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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Update Claim Policy Number on Policy Number Change in Policy App

When policy number is updated in the Policy App it should update the policy number field on the Policy page of the claim for all claims attached to the policy. Currently, when updating the Policy Number from the Policy App, it will update the Poli...
Guest over 3 years ago in CS - Claims Administration 2 Will not implement

Add Additional Details to SDIA Stored Procedure Notifications

It would be helpful to add additional information to SDIA Stored Procedure notifications like Schema Number, Client Name, Job/Workflow Name etc. This makes it easier to manage notifications when supporting all of the clients.
Guest over 3 years ago in ClearSight 1 Future consideration

Email should not send out field or email address is not defined

Currently if a user has an email action configured to attach to parent entity and to reference an email template that has a field (ex. claim.miscdescription#4) defined as the recipient, the email will still send out and attach even if the field (e...
Guest over 3 years ago in ClearSight 0 Will not implement

Allow Code Dependencies for Misc_User fields

Client has requested the ability to limit the available users in a Misc_User field based on another dependent value, like coverage.
Guest over 2 years ago in CS - Claims Administration 1 Will not implement

Multi-Language code for Value Collection

Client is asking for feature to add Multilanguage code, for values collection questions code as it is possible for codes in all other modules of the application (e.g. claim where the same code can have multiple code description language specific)....
Guest over 2 years ago in CS - Location & Property Management 0 Will not implement

Add "Contacts" page to SIM record

Client needs to link Contacts to SIM records. We are using SIM to track their Subro records (they have many to one). We are currently using contact lookups to pull in contact data to the SIM record. We are also working on a trigger that will autom...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Ability to select Contact from the duplicate Contact pop-up window

When you are entering in a new contact from the Claim, and receive a possible duplicate, it would be nice if a user can select that ‘dup’ from the pop-up window to add it. Currently, users have to cancel and then search for that ‘dup’ to add the c...
Shannon Stout over 3 years ago in ClearSight 1 Future consideration

API solution - 1. Account Aggregation and 2. Role/Entitlement Aggregation

This is a critical requirement for Walmart's internal security compliance. This is need by our Spring 2022 release. Account Aggregation – This will be used to provide a list of users with the roles the are assigned. Role/Entitlement Aggregation – ...
Guest over 3 years ago in ClearSight 0 Will not implement

Plan Attachments

When attaching a document to a plan, I don't want that document to be added to the list of documents in the File section. It should only be available in the plan.
Ben Cartlidge about 1 year ago in  1 Roadmap Consideration

Pagination in the file section

When viewing the file section I'd like it to use the new list functionality
Ben Cartlidge about 1 year ago in  0 Roadmap Consideration