How to navigate in a case

On this page

The top menu and sub-steps

At the top of your case, you will see the following menu which has steps and sub-steps:

Top menu

  • The circles are the main steps: Start, Current situation, Cash flows & Goals, Results, Compare
  • The arrows underneath, are the sub-steps which change depending on which main step you have selected.  In the above example, the current situation is selected, and the sub-steps are: Personal details, Assets & loans, Super & Trusts, Insurance.

Current situation

The left menu

The left menu appears on the steps in the Current situation.

The main form

When you add an item in the Current situation step, you will see a form like the one below.

The Advanced options section contains fields that that are for things outside the web-solve service, such as information that is only required for the SOA and advanced tax fields.  For many cases, you should not need to edit this section, but if you need to, then your case can be completed in the Optimo Financial SDS.

Results step

At the Results step (on the top menu), there are the following sub-steps:

StepDescriptionDetails
SolveValidate your input data and solve your scenario
Strategy SummaryRead a summary of the results with chartsFor more, see How to read the websolve results
Cash flows & Action itemsA detailed cash flows report and year-by-year action items.For more, see How to read the websolve results
Detailed reportsDrill down for more details in the detailed report tables, and download any report in CSV format.For more, see How to read the websolve results
DocumentsDownload a strategy paper, SOA foundation and input data report in an MS Word document

For more, see:

Compare step

At the Compare step, you can see how the projections for different scenarios stack up against each other.  For more details see Compare step.

Submit a case to the SDS

To submit a case to be processed by the Optimo Financial SDS, see How to submit or resubmit an SDS case.

Video - How to run a sample case

This video uses a sample case to get you started.  It shows how to navigate through Pathfinder, entering current personal and financial details in the Current situation area, setting up scenarios in the Cash flows & Goals area, and solving a scenario and viewing its results in the Results area.  Additionally, you can compare outcomes for a set of scenarios using the Compare tab.  This is explained in more detail in How to compare the results of different scenarios.

Video

Series Builder

The series builder is a blue sparkline that lets you change values over time for some fields (e.g. interest rates, property values, income).

Any field that uses the series builder will have an arrow ▼ on the right of the field, which opens a pop-up with more options. Note that the sparkline chart is only for the first 10 years, so if you want to see more years, open the pop-up.


For more information, see How to use the series builder

Video - How to use the series builder

Video

Age Lookup table

The Age lookup table is useful for finding the corresponding financial year for an individual's or dependent's age (or vice versa). It also labels useful milestones such as preservation age, age pension age and the year a child stops being dependent.

1. Open the Age lookup table by clicking it (it is to the right of the window when you are working on a case)

Video - How to read the Age Lookup table

Video

SDS only items

There are some items in Pathfinder that are marked with the Advanced rocket ship logo:


If you have added an item with this logo, or filled in or changed a field with this logo, Optimo Financial cannot guarantee the websolve results and you should submit the case to our Strategy Development Service (SDS) for our trained analysts to check.

If you fill in advanced items, you will still be able to do a web solve, however, you should be aware of the following:

  • You may not be able to choose all the options that you want
  • The results may not be what you require
  • The text-based results (e.g. action items, summary text) and charts may not cover the item (although the detailed reports should be complete)

When you submit the case, our trained analysts will ensure that the goals you require are implemented and the results are correct and complete.

For more information see Advanced Items..

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