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Info

Introduction: This guide describes a configuration necessary to integrate Docupace and RightBRIDGE.

Table of Contents

Change Log:

Date

Changes

January 2022

Provided comprehensive documentation about integration between RightBRIDGE and Docupace including configuration and implementation flow.

Audience: Docupace and RightBRIDGE Administrators, Financial Professionals, and Advisors.

Functionality: Integration between Docupace and RightBRIDGE ensures the following benefits:

  • The safe transition of documentation from proposal to account opening.

  • Quick access to the preferred tools directly from Docupace.

  • Reduce the duplicated data entry for Advisors.

  • Form prefilling within Docupace from RightBRIDGE data storage.

  • Loading and indexing of RightBRIDGE reports in Docupace.

Overview

RightBRIDGE is a third-party system from Capital Rock and is used to determine the suitability of proposed products or accounts. RightBRIDGE has three different modules that it uses:

  1. An Annuity wizard, which reviews, annuities,

  2. An Investment wizard, which goes over mutual funds and brokerage accounts,

  3. A Life Insurance wizard.

Docupace integration with RightBRIDGE to provide the advisors the ability to use the RightBRIDGE to select the product and have RightBRIDGE send Docupace the data to populate the new account opening paperwork in Docupace.

RightBRIDGE Configuration

Note: The integration process might be slightly different for you due to your product preferences.

Complete the RighBridge Product Profile and applicable wizards.

To configure the integration in RightBridge, perform the following actions:

Rw ui steps macro
Rw step

Log in to RightBRIDGE Product Profiler using your credentials.

Rw step

Click Create a New Case to create a new item.

There are five sections to be configured. Fill out required details in every section.

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Rw step

Fill out the fields in the Client Information section:

First Name - enter the first name of the client.

Last Name - enter the last name of the client.

Case Description - describe the case.

Age - enter the age of the client.

Marital Status - click appropriate button to select marital status.

Employment Status - select the status from the dropdown.

Click Next -> to continue to the next section.

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