Will the recommendations made in Digital Advice affect Fact Find data?
As a general rule, information flows out of Fact Find, not into it.
This is no different for Digital Advice. When creating a scenario, the changes made in the scenario do not reflect in the Fact Find data.
Updates in the fact-finder data are reflected in all new scenarios in Digital Advice or by selecting the Refresh icon as above.
📌Note
Update in occupation, when a user lands on the Insurance quoting screen for the first time, the user is prompted to save changes in Fact Find as well.
