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Product Grid for FAST

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...
Joellen Groethe over 2 years ago in  1

Insured | Social Security Number vs Tax Identification Number

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...
Brian Henderschiedt over 2 years ago in  1

Target Premium Field

Configuration and testing will be needed for Target Premium field in FAST once that is relevant based on product, etc.
Sam McClain over 2 years ago in  1

App Benefit or Rider | Able To Add The Same Benefit or Rider Multiple Times

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 ...
Brian Henderschiedt over 2 years ago in  1

CM Adding UW Note on Case Summary

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?
Sam McClain over 2 years ago in  2

Initial Return of Premium - NTO (Not taken out) Enhancement - Correspondence

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...
Joellen Groethe over 2 years ago in  1

Beneficiary Middle Initial not coming over to FAST

08203190 Principal Bene was entered as Mark D Fast, the middle initial 'D' is not showing in FAST
Kristi Kruger over 2 years ago in  1

Identify/Display Additional Applications

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...
Janelle Rose over 2 years ago in  1

Roles | Should Coverage Name be added for ALL roles?

When roles come over from iPipeline or when adding a new roles, should the Coverage Name be included for all roles? Currently, when a case comes over from iPipeline the coverage name is blank for the owner and payor. This field is not a required f...
Jenna James over 2 years ago in  1

Application Part 2 Requirement

Can we add an indicator task to alert if neither the original or additional case has a part 2 task assigned?
Janelle Rose over 2 years ago in  1