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
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Comments1
Abi Hortin
Apr 3, 2025
@Richard Arden tagging you to upvote this