# New Change Request

This trigger runs 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 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 %}

***

**Data Returned by the Trigger:**

<table data-full-width="true"><thead><tr><th>Field Label</th><th>Field Type</th><th>Example Value</th><th>Description</th></tr></thead><tbody><tr><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>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@acme.com</td><td>Email address of the client.</td></tr><tr><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>Text</td><td>Accumulation</td><td>Main goal of the client for the policy.</td></tr><tr><td>Client Phone</td><td>Text</td><td>1234567890</td><td>Phone number of the client.</td></tr><tr><td>Client 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>Number</td><td>1000000</td><td>Death benefit amount requested in the change.</td></tr><tr><td>Change Request 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>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>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>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>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>Number</td><td>50000</td><td>Premium budget amount requested in the change.</td></tr><tr><td>Client Gender</td><td>Text</td><td>Male</td><td>Gender of the client.</td></tr><tr><td>Client 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>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>Text</td><td>Aggressive</td><td>Risk profile of the client.</td></tr><tr><td>Client Expedited Product Preference</td><td>True/False</td><td>False</td><td>Whether the client prefers expedited products.</td></tr><tr><td>Client Convertability Preference</td><td>True/False</td><td>False</td><td>Whether the client prefers convertibility.</td></tr><tr><td>Rider Name</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>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>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>True/False</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>Line Item(s)</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>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>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>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>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>True/False</td><td>True</td><td>Whether retirement income is planned in the change request.</td></tr><tr><td>Age Start Distributing Income</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>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>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>List</td><td>1667931332101x321158240264257540</td><td>IDs of other plans associated with the original plan.</td></tr></tbody></table>


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