Product Recommendation Integration

With this feature, the Annuity Order Entry application can retrieve, review, and import product recommendations from:

• Capital Rock RightBRIDGE Annuity Wizard®
• SIMON Markets

Users configured for this feature are presented with an option to perform a product recommendation look-up and import data into the order entry.

If the user elects to retrieve a product recommendation, they will be asked to provide a Case ID.

If the user does not elect to retrieve a product recommendation, they can enter contract set up information and search through AFFIRM products to make a selection, as usual.