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Approved Date not showing in the Fast or on Reports

For Limited Pilot we are fine to be missing this information because of volume but for Digital pilot we will need this information for SLAs. This would be when the UW performs a Final Action.
Lindsey Overgard almost 3 years ago in  1

Mailing Address not coming over from the 103 into Fast

When a 103 is received that has a mailing address indicated Fast is not capturing that data. For Limited Pilot we will manually be checking the 103.
Lindsey Overgard almost 3 years ago in  1

Agent ID Role being transferred from the 103 to Fast

Currently when a 103 is received by Fast and the case is creating it is auto populating to additional writing agent. Fast needs to read the 103 and designate the appropriate role based on the 103. Primary Agent = Primary Writing Agent. This is nee...
Lindsey Overgard almost 3 years ago in  1

Agent Codes transferring from the 103 to Fast

Currently when a 103 is received in Fast and the case is created the agent code isn't being captured on the system. We need that for digital pilot.
Lindsey Overgard almost 3 years ago in  1

Warning Message Text Incorrect

Case Side: When attempting to complete the print transaction (clicking Policy Print Button), if any Pre-Issue Requirements are still open, the attached warning message generates, but the grammar is incorrect. Low Priority: Propose to fix beyond Te...
Sam McClain almost 3 years ago in  1

Close Out Date Suggestion

Case Side: Received Close Out Date Suggestion from Kami Deppe: "So maybe this won’t even be a thing in FAST depending on how the new system will work but wondering if there is a way to make it easier for the business to see when an application is ...
Sam McClain almost 3 years ago in  2

UW Notes on Case Summary Window

Case Side: Case Summary Window - UW role is not allowed to add UW Notes. UW Can add general notes to the case that can be utilized during Limited Pilot. Will need to update role auth for the UW notes.
Sam McClain almost 3 years ago in  2

Requirement Type Drop Down

Case Side: When adding requirements, not all options (amendment) are included in the Requirement Type drop down in the "Party Requirement - Add" quick transaction. It is available in dropdown in the "Add Multiple Requirements" quick transaction. H...
Sam McClain almost 3 years ago in  1

Customer - UW & Auditor Access to Customer Card

UW & Auditor do not have access to view Customer Card. We did not request that UW & Auditor have this access, do we see any need for UW and Auditor to be able to view? Would likely be beneficial.
Sam McClain almost 3 years ago in  1

Updating Requirements: Some Functionality Missing on Quick Transaction

Case: When updating requirements via "Case: Update Requirements" quick transaction, system will not let me edit “Name” or “Related To” fields on “Case: Update Requirements” pop up window, but I can edit all other fields. In order to update all fie...
Sam McClain almost 3 years ago in  1