New Change Request

This trigger runs each time an end-user submits a change request for a personal plan they received through your White Swan account.

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 trigger.

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Data Returned by the Trigger:

Field Label	Field Type	Example Value	Description
Event Message	Text	We just received a change request for the personal plan...	Message detailing the event.
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.
Policy Type	Text	Indexed Universal Life	Type of policy the client is interested in.
Main Goal	Text	Accumulation	Main goal of the client for the policy.
Client Phone	Text	1234567890	Phone number of the client.
Client Resident State	Text	Texas	State of residence of the client.
Change Request Death Benefit Need	Number	1000000	Death benefit amount requested in the change.
Change Request Payment Schedule	Text	Yearly	Payment schedule requested in the change.
Change Request Paid Up Period (Text)	Text	20 Years	Duration (in text) after which no further premiums are required in the change request.
Change Request Paid Up Period (Number)	Number	20	Duration (in number) after which no further premiums are required in the change request.
Change Request Term Life Duration (Text)	Text	10 Years	Duration (in text) of the term life insurance requested in the change.
Change Request Term Life Duration (Number)	Number	10	Duration (in number) of the term life insurance requested in the change.
Change Request Premium Budget	Number	50000	Premium budget amount requested in the change.
Client Gender	Text	Male	Gender of the client.
Client Health Rating	Text	Excellent	Health rating of the client.
Client Date of Birth	Text	1980-10-10T04:00:00.000Z	Date of birth of the client.
Client Risk Profile	Text	Aggressive	Risk profile of the client.
Client Expedited Product Preference	True/False	False	Whether the client prefers expedited products.
Client Convertability Preference	True/False	False	Whether the client prefers convertibility.
Rider Name	List	Waiver of Premium Rider, Terminall Illness Rider, etc.	Names of the riders included in the change request.
Change Request Additional Room for Future Premium	Number	0.1	Additional room for future premium requested in the change.
Change Request One Time Deposit Amount	Number	7000	One-time deposit amount requested in the change.
Change Request Custom Account Allocations	True/False	True	Whether the client has requested custom account allocations in the change.
Cash Value Account/Fund Allocations	Line Item(s)	-	For indexed/variable universal life, the accounts/funds that the cash value is initially planned to be allocated to.
-Account/Fund Name	Text	Domestic Stock Index	Names of the funds or accounts where allocations are made in the change request.
-Account/Fund Allocation Percentage	Number	0.33	Percentage of allocation to the fund or account in the change request.
Indexed Accounts Cap Preference (Indexed Universal Life Only)	Text	Uncapped Accounts	Accounts cap preference requested in the change for Indexed Universal Life.
Indexed Accounts Fee Preference (Indexed Universal Life Only)	Text	Accounts without Fees	Account fee preference requested in the change for Indexed Universal Life.
Retirement Income Planned	True/False	True	Whether retirement income is planned in the change request.
Age Start Distributing Income	Number	45	Age at which the client plans to start distributing income, as requested in the change.
Length of Retirement Distribution in Years	Number	20	Length of retirement distribution in years, as requested in the change.
Original Plan Request ID	Text	1667931025216x309440204683083800	ID of the original plan request.
Other Personal Plan ID(s) Associated With Original Plan	List	1667931332101x321158240264257540	IDs of other plans associated with the original plan.