Editing the Evaluation does not rewrite assumptions already saved in an existing scenario. However, saving some account or pension information can update or remove the matching Auto-Generated toggles linked to that information. Return to Evaluation only opens the Evaluation; it does not refresh the scenario.
Check the scenario
Record the client and Current Scenario.
In the Evaluation, confirm the edited section, saved value, and when it was changed.
Return to Financial Insights and open the related Assumption or Auto-Generated toggle.
If a saved scenario Assumption should change, edit and save it in the scenario.
Use Sync with Advisor Settings under Rate of Return or Portfolios only when you intend to update the supported return or portfolio fields. It does not update the whole scenario.
Review the affected year and matching row in Details.
Contact Support
If the saved scenario value or result remains unexpected, send Support the client, Current Scenario, edited Evaluation section and saved value, related scenario assumption or control, affected year, expected result, actual Details row, and screenshots.