{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":[]},"type":"markdown"},"seo":{"title":"Plan configuration"},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"plan-configuration","__idx":0},"children":["Plan configuration"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Plan configuration endpoints are company-scoped; see ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/integration-guide/authorization"},"children":["Authorization"]}," for the headers."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Four sections must be set during plan configuration: ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["MigrationConfig"]},", ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["ManagementOption"]},","," ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["InvestmentConfig"]},", and ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["CoreConfig"]},". 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The plan configuration process has a lifecycle, because these sections are interdependent. Because bulk updates with incompatible fields can cause errors, we recommend using the individual update endpoints for each section to guide the configuration process; however, we also support a bulk update endpoint if partners want to encode this logic on their end."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"section-status","__idx":2},"children":["Section status"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Each section of the plan configuration has a status. A locked status on a section indicates that this data will be populated by Basic Capital; partners should not let users edit locked sections in their UI, because updates attempting to edit a locked section will error."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Sections are locked in the following cases:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In case of plan migration - all other sections will be locked"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["If fully managed option - investment config section will be locked"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/core-data-types/company-and-plan#configurationsectionstatus"},"children":["ConfigurationSectionStatus"]}," in the core data types."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"plan-configuration-status","__idx":3},"children":["Plan Configuration status"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The plan configuration can have the following statuses, which will depend on the statuses of each individual section:"]},{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["DRAFT"]},": indicates user has additional sections to configure"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["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)"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["READY_FOR_SUBMISSION"]},": plan config is ready for submission; user must manually submit after review is complete"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":[{"$$mdtype":"Tag","name":"code","attributes":{},"children":["SUBMITTED"]},": plan config has been submitted and can no longer be edited"]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Once a plan is submitted it cannot be undone and Basic Capital's operations team will need to be reached out to in order to rectify."]},{"$$mdtype":"Tag","name":"Diagram","attributes":{"data-language":"mermaid","diagramType":"mermaid","diagramSource":"stateDiagram-v2\n [*] --> DRAFT: CreatePlanConfiguration\n DRAFT --> DRAFT: Missing required fields \n DRAFT --> READY_FOR_SUBMISSION: All required fields set\n DRAFT --> NEEDS_REVIEW: SetInvestmentConfig (qdia = OTHER)\n READY_FOR_SUBMISSION --> DRAFT: Update leaves missing fields \n READY_FOR_SUBMISSION --> SUBMITTED: SubmitPlanConfiguration\n NEEDS_REVIEW --> SUBMITTED: Ops resolves\n","diagramHtml":"

CreatePlanConfiguration

Missing required fields

All required fields set

SetInvestmentConfig (qdia = OTHER)

Update leaves missing fields

SubmitPlanConfiguration

Ops resolves

DRAFT

READY_FOR_SUBMISSION

NEEDS_REVIEW

SUBMITTED

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CreatePlanConfiguration

Missing required fields

All required fields set

SetInvestmentConfig (qdia = OTHER)

Update leaves missing fields

SubmitPlanConfiguration

Ops resolves

DRAFT

READY_FOR_SUBMISSION

NEEDS_REVIEW

SUBMITTED

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