New Business Events can be added on Clients, Plans and Prospects.
To avoid errors like spinning cases or unrelated plans, it's essential to create NBEs from individual client records rather than joint accounts.
Adding a New Business Event on a Client or Prospect
Please avoid creating NBEs from joint accounts to prevent issues like spinning cases or the display of unrelated plans.
Go to the desired contact.
Select Add New.
Then, from the drop down menu that appears, choose New Business Event.
Alternatively, you can use the Actions button from the individual client’s dashboard or add an NBE through the Work module under Work > New Business Events.
Select the contribution type and add any contribution notes. The type can be any of the following:
Initial
Increment
Decrement
Advice Point
Pension Transfer
Switch
Select the adviser. This will default to the client’s assigned adviser if one is set.
Choose the advice type.
Select how this business was conducted (email, telephone etc.).
Select the source of funds. If you select other a secondary box to input the source of funds will appear.
Input the contribution amount for this event.
Select the frequency of the contribution.
Choose the status of this event.
Select the proposed and start dates for this event. If the status is set to active, the start date field is required.
Select a case (optional).
Select the vulnerability status. This will default to the saved vulnerability status if one is set. If one isn’t, the status inputted here will become the client’s default.
Press Next to go to the second page.
On the next page, you can input the Product Information surrounding the New Business Event
Select the Plan the New Business Event relates to (if you do the New Business Event via a Plan, this will be pre-populated). If there are any details you need to amend about the plan, you can do this here.
Select if this New Business is replacing an existing plan or not.
If the New Business is replacing an existing plan, you will be presented with the option to select the existing plan
Select Yes or No as to whether the Client opted out of an Employer sponsored pension scheme, to take out this plan
Click Create once you're done
Once created, you'll find the New Business Event under Work > New Business Events
Here you can also edit or delete any New Business Events you need to.
If you encounter issues like spinning cases or unrelated plans, ensure the NBE is initiated from an individual client record or a supported workflow. Contact support if the problem persists.
## Common Issues and Their Causes
Common Issues
Spinning or indefinitely loading cases.
Displaying random or unrelated plans.
Causes
These issues primarily occur when NBEs are created from joint accounts. Joint accounts lack the unique linkage required for NBEs to function correctly.
Adding a New Business Event on a Plan or Pension
As with Clients, avoid initiating NBEs from joint accounts when working on Plans or Pensions to ensure accuracy and avoid system errors.
Adding a New Business Event on a Plan follows the same path as above for a client.
When adding a NBE to a pension, the process is the same as on a Plan except for a box on the last page.
Here it asks if you have opted out of an employer sponsored pension scheme and, if you have, it asks for the opt-out date and any details about this event.
