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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Ideas

Showing 797

CS Claimant Portal for data entry by claimant of ACH banking information

Potential need to have the ability for claimant to privately enter their ACH banking information via a portal. Security would be involved, currently known that claim adjuster and supervisors do not access to see the ACH sensitive data. Unsure if a...
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Display the other BowTies that a BowTie control is linked to.

In order to identify whether or not a control is a critical control, we need to visualise where else that control is used and in how many other plans or BowTies it is used in. If a control is used in multiple BowTies, it can be deemed as a critica...
Guest over 4 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Add 'Frequency' to custom label set.

The term 'frequency' is not used in our organisation and it is not available in the label set section of admin to be able to add a custom label to replace. Original Active Risk ID: ARM-I-10
Guest over 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails 0 Future consideration

Grade Adjusters

Suggested by the Customer Advisory board. Clients would want a dashboard that rates the performance of her adjusters in one single place.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Add "Expand All" option to Claim Timeline

Since the Claim Timeline is combining many different actions from the overall claim, it would be helpful for users to be able to Expand all the entries when reviewing the claim. It would save time and clicks that would otherwise be needed to view ...
Shannon Stout about 2 years ago in  0 Future consideration

Need to capture Original Amount of transaction when a Lien is auto created

When you create a voucher and the selected contact has a lien, Clearsight automatically creates transactions for appropriate liens. At the transaction level, we need to capture the total transaction amount BEFORE the transaction is split into mult...
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration

Incident to claim conversion (data and files included)

When I convert my incidents to claims, none of my incident files are transferred to the claim. This requires me to download the photos and files from the incident and re-upload them to the claim. If these files are found in Riskonnect, can't the l...
Guest about 2 years ago in  0 Future consideration

ARM Desktop folder tool tip

Currently when you hover over an Activity Tree folder on the ARM desktop you get a tool tip that shows the folder ID. This could be a lot more useful. Suggestion was to show Owner, number of sub folders, number of direct risks and number of child ...
Guest about 1 year ago in ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

Be able to create alerts for any field changes

I want to be able to create an alert for changes to any field. Specifically, I have a baseline due date field that I want to be alerted if someone changes the date. This currently can not be done. Original Active Risk ID: ARM-I-358
Joe Ward over 2 years ago in Active Risk / ARM - Notifications and Alerts 0 Future consideration

Numerator/Denominator Question Type for Audit/Rounding Templates

As a Risk Manager collecting data I would like to be able to capture numerator/denominator sample sizes at the question level and define the acceptable compliance rate
Guest over 2 years ago in Healthcare - Rounding 0 Future consideration