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.

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Status Roadmap Consideration
Categories RMIS - Certificates of Insurance
Created by Guest
Created on Oct 21, 2021

RELATED IDEAS

OCR For COIs

It looks like the Einstein API can help with this (example here). We would need to plot out the x,y coordinates for an accord cert form and modify the apex classes to point the API to the right fields on the doc.

  • ADMIN RESPONSE
    Jul 25, 2022

    Apologies, this idea was marked as will not implement incorrectly. This is on the roadmap targetted for 2023.

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Certificates OCR

Merged
Client has to process 3000 certificates as part of a renewal. There received a digital form for each cert, that uses Acord standard. They are looking for a solution where the form can be automatically scanned and the relevant insurance information...
Guest almost 4 years ago in RMIS - Certificates of Insurance 0 Roadmap Consideration