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Percentage of ownership field in FAST for Tax Reporting

This is not in legacy today but would be ideal to have for tax reporting purposes going forward.
Kristie Peskey almost 2 years ago in  1

E-delivery with Docusign follow up 30 days

Would like to see a 3rd system generated email to be sent out to the agent/client at 30 days from issue to remind them that signatures are still outstanding. currently we only have one at 7 and 15 days. Feedback from field is that a 30 day option ...
Stephanie Oakley about 2 years ago in  1

document check number when premium is applied

It would be beneficial for Cashiering to have a check number included so they can pull the correct check for the deposit
Guest about 2 years ago in  3

Irrevocable Beneficiaries list in the state of CA should receive Grace and Lapse Notices

Per Legal and Shawn Elbers please ask FAST to send grace notices for the state of CA when it comes to irremovable beneficiaries.
Joellen Groethe about 2 years ago in  1

Policy Print UI Form Navigation

Would like to see when you select a form in the PPUI that you are able to navigate to the next page for that specific form vs. having to click each page individually.
Janelle Rose about 2 years ago in  2

add group indicator logic to CPF file

Jo will fill in more details when she has time
Melissa Swier about 2 years ago in  1

Re-Load Images

We sometimes have cases where the form images are not showing at all or in part in the UI. Currently we have to email Suzanne Danielson and Jen Friman to have them contact Saradhi Meka and ask him to re-load the form images. I think it would cut d...
Guest about 2 years ago in  1

Streamline Imaging & The UI

We often run in to the UI loading VERY slowly, sometimes 15+ minutes, when there are multiple copies of the same form in the file or new illustrations uploaded. I think we can eliminate that by adding a column in imaging with check boxes that we c...
Guest about 2 years ago in  1

History | Time stamp

When looking at the history it would be nice if the time stamp was CST not EST.
Kristi Kruger about 2 years ago in  1

Percentage Field Required on QT for Roles

As a follow up from story 84799 observation 1 Observation #1 - FAST requires the percent to be required when entering all other roles and the user would need to enter that percent when adding/updating roles. The percent should have been required f...
Joellen Groethe about 2 years ago in  2