nLink to XPLAN Conversion Overview

This document highlights data and functionality most often of concern to practices converting from NLink to XPLAN, however if there is specific data and/or functionality that is not contained within this document and is of importance to your Practice, please discuss with your IRESS representative prior to your conversion.

It is also important to be aware that IRESS will not undertake data cleansing. Any data errors (i.e. misspellings, client names, date of birth) will be transferred; therefore a practice may wish to ‘clean up’ their data before commencing with the conversion.

Requesting a Data Conversion

Please be aware that there will be a wait of a number of weeks from the time that IRESS receives your request for a data conversion. This time frame will vary throughout the year and your IRESS representative will inform you of an estimated time when your conversion will be scheduled.

Out of Scope

If you require any data converted that is outside the scope of this document, IRESS is happy to assess the data. Once IRESS has made the assessment, a decision will be made on whether or not the conversion is possible. Once this decision has been made, an approximate quote on timeframe and additional cost will be given. Please contact your IRESS representative to discuss this further. 

The Conversion Process

1. Conversion preparation

During this phase a Transition Consultant will work with you to prepare for the conversion of your data.

2. Obtaining a copy of your data for conversion

         Data must be received by the end of the business day prior to your conversion date.

3. Data Import

IRESS completes the first step to import your data into your new XPLAN site (the destination site). Data imports are done after business hours and the time required to import the data depends on the volume of the data. Your Transition Consultant will keep you informed of the progress.

4. Post-conversion tasks

IRESS completes the import of custom fields, choice value mappings, updating of risk profiles etc. on the next day after the data import completes.

5. Data checking and sign-off

It is your responsibility to review your data in XPLAN after the conversion. You know your data better than anyone else and is best placed to notice any differences between your original data and the data that will reside your new XPLAN site after the conversion.

Standard conversions

The section below highlights sections of the nLink client record and provides the field mapping that occurs during the data conversion. The tables provide the screen name within nLink and the XPLAN field name, along with any relevant notes.

Your IRESS representative will take you through this document, so any questions can be raised and discussed before conversion.

Advisers

All Users are created by the conversion unless requested to be mapped to existing Users within XPLAN

Clients

Please note that XPLAN validates all TFN and ABN’s if these are invalid then they are ignored.

File notes

Insurance

Assets

Expenses

Income

Known nLink conversion issues and data that will not be converted to XPLAN

Known n-Link conversion issues

The following table identifies common issues when converting N-Link data. This list is not exhaustive.

nLink data NOT converted

This section contains ‘key’ nLink data and functionality which will not be converted and is intended to flag areas that are most often of concern to Practices converting to XPLAN. However, if there is data and/or functionality that is important to your Practice and is not specifically mentioned in this booklet, please raise with your IRESS representative who will be able to advise further.

• Advisor fees
• Marketing details
• Account summary
• Financial Profile
• Risk Profile
• Investor profile details
• Relationships - Dependents/Professional advisors
• Portfolio data
• Companies, Trusts, Superfunds, Joint and other entities
• Liabilities

Custom requirements

If you require any data to be converted that is outside the scope of this document, IRESS will be happy to assess the data and your specific requirement. If the conversion can be done IRESS will provide an estimate of the time it will take to complete the conversion and the associated cost. Please discuss any custom requirements with your Transition Consultant.

Appendices

Post-conversion checking instructions

Once the conversion has taken place you will need to go through the data to ensure that everything has converted correctly. We recommend that you run a client list as well as check a 10-20 clients in full, comparing software to software where possible.

If any issues are discovered, the conversion analyst will need the following information to investigate and resolve the issues:

• Client examples – experiencing the proble
• New site screen shots – of the issue, a number if applicab
• Original site screen shots – if you will no longer have access to your site, make sure to take screen shots of some sample client record

This information will be submitted in the Feedback Form provided in Appendix B.

The screen shots below illustrate how you should run your post conversion data check.

Run a ‘Client List’ management report:

This will allow you to produce a client list report to check all clients have converted.

Go through a client file from start to finish:

Workstations recommended settings

The following are recommended settings for the Internet Explorer browser to access XPLAN.

• Start Internet Explorer and select Internet Options from the Tools menu. Make sure XPLAN is in the Trusted sites zone by:
• Select the Security tab, and click Trusted Sites.

• Click Sites. The Trusted Sites dialog box displays.
• Enter your XPLAN domain as it appears in your XPLAN site URL. For example, if your XPLAN site URL is https://mysite.xplan.iress.com.au, you should enter https://mysite.xplan.iress.com.au.
• Click Add. Your XPLAN domain will be added to the trusted Websites list.
• Click Close. The Trusted Sites dialog box closes and the new settings are saved.

Set the security level for Trusted Sites by:

• Ensure that Trusted sites is still selected and click Custom level.

• In the Reset to list, select Medium-Low, and then click Reset.
• In the Warning! dialog click Yes to confirm the change.
• Set Miscellaneous > Display Mixed Content to Enabled.
• Click OK. The Security Settings - Trusted Sites Zone dialog box closes.

This also has the effect of enabling downloads, disabling the Pop-up blocker and disabling the phishing filter, but only for XPLAN (and any other trusted sites) not general internet use.

• Activate the Advanced tab.
• In the Settings box, ensure that the following HTTP 1.1 settings are both ticked:
  • Use HTTP 1.1
  • Use HTTP 1.1 through proxy connections.

• Press Ok. The settings are saved.

You will need to exit and restart Internet Explorer.

Conversion feedback form 

Complete this form if you have identified an issue with your converted data and wish IRESS to investigate if there was a problem with the conversion.

Complete your XPLAN Transitions Conversion Feedback Form here

Conversion Sign Off Form

This form must be completed and returned to your transition consultant once you have checked your converted data in XPLAN and verified that all has been converted. In the absence of feedback, your conversion will be considered finalised after a period of ten working days.

Complete your XPLAN Transitions Data Conversion Sign Off Form here

IRESS Wealth Management | XPLAN Transitions | Conversion Guide - nLink