Ability to lock protection fact find to clients post application
We need to ensure the Protection Fact Find is not able to be edited by the client(s) post insurance product application. Currently they are able to amend their information which is leading to potential compliance issues.
6
votes
Phil Saville
shared this idea
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Carol Savage commented
If this is impossible then notifications to be sent f clients update anything on SMARTR , currently is only initial fact find that you get notified or document uploads