Creating Suitability Reports using the ATEB / Scottish Widows Integration
- Log into the Scottish Widows Platform
- From your chosen customer or account record, select the Launch Apps button:
This will present you with a new pop up asking "What task are you looking to complete today?". Click the ATEB Suitability tile:
If you don't see the "ATEB Suitability" tile, please ensure that you have successfully completed the steps in the Scottish Widows Platform/ATEB Suitability Integration Initial set up guide
- On the next screen click "Start Suitability Report"
- You will be redirected to your ATEB Suitability dashboard. Click:
and your Scottish Widows Platform client will be visible, along with any joint client options for selection
- Click Start Report. Your report will be populated with supported data from your client's Scottish Widows Platform record. Complete your report as usual.
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