Retrieve Object Wrapper is a service that Retrieves children and returns back 5 LOB field values.  It makes the return data much more manageable than the baseline retrieve object call.   Retrieve Object Wrapper is now feasible with baseline functionality with Tables and Functions that was introduced in 21.1. This was demoed in the stakeholder meeting for Tables & Loops. (CLARA) The Enhanced Table Widget displays the lob field values in a table (presentation layer) – The end user can edit the values in the table.  The values will be updated automatically on the work item   We do have a lot of enhancements planned for the Table element in the UX Builder for 22.2. (CLARA) ... View more

The web service allows the Administrative designer to enter a date range and a parameter of business or calendar days in order to receive a calculation of months, days, and years. ... View more

Currently the print file copy is available in Communications however; the ability to apply a watermark is not available.     Currently in Encorr, you are able to print a ‘file copy’ of the document that was saved with a watermark of ‘File Copy’ on it.      Communications does not provide a mechanism to selectively print a watermarked 'file copy' of a letter as EnCorr does.  To address the shortcoming, the client duplicates the letter makes modifications within the body of the shareholder or dealer letter.  It is clumsy as there is no watermark capability & client would prefer the functionality be restored.  ... View more

Currently we have a custom code applicated that was created with AWD Toolkit to allow a bulk number of work items to be moved to a different business area/work type/status/queue combination upon request. As part of this custom code application, we also add a comment stating who requested the items be moved and the corresponding ticket number so that each work item has a history line stating why it was systematically moved. This is information that is verified during our audits. While AWD Portal has the Process Monitor to bulk move items, it does not have the ability to add comments. Our request is to add an optional comment field so that when items are moved comments can be applied. ... View more

We need to Chorus to be able to “self-trigger” based on a date, day, and length of time, (or other unit of measurement) to kick off a process automatically. Examples: An annual activity checks that a commercial building’s insurance has been renewed as required by the contract. 60 days prior to the insurance renewal date, Chorus would kick off the process that manages the checking of that renewed insurance. Every 30 days an account manager needs to contact a client to see how they are doing. The trigger kicks off the process to have the call made and collect that latest data Every February 2, and email must go out to clients to confirm their current beneficiary(ies) asking the client to go online and check.   The end results is that our clients would have a new function that they put at a start of a process to automatically kick it off based on the time structure. A high percentage of work that happens every year based on a “plan year end date”. It would be extremely helpful if we could schedule/trigger work based on a date.  A similar use case would also help us know if work that was supposed to come in on specific schedule like semi-monthly payroll contributions, an annual census update, or a required annual notification that should have happened but didn’t for some reason. (i.e. is this piece of BA/WT in the system for this client….no?....email the client or create a piece of work to find out why it’s missing) ... View more

When calling a REST endpoint through an integration service, if there is an error, we do not have access to the error data from within the Design workspace.  Often REST services return an errorList data structure with details on the error.  We currently cannot access this data structure when the status code is not in the 2xx range.  There are a number of cases where we would like to handle an error differently based on the error message or code.  Also, it would be helpful to document this information for debugging purposes.   A recent example of this is a restful service I call to search for documents.  This API returned a specific error message when there are no documents that match the search criteria.  Since Chorus cannot access the error message data, I could only build generic error handling in the presentation flow and could not notify the user their search yielded to results.  In this case, we had an internal development resource change the API to accommodate the shortcoming in Chorus and not return an error when there are no search results.  Modifying the service is not always an option and is not the most effective use of development resources. ... View more

 As a GDPR regulated business I need the ability to fully automate (STP) the deletion of objects in Chorus BPM on a regular schedule so I can protect the business against the risk of GDPR breaches and associated regulatory fines.   As a GDPR regulated business with continual need for BAU deletions of data to comply with regulation, I need the ability to schedule configurable times and frequency for the automated executions of data deletions.   As a GDPR regulated business I need the access and control of data deletion activities to be business configurable, and executable with access to deletion administration and execution managed using Role Based Access Control.   As a managed service customer, in need the ability for audit of data deletion executions to be available to the business on a self-service basis, i.e. without a dependency on IT, professional services or the managed service provider to access machine logs or database etc.   As a GDPR regulated business I need the ability to delete all data for identified customers to comply with GDPR, i.e. needs to additionally include Communications, Capture and Analytics data and any other customer data tables not yet covered by DID deletion. ... View more

Need the ability to tell if a button on the form has already been configured with a connection to something.  Right now, if you click on the wrench on a line, it includes all options except the one that it is configured for.  It is very confusing to not know if all options have been accounted for.  We would like the wrench to show only the options that are left to be connected.  This means if I have 5 options and I’ve connected 3 of them, I want a line to only show the 2 that are left so I know how many more connections I need to build. ... View more

requesting a change to our Communications tool to allow a client to change the name of the attachments that are sent out via email with their letters. In the height of computer virus and training that tells us not to open suspicious attachments, they are concerned that their clients will not open documents with the name Attachment for fear of it being a virus. ... View more

