After ATEB Suitability's integration with Intelligent Office has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under the question, 'Please select which advice areas you wish to include in this report:', the option of 'Investment Advice' should be selected.
If the Suitability application has been accessed via Intelligent Office, and Investment Plans exist in intelliflo office for this client, on the Investment 'Plans' page there will be two (new) questions at the top of the 'Plan Builder' section.
The first question is 'Use intelliflo office Plan Data?', which is automatically defaulted to 'Yes' (if this is answered 'No', then the user will be able to complete the plan as normal with no plan details pulling through).
The second is a question is 'Select intelliflo office Plan'; this is a drop down question where the user will select the relevant plan from iO.
The answers in this drop down are taken from the linked intelliflo office account and are formatted in the following way: Client, Plan Type, Product Name and Policy Number. All this information displaying about the plan will make it easier to distinguish which plan to select.
Once the Plan has been selected, the information from Intelligent Office will automatically be entered into the Wizard as plan details.
*Please note that it is still necessary to select whether it is a new or existing plan.
The screen shots below show an example of plan data being automatically entered in the Suitability application for an existing plan:
Further down the page (Existing Plan Details tab) -
For the full list of data fields taken from intelliflo office, please visit the following article: https://atebsuitability.freshdesk.com/solution/articles/8000072031-intelligent-office-supported-fields