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Auto-Apply Tags from AI Draft Search Filters to Project Questions
Customer: Nokia Summary Nokia would like the ability to automatically apply tags to all project questions based on the tag filters selected within the AI Draft search experience. Business Need When using AI Draft, users frequently filter source content by specific tags to ensure responses are generated from the most…
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Project Template-Specific Task Templates
Project Template-Specific Task Templates Customer: Federated Hermes Use Case Summary Federated Hermes is a large asset management firm that processes approximately 3,100 due diligence questionnaires (DDQs) annually, with roughly 80% consisting of recurring requests. As part of a major efficiency initiative, the team is…
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Display “Submission Due” Task Only on the Project Due Date in Calendar View
I’m submitting this enhancement idea on behalf of our strategic client, Optum. Overview Optum is requesting an update to the Response Project Task module within Calendar View. The system-generated default “Submission Due” task currently displays across the full project lifecycle from the “Start Date” (i.e. project created…
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Review email should list all assigned reviewers for every review type
Problem:The current review email does not consistently show the full set of assigned reviewers. That makes it harder for recipients to understand who is involved in the review and what their role is. Requested change:List all assigned reviewers in the review email, regardless of whether the review type is sequential, any,…
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Review email should explicitly state the review process type
Problem:The current review email does not clearly say whether the review is sequential, any, or all. That creates confusion for reviewers, especially in sequential reviews where someone may receive an email before it is their turn. Requested change:Add the review process type directly into the review email body using text,…
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Improve AI Draft Response Accuracy for Parent-Child Questions
Enhancement Request: Improve AI Draft Response Accuracy for Parent-Child Questions Problem Statement Customers have reported scenarios where AI Draft generates responses for a broader parent question instead of the specific child question. This behavior occurs when questions contain special formatting or characters,…
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Project Timestamp Issues - Cloned Projects time change
Raised by Invesco For cloned projects…upon being opened for the first time or after the time changes in the main salesforce project, the time changes to midnight in the time zone of the person who opened the project first (not the time zone of creator of the project or the person who cloned it).
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Project Timestamp issues-
Invesco Provided feedback Responsive Due Date "Time" seems to be driven by what time zone the creator is in which would explain why it was never an issue until we became a global team. The time zone resets to midnight in multiple scenarios. The day the project is created, Responsive support automatically goes in and…
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Feature Request: Context-Aware AI Drafting Using Project Documents
Background Several customers have recently provided feedback around how they are leveraging AI platforms such as ChatGPT and Claude. A common workflow they highlighted is the ability to create “projects” or contextual workspaces where users upload supporting documents, instructions, reference materials, and contextual…
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Direct Navigation and Inline Editing for “Answer Not Found” Questions in AI Draft
Customer: Nasdaq Ticket Reference: TKT-217454 Requirement Summary: The customer has requested an enhancement to improve the usability and navigation workflow for questions marked as “Answer Not Found” during the AI Draft process. Current Limitation: When AI Draft is unable to generate responses for certain questions, those…