Life BTM Ideas Portal

Based on requests from the tax team - we would like stops in FAST for certain punctuation in a client's name (all roles). Example: if a date is listed in a client's name (title of trust often includes date) the date should be listed with hyphens v...

Currently, when completing either the required or optional EFT form with eDelivery, only one payment option can be selected. Agents/clients would like to be able to select payment option #3 in addition to #1 or #2. Payment option #3 is the one-tim...

Background: Currently in Legacy policy production we have a tool called the product grid. There is a table that product updates when new products are added to production. The table contains several pieces of information about the product itself (s...

With the December 2022 iPipeline release, the insured will have the option to enter a Social Security Number or an Tax Identification Number for MNL and NA. Do we need a separate field within FAST for a Tax Identification Number? Or have the TAX I...

Configuration and testing will be needed for Target Premium field in FAST once that is relevant based on product, etc.

Add error message when adding a benefit/rider when the benefit/rider is already on the case. When adding benefits using the quick transaction Application Benefit - Update the user is able to add multiple of the same benefit or rider with no error ...

CM is allowed to add UW Note on Case Summary - Case Summary. We previously put in 66582 so that the Underwriter had access to add UW Notes on this screen. Do we want CM to have access to do this?

As an SFG user, I need the FAST system configured to be able to reverse the initial premium transaction, placing the policy back in pending status and after 21 days from the date of reversed initial premium activity of pending status, I need the s...

08203190 Principal Bene was entered as Mark D Fast, the middle initial 'D' is not showing in FAST

We have received requests multiple times over the years to adjust how we show additional applications. Right now there is just a requirement that states ‘additional app’. On the Midland side, we have received feedback on many occasions that this r...