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

Filter Strategies To Select Only Certain Resources

When adding strategies to a plan section, it will display all resources using that strategy. As an example, I may use the strategy of "manual workarounds" for all my application dependencies in the BIA, but in the plan I would want to create a sep...
Guest about 1 year ago in Resilience - Plans 0 Future consideration

Connect Plan Tasks / Strategies to Process

Currently, there is not a way to connect recovery steps in a plan to a specific process they are designed to support. Because of this, there is no way to link a strategy to a specific process. For example, a department may perform two processes wi...
Guest about 1 year ago in Resilience - Plans 0 Future consideration

Add a new role right to control which users can update the status on a risk

Create a new role right which controls ANY/ALL changes to the status of a risk. Therefore, giving the option for organisations to limit who and how many users can update the status of a risk. Original Active Risk ID: ARM-I-77
Guest over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Ability to edit the defaulted data in the Allowed Amount and Payment Interval fields.

Walmart would like the ability to edit a the Allowed Amount and Payment Interval fields in a schedule check. Request to make schedule check/schedule voucher form editable or make the Amount field available for the pay schedule entity.
Guest 10 months ago in ClearSight 1 Will not implement

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies

Adding Tail Date to the Covered Locations, similar to how it works on Claims Made Policies. This is needed for Ascension to provide Tail Coverage to their entities where entity has terminated Policy before the Expiration Date of Policy Two items r...
Guest about 3 years ago in CS - Insurance Policy/Program Management 0 Planned

Have report showing status of 3 stage approvals

Where a client has a number of BIA's (in some cases this could be in the 100's) and they're using 3 stage approval, there is currently no obvious way of seeing which approval stage each BIA is at (i.e. which levels have approvals outstanding) give...
Steve Barnett 5 months ago in Resilience - BIAs 1 Roadmap Consideration

Ability to re-import risks without conflict due to duplicate plan names

Allow users to re-import risks through Excel which have been exported from ARM without having to manually change Plan names because of a technical issue with duplicate plan names. Original Active Risk ID: ARM-I-72
Guest over 4 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

Plan - History & Approvals

This section doesn't show on the left hand side as it does in a BIA. I'd like to see this in plans
Ben Cartlidge over 1 year ago in Resilience - Plans 0 Future consideration

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest about 4 years ago in CS - Claims Administration 1 Will not implement

Set default value for "Probability/Frequency"

Most scoring schemes I use are based on a Percentage, project context. We are preparing the Operation risk register; in that case, frequency needs to be used for all or almost all risks. It would be nice to set the default for that scoring scheme ...
Guest 10 months ago in  0 Future consideration