What You Can Do
- Add a service to a page — pick a service type, give it a name, and configure its inputs
- Reference service data in text — interpolate values into labels, rich text, and any text field
- Feed service data into blocks — wire a service property into a block’s configurable inputs through the Resource URI Selector
- Enable or disable a service — toggle a service off without removing it; it stops executing and its data becomes unavailable to blocks
- See where it’s used — each service shows a usage count of how many blocks reference it
Adding a Service
Services are managed from the Services panel in the builder’s right sidebar.- Open the Services panel and click Add service.
- Pick a service type. Choose from the available service types — currently the Dreamplan Calculation Service.
- Configure the service. Give it a name (used to identify it when you reference its data), leave it enabled, and fill in the input fields.
- Confirm to add the service to the page. It now appears in the services list, ready to reference.
The Dreamplan Calculation Service
The first available service runs financial calculations against the customer’s household data and exposes the full calculation summary as referenceable properties (pension coverage, mortgage, and other financial outcomes).| Input | Default | Purpose |
|---|---|---|
loanRatio | 0.5 | Target loan-to-value ratio |
pensionRecommendationRatio | 0.75 | Target income-coverage ratio |
The Dreamplan Calculation Service requires an active Household data model on the flow. Without household data, the service has nothing to calculate against.
Using Service Data
Once a service is added, its data can be used in two ways.Interpolation (text and labels)
Reference a service property anywhere you can write text — block labels, rich text, and text fields. At render time the reference is replaced with the live value (with support for default values when the data is missing). Service resources appear in the resource picker grouped under the service’s name, so you can browse to the exact property you need.Input to blocks
When configuring a block’s properties, open the Resource URI Selector and browse the available service resources in the searchable tree. Select a nested property and it is stored as a reference on the block, resolved to the real value when the page renders.Current Limitations
- One service type today — only the Dreamplan Calculation Service is available; more service types are planned.
- Per-page configuration — services are configured per page, so different pages can run different service configurations.
- Disabled services — a disabled service does not execute, and any block still referencing its data will not resolve.
Next Steps
Live Page Builder
Back to the visual builder overview
Conditional Blocks
Show or hide blocks based on service data

