Major new feature – Suspension of Change Requests and Two-Way Messaging
Modification of the request validation flow; Impact on 2 portals
Enhanced Portals · Client Portal & Segic Platform
Overview
ABOUT THIS UPDATE
The change request flow for employee records has been enhanced with two new capabilities: the ability to « suspend » a request by the administrator, and « two-way messaging » ebetween the administrator and the plan sponsor.
The plan sponsor can view the “On Hold” status of their requests and exchange messages with the administrator.
The administrator can put a request “On Hold”, send a message to the plan sponsor, and choose to notify them by email.
→
⏱ On Hold
→
✓ Accepted
→
✕ Refused
A suspended request can be accepted or refused after an exchange of messages.
New Features – Client Portal
Status ⏱ On Hold visible on the request list
“Discussions” section accessible from the detail of a suspended request
Ability to send a reply message to the administrator directly within the request
Receipt of an email notification when the administrator sends a message
CHANGE REQUEST PENDING PROCESSING
It is also possible to add a message directly to a pending request by clicking the button 
at the bottom right of the record.
VIEW OF A SUSPENDED REQUEST
- The “On Hold” status appears at the top left of the record with the icon
. - The “Discussions” section displays the message left by the administrator. The plan sponsor can reply via the button
.
.
ADDING A MESSAGE TO THE CHANGE REQUEST
The plan sponsor replies via this window. The checkbox allows sending an email notification.
New Features – Segic Platform
NEW ADMINISTRATOR CAPABILITIES
Icon ⏱ “On Hold” — temporarily blocks the request and activates messaging
Section “Discussions” — sending messages to the plan sponsor
Choice of plan sponsor to notify by email among the plan sponsor’s contacts
Icon ✕ “Refuse” — also available from the “On Hold” status
Icon ✓ “Process” — also available from the “On Hold” status
CHANGE REQUEST TO PROCESS
Just like in the Client Portal, it is possible to add a message directly to a pending request by clicking the button at the bottom right of the record.
CHANGE REQUEST — PUT ON HOLD
- By clicking the button to put the request on hold, a window opens requesting a “mandatory suspension reason.” This reason will be visible in the “Discussions” section on the Client Portal side.
VIEW OF THE SUSPENDED CHANGE REQUEST
- The icon appears to the left of the request number. The “Discussions” section displays the entered reason. The admin can edit their message or add new ones via the button .
ADD A MESSAGE TO THE REQUEST AND NOTIFICATION
The administrator sends a message to the plan sponsor and may optionally notify a selected contact by email.
