Conversion Process Guide - RiskWiz: Known Conversion Issues
RiskWiz Known Conversion Issues
The RiskWiz 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.
RiskWiz data is usually received in excel format with document attachments sent in separate folders. If your data is received in another format the conversion may be more complex, requiring extra work by the conversion analyst and testing for the practice. There is also more chance in this scenario that relevant information may be missing. Please keep this in mind when considering the conversion timeframe.
The following table identifies common issues when converting RiskWiz data. This list is not exhaustive.
|
Functional Area |
Description |
|
Suppliers |
Suppliers are not converted |
|
Data backup |
The file names and field names are not consistent and require additional time to format correctly. The data backup will be requested at least one day before the conversion is scheduled. Please keep this in mind when considering the conversion timeframe. |
|
Attachments |
Attachments are stored separately from the database. When the database backup is sent for conversion, please ensure the attachment folders are sent as well. |
|
Custom fields |
The following fields are not converted:
· Do you currently live in Australia · How long have you lived in Australia · Australian citizen · Do you have a current POA? · POA details · Prospect Date · Discussed privacy policy · Date discussed privacy policy · Discussed duty of disclosure · Date discussed duty of disclosure · Childcare · Attending or planning to Attend Private School? |
More information
For more information, please contact your Transition Consultant.
IRESS Wealth Management | XPLAN Transitions | Known Conversion Issues - RiskWiz
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