When cloning an item from a transaction, we currently have the option to link the newly cloned transaction to the case and bring over LOB’s but there is no option to also bring over the sources from that transaction.    You may argue that the source is already in the case however we may not be linking this item to the case.  It may go to a different department or business unit for further processing, sending out correspondence, etc. and we don’t want to confuse the processor or spend time having to figure out what needs to be looked at.  We often link the sources directly to the transaction in this case even if it’s already link to other transactions.   Furthermore, we have instances where many sources need to be attached which is time consuming.  The case that prompted this enhancement was that 22 statements needed to be sent to a client and the processor needed to find and link all 22 manually.  I will admit that the processor didn’t know they could drag and drop the sources which is less time consuming than manually linking them so they did learn something new in the process. In either case, it’s still time spent doing something that could be automated and more streamlined. It’s not going to a huge time saving or money saving enhancement, but it is a nice to have from an associate standpoint.   Therefore, it would be nice to have a checkbox in that same area on the cloning screen to be able to include the attached sources of the transaction you are cloning to the new transaction you are creating. ... View more

Add the ability to automatically deactivate the user disable a user ID (should have distinct status). move to work group remove security (from groups or individual) remove privileges (from roles and individual) remove from team memberships (work select teams, case teams) enable filter to show/hide user accounts from admin screens. ... View more

Viruses and malware continue to affect documents entering Chorus.  Almost half of all viruses world-wide are through Word and Excel documents, which are heavily used by our customers as objects. We need a cloud-based solution (so it can be updated regularly as new viruses or malware are created) that checks all work objects prior to attachment.  Areas that could be affected (not an exhausted list) include: File upload Capture methodologies (fax/scan/RIP/public links) Email in/out (EQM) The solution needs to scan the documents and store any document found to include a virus or malware and then notify someone (as determined by the client via admin) that a document has been found to contain a virus.  Additionally a screen needs to show any details about the document (origin, where uploaded, who uploaded, etc.) that can be accessed by a client for follow-up with the originator of the document. ... View more

As a Third-Party Administration (TPA) business I can receive instructions in various formats, mainly PDF, that contain multiple client instructions and I use the document splitter functionality to create multiple subdocuments and transactions for processing. As a key control to ensure every page from the original document is included with a sub-document I require the annotations to be shared with the original document as per the functionality available with the desktop and applet versions of the content viewer. ... View more

Add export option in right-click menu of process/object in studio home page. ... View more

This currently takes us much longer to do development than what would be the norm.  Data Source names to be sorted, especially when you have maybe 80-100 variables to be mapped. Please reference screen shots below for specific example from T. Rowe Price. For the example “RDS NONFINANCL Process” There are 4 PF flows that are used to set variables and pass as input into automated Service to generate a letter: PF RDS NONFINANCL - Core Processing Step PF RDS NONFINANCL - Complex Processing Step PF RDS NONFINANCL - InfoBack Processing Step PF RDS NONFINANCL - InfoBack Complex Processing Step   Focus on “Core Processing Step” for now as this module sets a variety of variables, based on the letter type selected and entered by the business.  These variables will be passed to an automated service used to generate a communications letter.   Here is a screen shot of the Data Name output variables being passed from ‘PF RDS NONFINANCL – Core Processing Step’    ... View more

Unable to locate model after opening the Process in design studio, and after scrolling in all directions.  Zoom in / out also does not help locate the model. Morgan Stanley ... View more

Currently the print a duplicate file copy button is not available in the Communications Admin tool  A button does not come up for the end user/letter writer to select to produce a ‘File Copy’.  The end user/letter writer has to highlight and copy the verbiage of the original letter and then paste it below the original letter and insert the proper page breaks and ‘File Copy’ on the letter This is time consuming and prone for errors.       ... View more

When configuring an automated document in the communications cog the designer is forced to use drop-downs to define the document.  The designer can not use a variable. The automated configuration requires a task for each automated letter.  BPO has a thousand or more automated letters and forcing this causes the service layer to become extremely complex and difficult to support. When new letters are added for Automation use we will no longer have to update the service with a new Communication Cog.  We would want to require the use of a variable to pass the document name.  The service could require some modifications and the current Communication Cog may the ability to be “Refreshed” to pull in any new Data Sources that may be added for use within the letter. ... View more

When opening a CSD, launch a process, run a search, create a relationship, or create work in the modern processor workspace, it always opens to the same default window size, with is generally too small. A good example of a process that is impacted is the Caller Authentication guided process, which is run by the GIDS phone team for every single phone call.  Currently, the associate would have to resize the window for every single phone call.  There appears to be a couple needs here: Windows for work objects should open to the size of the CSD or workflow form, or maximum window size. When we resize a work type, it should retain that size for all instances of the same work type. Currently, Chorus only retains it for the specific instance that was resized. Search results and relationship windows should retain their preferred size for new searches/relationships. Also, the default size should be at least large enough to display 3 or 4 items. ... View more