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 1113 of 1113

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

Ability to choose which impact category is displayed on the heatmap/PID X axis

Include in ARM and in ViewPoint the ability to choose which impact category is displayed on the heatmap/PID X axis. Similar to the impact category representation on the waterfall chart that allows you to track mitigation of each of the impact indi...
Ian Shaw about 4 years ago in Active Risk / ARM - Admin, Configuration, History and Audit trails / ARM - Core Platform (Detail Forms, Assessments, Scoring, Grids, Trees, Portfolio Views, Hierarchy, Internationalization, Relationships) 0 Future consideration

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 about 3 years ago in CS - Claims Administration 0 Future consideration

Waste Management (Environmental)

Managing waste from generation to disposal and subsequent reporting
Patrick Eslick over 4 years ago in EHS - Health & Safety 0 Future consideration

Add option for grid/list view in the Claim Timeline

For Managers and Auditors reviewing claims, it would be helpful if they could have the option to see the Claim Timeline in a grid or list.
Shannon Stout about 2 years ago in  1 Will not implement

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

Change the button for Resources to open a menu

The button to select a resource should open a menu, not the right-side "window". Like the calendar button, open a calendar to choose from.
Vincent Guerard about 1 year ago in  1 Will not implement

Ability to export similar claims search results to Excel

Users have requested the ability to export similar claims search results (claims modules, similar claims page) to Excel for further grouping, sorting, and analysis. There does not currently appear to be an export feature, other than copying and pa...
James Erwin about 2 years ago in  1 Will not implement

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 about 3 years ago in CS - Claims Administration 1 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