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Digital Advice - Will the recommendations made in Digital Advice affect Fact Find data?

Learn how Digital Advice recommendations interact with Fact Find data and whether scenario recommendations change client records.

Updated this week

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.

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