# New Change Request

This event happens each time an end-user submits a change request for a [personal plan](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/personal-plans) they've received through your White Swan account.

{% hint style="info" %}
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](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/triggers/new-personal-plan) trigger.
{% endhint %}

***

<details>

<summary>Sample Payload</summary>

```json
{
"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": "john@acme.com",
"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"
]
}
```

</details>

**Data Returned by this Event:**

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