Need a hard stop guard rail when issuing case (placing inforce) to check for presence of a primary beneficiary in the system. If no primary bene present, present this message: No primary beneficiary present - must add one to place case inforce.
When updating the allocations in fast, we always get an error it does not equal 100%. When i am adding them new allocations I get the same error. Why can we only get that error if we try to save the allocations when it doesn't equal 100%
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...
One Stop Shop for Task Completion and adding Notes
I would really like to see the Add Notes option in the Task Details pop-up screen flow through to the More + Notes section of FAST. By doing this instead of going to More + Notes and adding a note then going over to the Tasks tab and completing th...
Commas display on the Insured card on the left side panel in between the address line 1 and 2, they even show when nothing is on street line 2. If there is nothing in street line 2 (or 3 - as there is a line 3 as well) - we don't want any commas t...
Add benefit decision to the Application Benefit QT
Business users' reference both the App Benefits tab in Coverages and the Application Benefits QT on what benefits are added to a case. It would be beneficial if the Decision(whether approved or declined) were also displayed on the Application Bene...
need guardrail for editing cleared suspense on case
We need guardrails on the case side of FAST regarding being able to edit a cleared suspense record. These guardrails exist on the policy side. Need to talk through this request to decide exactly what we want to request, but at a minimum, we should...
When mode of payment is set at 'Do Not Bill' in FAST, the Policy Summary in the policy packet should list 'Single Pay' for 'Premium Mode and Frequency'.
Current error message/guardrail for ROP/age/rating limits needs to be updated. Current verbiage is: : ROP Death Benefit Option not allowed if rated Table E or higher, with a flat extra rating or over age 70. Desired verbiage is: ROP Death Benefit ...
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