All ideas

Want a way to copy PI’s name from main case view page without activating hyperlink to customer card (use this when creating manual emails). ‘Contact Petrea/Noah for questions’

Any zeros that display should display with the line through it so it’s easier to tell the difference between a zero and the letter O. ‘Contact Petrea/Noah for questions’

When the search bar is used to access a case, when the search is submitted by clicking on the magnifying glass, the number should then clear out of the search field. It currently does not and this is a major pain point and causes potential for a u...

When the UW’s need to create what used to be referred to as a "Pending Instruction" task in the Legacy systems for any MIB needs we had asked that they create the task as a “Pending Instruction – Code Details”. This allowed the MIB processors to l...

Please make the list of the Fund Allocations in FAST match the wording on the IUL Supplement forms. If you could list them in the same order as what is on the forms too that would be great! The wording currently is very similar but some of the ite...

Several requests/feedback from team members that they would like to see all drop-downs be in alphabetical order. I assume that refining drop-downs is part of a 'refinement' story - but just wanted to formally log this.

When pulling tasks from group queue, if there are multiple tasks in that group queue on one case, all the tasks on that case should pull and assing to the user the was pulling tasks. For example, if there are two tasks to order two separate APS's ...

Home page – cards should include client’s name. ‘Contact Petrea/Noah for questions’

The 'received date' under Case Summary display the date a case was coded in the NB system - can this field re-name to 'Coded Date'? It's confusing that the field name does not match what date displays in this field.

When placing an IUL in force, if based on policy date and placed inforce date, if there is going to be a missed sweep date we need an alert that pops up that tells the user of this, and gives them the option to either proceed with placing inforce ...