When you create a scenario, choose Client, Prospect, or Standalone context. Client context can pre-fill shared Policy Stack records; Prospect context links the scenario to a pipeline deal; Standalone keeps it independent.
How Context Works
Client pre-fill depends on the selected tool and on the client's consent to share tool data:
| Tool | Data Pre-Filled from Context |
|---|---|
| Debt Payoff Path | Shared recorded liabilities, plus liabilities the advisor prepared or the client listed that are not yet recorded (labelled Not yet recorded), Net Cash Value, and active policy-loan inputs. A liability missing its interest rate or minimum payment is left out, and the plan says how many. |
| Financing Modeler | Net Cash Value and an active policy-loan rate when recorded |
| Policy Loan Repayment Planner | Active policy-loan balances and rates |
| Income Stacker (preview) | Current recorded policy cash values, with latest snapshots used when current values are absent; each policy's loan rate is the recorded one when there is one; growth rates remain modeled assumptions |