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PIMCO - The ability to select two options during the review process "any" and "sequential"
Ability to assign more than one project team to the same step in the workflow (ex: Team A/Team B (step 1) -> Team C (step 2) Recording LInk: https://hello.chorus.ai/listen?guid=2d7511ec033e4cfa82a34e7bfc13de36
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Option to Disable the Auto configuration of the Project Import File
I’m raising this enhancement request on behalf of our strategic customer Accenture. Request: Implement an option to disable the Auto Configuration of the Project Import File. Current Limitation: Currently there are no option to restrict or pause auto-configuration while / after uploading documents on a case-by-case basis…
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PIMCO - View project information fields on the same screen as importing a project
Context: View project information fields on the same screen as importing a project We have a field titled "Questions for HR Review" that tells the project comnfigurer which questions they need to pull in; it would be great if we could view these fields + possibly others from the Intake field at the same time as we are…
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PIMCO - Ability to send queued messages/reviews from the answering page (instead of having to go to
Context: Ability to send queued messages/reviews from the answering page (instead of having to go to another page before sending)
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Manage Due Date: Notification of Due dates to Authors / Reviewers & Guests
Purpose: In the Sections view, when users select sections and open Manage Due Dates, there is a Notification toggle that allows sending updates to Authors, Reviewers, and Guests. Currently, this toggle must be manually enabled each time to send notifications. To improve efficiency and ensure consistent communication, the…
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PIMCO - Projects in the closed stage visible on a separate page from the current projects (not inclu
Context: Projects in the closed stage visible on a separate page from the current projects (not included when viewing current projects)
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Unable to Find Unassigned Sections on the Project Dashboard (Sections Summary)
Description: Currently, the project dashboard under the “Sections Summary” view only displays progress for sections that have been assigned to authors or reviewers. While the dashboard provides visibility into section and QA assignment progress, it does not track or display sections that remain unassigned. This creates a…
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Unable to Track Activities at the Section Level
Description: Currently, the “Activities” tab displays updates and actions made at the QA or project level only. This makes it difficult to trace detailed changes made specifically to individual sections within a project. While users can manually filter activities by section name to review updates, this process is not…
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Answered Toggle
"Can we request an enhancement that the “Answered” toggle is automatically marked as yes for questions answered by AI Draft? It is an additional layer to help us confirm that people are actually reviewing/editing responses provide by AI Draft." - Fiserv Risk
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Guest Sub Question Visibility (Ticket- 77282)
The client is adding a guest user to a sub-question only. However, when the guest receives the notification and clicks the link, the page appears blank and does not display the sub-question. Currently, the system only displays the sub-question to the guest if they are added to the main question as well. The client expects…