When you create a scenario, choose Client, Prospect, or Standalone context. Client context can pre-fill shared Policy Stack records; Prospect context links the scenario to a pipeline deal; Standalone keeps it independent.
How Context Works
Client pre-fill depends on the selected tool and on the client's consent to share tool data:
| Tool | Data Pre-Filled from Context |
|---|---|
| Debt Payoff Path | Shared recorded liabilities, Net Cash Value, and active policy-loan inputs |
| Financing Modeler | Net Cash Value and an active policy-loan rate when recorded |
| Capital Velocity Calculator | Latest policy values and recorded deployments |
| Policy Loan Repayment Planner | Active policy-loan balances and rates |
| Income Stacker | Current recorded policy cash values, with latest snapshots used when current values are absent; growth and loan rates remain modeled assumptions |