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send email QT

Want ability to navigate in FAST while ‘send Email’ QT is pulled up. ‘Contact Petrea/Noah for questions’
Tricia Jones about 1 year ago in  1

time stamp for case notes

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.
Petrea Loeschke over 1 year ago in  1

To delete requirement that is added in error

It would clean up the requirements for the PBE and eliminate confusion for the agent and those taking phone calls for a status update.
Guest 6 months ago in  0

case notes

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’
Tricia Jones about 1 year ago in  1

comma

Commas display on the Insured card on the left side panel in between the address line 1 and 2, they even show when nothing is on street line 2. If there is nothing in street line 2 (or 3 - as there is a line 3 as well) - we don't want any commas t...
Petrea Loeschke about 2 months ago in  0

Add benefit decision to the Application Benefit QT

Business users' reference both the App Benefits tab in Coverages and the Application Benefits QT on what benefits are added to a case. It would be beneficial if the Decision(whether approved or declined) were also displayed on the Application Bene...
Jenna James about 2 months ago in  0

Be able to edit the related to field in Requirements

When a case party matches we need to change the requirement "related to" field to Case instead of Party. However, at this time we can only waive the requirement and re-add the requirement. We should be able to just edit the related field to the ex...
Guest 6 months ago in  0

need guardrail for editing cleared suspense on case

We need guardrails on the case side of FAST regarding being able to edit a cleared suspense record. These guardrails exist on the policy side. Need to talk through this request to decide exactly what we want to request, but at a minimum, we should...
Petrea Loeschke about 2 months ago in  0

do not bill on policy summary

When mode of payment is set at 'Do Not Bill' in FAST, the Policy Summary in the policy packet should list 'Single Pay' for 'Premium Mode and Frequency'.
Petrea Loeschke about 2 months ago in  0

ROP guardrail

Current error message/guardrail for ROP/age/rating limits needs to be updated. Current verbiage is: : ROP Death Benefit Option not allowed if rated Table E or higher, with a flat extra rating or over age 70. Desired verbiage is: ROP Death Benefit ...
Petrea Loeschke about 2 months ago in  0