All ideas

When there is an original case and an Additional Case set up later, the Original case requirements are typical added by a CM or the System as Party which then shows on the Additional App Requirements as well. If we could make updates to the Relate...

A user should not be able to manually add the 'Policy Print' requirement - can we get this hiddne in the 'Add Multiple requirements' QT?

Need something automated in FAST to alert user of CO and OK special replacement guidelines. In Ok we should not process replacement until form is received (could be missing form with paper appl). In CO, if the application is signed in a state othe...

Add an option in the 'Check Entry - Add' QT under 'Money Source field of 'Group Billing funds'.

Want ability to navigate in FAST while ‘send Email’ QT is pulled up. ‘Contact Petrea/Noah for questions’

Currently receiving off the 1035 approval will generate a task to start the 1035 but often times the SoH is still outstanding and the 1035 cannot be started until it is received IGO. Today we have to wait to receive off the approval if the Soh is ...

We would like the time that a case note is added to be present and displayed in FAST. We need to know this to research cases sometimes - if something was added at 8am versus 5pm is a major differnce.

Is there a way to have it list if it is a Term or IUL on the task tab like we do in CV or will we always have to go into the policy to see if it is Term or IUL

Would be beneficial to be able to attach documents, forms, to an email sent through FAST. Example, copy of special release for APS, an outstanding form/questionnaire. There is a paperclip in bottom right corner, not sure if that has an active func...

Case notes – want ‘Notes’ field to wrap versus having to hover over to see text. They way it functions now it’s very hard to read through several case notes. ‘Contact Petrea/Noah for questions’