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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Showing 796

The Ability to Group Users By Named Supervisor in BI

Standard reports allows users to add conditions to say MiscUser1 is the Eventual Subordinate of NAMEDUSER. This makes organizing adjuster teams easy in Standard reports. BI does not pull in the User.Supervisor field and it would be a useful data e...
Guest over 3 years ago in CS - Reporting & Analytics - Business Intelligence 1 Future consideration

Allow Duplicate Check for Intake to Check Any DB Field Allowed in Duplicate Check Query

Currently in ClearSight Admin, Claims/RMIS Settings, Duplicate Claims/Incidents Settings you can build up a query to check for duplicate claims or incidents being checked. You can use all of the fields on XXXCLAIM_EXT1, XXXCLAIM_EXT2 and XXXCLAIM_...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Hiding the Vendor/Supplier Committed RTO stull shows the RTO in What IF reporting

Client has elected to hide the Vendor/Supplier Committed RTO field within their BIA, yet when they look at What IF under Insights reporting, the supplier dependency shows an RTO field with no data shown. The idea is for any hidden committed RTO wi...
Steve Barnett 6 months ago in Resilience - BIAs 0 Future consideration

Ability to restrict users from changing approvers and editors

Ability to restrict users from changing approvers and editors. There should be an option in the user roles to remove the ability to edit (ie add/remove) approvers and editors and only select administrative users should have this ability.
Guest 6 months ago in Resilience - Administration & Configuration 0 Future consideration

When searching for Reports, add Prior Valuation Date as search option

Client would like the ability to search reports by prior valuation date (located on other info section) if possible. Example, be able to search all reports valued as of 1/1/18. It currently doesn't appear when editing/creating a view within the se...
Guest over 3 years ago in CS - Reporting & Analytics - Standard/Crystal 2 Future consideration

Include All BIA/Plan Access Roles in One Location for Management & for User Audit

Currently, the system is setup to only include 2 types of access roles -- identified as either (O), owner, or (C) contributor -- in the user audit and there is no location to quickly view/manage a user's access to multiple BIAs/Plans. For access m...
Christina Bredhold 6 months ago in Resilience - Administration & Configuration 0 Future consideration

Automatically pick up the minimum and maximum values from the selected band

When, for example, an impact score for cost is chosen in ARM it provides the mid-range cost for both the minimum and maximum value. The correct values then have to be manually entered to reflect the cost range. I would like ARM to automatically pi...
Kerry ODonovan about 4 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Direct link to newly created Occurrence/Claim/Incident from Submit page of Intake

In ClearSight Intake, we currently have the option to enable the 'eyeball' icon which brings up a read-only preview of the newly created object that was just submitted by that user. From this pop-up window, the user is then provided a link to open...
Guest about 3 years ago in  0 Future consideration

New Export - OpRes (All Sections)

We don't have a report that allows us to export all the OpRes data and all the relationships like we do for the BIAs - have requested this and identified it during their POC.
Bradley Cornwell over 1 year ago in Resilience - Reporting & Analytics 0 Future consideration

Track last passwords - increase from 8 to 13

Currently in ClearSight it is possible to track the last 8 passwords so these are not repeated. Client has asked for this to be increased to 13 to comply with their security policies.
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration