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 1115 of 1115

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest over 4 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

Reorganize the Riskonnect Business Continuity & Resilience Settings screen to group settings together.

The organization of the Riskonnect Business Continuity & Resilience Settings is confusing for some users and should be organized into groups/sections to make it easier to maintain. For example, the Op Res Impact Categories settings are hidden ...
Rory Middleton over 1 year ago in Resilience - Administration & Configuration 1 Future consideration

Additional PID color options

Some color/font combinations are difficult to read. It would be helpful to have darker background options available with white font. Example color 34 does not present well
Anna Tourville over 1 year ago in ARM - Admin, Configuration, History and Audit trails / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 2 Planned

Notifications: Have ability to filter Notification Send options

Within the Notifications module, the notification is sent to named Internal Contacts and/or Internal contact tags. Client has asked if, given their current notification system allows this, to select a location/country and then select a filter to e...
Steve Barnett over 1 year ago in Business Continuity & Resilience 1 Roadmap Consideration

Request for Response Target Score to be available in OData API

Request for Response Target Score to be available in OData API to allow this to be included in reporting from PowerBI Original Active Risk ID: ARM-I-355
Toby Millward about 2 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

Allocations mapping - ability to move policy search popup so it doesn't cover mapping fields

In Allocations/Premium Mapping/Policy Number field, when you open the search icon, the search pop-up covers the premium mapping detail so you aren't able to see what the previous policy was called. It isn't possible to move the popup to another pa...
Guest over 3 years ago in CS - Allocations 0 Future consideration

RKQF - Question answers determined by global picklist

Provide the template builder the ability to select a global picklist that will be used for the answer for all the questions within a template. Ability to manually overwrite a question within the template is another requirement.
Guest over 3 years ago in Healthcare - Rounding 0 Future consideration

Create Global Setting that would allow Client to Identify which Date to validate Policy Against

There are times when our clients that are broker need to report on claim under multiply policy periods and would like to have date that can be changed used to validate the policy period by then the system default.
Guest over 3 years ago in ClearSight 2 Will not implement

Content Document Link Copy from Intake to Claim

When Incident Detail records are promoted to claims, it is common for the client to want the files uploaded to the parent incident record to be linked to the created claim. This would require a flow to loop through all content document links assoc...
Guest about 3 years ago in  1 Future consideration

Include more information to Export/Import to User Audit Report

When I create User Audit Report I still miss following needed information!<Preferred Language><Preferred Distance Measurement><Time Zone><Mobile phone>
Michael Welander 9 months ago in Resilience - Administration & Configuration 0 Future consideration