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...
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...
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...
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...
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...
On the 'More +' tab there is a 'Case Address' and 'Case Banking' tab. These are both for secondary information (ie. a secondary address or secondary bank info). Can the tabs be labeled this specifically 'Secondary Case Address' and 'Secondary Bank...
Case Side: We need to align functionality around printing, re printing & issuing to the appropriate statuses that will be used in digital pilot and beyond. Currently, if Case Status = Approved & In Review, we cannot successfully print a ca...
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