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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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

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

Ability to copy Security groups

Be able to select a security group with a large number of permissions assigned to it and create a copy to slightly modify it for certain groups of users.
Guest about 3 years ago in ClearSight 1 Roadmap Consideration

Auto Reminders allow CC

Auto Reminders - allow indicator of who can be included as a cc in the reminder emails
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Auto Reminders Weekly to Owner and Account Owner

When an auto-reminder goes out, always CC Owner and Account Owner until approved
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

All Approvers Must Approve to Finalize

Auto Reminders - If multiple approvers, one approval should still require continual and auto weekly reminders to the other approvers to approve
Guest 4 months ago in Resilience - BIAs / Resilience - Plans 1 Roadmap Consideration

Critical dates in BIA should carry over to the BCP

The critical deadlines and peaks should carry over into the BCP. You should not have to go to a BIA to find this info. You should not have to manually enter this twice to get it in the BIA.
Guest over 1 year ago in Resilience - Business Continuity - General 0 Roadmap Consideration

Change Verification Code Text Message Sender ID from Castellan to Riskonnect

When we log in to Riskonnect with the user ID and password option, the sender of the verification code that we get sent displays as Castellan on our phones. The text of the message states: Your Riskonnect verification code is: ###### . It would be...
Guest 4 months ago in Resilience - Administration & Configuration 0 Roadmap Consideration

Employee Search in Team Section

When searching for the primary or alternate in the team section I can only search using a name. Where two people have the same name you don't know which to select which is very common in larger organisations. It would be beneficial to expand the s...
Ben Cartlidge over 1 year ago in Resilience - Plans 1 Roadmap Consideration

Provide an option to update centrally the email content for the Approval Workflow

This will make it easier to make a specific template it and change it
Guest 2 months ago in Resilience - Administration & Configuration 1 Roadmap Consideration