After Ateb Suitability has been accessed via Intelligent Office, on the 'Report Builder' page under 'Recommendations' the option of 'Investment Advice' should be selected.
If the Suitability application has been accessed via Intelligent Office, and Investment Plans exist in iO 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 iO 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 iO 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 iO 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 (Plan Details tab) -
For the full list of data fields taken from iO, please visit the following article: https://atebsuitability.freshdesk.com/solution/articles/8000072031-intelligent-office-supported-fields