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Enhance Daily Task Reports to Prioritize Question-Level Due Dates
I'm raising this Enhancement on Behalf of our Strategic client Evernorth. Request: The team would like the question-level due dates to be reflected in the “Daily Task Reports” instead of the section-level due dates to avoid confusion among SMEs. Current Limitation: Currently, the “Daily Task Reports” primarily display…
Improve Author Notification Handling to Prevent Unnecessary Alerts for Non-Completing Users
I am submitting this enhancement request on behalf of our strategic client, Evernorth. Request: Enhance the notification logic for authors in projects so that users who have not completed a question do not continue to receive repetitive notifications once another assigned author has completed it, or provide more granular…
Reopen a completed project section, and maintain previous reviews
We had a request from a client for the need to re-open a completed project section, and maintain previous reviews; i.e., not remove the reviews, but maintain the reviews that have already been done and allow editing. The need stems from a scenario where the client wanted to go back into a completed section of a project to…
Is there a way to bulk select and submit Q&A from an RFx?
Is there a way to bulk select and submit new/updated Q&A instead of selecting "Save in library" for each Q&A in an RFx? This capability would save users time.
Projects - Editing System-Created Tasks & Differentiation (optum)
Problem Statement System-generated tasks are currently non-editable. Users do not have flexibility to modify dates or details when business needs change. Additionally, there is no visual distinction between manually created tasks and system-created tasks. Expected Enhancement • Allow users (based on permission) to edit…
Projects | Project Tasks to show on the calendar as a ‘bar’ from start to end date (Optum)
The Responsive Projects>Tasks>Calendar view should show project due date ranges as a ‘bar’ or span on the Calendar view (e.g., start date through end date). As a project owner and as other users, I need the ability to see project level due dates as a range in Calendar view so they can quickly review and/or reassign project…
Projects | Project tasks to display in priority followed by due date/time order (Optum)
The Responsive Projects>Tasks>Calendar view should show project task in priority order followed by date/time due order. For example High Priority Project Tasks show on the very top followed by medium and low priority. The order of precedence is Priority-->Date-->Time
Projects | Ability to drag and drop project tasks in calendar view (Optum)
As a project owner/manager, they need the ability to drag and drop project due dates using Calendar view so they can quickly change/reassign project dates.
AI - Eliminate source from AI generated answer AND re-generate answer
Haworth has requested the ability to exclude specific sources from AI generated responses AFTER the initial response has been generated and then re-generate a response without the excluded source.
AI Draft Enhancements for Attachment-Heavy Q/A Workflows
Problem summaryUpgrade, Inc relies on attachments in Q/A pairs. AI Draft currently: doesn't reliably include attachments from source Q/A pairs into drafted answers, and doesn't consistently resolve merge-tags that should display attachment filenames in the preview (but filenames sometimes appear after apply→revert). They…
Filters/ Grouping in Archive Folder
One of our investment customers suggested it would be great if there was a way to group projects in the archive folder to make it easier to find versus scrolling. For Instance group by and be able to filter based on the group Test Projects Year Duplicate
Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
Content not showing in Library
I completed a project and added 72 Q&A pairs to the library. However, the content is not showing up and the project is not showing in the Project Filter. The project shows under completed projects. I'm stumped.
"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…
Verbatim Quotations Within AI-Editable Answers
Problem Some Responsive customers (e.g., Optum) manage highly regulated content where only specific portions of an otherwise flexible answer must remain verbatim. Examples include: Customer testimonials Legal or compliance-approved language Regulatory disclosures Today, answers are treated as either fully editable or fully…
Advanced Search/AI Filters - Display only tags with content under them
Current Issue: It was confirmed that it is expected behavior for tags that do not have content under them (i.e. zero counts) to display as selectable options within advanced search (content library & project) + AI Assistant Data Filtering. Only ASK and Quick Filters/Facets limit display to tags with content under them.…
Bulk Answer Order Editing for Multiple Questions
Customers need the ability to update the answer order across multiple questions at once. Currently, the answer order can only be changed individually through Edit Question, which becomes time-consuming for large projects or templates with many similar question types. This enhancement would allow users to: Select multiple…
Enable AI to Recognize Contextual Relationships Between Dropdown and Freeform Answers
UPS received a proposal that was formatted with a dropdown answer type then a subsequent answer for freeform comments relating to that dropdown answer. When AI was used to answer that freeform comment, it pulled generic information about UPS, not information specific to that dropdown question from their customer. The…
Reassignment Notifications for Projects in Sections and Questions
If an Author or Reviewer is reassigned on a section or question, Infor would like to have a notification sent tot he Project Owner that there has been a reassingment.
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…
"Adding new section templates" popup to display in a new tab
Equinix is suggesting that when a user adds New Sections from Section Templates in a project, if the window opened in a new tab, it would allow a user to easily compare what they already have in their project with potential new sections that they might want to add.
ANY/ALL/SEQUENTIAL process for project authorship
State Street has requested ANY/ALL/SEQUENTIAL process for project authorship. They would like to see the same functionality that we have for the answer review process, but for those authoring the answers to project questions.

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