Please note: Datasets can be customized by the Company Admin only.
PreciseFP uses Encrypted elements to store Social Security Numbers by default. This means that SSNs require an advisor's password to be decrypted and viewed.
As an extra layer of security, decrypted SSN's are never exported to integration partners or pre-filled automatically in any engagement.
In order to have Social Security Numbers automatically pre-fill in custodial templates, you must create a standard text element in your dataset and use it to store SSNs, bypassing the default Encrypted elements.
Navigate to your Dataset, locate the standard SSN element and click the "Add Column to the right" Button.
Click the "Add new element" button in the new empty cell.
Select "Text Field".
Name the new element "SSN", choose the character limit (we recommend 9 to 11 to allow for dashes), and set a custom security level of "High".
Once you're done, you can edit the original SSN field and set the visibility to "Hidden" so that it won't show in your client's profile.
If you wish, you can move the original hidden field to a new cell below so that you have more space for the new SSN field.
You can repeat the process for the SSN located in "Family Members / Children" and "Family Members / Other Family Members".
PreciseFP will now use this new SSN field to automatically pre-fill custodial templates. You can also connect this new element to your own templates so that any Social Security Numbers collected in your engagements will automatically be stored in your client's profile.