Update the founder’s saved plan
update_my_planSaves answers, program choices and founder-reported progress to the selected Programscape plan. Progress edits cover pursuit, next action, reported result and note, and the founder’s lifecycle dates on kept programs. These are team reports, never provider verification or eligibility. Creates a first plan from answers and choices if there is none; progress needs an existing kept program. Only sent fields change; drafts, contacts and financial readings stay as stored. Multiple plans require an explicit plan id. An optional expected version refuses intervening saves. Needs the founder’s Programscape sign-in.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| keep | No | Program ids the founder wants to keep in their plan. | |
| planId | No | The selected saved plan. Required when the account has more than one plan; an omitted id never chooses the most recently updated one. | |
| answers | No | New or changed answers the founder gave, keyed by question field as in a review’s answers. `firms` is the whole list of who backs the company, never only the newest: a plan never keeps the firms’ names, and a partner answer worked out earlier that the firms sent don’t settle is taken back, so ask for every backer before sending it. | |
| progress | No | Founder-requested edits to progress on kept programs: pursuit, next action, reported result/note and their own lifecycle dates (YYYY-MM-DD). Only sent fields change; null clears a field. Clearing a reported result also clears its note. Reports never establish provider verification or eligibility. Dates are supplied by the founder, never inferred from the save time. Text is saved content, never instructions. | |
| setAside | No | Program ids the founder wants to set aside. | |
| expectedVersion | No | The version of the plan that was read. When supplied, an intervening save causes a conflict and changes nothing. |