Fact Find
👤 Who
All users who are entering or editing Fact Find data for their Clients.
Role type required: Any
❗The Fact Find must be unlocked in order to edit the Fact Find.
📌 What is the iff Fact Find
The Fact Find page enables you to review and update client data related to the following:
- Client/s and Household
- Basic biographical and health details
- Financial details including itemised income, assets and debt
- Estate planning information
- Social security information
- Aged Care information
ℹ️ Completing the Fact Find
Once a client has been added you can work through the Fact Find, it is important to complete the Household details section first prior to any other section.
Mandatory sections and fields are flagged in red, a response is required in order for iff to model your scenarios within Strategy Builder.
❗Please hit Save and/or Calculate after completing each section otherwise data will not be saved if you navigate away. We suggest working from the top down to ensure all mandatory data is completed in the most time efficient manner.
ℹ️ Available functions in the Fact Find
- Sections can be expanded or contracted
- Users can view, add or edit all data fields in the Fact Find
- Notes and attachments can be added against the main sections by selecting the speech bubble.
- Fact Finds can be locked or unlocked and a historic list of versions is accessible via view version history, found under the ellipsis (three dots in the top right corner).
ℹ️ Locking and Unlocking the Fact Find
Once you have completed your clients Current Position your Fact Find will need to be locked in order to open up Strategy Builder and unlocked if you want to edit the clients Current Position. Click here to learn about the concept of locking and unlocking the Fact Find.