Feature request: one view of a member's policies and claims
Ticketclosed
Kelbrook Mutual Insurance · Feature request: one view of a member's policies and claims
Tariq Mahmood asked for policies and claims in one view on the member record. BG-Demo logged the request with the product team but gave no date.
Priority low
What happened
What this says
As at Fri 9 Oct 2026Tariq Mahmood asked for policies and claims in one view on the member record. BG-Demo logged the request with the product team but gave no date.
Problem: Member services see policy and claims data in separate places and match member numbers by hand.
Handling: Ruth Okoro logged a feature request and passed the description to the product team. No date was promised. The ticket closed on 10 Aug 2026.
Watch: The evidence does not show whether the request will be built.
Details
Updated 9 Oct 26Prioritylow
Statusclosed
Categoryfeature_request
Channelweb
First response (min)797
CSAT5
Helpdeskmade from
Trail
created · Tariq Mahmood 4 Aug 2026 12:48Hi, I'm not sure this is a bug, so I'm putting it in as a request. When member services open a member record, they see the policy side and the claims side in separate places, and they have to match the member number by hand each time. Is there any plan to bring those into one view on the member record? I'm happy to talk through how we'd use it if that helps. Thanks, Tariq- Public reply · Ruth Okoro 5 Aug 2026 02:05Hi Tariq, thanks for sending this in. I've logged it as a feature request and passed your description to the product team, including the point about member numbers, so it's on record. I can't promise when or whether it will be picked up, but a clear example like this is really helpful. If you can, let me know which views your member services team uses most and I'll make sure that goes with it. Thanks, Ruth
- Status change · 10 Aug 2026 23:59
Helpdeskmade from