Conversion Process Guide - ANG: XPLAN Field Guide
ANG to XPLAN Field Guide Overview
Key Details
-
Entity type User
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
First Name |
entity_first_name |
|
|
Surname |
entity_last_name |
|
|
Name |
entity_comment |
|
-
Entity type Individual, Company, Superfund and Trust
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Title |
entity_title |
|
|
Surname |
entity_last_name |
|
|
First Name |
entity_first_name |
|
|
Second Name |
entity_middle_name |
|
|
Preferred Name |
entity_preferred_name |
|
|
Gender |
entity_Sex |
|
|
Date of Birth Incorporation Date |
entity_dob |
When Individual use Date of Birth When Other use Incorporation Date |
|
Marital Status |
entity_marital_status |
|
|
Tax File Number |
entity_tfn |
|
|
ABN |
Entity_abn |
|
|
Entity Name |
entity_name |
|
|
Entity ID |
external_id |
|
|
Client Status |
entity_client_status |
|
|
Date of Birth + 65 years |
entity_retirement_date |
|
|
Birth Place |
entity_nationality |
|
|
Incorporation Country |
entity_superfund_loc_deed entity_loc_deed entity_country_of_establishment |
|
|
Relation Start Date |
entity_client_active_date |
|
|
Client ID |
entity_alt_client_id |
|
|
Relation Start Date |
entity_xpt_active_date |
|
|
Is Fee Disclosure Statement Exempt |
entity_opt_in_grandfathering |
|
-
Entity type Company
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Australian Business Number |
entity_abn |
|
|
Incorporation Date |
entity_dob |
|
|
Full Business Name |
entity_company_name |
|
|
Country |
entity_country_of_establishment |
|
|
Name |
entity_trading_name |
|
|
Company Type |
entity_company_type |
|
|
Australian Company Number |
entity_company_name |
|
|
Organisational Contact Details – First Name |
entity_first_name |
|
|
Organisational Contact Details – Surname |
entity_last_name |
|
-
Entity type Partnership
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Australian Business Number |
entity_abn |
|
|
Organisational Contact Details – First Name |
entity_first_name |
|
|
Organisational Contact Details – Surname |
entity_last_name |
|
-
Entity type Superfund
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Australian Business Number |
entity_abn |
|
|
Fund Commencement Date |
entity_establishment_date |
|
|
Full Business Name |
entity_superfund_name |
|
|
Tax File Number |
entity_tfn |
|
|
Organisational Contact Details – First Name |
entity_first_name |
|
|
Organisational Contact Details – Surname |
entity_last_name |
|
-
Entity type Trust
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Australian Business Number |
entity_abn |
|
|
Tax File Number |
entity_tfn |
|
|
Trust Type |
entity_trust_type |
|
|
Organisational Contact Details – First Name |
entity_first_name |
|
|
Organisational Contact Details – Surname |
entity_last_name |
|
Personal Habits
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Smoker |
entity_is_smoker |
|
Contact
|
Group Field Name |
Field Name |
XPLAN Field Name |
Notes |
|
Contact |
Type |
contact_type |
eg: Telephone/Email |
|
Value |
contact_value |
|
|
|
Address |
Type |
address_type |
Postal and street address only |
|
Address |
address_street |
|
|
|
Suburb |
address_suburb |
|
|
|
State |
address_state |
|
|
|
Postcode |
address_postcode |
|
|
|
Country |
address_country |
|
Employment
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Occupation (Standard) |
entity_employment_iqm2_occupation |
|
|
Employer |
entity_employment_employer |
|
|
Status |
entity_employment_emp_status |
|
|
Commencement Date |
entity_employment _start_date |
|
|
Employer Phone Number |
entity_employment_employer_phone |
|
|
Employer’s Address |
entity_employment_employer_street |
|
Category
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Service Category |
entity_client_category |
|
|
Entity Status |
entity_entity_client_status |
|
Estate
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Current Will Date |
date_of_will |
|
|
Location |
will_location |
|
|
Existence Status |
will_exists |
|
|
Existence Status |
is_will_current |
|
|
Executor First Name |
entity_executor_fname |
|
|
Executor Surname |
entity_executor_lname |
|
|
Executor Phone |
entity_executor_notes |
|
FSG
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Date |
date_fsg_provided |
|
|
Version |
fsg_version |
|
|
Comment |
fsg_comment |
|
Bank Details
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Bank Name |
entity_bank_bank |
|
|
Account Name |
entity_bank_acct_no |
|
|
Name + Adress |
entity_bank_branch |
|
Power of Attorney
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Attorney Type |
entity_attorney_type |
|
|
Surname |
entity_attorney_lname |
|
|
First Name |
entity_attorney_fname |
|
|
Last Reviewed |
entity_attorney_last_review_date |
|
Beneficiary
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Surname |
