 Future consideration

View linked risks (summary, detail, cause, consequence) via the form

Clients that using the Summary / Detail function want to be able to see the detail risks via the form so it can help them rate the Summary risk. Perhaps we could include a table (not standard, but something that could be added if required) where t...
Lisa Segrave almost 3 years ago in Active Risk / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 1 Future consideration

Excel Import for Inherent Assessment into ARM

Current excel template to transfer the risk data to ARM has only 2 assessment sections (current and target) and does not has column for "inherent assessment". Along with 2 available we want 3rd one too, in order to transfer all 3 assessments from ...
MuhammadTariq Laghari about 4 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

Allow customers to delete Import Exceptions

Clients would like the ability to delete exceptions from the View Exceptions page of SDIA imports. Jobs which are prone to numerous errors which don't need correcting clog the screen and make it difficult to pull those that do need further investi...
Guest about 3 years ago in ClearSight 1 Will not implement

Ability to gather Data Dictionary requests

Clients often have data dictionary requests such as system field mapping. Need an automated method or system report to gather this information.
Guest about 4 years ago in ClearSight 1 Future consideration

Add Plan Sections for BIA Dependencies that only display minimal information

There are 2 Plan Section types that do this now: Recovery Times will only show minimal Activity information. Application Dependencies will only show minimal Application information. It would be good to have similar section types for all of the oth...
Rory Middleton almost 2 years ago in Resilience - BIAs / Resilience - Plans 0 Future consideration

Tasks - make usable for Policy Management and Recommendations

Currently tasks are only usable for claims. We have a task app where all tasks for all claims can be seen. I have for example clients who wish to use tasks for the policy renewal process. Current process is to go into each policy and add the tasks...
Guest over 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status

Payment updates to include Reserves/Log Payments and Checks/Vouchers in any status. We need for the application to allow the below payment updates in any status. Move payments from one claim to another
Shannon Stout almost 4 years ago in CS - Claims Administration 2 Roadmap Consideration

When a control is unlinked from the BowTie it still remains as a linked control in the risk form.

Clients are finding it frustrating when they create a BowTie and link a control and then de-link the control from the diagram that they then have to manually open the risk form and remove the control from the response table Original Active Risk ID...
Lisa Segrave about 3 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

CS Apps - Ability to Clone Security Group and Permission Set

In CS apps, it is not always easy to see what is in the permission sets assigned to a security group. The ability to clone both Security Group and Permission Set would be very useful so that it is easy to assign or remove from users/groups
Guest almost 4 years ago in CS - Claims Administration 0 Roadmap Consideration