Create Pre-Fill Information
Last updated
Last updated
This action allows you to leverage your existing client data to enhance their user experience when applying for plans. It's recommended to set up this action to run from the trigger Started Plan Request or Completed Plan Request.
The pre-fill information needs to be linked with a plan request via ID, which can be done via providing plan request ID(s) in this action or by using the returned Pre-fill information ID returned from this call in conjunction with the Submit Complete Plan Request or Start Personal Plan Request action. Please note that there can only be one pre-fill information associated with each plan request. Ensure all necessary information is provided in a single action to avoid discrepancies.
Input Fields:
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Output fields:
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