New Change Request

This event happens each time an end-user submits a change request for a personal plan they've received through your White Swan account.

Bear in mind that there is generally some time required for the case success manager to generate an additional plan for the end-user to compare against after receiving a change request. The sending of that plan is covered by the New Personal Plan trigger.

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Sample Payload

{
"event_message": "We just received a change request for the personal plan requested by John Doe. White Swan will generate other alternatives to allow a comparison between the original plan and another alternative. Once the new plan is ready, you'll be able to access all plans through https://app.whiteswan.io/personal_plan/john-doe",
"name": "John Doe",
"first_name": "John",
"last_name": "Doe",
"email": "[e-mail]",
"policy_type": "Indexed Universal Life",
"main_goal": "Accumulation",
"phone": "1234567890",
"resident_state": "Texas",
"death_benefit": 1000000,
"payment_schedule": "Yearly",
"paid_up_period": "20 Years",
"paid_up_period_numerical": 20,
"term_duration": "10 Years",
"term_duration_numerical": 10,
"premium_budget": 50000,
"gender": "Male",
"health_rating": "Excellent",
"date_of_birth": "1980-10-10T04:00:00.000Z",
"risk_profile": "Aggressive",
"expedited_products": false,
"convertability": false,
"riders": [
  "Waiver of Premium Rider",
  "Terminall Illness Rider",
  "Charitable Benefit Rider",
  "Child Insurance Rider"
],
"additional_premium_room": 0.1,
"one_time_deposit_amount": 7000,
"custom_account_allocation": true,
"allocation_accounts": [
  {
    "name": "Multi Index",
    "allocation_percentage": "0.33"
  },
  {
    "name": "International Stock Index",
    "allocation_percentage": 0.33
  },
  {
    "name": "Domestic Stock Index",
    "allocation_percentage": 0.33
  }
],
"uncapped_accounts": "Uncapped Accounts",
"fee_accounts": "Accounts without Fees",
"planned_retirement_income": true,
"retirement_start_age": 45,
"retirement_length": 20,
"original_request_id": "1667931025216x309440204683083800",
"other_request_plan_ids": [
  "1667931332101x321158240264257540",
  "1667931638992x442761987299737600"
]
}

Data Returned by this Event:

Field Label	Field Key	Field Type	Example Value	Description
Event Message	event_message	Text	We just received a change request for the personal plan...	Message detailing the event.
Client Full Name	name	Text	John Doe	Full name of the client.
Client First Name	first_name	Text	John	First name of the client.
Client Last Name	last_name	Text	Doe	Last name of the client.
Client Email	email	Text	[e-mail]	Email address of the client.
Policy Type	policy_type	Text	Indexed Universal Life	Type of policy the client is interested in.
Main Goal	main_goal	Text	Accumulation	Main goal of the client for the policy.
Client Phone	phone	Text	1234567890	Phone number of the client.
Client Resident State	resident_state	Text	Texas	State of residence of the client.
Change Request Death Benefit Need	death_benefit	Number	1000000	Death benefit amount requested in the change.
Change Request Payment Schedule	payment_schedule	Text	Yearly	Payment schedule requested in the change.
Change Request Paid Up Period (Text)	paid_up_period	Text	20 Years	Duration (in text) after which no further premiums are required in the change request.
Change Request Paid Up Period (Number)	paid_up_period_numerical	Number	20	Duration (in number) after which no further premiums are required in the change request.
Change Request Term Life Duration (Text)	term_duration	Text	10 Years	Duration (in text) of the term life insurance requested in the change.
Change Request Term Life Duration (Number)	term_duration_numerical	Number	10	Duration (in number) of the term life insurance requested in the change.
Change Request Premium Budget	premium_budget	Number	50000	Premium budget amount requested in the change.
Client Gender	gender	Text	Male	Gender of the client.
Client Health Rating	health_rating	Text	Excellent	Health rating of the client.
Client Date of Birth	date_of_birth	Text	1980-10-10T04:00:00.000Z	Date of birth of the client.
Client Risk Profile	risk_profile	Text	Aggressive	Risk profile of the client.
Client Expedited Product Preference	expedited_products	Boolean	False	Whether the client prefers expedited products.
Client Convertability Preference	convertability	Boolean	False	Whether the client prefers convertibility.
Rider Name	riders	List	Waiver of Premium Rider, Terminall Illness Rider, etc.	Names of the riders included in the change request.
Change Request Additional Room for Future Premium	additional_premium_room	Number	0.1	Additional room for future premium requested in the change.
Change Request One Time Deposit Amount	one_time_deposit_amount	Number	7000	One-time deposit amount requested in the change.
Change Request Custom Account Allocations	custom_account_allocation	Boolean	True	Whether the client has requested custom account allocations in the change.
Cash Value Account/Fund Allocations	allocation_accounts	Object List	-	For indexed/variable universal life, the accounts/funds that the cash value is initially planned to be allocated to.
-Account/Fund Name	name	Text	Domestic Stock Index	Names of the funds or accounts where allocations are made in the change request.
-Account/Fund Allocation Percentage	allocation_percentage	Number	0.33	Percentage of allocation to the fund or account in the change request.
Indexed Accounts Cap Preference (Indexed Universal Life Only)	uncapped_accounts	Text	Uncapped Accounts	Accounts cap preference requested in the change for Indexed Universal Life.
Indexed Accounts Fee Preference (Indexed Universal Life Only)	fee_accounts	Text	Accounts without Fees	Account fee preference requested in the change for Indexed Universal Life.
Retirement Income Planned	planned_retirement_income	Boolean	True	Whether retirement income is planned in the change request.
Age Start Distributing Income	retirement_start_age	Number	45	Age at which the client plans to start distributing income, as requested in the change.
Length of Retirement Distribution in Years	retirement_length	Number	20	Length of retirement distribution in years, as requested in the change.
Original Plan Request ID	original_request_id	Text	1667931025216x309440204683083800	ID of the original plan request.
Other Personal Plan ID(s) Associated With Original Plan	other_request_plan_ids	List	1667931332101x321158240264257540	IDs of other plans associated with the original plan.