Introduction: This guide describes the integration process between Docupace and RightBRIDGE.
Change Log:
Date | Changes |
|---|---|
February 2022 | 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 wizards:
An Annuity wizard, which reviews, annuities,
An Investment wizard, which goes over mutual funds and brokerage accounts,
A Life Insurance wizard, which goes over life insurance products.
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.
To start the integration, complete the RighBRIDGE Profiler and applicable wizards. 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.
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: Depending on the configuration, there can be the WalkMeThrough tool available to guide you through the eApp process. Follow the instructions on these sections.
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.
.png?version=1&modificationDate=1643382753677&cacheVersion=1&api=v2)
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.