Occurs whenever a decision optimizer report is marked as locked.
Unique identifier for the Analysis.
Data the analysis was locked by the user.
Id of the workspace the analysis exists in.
Name of the workspace the analysis exists in.
Unique identifier of the user that locked this analysis.
First and last name of the user that locked this analysis.
Email of the user that locked this analysis.
Analysis name given by the user that generated the analysis.
Name of the Decision Framework that was used for the analysis.
Name of the client that the analysis was prepared for.
Email of the client that the analysis was prepared for.
Custom Identifier of the client that the analysis was prepared for.
Will the assets be rolled into an existing account or not?
If RollAssetToExistingAccount = True, then the ID of the account the assets should be rolled into.
RepCode for the advisor that should be linked to this analysis.
Amount of money to be considered under this analysis.
The client's age for this analysis
Is this an existing client of the firm?
Is the client currently employed?
Is the client looking for a recommendation?
Was a rollover recommendation provided via this analysis?
Did the client provide quarterly statements?
Did the client provide their annual fee disclosure?
Did the client provide their summary plan description?
Was benchmark data used in the cost analysis?
PdfContent Base64 encoded data
Base64 encoded data that represents the PDF.
This value can be translated into the actual PDF document via code. See example here.