Create the illustration. It ingests the upstream calculation output and the fact find.
Requests a Retirement Account illustration. It ingests the calculation output and the fact find, so nothing is re-keyed.
No illustration yet
The illustration reference, product, inputs and validity appear here once created.
No files on this stage yet. Anything added here also appears in the case's Files.
Drag a file here, or.
PDF, PNG, JPG, Word or Excel, up to 20 MB.
No files on this case yet.