This article explains why Solution Builder may not be visible within a case in Smartr365 and the prerequisites required for it to appear.
Overview
Solution Builder in Smartr365 is used within Protection cases to build and compare protection product recommendations. If the Solution Builder option is not visible, it is usually because one or both of the following prerequisites have not been met.
Prerequisites for Solution Builder Visibility
The case must be a Protection case: Solution Builder is only available within Protection-type cases. It will not appear in mortgage, remortgage, or other case types. If you are in the wrong case type, create a Protection case for the client.
Solution Builder credentials must be configured: You must have Solution Builder credentials entered in Settings > My Credentials. Without valid credentials, the Solution Builder option will not appear even in a Protection case.
How to Configure Credentials
In Smartr365, navigate to Settings > My Credentials.
Locate the Solution Builder section.
Enter your Solution Builder username and password as provided by your firm's administrator or the Solution Builder provider.
Save the credentials.
Navigate back to a Protection case — Solution Builder should now be visible.
Common Issues
Solution Builder still not visible after adding credentials: Try logging out and back in to Smartr365, then check the Protection case again.
No Solution Builder credentials available: Contact your firm administrator to obtain the credentials. If your firm has not subscribed to Solution Builder, it will not be available.