The current process for locating the rate class in Fast is cumbersome. It requires several clicks and navigating through a dropdown menu, followed by waiting for a screen that takes a while to load. We need to make it available directly on the mai...
Be able to edit the related to field in Requirements
When a case party matches we need to change the requirement "related to" field to Case instead of Party. However, at this time we can only waive the requirement and re-add the requirement. We should be able to just edit the related field to the ex...
Add messages when trying to add a rider that is not available.
Bug 486220. It would be helpful to add messaging when trying to add a rider or benefit to a case that isn't available to advise the user why they can't add the rider/benefit. On case LB09253799 I didn't realize that Critical Illness Rider wasn't a...
Another enhancement request to add to below, when a ‘Task Type’ is selected, the owner field that defaults should auto-complete. For example – if I choose ‘Case Manager Instruction’ – when I tab out of the ‘Task Type’ field, the ‘Assign To’ field ...
The current requirement in FAST titled: Internal Requirement for Contracting Error - is too long, and ideally would not start with the word 'Internal'. Since our default view of the requirements tab only shows the first about 10 characters or so o...
The case history on FAST for updates to the Case Manager and Underwriter does not display the actual name/UserID of the old and new value - it displays random letters and numbers. So it's very difficult sometimes to know what happened on a case. T...
Would like a task to generate anytime an EFT task or process check task is created on a case that is either signed in Kansas or the owner residence is KS. Task type/title should be: KS TIA Review - Payment Received (purpose of this task would be e...
When reversing the issue transaction to bring a policy back to the case side, the selection we always choose is 'Reissue - Date of Birth Change' - this is not intuitive that this would be the selection to make for every re-issue (most are not DOB ...
I was told that after the November release the 'Placed inforce' date under Case Summary on the case side will update to the new date when a re-issued case is placed back inforce. But we need to always see the original placed inforce date. Would li...
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