# Plan Request(s)

The Plan Request Search action allows you to retrieve information about one or several [plan requests](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/client-experience/personal-plan-requests) through your White Swan account.

{% hint style="info" %}
Plan request information is also available via [case tracking pages](https://docs.whiteswan.io/partner-knowledge-base/platform-overview/using-the-platform/tracking-cases).
{% endhint %}

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**Input (Search) Fields:**

<table data-full-width="true"><thead><tr><th>Field Name</th><th>Field Type</th><th>Example Value</th><th>Description</th></tr></thead><tbody><tr><td>Request ID (Optional)</td><td>Text</td><td>11890562x825608</td><td>Can optionally be provided to retrieve information about a specific plan request.</td></tr><tr><td>Account User Email (Optional)</td><td>Text</td><td>john@doe.com</td><td>Can optionally be provided to show plan requests associated with a particular user in your account.</td></tr><tr><td>Client Email (Optional)</td><td>Text</td><td>jane@doe.com</td><td>Can optionally be provided to show plan requests associated with a particular client referred through your White Swan account.</td></tr></tbody></table>

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**Output Fields:**

<table data-full-width="true"><thead><tr><th>Field</th><th>Field Type</th><th>Example Value</th><th>Description</th></tr></thead><tbody><tr><td>Client Full Name</td><td>Text</td><td>John Doe</td><td>Full name of the client</td></tr><tr><td>Client First Name</td><td>Text</td><td>John</td><td>First name of the client</td></tr><tr><td>Client Last Name</td><td>Text</td><td>Doe</td><td>Last name of the client</td></tr><tr><td>Client Email</td><td>Text</td><td>john@doe.com</td><td>Email address of the client</td></tr><tr><td>URL To View Plan(s) For Request</td><td>Text</td><td>https://app.whiteswan.io/personal_plan/john-doe</td><td>The URL to view the personal plan(s) associated with this plan, if available.</td></tr><tr><td>URL To View Request Internally</td><td>Text</td><td>https://app.whiteswan.io/partner_case/john-doe</td><td>The URL to view the request inside your White Swan account (not the interface intended for the end-user).</td></tr><tr><td>URL To Finish Request</td><td>Text</td><td>https://app.whiteswan.io/get_started/john-doe</td><td>If this plan request hasn't been finished, the URL to finish filling out the request.</td></tr><tr><td>Request 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>Text</td><td>Accumulation</td><td>Main goal of the request</td></tr><tr><td>Client Phone Number</td><td>Text</td><td>1234567890</td><td>Phone number of the client</td></tr><tr><td>Insured 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>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>Text</td><td>Eric Mikolai</td><td>Name of the manager handling the plan</td></tr><tr><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>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>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>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>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>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>Number</td><td>1000000</td><td>Amount of death benefit requested</td></tr><tr><td>Request 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>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>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>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>Number</td><td>10</td><td>Numerical representation of the term duration</td></tr><tr><td>Request Premium Budget (Accumulation Requests Only)</td><td>Number</td><td>10000</td><td>Budget for the policy premium</td></tr><tr><td>Insured Gender</td><td>Text</td><td>Male</td><td>Gender of the insured</td></tr><tr><td>Insured 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>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>Text</td><td>Aggressive</td><td>Investment risk profile for variable universal life policies</td></tr><tr><td>Request Expedited Product Preference</td><td>True/False</td><td>True</td><td>Preference for expedited products</td></tr><tr><td>Request Convertability Preference (Term Life Only)</td><td>True/False</td><td>False</td><td>Preference for convertibility in term life policies</td></tr><tr><td>Rider Name</td><td>Lise</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>Number</td><td>0</td><td>Additional room for future premium payments</td></tr><tr><td>Request 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>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>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>True/False</td><td>True</td><td>Preference to plan for retirement income</td></tr><tr><td>Request Retirement Income 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>Number</td><td>20</td><td>Duration of retirement income</td></tr><tr><td>Request Customized Account Allocation</td><td>True/False</td><td>True</td><td>Preference for customized account allocation</td></tr><tr><td>Account Allocations</td><td>Line Item(s)</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 Name</td><td>Text</td><td>Long-Term Bond Fund</td><td>Names of the account/fund type</td></tr><tr><td>-Account/Fund Allocation Percentage</td><td>Text</td><td>0.15</td><td>Allocation percentages for the account/fund type</td></tr><tr><td>Personal Plan ID(s)</td><td>List</td><td>1690640821195x763050883821145600</td><td>The ID(s) of any personal plans associated with this Quote Request.</td></tr><tr><td>Plan Request ID</td><td>Text</td><td>1690640821195x763050883821145600</td><td>Unique identifier for the plan request</td></tr></tbody></table>