August Release

Salesforce Relationship user interface refinement in which we consolidated household and personal account information to reduce ‘clicks’.

Person Account Fields on Household Record Page

One of the biggest pieces of feedback we heard from advisors and CSMs over the past two months has been the desire to see Person Account fields (Email, DOB, SSN, etc.) on the Household record page. We heard you loud and clear, and after soliciting feedback from our Technology Advisor Board (“TAB”), we’re excited to roll out a new component which will display key pieces of data for the Primary and Secondary HH Members on the Household record page. When you log in on Monday and go to any Household record you will see the important information for the Primary HH Member (and Secondary HH Member, if applicable) at the top of the page.

Refined the client view and removed non material fields and re positioned valuable fields

Household Record Page Cleanup

While the new Person Account component is a significant addition to the Household record page, we’re also taking this opportunity to clean up the Household page, remove redundant fields and combine sections to reduce scrolling. Notable cleanup efforts include:

• Removal of the “Primary & Secondary HH Members” section since these contacts are already displayed in the top banner of the Household record page.
• Removal of the “Household Member Phones” section since these fields will now be displayed in the new Person Account component mentioned above.
• Combining all Addresses into one section.
• Removal of the Personal Notes field (Description and Important Information fields still exist).
• Combining a handful of random fields into an “Additional Information” section near the bottom of the page.

In addition, we’re moving the Orion Links and Orion Dashboard components from the bottom of the Details tab to their own tab on the Household record page. Note that some of you may not see data in this tab yet. As Orion is rolled out to your branch, this will become a live tool for you.

Constructed aggregate Orion reports leveraged merit asset classification

Developed specific template reports based on tech advisory board feedback

Established annuities and directed business integration into Orion for representative reporting