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Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

Status Shipped
Enhancement, Defect/Bug Enhancement Request
Created by Guest
Created on Jun 29, 2022

PioneerRx Pend Routing Automation

We are currently building out the On Demand self boarding solution for PioneerRx/QS1. These will be boarded with HSC/HSC and push through to Underwriting. Given there isn't an assigned rep, all Pend support will be handled by Zach Lovan's team at the HSC (HSCPartnerSupport@heartland.us).

We need support in setting up automation for these to be pushed to his team. The goal is to go live some time in early August.

Impact - Which group does this impact? Boarding
Delivery Date Aug 1, 2022
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  • Admin
    Kyle Russell
    Reply
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    Jul 18, 2022

    John talking with Jake - possible PI109

    Potential solution would be to add new tag in AA to drive this - update Client Manager as well to use AA tags for notifications