Cont Bene Relationship Not Coming Over From iPipeline
Case Side: Cont Bene relationship field is not populating in FAST when case is first submitted. User will have to manually enter this information for the UW to review. Propose that this relationship information carries to FAST. This field is requi...
Case Side: Overview: Case Record - Formatting is off on the Quick Transaction Requirement Review & Needs to be updated so that function can be utilized if wanted. Low Priority - likely not needed until Term Scale or Further Product Scale. Step...
Since all application part 2 are the same for all state, why can we have enhancement in the AI. When we ask the agent to reask 19H, when typing in the 19H in the AI, it automatically populates the question they need to answer. There will no need t...
Would be nice to combine the UW Notes tab with the regular notes tab on the FAST dashboard so that I can see all notes to a case in a collective area, vs. having to go to two seperate tabs to review the case notes vs. uw notes.
Error message to indicate that there are no documents available in a specific category is not as enhanced or updated in the FAST UI compared to Legacy. Would like to see this updated to match the look and feel of legacy.
Export Agents current list of clients into Excel sheet
Feedback from Steph Oakley Towards the end of the year, the business has been getting requests from agents requesting a list of their current inforce clients names and address to send out holiday cards. Could there be a way on the PBR to export a ...
When processing a reinstatement, can the 'Case Issue Date' in the Case Summary section be chanted to 'Case Reinstated Date' or something similar? The real 'Issue Date' of the case stays the same as the original NB case. this field is located in th...
The business requested updates to the child rider requirement, so the name of the child impacted is easily identifiable and they know what child to get the information for.
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