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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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Showing 1177

"Auto-claim close"

As an overall theme, clients are trying to “own the first hour” after a claim is reported – essentially trying to attempt to settle/close a claim before claimant has a chance to seek attorney representation. Potential future state of sending check...
Guest about 5 years ago in RMIS - Claims Management & Administration 0 Future consideration

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 almost 4 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 almost 4 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 almost 4 years ago in ClearSight 0 Will not implement

Values Administration - Make value name field editable

On a value definition currently you can only change the prompt and you can't update the name. The only way to change the name is to run a script against the XXXEXTYP table to update. I want to put the ability into the clients hands so they can mak...
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 almost 4 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 almost 4 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 almost 4 years ago in ClearSight 0 Will not implement

Request for Bowtie Risk Linkage To Be Available in OData API

We're attempting to use the API in PowerBI to create reports, but currently there doesnt appear to be a link between the Cause Effect and Consequences type risk records in ARM available in the OData API Original Active Risk ID: ARM-I-347
Toby Millward over 2 years ago in Active Risk / ARM - Integration (API, Import/Exports, External Applications, Bulk Updates, ARM to ARM) 0 Future consideration

Request for Scoring History to be available in OData API

We'd like to report trends of the Risk Scoring by Category, and overall in PowerBI however the history data does not appear to be available in the OData API Original Active Risk ID: ARM-I-348
Toby Millward over 2 years ago in Active Risk 1 Will not implement