# Plan Request Finished

This event happens each time a [personal plan request](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests) is completed through your White Swan account.

{% hint style="info" %}
This trigger will run regardless of whether the client completes the request through a linked page, an embedded interface, or if they start or submit a complete request via [Zapier](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/submit-complete-plan-request) or [the API](https://docs.whiteswan.io/partner-knowledge-base/zapier-integration/create-actions/submit-complete-plan-request).
{% endhint %}

***

<details>

<summary>Sample Payload</summary>

<pre class="language-json" data-overflow="wrap" data-full-width="true"><code class="lang-json">{
<strong>"event_message": "We just received a completed plan request for a Variable Universal Life Accumulation plan for your referral John Doe. View the request internally at https://app.whiteswan.io/partner_case/john-doe",
</strong>"name": "John Doe",
"first_name": "John",
"last_name": "Doe",
"email": "john@gmail.com",
"policy_type": "Variable Universal Life",
"main_goal": "Accumulation",
"phone": "1234567890",
"resident_state": "Florida",
"request_comment": "Would like to discuss investment account options",
"plan_success_manager": "Eric Mikolai",
"plan_success_manager_email": "eric@whiteswan.io",
"plan_success_manager_phone": "1234567890",
"plan_success_manager_meeting_link": "https://calendly.com/eric_whiteswan/personal-plan-review",
"associated_partner_account": "Acme Inc",
"associated_partner_user": "Jane Doe",
"associated_partner_page": "Variable Universal Life Company Page",
"death_benefit": 1000000,
"payment_schedule": "Monthly",
"paid_up_period": "10 Years",
"paid_up_period_numerical": 10,
"term_duration": "10 Years",
"term_duration_numerical": 10,
"premium_budget": 10000,
"gender": "Male",
"health_rating": "Excellent",
"date_of_birth": "2022-08-16T22:00:00.000Z",
"risk_profile": "Aggressive",
"expedited_products": true,
"convertability": false,
"riders": [
  "Waiver of Premium Rider",
  "Terminall Illness Rider",
  "Return of Premium Rider",
  "Supplemental Term Rider"
          ],
"additional_premium_room": 0,
"one_time_deposit_amount": 0,
"uncapped_accounts": "Capped Accounts",
"fee_accounts": "No Fee Accounts",
"planned_retirement_income": true,
"retirement_start_age": 60,
"retirement_length": 20,
"custom_account_allocation": true,
"account_allocations": [
  {
    "account_name": "Energy Fund",
    "allocation_percentage": 0.15
  },
  {
    "account_name": "Real Estate Fund",
    "allocation_percentage": 0.35
  },
  {
    "account_name": "Technology &#x26; Innovation Fund",
    "allocation_percentage": 0.5
  }
],
"request_id": "1690640821195x763050883821145600"
}
</code></pre>

