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Info

Introduction: This guide describes a configuration necessary to integrate the integration process between Docupace and RightBRIDGE.

Table of Contents

Change Log:

Date

Changes

January February 2022

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

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 usesfour different wizards:

  1. An Annuity

wizard

  1. Wizard, which reviews

,

  1. annuities,

  2. An Investment

wizard

  1. Wizard, which goes over mutual funds and brokerage accounts,

  2. 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

  1. , which goes over life insurance products.

  2. A Rollover wizard, which reviews rollover compliance

The RightBRIDGE integration allows advisors to send the product selection data to Docupace. Advisors may use the pre-populated information to open a new account.

RightBRIDGE

Note: The integration process might be slightly different for you due to your product preferences.Complete the RighBridge Product Profile

To start the integration, complete the RighBRIDGE Profiler and applicable wizards.

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

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Log in to RightBRIDGE Product Profiler using your credentials.

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Click Create a New Case to create a new item.

There are five sections to be configured. Fill out required details in the given questionnaire.

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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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In the Objective section:

Select the Purpose of the investment -

  • Retirement or

  • Other Non-qualified Need.

Enter the Client Retirement Age.

Select the Method to use to determine the client’s time horizon -

  • Use Distance To Retirement or

  • Specify Number of Years.

Select the Retirement goal type -

  • Use a Percent of Earned Income or

  • Use a Dollar Amount.

Select the Retirement income goal method -

  • Spend down all my investment assets or

  • Use a percentage of assets each year.

Select the Retirement contributions -

  • Percentage

  • Dollar Amount or

  • No Contribution.

Specify, if the plan offers a Matching contributions -

  • Match Unavailable

  • Maximized

  • Not Maximized or

  • Don’t know.

Click Next -> to continue to the next section.

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In the Rollover section:

Specify if the client have assets that he/she may consider rolling over:

  • No Assets to Rollover or

  • Add Rollover Account.

Search for a plan to proceed by choosing from the dropdown or using the Search function.

Click Add if additional Rollover Account is required.

Click Next -> to continue to the next section.

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In the Income/Assets section:

Enter details of All income streams for the household.

Click Add, select Spouse, and enter the spouse’s income.

Select how to handle Social security benefits -

  • System Estimate

  • Specified Benefit or

  • Not Included.

Select how to enter the information about the client’s current assets and holdings -

  • I will enter a lump sum or

  • I will enter all the individual accounts.

Enter the Total Investable Assets.

Enter the Total Liquid Net Worth.

Select the After-tax growth rate for these assets.

Click Next -> to continue to the next section.

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On the final screen, you will see two options available:

  • Start Paper Application (The wizard opens the landing page with the paper forms)

  • Start eApplication.

Click Start eApplication. Data from RightBRIDGE feeds the Docupace and prepopulates values in Docupace Starting Point.

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Docupace

You will be authenticated via SSO and redirected to Docupace. RightBRIDGE system launches Starting Point and sends data gathered in RightBRIDGE to Docupace:

  • solicitation state

  • carrier

  • owner name

  • product type

  • product.

Note: The Docupace Starting Point process might be different based on your site’s configuration.

Info

Info: Depending on the configuration, there can be the WalkMeThrough tool available to guide you through the eApp process. Follow the instructions on these sections.

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Click Next.

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On the Select Registration Type, Select Account Service, Owners, and Reps screens select the required information and click Next.

Note: Partnering Agent is optional.

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Review the information in the Summary screen.

Click Next.

This will create a Work Item.

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Completing the Work Item

The system adds forms to the Work Item from the Forms Matrix based on the system and user selection in Starting Point wizard screens. The system copies the most recent RightBRIDGE reports to the Work Item.

In the given example, the first three proprietary forms (1) of the Work Item were configured in the Forms Matrix.

The next two forms, Annuity Wizard Report (2) and the product profiler (3) are added during the integration.

If the Advisor changed anything on the product profiler or selected annuities before, the Starting Point is going to take the last one. All those forms are stored within documents, but the last one is going to be tied to the Work Item.

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AnnuityNet

If you are the AnnuityNet user, then for Annuity product type(s) launch the AnnuityNet application embedded in Docupace (click Launch Annuity Docs button - the carrier, the owner name, product type, and the actual product will be preselected). The RigthBRIDGE can preselect the product within the AnnuityNet new account wizard.

Mutual Funds

For Mutual Funds product type(s) the system opens Work Item screen in Pending Advisor Review task. All data gathered in RightBRIDGE is passed to the forms and Work Item.