Please note that it's possible to generate this template in either 'Letter' or 'Report' formats. When generated in a report format, the outputted document will include a covering page and a contents page. When generated in a letter format, the outputted document will show the addressee details on the first page and a sign off section at the end of the document.
After Ateb Suitability has been accessed via Intelligent Office, create a new Periodic Suitability Review Letter/Report as per the usual process. The full name, letter salutation and addressee information in the initial page's 'Basic Client Details' section should all be pre-populated with the data taken from Intelligent Office (as long as this is generated as a 'letter' document).
In the 'Review Details' page, in the 'Existing Plans' section, there is the Plans table. This table automatically pre-populates with information taken from Intelligent Office (as per the 'Basic Client Details' section) - this includes all the investment and retirement plans listed in iO, apart from those classified in iO as 'NTU', 'Out of Force' and 'Draft'. Please note that the question 'Use iO plan data?' must be answered 'Yes' (this is the default answer selected for this question).
Specific plans can be removed by the user (if these are not needed for the letter) via clicking on the tick box on the left of each plan row and then selecting the remove button at the bottom of the table. (screenshot below)
It is possible to complete the letter without using the iO data for plans, and to complete these sections manually. In these circumstances, select 'No' to the 'Use iO plan data?' question (please note that this question is automatically defaulted to the answer 'Yes'; the answer 'No' must be selected manually).
Please see the table below to view all the supported fields from iO and the corresponding location where these appear in the Periodic Suitability Review Letter/Report.
|iO Field||Periodic Review Suitability Location||Periodic Review Suitability Field|
|Client > Basic Details > Title||Basic Client Details||Client 1 Full Name / Client 2 Full Name|
|Client > Basic Details > Last Name||Basic Client Details||Client 1 Full Name / Client 2 Full Name|
|Client > Basic Details > First Name||Basic Client Details||Client 1 Full Name / Client 2 Full Name|
|Client > Address Details > Address Line 1:||Basic Client Details||Address Line 1|
|Client > Address Details > Address Line 2:||Basic Client Details||Address Line 2|
|Client > Address Details > Address Line 3:||Basic Client Details||Address Line 3|
|Client > Address Details > Address Line 4:||Basic Client Details||Address Line 4|
|Client > Address Details > Post Code:||Basic Client Details||Postcode|
|Plan > Provider||Existing Plans > Plans||Provider|
|Plan > Product Type||Existing Plans > Plans||Plan Type|
|Plan > Policy Number||Existing Plans > Plans||Plan Number|
|Plans > Valuations > Latest Valuation > Amount||Existing Plans > Plans||Current Fund Value (£)|