Life BTM Ideas Portal

If changes are made to the case (Face, Age, Product) that require few requirements then Fast should auto waive outstanding requirements not needed for the new changes.

Align items below to Configuration Updates Feature that will be added. 1) See Attached email - In FAST, there are multiple ways a user can modify party address through quick transactions (QT) and different levels of the system. Certain QTs do have...

User can complete Final Action (Formal Approval) without the External UW call being complete. System should generate error and not allow user to complete this action until External UW cal has completed.

When some updates are made to "Primary Insured - Update" QT, they carry to each PI/Owner/Payor role on the roles tab when parties are all the same person, but these changes do not carry to the "Owner - Update" and "Payor - Update" quick transactio...

CM Does not have ability to delete requirements which is good for Production, but eventually we'll likely want some roles (management or similar level) to have the ability to delete requirements.

Need a way to get documents from an original imaging file auto-added to the additional/alternate imaging file. Or having the functionality to pull images immediately/quickly from one imaged file and duplicate to another imaged file.

When a beneficiary phone number is listed in iPipeline it is not displaying in FAST

From Kami Deppe: Will there be a spot for audit/error messages as well as case notes?

From Kami Deppe: Will FAST have built in stops to not allow plans that are not active? Like if the plan has an effective date before the plan was available the system won’t let you make the change. And also prevent the underwriter from approving 3...

From Kami Deppe: Will there eventually be a link to view the case on the pending business report as the agent sees it?