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 796

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 over 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 over 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

Add more functions to Formula Based Scoring

I would like to offer option, that will bring Formula based scoring to higher level. For me, and our customers will be very usefull, if there will be function like MAX or MIN (and maybe more). For example Risk level = Category 1 x Category 2 x (Hi...
Filip Cernicky over 3 years ago in Active Risk 0 Future consideration

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission. This is useful when controlling security groups who can have this permissions to do so on Claim.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Optimize Method in Which SDIE/SDIA Connects to Database

"O ptimizing the way we connect to the FTP server should reduce the backend PostgreSQL connections and further limit when this issue happens."
Guest over 3 years ago in ClearSight 1 Future consideration

Add in the apex trigger for lookup field update for claim

The apex trigger for lookup field update is standard for incident and incident detail, but not for the claim object. It would be helpful to have it on the claim object as a standard when the org is spun up for clients that use portals and claim en...
Guest over 3 years ago in RMIS - Claims Management & Administration 0 Future consideration