Conversion Process Guide - nLink: Known Conversions Issues
nLink Known Conversion Issues Overview
The n-link conversion tool have been developed to a basic level and is classified as a Non-standard conversion tool. The tool is not used with sufficient frequency for a standardised process to be built and conversions from this product could require custom development work in order to support the data provided. N-link conversions will require a lot of participation by the practice to help prepare the data for conversion.
Data is received in a raw CSV format. In the past, headings of data columns have not been clear so the conversion analyst has needed to liaise with the practice to determine proper placement in XPLAN.
If undertaking an n-Link conversion a practice should consider the potential work load and timeframe necessary to complete the process.
The following table identifies common issues when converting N-Link data. This list is not exhaustive.
|
Functional Area |
Description |
|
Document Attachments |
Document attachments are not sent and are therefore not converted. |
|
Portfolio Data |
Portfolio data is not converted. Datafeeds will be used to refresh data where necessary. |
|
Risk Profile |
Risk Profile data is converted with these rules: o 'Balanced' to 'Balanced' o 'Conservative' to 'Conservative' o 'Moderate Aggressive' to 'Growth' o 'Aggressive' to 'High Growth' o 'Moderately Conservative' to 'Defensive' |
More Information
For more information, please contact your Transition Consultant.
IRESS Wealth Management | XPLAN Transitions | Known Conversion Issues - nLink
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