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Allowing clients to add/update plans without a FF Request

Currently, we need to send a client a factfind request in order for them to update their information (i.e. adding a plan) and so it would be helpful if the client could add information without us having to send them a request to do so.

Area of the system
Status: Accepting Feedback1 comment

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Comments1

  • Abi Hortin

    Team•

    Apr 3, 2025

    @Richard Arden tagging you to upvote this