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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OPPE - Approval Process for Department Indicators

Department Chairs who managed the Departments during the OPPE process has to have new OPPE Indicators approved in order to incorporate them into the OPPE process for their department. Clients need the ability to submit (associate) new Department I...
Guest almost 3 years ago in Healthcare - OPPE 0 Future consideration

OPPE - Ability for user security to be assigned at the Practitioner OPPE level

User assigned to complete the Practitioner OPPEs for a department may be one of the individual's performance that is being evaluated for the department. The ability for the user to evaluate all the Practitioner OPPEs for a department and not have ...
Guest almost 3 years ago in Healthcare - OPPE 0 Future consideration

Make all risk entries able to be displayed in a Bowtie format

Bowtie should be a visualisation of a risk, not a type of risk. If Causes and Consequences could be added as controlled lists in the Standard (not bowtie) view then these could be displayed in a bowtie format. It would also allow Cause and Consequ...
David Robertson 6 about 3 years ago in Active Risk / ARM - Reporting, Charts and Analysis (ViewPoint, BowTie, Visualizer, Charts, Schedule Risk Analysis, Impact Analysis) 0 Future consideration

Add filter options to notes component in lightning

Client would like additional filters (by Author in this case) on the Notes component in Claim.
Guest about 3 years ago in Riskonnect Insurable Risk 0 Future consideration

Intake search functionality across notice status'

Ability to search across all 3 notice statuses at once - In Progress, In Review, and Completed. Today we can only search one status at a time.
Guest about 3 years ago in  0 Future consideration

BAE enhancement request - comments created on columns should be copied across to new allocations if the allocation is copied

In the Allocation App, the ability to add comments against the allocation variables in the Columns page is really useful. However, when the allocation is copied, comments are not retained and copied to the new version.
Guest about 3 years ago in CS - Allocations 0 Future consideration

Enable the ability to determine which of the New Claim Transaction buttons to display on the Claim page layout based on permission

This client has users that are allowed to create Reserve transactions on a Claim record, but not Payment transactions. The users can view all payment transactions, so we do not want to remover their access to the Payment record types. There is cur...
Guest about 3 years ago in RMIS - Claims Management & Administration 0 Future consideration

Portal - Ensure Logout links work and return user to the login page

Currently, the log out links in the intake portal landing page and property values collection portals (applicable for contact identification only), do not actually log a user out. It may only return them to the landing page, but still logged in as...
Guest over 3 years ago in RMIS - Intake 0 Future consideration

Mass Transfer of File Records Between Objects

Captures client needs when File records are associated with a certain object type and need to be transferred to another object type in a mass edit (i.e., transfer attachments shared with Program records onto Policy records) from a record layout of...
Guest over 3 years ago in RMIS - Insurance Policy Management 0 Future consideration

Increase Title fields character limits to more than 255

Facing a challenge with our client with 255 character limitations in the Title fields of Risks and Plan label set. It has been advised to us by the client to increase the character limit to 2000+ in order to give more flexibility to customer requi...
Amir Abdul Rauf over 3 years ago in Active Risk 0 Future consideration