entity_beneficiary_lname |
Trust Only |
|
First Name |
entity_beneficiary _fname |
Trust Only |
|
name |
entity_beneficiary _company_name |
Trust Only |
Director
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Surname |
entity_director_lname |
Company Only |
|
First Name |
entity_director _fname |
Company Only |
|
name |
entity_director _company_name |
Company Only |
Trustee
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Surname |
entity_trustee_lname |
Trust Only |
|
First Name |
entity_trustee _fname |
Trust Only |
|
name |
entity_trustee _company_name |
Trust Only |
Fund Members
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Surname |
entity_fundmember_lname |
Superund Only |
|
First Name |
entity_fundmember _fname |
Superund Only |
|
name |
entity_fundmember _company_name |
Superund Only |
Dependents
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Surname |
entity_dependent_dep_last_name |
|
|
First Name |
entity_dependent_dep_name |
|
|
Date of Birth |
entity_dependent_dep_dob |
|
|
Gender |
entity_dependent_dep_sex |
|
|
Dependant End Date - DOB |
entity_dependent_dep_unitl_age |
Calculated by difference of years |
|
Dependant End Date |
entity_dependent_dep_dependant_until |
|
|
Link Category |
entity_dependent_dep_dep_rel |
|
Risk Profiling
Investment
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
name |
risk_profile |
|
|
Risk Profile Tool Name |
profile_comments |
|
|
Australian Shares |
profile_c1_target |
Asset Allocation |
|
International Shares |
profile_c2_target |
Asset Allocation |
|
Direct Property + Listed Property |
profile_c3_target |
Asset Allocation |
|
Australian Fixed Interest + International Fixed Interest + Mortgage |
profile_c5_target |
Asset Allocation |
|
Cash |
profile_c7_target |
Asset Allocation |
|
Other |
profile_c11_target |
Asset Allocation |
Insurance
Only limited details can be converted due to poorly structured un-delimited text and inconsistent text markers in the source data provided.
Policy
-
Policies
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Type |
insurance_group_type |
|
|
Owners |
insurance_group_policy_owner |
|
|
Policy Number |
insurance_group_policy_number |
|
|
Product Provider |
insurance_group_coy |
|
|
Policy Status |
insurance_group_policy_status |
|
|
Payment Method |
insurance_group_payment_method |
|
|
Premium Frequency |
insurance_group_frequency |
|
|
Premium Amount |
insurance_group_benefit_premium |
|
|
Policy Comment |
insurance_group_policy_comments |
|
|
Product Name |
insurance_group_plan_name |
|
|
Commencement Date |
insurance_group_inception_date |
|
|
End Date |
insurance_group_premium_cessation_date |
|
|
Next Review Date |
insurance_group_next_review_date |
|
-
Cover
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Type |
entity_insurance_type |
Business Expense, Income, Life, Whole of life, Endowment, Other, TPD, and Trauma policies |
|
Sub Type |
entity_insurance_type_group |
|
|
Description |
insurance_description |
|
|
Life Insured |
insurance_life_insured |
|
|
Benefit Amount |
insurance_benefit_amount |
|
|
Status |
insurance_benefit_status |
|
|
Waiting Period |
insurance_waiting_period |
Business Expense, Income, Other Only |
|
Benefit Period |
insurance_accident_period |
Business Expense, Income Only |
|
Benefit Period Sickness |
insurance_sickness_period |
Business Expense, Income Only |
|
Underwriting Decision |
insurance_issue_status |
Business Expense, Income Only |
|
Pay Out Frequency |
insurance_benefit_frequency |
|
|
Premium Type |
insurance_premium_structure |
|
|
Premium Cease Date |
insurance_expiry_date |
|
|
Definition |
insurance_ip_indeminity_definition |
|
|
Maturity Date |
insurance_ maturity_date |
Life, Whole of life and Endowment Only |
|
Cash Value |
insurance_cash_surrender_value |
Life, Whole of life and Endowment Only |
|
TPD Definition |
insurance_type |
TPD Only |
|
TPD Definition |
insurance_ip_indeminity_definition |
TPD Only |
|
Stand Alone |
insurance_ is_stand_alone |
TPD and Trauma Only |
|
Cover Type |
insurance_type |
Trauma Only |
|
Buy Back Option |
insurance_ buy_back |
Trauma Only Accelerate = 'Yes' Standard = 'Yes' |
|
Buy Back Option |
Insurance_ is_accelerated |
Trauma Only Accelerate = 'Yes' Standard = 'Yes' |
Analysis
Cashflow
-
Budget Items
|
Group Field Name |
Field Name |
XPLAN Field Name |
Notes |
|
Income/Expenditure |
Type |
cashflow_type_group |
|
|
Type |
cashflow_type |
|
|
|
Ownership |
cashflow_owner |
|
|
|
Description |
cashflow_desc |
|
|
|
Start Date |
cashflow_startdate |
|
|
|
End Date |
cashflow_enddate |
|
|
|
Frequency |
cashflow_freq |
|
|
|
Category |
cashflow_expense_tax_type |
Expense Only |
|
|
Amount |
cashflow_amount |
|
Balance Sheet
|
Group Field Name |
Field Name |
XPLAN Field Name |
Notes |
|
Assets |
Type |
asset_type_group |
|
|
Sub-Type |
asset_type |
|
|
|
Product Name |
