Integration workspace

Validate the PlanScout intake-to-advisor insight handshake.

Request body

{
  "eventType": "intake.submitted",
  "eventId": "f84dae00-ea3b-425c-bff6-11abbc4a5495",
  "eventTimestamp": "2026-07-10T20:56:38.289Z",
  "schemaVersion": "v1",
  "advisorId": "10482",
  "clientGuid": "b7e63d4a-1f88-4c0e-9a2f-3d51c6e9aa10",
  "planscoutPlanRequestId": "665f0a1b2c3d4e5f60718293",
  "advisor": {
    "name": "Jane Advisor",
    "company": "Summit Wealth Partners",
    "email": "jane@summitwealth.example"
  },
  "client": {
    "hasPartner": true,
    "primary": {
      "firstName": "Robert",
      "lastName": "Miyazaki",
      "age": 64
    },
    "partner": {
      "firstName": "Susan",
      "lastName": "Miyazaki",
      "age": 61
    }
  },
  "intake": {
    "employment": {
      "primary": {
        "isRetired": false,
        "currentIncome": 145000,
        "expectedRetirementAge": 67
      },
      "partner": {
        "isRetired": false,
        "currentIncome": 60000,
        "expectedRetirementAge": 65
      }
    },
    "savings": {
      "totalAssets": 1170000
    },
    "goals": {
      "targetIncome": 164000,
      "legacyGoal": 250000
    }
  },
  "healthSupport": {
    "schemaVersion": "v1",
    "answers": [
      {
        "key": "diet_frequency",
        "questionId": "HQ1",
        "type": "single_choice_scale",
        "subject": "primary",
        "selected": {
          "value": "often",
          "label": "Often",
          "ordinal": 3
        }
      },
      {
        "key": "community_connection",
        "questionId": "HQ2",
        "type": "single_choice_scale",
        "subject": "primary",
        "selected": {
          "value": "somewhat_connected",
          "label": "Somewhat connected",
          "ordinal": 2
        }
      },
      {
        "key": "health_conditions",
        "questionId": "HQ3",
        "type": "multi_select",
        "subject": "primary",
        "selected": [
          {
            "value": "hypertension",
            "label": "Hypertension"
          }
        ],
        "noneSelected": false
      },
      {
        "key": "care_reliance",
        "questionId": "HQ4",
        "type": "multi_select",
        "subject": "primary",
        "selected": [
          {
            "value": "spouse_partner",
            "label": "Spouse / partner"
          },
          {
            "value": "adult_child",
            "label": "Adult child"
          }
        ]
      },
      {
        "key": "care_dependents",
        "questionId": "HQ5",
        "type": "multi_select",
        "subject": "primary",
        "selected": [
          {
            "value": "parent",
            "label": "Parent"
          }
        ]
      },
      {
        "key": "emergency_contact",
        "questionId": "HQ6",
        "type": "single_choice_with_name",
        "subject": "primary",
        "selected": {
          "value": "adult_child",
          "label": "Adult child"
        },
        "contactName": "Emily Miyazaki"
      }
    ]
  },
  "healthspan": {
    "state": "Colorado",
    "careAssessment": {
      "conditionSummary": "Hypertension managed with medication",
      "cognitionStage": "none",
      "adlGrid": {
        "bathing": "independent",
        "dressing": "independent",
        "toileting": "independent",
        "transferring": "independent",
        "continence": "independent",
        "feeding": "independent"
      },
      "iadlGrid": {
        "medication_management": "cueing",
        "meal_prep": "independent",
        "housekeeping": "assist",
        "shopping": "independent",
        "transportation": "independent",
        "finances": "independent",
        "communication": "independent"
      },
      "riskFlags": [],
      "dmeInUse": [],
      "caregiverHoursPerWeek": 20,
      "carePreferences": "Remain at home as long as practical",
      "state": "Colorado"
    }
  }
}

Response and callbackNot run

Run the synthetic request to inspect the synchronous score, qualitative result, and callback payload.