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Native Support for Fillable PDF Import
Customer: Federated Hermes Problem Statement Federated Hermes regularly receives due diligence questionnaires and RFPs as fillable PDF forms. Because Responsive does not currently support importing fillable PDFs, the team must first convert each document to Microsoft Word before importing it into Projects. The conversion…
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Organization-Defined Quality Check Rules
Customer: Federated Hermes Problem Statement Federated Hermes uses Responsive to respond to regulated due diligence questionnaires and RFPs in the asset management industry. As part of their compliance review process, they maintain an internal list of prohibited words and phrases (e.g., promissory language) that cannot…
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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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Ability to select multiple questions in a section for AI Answering
Elemica had an idea for the project/AI workflow. Sometimes, they have multiple questions in a section that are answered differently than other questions in that same section. For example, 10 questions in the section. 5 answered one way, 5 answered another way (maybe with a topic, product, etc). Elemica wants the ability to…
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GRIFOLS - Cross-Lingual Concept Searching (Semantic Search Across Languages)
As discussed with the customer today @sathish s I were able to get the information to understand their request as mentioned below Cross-Lingual Concept Searching (Semantic Search Across Languages) The AI needs to understand the keyword regardless of the language it is typed in. If a user searches in French, the AI should…
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Documents for Projects - additional filtering
New feature is really welcomed by Amundi team. They are v appreciative of it but have asked if there could be an enhancement which would allow you to filter for specific document you have added per section?
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Suggested teams- reviewers
Wolters Kluwer CP & ESG have teams identified such as Security, Product etc. When a Projects Questions are sent to review, they are reviewed by team and not individuals. They have requested that AI should suggest a team based on the content, i.e. if security related content could it suggest Security team.
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Collections field mandatory- Generali Asset Management
Generali have asked that collection field be mandatory to help prevent unauthorized content being visible across multiple entities within the same Generali environment. It's proving risky as some teams should not have access to the content. Can this please be reviewed with urgency? they mentioned they asked for this over…
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Consistent Permission Enforcement for Clarifications Across All Access Points at the Question Level
Request: Implement consistent permission enforcement for the Clarifications feature across all access points at the individual question level, specifically aligning the behavior of the right-side docked panel with the existing restrictions applied via the 3-dot menu. Current Limitations: When a Veeva Team Member user is…
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Global Find and Replace on Answering Page
Request from Veeva Systems: "Find and replace on the answering page only works on each individual question. It would be very helpful to have a global find and replace feature that can cover the entire answering page to keep from having to edit a consistent error in multiple answers individually (e.g., SME keeps using…
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Move "Ready for Review" Text
Request from Veeva Systems: "Move the "Ready For Review" text to the top right corner (or another area) of the Q&A card. Currently being confused as part of the Bulk Actions checkbox"
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Improve "Pending My Review" Filter
From Veeva Systems: "When I am on the Answering Page, I select My Questions, then Pending My Review. It shows me all questions that I am the Reviewer for including the ones that are not yet pending for my review because the first reviewer in the sequential review has not yet completed their review. My expectation is that…
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spell check- language variants
ZKB are asking for the spell check provider to support language variants. It does for English UK and English US but they were asking for German V Swiss German and variants for French Canadian V French (Europe).
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Executive Summary - Sections + Subsections
We currently use Sections + Subsections in the Content Library to build Executive Summaries (Intro, Value Story, Product, Implementation, and Conclusion, for example), with multiple approved “options” for Sellers to choose from and tailor in-project. However, we are seeing consistent challenges: Sellers often request a…
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AI Draft “AI Response Generation Stalled” error
Daria (daria.lysohub@securiguard.com) from Securiguard raised a concern that AI Draft throws the error “AI Response Generation Stalled” even though the response contains placeholder/help text, which seems like odd behavior. The customer mentioned that they have placeholder/help text in their source file within the project,…
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Support Horizontal Question Layouts During Project Import
Customer: Federated Hermes Problem Statement Some customer-provided DDQs and questionnaires organize questions horizontally across columns rather than vertically down rows. Responsive’s current import process expects questions to be organized vertically, requiring users to manually transpose worksheets before importing and…
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Automatically Complete Section Reviews When All Assigned Questions Are Reviewed
Customer: Federated Hermes Problem Statement Reviewers are confused by the current two-step review process within Projects. After reviewing every assigned question in a section, the section itself remains “In Progress” until the reviewer manually clicks the “Complete Section” button. Because there is no clear indication…
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Verbatim Response Identification in Generated Answers
Client: Oracle Ticket: TKT-210202 Current Situation: Currently, the system does not provide any mechanism to identify whether a Verbatim response was used in a generated answer. Users cannot easily distinguish which parts of the response are Verbatim versus generated content. Requested Enhancements: Verbatim Response…
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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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Disable the File Mapping Agent when importing large Excel files into a new project
Requested By: Vincent (Vantiva) Enhancement Request: Ability to disable the File Mapping Agent during project import. Business Need: Some RFP Excel files imported into Responsive are very large, containing approximately 20 tabs and hundreds of questions per tab. During project creation, the File Mapping Agent automatically…
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Unknown error message
Hi, I'm seeing a strange error message when attempting to create a project through an API. My connection is all set up successully and other endpoints have worked fine. When using endpoint: POST https://app.rfpio.com/rfpserver/ext/v1/projects/create In the body of the response, I see ERROR_MESSAGE:…
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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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Bulk conversion of answer types to checkbox or radio-button formats
This is an enhancement request for State Street. Problem: Questionnaires frequently include large volumes of Yes/No or multiple-choice questions. Today, converting these from rich text to checkbox or radio-button formats must be done section by section. For large projects with many sections, this results in hundreds of…