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Approved Rate Class on Main Dashboard in Fast

The current process for locating the rate class in Fast is cumbersome. It requires several clicks and navigating through a dropdown menu, followed by waiting for a screen that takes a while to load. We need to make it available directly on the mai...
Guest 22 days ago in  1

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 10 days ago in  0

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 10 days ago in  0

Add messages when trying to add a rider that is not available.

Bug 486220. It would be helpful to add messaging when trying to add a rider or benefit to a case that isn't available to advise the user why they can't add the rider/benefit. On case LB09253799 I didn't realize that Critical Illness Rider wasn't a...
Kami Deppe 12 days ago in  0

task default assignment

Another enhancement request to add to below, when a ‘Task Type’ is selected, the owner field that defaults should auto-complete. For example – if I choose ‘Case Manager Instruction’ – when I tab out of the ‘Task Type’ field, the ‘Assign To’ field ...
Petrea Loeschke 24 days ago in  0

internal contracting error update

The current requirement in FAST titled: Internal Requirement for Contracting Error - is too long, and ideally would not start with the word 'Internal'. Since our default view of the requirements tab only shows the first about 10 characters or so o...
Petrea Loeschke 24 days ago in  0

case history for updating case manger

The case history on FAST for updates to the Case Manager and Underwriter does not display the actual name/UserID of the old and new value - it displays random letters and numbers. So it's very difficult sometimes to know what happened on a case. T...
Petrea Loeschke 25 days ago in  0

Kansas TIA

Would like a task to generate anytime an EFT task or process check task is created on a case that is either signed in Kansas or the owner residence is KS. Task type/title should be: KS TIA Review - Payment Received (purpose of this task would be e...
Petrea Loeschke 19 days ago in  0

Need original placed inforce date

I was told that after the November release the 'Placed inforce' date under Case Summary on the case side will update to the new date when a re-issued case is placed back inforce. But we need to always see the original placed inforce date. Would li...
Petrea Loeschke about 1 month ago in  0

reverse issue transaction drop-down

When reversing the issue transaction to bring a policy back to the case side, the selection we always choose is 'Reissue - Date of Birth Change' - this is not intuitive that this would be the selection to make for every re-issue (most are not DOB ...
Petrea Loeschke 19 days ago in  0