</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 completed plan request...</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@doe.com</td><td>Email address of the client</td></tr><tr><td>Request Policy Type</td><td>policy_type</td><td>Text</td><td>Variable Universal Life</td><td>Type of policy requested</td></tr><tr><td>Request Main Goal</td><td>main_goal</td><td>Text</td><td>Accumulation</td><td>Main goal of the request</td></tr><tr><td>Client Phone Number</td><td>phone</td><td>Text</td><td>1234567890</td><td>Phone number of the client</td></tr><tr><td>Insured Resident State</td><td>resident_state</td><td>Text</td><td>Florida</td><td>State of residence of the insured</td></tr><tr><td>Plan Request Comment</td><td>request_comment</td><td>Text</td><td>Would like to discuss investment account options</td><td>Additional comments or details regarding the plan request</td></tr><tr><td>Plan Success Manager Name</td><td>plan_success_manager</td><td>Text</td><td>Eric Mikolai</td><td>Name of the manager handling the plan</td></tr><tr><td>Plan Success Manager Email</td><td>plan_success_manager_email</td><td>Text</td><td>eric@whiteswan.io</td><td>Email of the manager handling the plan</td></tr><tr><td>Plan Success Manager Phone</td><td>plan_success_manager_phone</td><td>Text</td><td>1234567890</td><td>Phone number of the manager handling the plan</td></tr><tr><td>Plan Success Manager Meeting Link</td><td>plan_success_manager_meeting_link</td><td>Text</td><td>https://calendly.com/eric_whiteswan/personal-plan-review-</td><td>Link to schedule a meeting with the manager</td></tr><tr><td>Referring Partner Company</td><td>associated_partner_account</td><td>Text</td><td>Acme Inc</td><td>Name of the partner company that referred the client</td></tr><tr><td>Referring Partner User</td><td>associated_partner_user</td><td>Text</td><td>Jane Doe</td><td>Name of the user associated with the page/custom case of this request </td></tr><tr><td>Referring Partner Page/Custom Case</td><td>associated_partner_page</td><td>Text</td><td>Variable Universal Life Company Page</td><td>Page/custom case from the partner company that referred the client</td></tr><tr><td>Request Death Benefit Need</td><td>death_benefit</td><td>Number</td><td>1000000</td><td>Amount of death benefit requested</td></tr><tr><td>Request Payment Schedule</td><td>payment_schedule</td><td>Text</td><td>Monthly</td><td>Payment schedule for the policy</td></tr><tr><td>Request Paid up Period (Text)</td><td>paid_up_period</td><td>Text</td><td>10 Years</td><td>Duration after which no more premiums need to be paid</td></tr><tr><td>Request Paid up Period (Number)</td><td>paid_up_period_numerical</td><td>Number</td><td>10</td><td>Numerical representation of the paid-up period</td></tr><tr><td>Request Term Length (Text, Term Life Only)</td><td>term_duration</td><td>Text</td><td>10 Years</td><td>Duration of the term life policy</td></tr><tr><td>Request Term Length (Number, Term Life Only)</td><td>term_duration_numerical</td><td>Number</td><td>10</td><td>Numerical representation of the term duration</td></tr><tr><td>Request Premium Budget (Accumulation Requests Only)</td><td>premium_budget</td><td>Number</td><td>10000</td><td>Budget for the policy premium</td></tr><tr><td>Insured Gender</td><td>gender</td><td>Text</td><td>Male</td><td>Gender of the insured</td></tr><tr><td>Insured Health Rating</td><td>health_rating</td><td>Text</td><td>Excellent</td><td>Health rating of the insured</td></tr><tr><td>Insured Date of Birth</td><td>date_of_birth</td><td>Datetime</td><td>2022-08-16T22:00:00.000Z</td><td>Date of birth of the insured</td></tr><tr><td>Insured Investment Risk Profile (Variable Universal Life Only)</td><td>risk_profiled</td><td>Text</td><td>Aggressive</td><td>Investment risk profile for variable universal life policies</td></tr><tr><td>Request Expedited Product Preference</td><td>expedited_products</td><td>Boolean</td><td>True</td><td>Preference for expedited products</td></tr><tr><td>Request Convertability Preference (Term Life Only)</td><td>convertability</td><td>Boolean</td><td>False</td><td>Preference for convertibility in term life policies</td></tr><tr><td>Rider Name(s)</td><td>riders</td><td>List</td><td>Waiver of Premium Rider, ...</td><td>Names of the riders chosen</td></tr><tr><td>Request Room for Additional Future Premium</td><td>additional_premium_room</td><td>Number</td><td>0</td><td>Additional room for future premium payments</td></tr><tr><td>Request One Time Deposit Amount</td><td>one_time_deposit_amount</td><td>Number</td><td>0</td><td>Amount for one-time deposit</td></tr><tr><td>Request Account Cap Preference (Indexed Universal Life Only)</td><td>uncapped_accounts</td><td>Text</td><td>Capped Accounts</td><td>Preference for account cap in indexed universal life policies</td></tr><tr><td>Request Fee Accounts Preference (Indexed Universal Life Only)</td><td>fee_accounts</td><td>Text</td><td>No Fee Accounts</td><td>Preference for fee accounts in indexed universal life policies</td></tr><tr><td>Request Plan for Retirement Income</td><td>planned_retirement_income</td><td>True/False</td><td>True</td><td>Preference to plan for retirement income</td></tr><tr><td>Request Retirement Income Start Age</td><td>retirement_start_age</td><td>Number</td><td>60</td><td>Age at which retirement income starts</td></tr><tr><td>Request Retirement Income Amount of Years</td><td>retirement_length</td><td>Number</td><td>20</td><td>Duration of retirement income</td></tr><tr><td>Request Customized Account Allocation</td><td>custom_account_allocation</td><td>True/False</td><td>True</td><td>Preference for customized account allocation</td></tr><tr><td>Cash Value Account/Fund Allocations</td><td>account_allocations</td><td>Object List</td><td>-</td><td>For Variable/Indexed Universal Life, the types of accounts/funds the cash value of this plan is initially allocated to.</td></tr><tr><td>-Account/Fund Type Name</td><td>account_name</td><td>Text</td><td>Technology Fund</td><td>Names of the account/fund type.</td></tr><tr><td>-Account/Fund Allocation Percentage</td><td>allocation_percentage</td><td>Number</td><td>0.15</td><td>Allocation percentage for the account/fund type.</td></tr><tr><td>Plan Request ID</td><td>request_id</td><td>Text</td><td>1690640821195x763050883821145600</td><td>Unique identifier for the plan request</td></tr></tbody></table>