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Part 6: Troubleshooting Blue Arrow Connections

In situations when the Blue Arrows do not behave as expected, e.g. do not appear next to the fields or do not display the Client Folders correctly, there are several steps you can take to find a solution.

1. Form Fields Meta Domain

First, you need to find out which group is associated with the information. Navigate to Administration>List Domains> Form Fields Meta and complete the following steps.

Form Fields Meta domain

2. Form Fields Groups Domain

Next, you need to find out which field prefixes are associated with the group. Navigate to Administration>List Domains> Form Fields Groups and complete the following steps:

 

Form Fields Groups domain

Spouse

Authorized Individual

Primary Beneficiary

Contingent Beneficiary

Spouse

Authorized Individual

Primary Beneficiary

Contingent Beneficiary

  • Owner

  • Trusted Contact

  • Beneficial Owner

  • Contact

  • Stakeholder

  • Authorized Individual

  • Trustee

  • Spouse

  • Owner

  • Trusted Contact

  • Beneficial Owner

  • Contact

  • Stakeholder

  • Authorized Individual

  • Trustee

  • Spouse

  • Householder Member

  • Spouse

  • Beneficiary

  • Household Member

  • Related Individuals

  • Contingent Beneficiary

  • Household Member

  • Related Individuals

  • Spouse

Note: Not all forms differentiate between contingent and primary beneficiaries.