# Plan configuration

Plan configuration endpoints are company-scoped; see [Authorization](/integration-guide/authorization) for the headers.

Four sections must be set during plan configuration: `MigrationConfig`, `ManagementOption`,
`InvestmentConfig`, and `CoreConfig`. See
[Company and plan configuration](/core-data-types/company-and-plan) for the shape of each,
and the [Company service](/grpc/partnercompanyingressservice) for the endpoints.

## Options

> **Note:** Bearer token only


Provides the list of management options available to that company.

See `ListManagementOptions` ([gRPC](/grpc/partnercompanyingressservice#listmanagementoptions) | [REST](/openapi/partnercompanyingressservice/listmanagementoptions)) in the API reference.

Investment options depend on the management option chosen: with `PARTNER_USP_FULLY_MANAGED`,
Basic Capital fills in the `InvestmentConfig` and that section is locked. Fetch the preset with
`GetCuratedInvestmentConfig`, and the selectable QDIA funds with `ListQdiaFunds`.

## Lifecycle

Four main sections must be set during plan configuration: `MigrationConfig`, `ManagementOption`, `InvestmentConfig`, and `CoreConfig`.

The plan configuration process has a lifecycle, because these sections are interdependent. Because bulk updates with incompatible fields can cause errors, we recommend using the individual update endpoints for each section to guide the configuration process; however, we also support a bulk update endpoint if partners want to encode this logic on their end.

The most important element here is the `LOCKED` state:

See [ConfigurationSectionStatus](/core-data-types/company-and-plan#configurationsectionstatus) in the core data types.

A locked status on a section indicates that this data will be populated by Basic Capital; partners should not let users edit locked sections in their UI, because updates attempting to edit a locked section will error.

Sections are locked in the following cases:

1. In case of plan migration - all other sections will be locked
2. If fully managed option - investment config section will be locked


The plan configuration can have the following statuses, which will depend on the statuses of each individual section:

- `DRAFT`: indicates user has additional sections to configure
- `IN_REVIEW`: user action is complete, all tasks are blocked by Basic Capital (only applicable if there are locked sections, otherwise will go directly to READY_FOR_SUBMISSION)
- `READY_FOR_SUBMISSION`: plan config is ready for submission; user must manually submit after review is complete
- `SUBMITTED`: plan config has been submitted and can no longer be edited