asset_desc |
|
|
|
Commencement Date |
asset_establishment |
|
|
|
Commencement Date |
asset_acq |
|
|
|
Asset Valuation |
asset_cost |
|
|
|
Asset Valuation |
Asset_amount |
|
|
|
Amount |
asset_contribution_amount |
|
|
|
Ownership |
asset_ownership |
|
|
|
Owner |
asset_owner |
|
|
|
Status |
asset_status |
|
|
|
Holding ID |
asset_account_client_number |
|
|
|
Effective Date |
entity_asset _values_last_updated |
|
|
|
Liabilities |
Liability Type |
liability_type |
|
|
Holding ID |
liability_account_client_number |
|
|
|
Institution |
liability_inst |
|
|
|
Product Supplier |
liability_supplier |
|
|
|
Ownership |
liability_ownership |
|
|
|
Owner |
liability_owner |
|
|
|
Product Name |
liability_package_name |
|
|
|
Status |
liability_status |
|
|
|
Last Update Date |
liability_settlement |
|
|
|
Outstanding Balance |
liability_amount |
|
Superannuation
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Owner |
entity_fund_Owner |
|
|
Fund Name |
entity_fund_fund_name |
|
Objectives
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Lifestyle Goal Description |
entity_objectives_Type |
|
|
Details |
entity_objectives_description |
|
|
Amount |
entity_objectives_amount |
|
|
Goal Instruction |
entity_objectives_Instruction |
|
Anticipated Expenses
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Category Category Description |
entity_expense_desc |
When Category is ‘Other’ Category Description is used |
|
Estimated Funds Required |
entity_expense_amount |
|
|
Target Date |
entity_expense_expected_date |
|
Service
Reviews
Only up to a total of four reviews will be converted due to limitations of XML parser. Conversion will convert in ascending order. i.e. Jan to Dec
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Type |
review_type |
Hardcode to “Face to face” |
|
Review Month |
review_date |
Always first of the month selected in ANG – If selected month is in the past for current year, the year will be set as next year else, use current year |
|
Frequency |
review_frequency |
Hardcode to ‘Annual’ |
Admin
-
Tasks
This applies to tasks and task base.
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Subject |
task_subject |
|
|
Description |
task_subject |
|
|
Description |
task_taskkind |
|
|
Description |
task_subtype |
|
|
Due Date |
task_duedate |
|
|
Assigned By |
task_assigner |
|
|
Assigned To |
task_assignee |
|
|
Priority |
task_priority |
|
|
Status |
task_status |
|
|
Comment |
task_comment |
|
|
Completion Date |
task_completedate |
|
|
Attachment |
|
Converted |
Progress Notes
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Description |
task_comment_comment |
|
|
|
task_comment_chargeable |
Hardcoded to 0 |
|
|
task_comment_timetaken |
Hardcoded to 0 |
|
Create Date |
task_comment_logtime |
|
Notes
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Note Topic |
entity_note_type |
|
|
Note Topic |
entity_note_subtype |
|
|
Creation Date |
entity_note_date |
|
|
Description |
entity_note_subject |
|
|
Note Text |
entity_note_data |
|
|
Attachment |
|
Converted |
FSG History
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Date |
entity_fsg.date_fsg_provided |
|
|
Version |
entity_fsg .fsg.version |
|
|
Comments |
entity_fsg .fsg_comment |
|
Relationship
Client Group
Only for clients related to ‘Super’, ’Trust’ and ’Company’ entities
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
otherid |
|
|
mainclientid |
|
|
|
subclientid |
|
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
otherid |
|
|
clientsubject |
|
|
|
clientobject |
|
|
|
reltype |
|
Client/Spouse/De facto group
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
otherid |
|
|
mainclientid |
|
|
|
subclientid |
|
Client Relating
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
Link Category |
relation_type |
|
User Group
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
otherid |
|
|
usergroupid |
|
|
|
userid |
|
Portfolio
Portfolio
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
entity_other_id |
|
|
is_joint |
|
|
|
userid |
|
Position
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
portfolio_id |
|
|
subfund_other_id, |
|
|
|
security_other_id, |
|
|
|
start_date |
|
Security
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
exchange |
|
|
code |
|
|
|
security_type |
Hardcode to 100 (Normal Shares) |
|
|
description |
|
Subfund
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
portfolio_id |
|
|
name |
|
Transaction
|
Screen Field Name |
XPLAN Field Name |
Notes |
|
|
position_other_id |
|
|
status |
|
|
|
transaction_type |
|
|
|
trade_date |
|
|
|
tax_date |
|
|
|
settlement_date |
|
|
|
units |
|
|
|
transaction_status |
|
|
|
taxdate |
|
|
|
income |
|
|
|
comment |
|
IRESS Wealth Management | XPLAN Transitions | Field Guide - AdviserNetGain to XPLAN Conversions
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