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Internal vs External Requirements

Idea from Kami Deppe: How do we tell if a requirement is an external or internal requirement? Currently, in CaseView MNL can add an 'Internal Use Only' requirement on a case that does NOT flow to the PBR and only HO users can view. Can we add this...
Sam McClain over 2 years ago in  1

Transaction History

From Kami Deppe: Will there be a transaction history to see who has made changes on the case?
Sam McClain over 2 years ago in  1

Drivers License Not on Roles Tab or Customer Card

DLN is only viewable on applicable quick transactions for that role. If user needs to view the DLN, they can only view it on the QT's which are editable fields. We run the risk of accidentally updating the DLN when just trying to view it. This dat...
Sam McClain over 2 years ago in  1

Suffix Not Mapping to FAST from 103

TO BE ALIGNED WITH 103 FEATURE: Suffix is not mapping to FAST on any role if Suffix is entered on eApp in iPipeline.
Sam McClain over 2 years ago in  1

Pending Reinstatement Status

We would really like the system to provide a pending reinstatement status once a Policy Change Case is kicked off to underwriting once the reinstatement application has been received. Once the reinstatement is saved the status in FAST would change...
Joellen Groethe over 2 years ago in  1

Conversion End Date Displayed in UI

The conversion end date should be displayed in the UI for users to easily be able to see. This date should not go away if a policy is lapsed, surrendered, reinstated or any other activity. Currently the only place to view the conversion end date i...
Joellen Groethe over 2 years ago in  1

Report for Checks Applied

Suggestion from Petrea/Cashiering/Treasury Problem: Current report does not capture all desired fields for Cashiering/Treasury department. Requirement: Need a report to generate for all checks applied in the system. Report is used to balance the d...
Janelle Rose over 2 years ago in  1

On Demand Follow Up Task

1) Change from a daily follow to to have multiple options such as hourly "Deb is suggesting for the On Demand follow up task to have the option of a hourly follow up instead of the currently daily follow up function in effort to bring our commitme...
Jenna James over 2 years ago in  1

Mailing Address Not Building in FAST

If a mailing address is entered on iPipeline app, it is not carrying to FAST so it needs to be manually entered.
Sam McClain over 2 years ago in  1

Primary Bene info on UW Case Summary window

When more than one Primary bene is listed, only one is coming over to the UW Case Summary window.
Kristi Kruger over 2 years ago in  1