Plan Request(s)

The Plan Request Search action allows you to retrieve information about one or several plan requests through your White Swan account.

Plan request information is also available via case tracking pages.

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Input (Search) Fields:

Field Name	Field Type	Example Value	Description
Request ID (Optional)	Text	11890562x825608	Can optionally be provided to retrieve information about a specific plan request.
Account User Email (Optional)	Text	[e-mail]	Can optionally be provided to show plan requests associated with a particular user in your account.
Client Email (Optional)	Text	[e-mail]	Can optionally be provided to show plan requests associated with a particular client referred through your White Swan account.

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Output Fields:

Field	Field Type	Example Value	Description
Client Full Name	Text	John Doe	Full name of the client
Client First Name	Text	John	First name of the client
Client Last Name	Text	Doe	Last name of the client
Client Email	Text	[e-mail]	Email address of the client
URL To View Plan(s) For Request	Text	https://app.whiteswan.io/personal_plan/john-doe	The URL to view the personal plan(s) associated with this plan, if available.
URL To View Request Internally	Text	https://app.whiteswan.io/partner_case/john-doe	The URL to view the request inside your White Swan account (not the interface intended for the end-user).
URL To Finish Request	Text	https://app.whiteswan.io/get_started/john-doe	If this plan request hasn't been finished, the URL to finish filling out the request.
Request Policy Type	Text	Variable Universal Life	Type of policy requested
Request Main Goal	Text	Accumulation	Main goal of the request
Client Phone Number	Text	1234567890	Phone number of the client
Insured Resident State	Text	Florida	State of residence of the insured
Plan Request Comment	Text	Would like to discuss investment account options	Additional comments or details regarding the plan request
Plan Success Manager Name	Text	Eric Mikolai	Name of the manager handling the plan
Plan Success Manager Email	Text	[e-mail]	Email of the manager handling the plan
Plan Success Manager Phone	Text	1234567890	Phone number of the manager handling the plan
Plan Success Manager Meeting Link	Text	https://calendly.com/eric_whiteswan/personal-plan-review-	Link to schedule a meeting with the manager
Referring Partner Company	Text	Acme Inc	Name of the partner company that referred the client
Referring Partner User	Text	Jane Doe	Name of the user associated with the page/custom case of this request
Referring Partner Page/Custom Case	Text	Variable Universal Life Company Page	Page/custom case from the partner company that referred the client
Request Death Benefit Need	Number	1000000	Amount of death benefit requested
Request Payment Schedule	Text	Monthly	Payment schedule for the policy
Request Paid up Period (Text)	Text	10 Years	Duration after which no more premiums need to be paid
Request Paid up Period (Number)	Number	10	Numerical representation of the paid-up period
Request Term Length (Text, Term Life Only)	Text	10 Years	Duration of the term life policy
Request Term Length (Number, Term Life Only)	Number	10	Numerical representation of the term duration
Request Premium Budget (Accumulation Requests Only)	Number	10000	Budget for the policy premium
Insured Gender	Text	Male	Gender of the insured
Insured Health Rating	Text	Excellent	Health rating of the insured
Insured Date of Birth	Datetime	2022-08-16T22:00:00.000Z	Date of birth of the insured
Insured Investment Risk Profile (Variable Universal Life Only)	Text	Aggressive	Investment risk profile for variable universal life policies
Request Expedited Product Preference	True/False	True	Preference for expedited products
Request Convertability Preference (Term Life Only)	True/False	False	Preference for convertibility in term life policies
Rider Name	Lise	Waiver of Premium Rider, ...	Names of the riders chosen
Request Room for Additional Future Premium	Number	0	Additional room for future premium payments
Request One Time Deposit Amount	Number	0	Amount for one-time deposit
Request Account Cap Preference (Indexed Universal Life Only)	Text	Capped Accounts	Preference for account cap in indexed universal life policies
Request Fee Accounts Preference (Indexed Universal Life Only)	Text	No Fee Accounts	Preference for fee accounts in indexed universal life policies
Request Plan for Retirement Income	True/False	True	Preference to plan for retirement income
Request Retirement Income Start Age	Number	60	Age at which retirement income starts
Request Retirement Income Amount of Years	Number	20	Duration of retirement income
Request Customized Account Allocation	True/False	True	Preference for customized account allocation
Account Allocations	Line Item(s)	-	For Variable/Indexed Universal Life, the types of accounts/funds the cash value of this plan is initially allocated to.
-Account/Fund Name	Text	Long-Term Bond Fund	Names of the account/fund type
-Account/Fund Allocation Percentage	Text	0.15	Allocation percentages for the account/fund type
Personal Plan ID(s)	List	1690640821195x763050883821145600	The ID(s) of any personal plans associated with this Quote Request.
Plan Request ID	Text	1690640821195x763050883821145600	Unique identifier for the plan request