Conversion Process Guide - XPLAN: XPLAN Field Guide
XPLAN to XPLAN Field Guide Overview
Key Details
Entity type individual
Figure 1: Key Details - Main (Individual)
| 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 | |
| Maiden Name | entity_maiden_name | |
| Last Previous Name | entity_last_previous_name | |
| Marriage Date | entity_marriage_date | |
| Initials | entity_initials | |
| Gender | entity_Sex | |
| Date of Birth | entity_dob | |
| Marital Status | entity_marital_status | |
| Nationality | entity_nationality | |
| Religion | entity_religion | |
| Native Language | entity_native_language | |
| Tax File Number | entity_tfn | |
| Privacy | entity_privacy | |
| Client reference/File number | entity_reference_file_number | |
| Resident Status | entity_resident_status | |
| Housing Status | entity_housing_status | |
| Tax Resident Status | entity_tax_resident_status | |
| First Home Buyers Grant | entity_first_home_buyers_grant | |
| Next of Kin | entity_nok | |
| Relationship | entity_nok_relationship | |
| Health | entity_health | |
| Smoker | entity_is_smoker | |
| Salutation | entity_salutation | |
| Address Title | entity_address_title | |
| Client Attachments | Converted | |
| No Contact | entity_no_contact | |
| Comments | entity_comment |
Entity type company
Figure 2: Key Details - Main (Company)
| Screen Field Name | XPLAN Field Name | Notes |
| Company Name | entity_company_name | More details here |
| Company Type | entity_company_type | More details here |
| Company Liability | entity_company_liability | |
| Has Super Plan | entity_has_super_plan | |
| Trading Name | entity_trading_name | |
| Company Number | entity_company_number | |
| Tax File Number | entity_tfn | |
| Privacy | entity_privacy | |
| ABN | entity_abn | |
| Date of Incorporation | entity_dob | |
| Total Issued Shares | entity_company_total_shares | |
| Business Value | entity_company_valuation | |
| Date of Valuation | entity_company_date_of_valuation | |
| Valuation Type | entity_company_valuation_type | |
| Method of Valuation | entity_company_method_of_valuation | |
| Valuation Provided By | entity_company_valuation_provided_by | |
| Name | entity_company_accountants_name | |
| Firm | entity_company_accounting_firm | |
| Directors | director _lname | |
| director_fname | ||
| Shareholders | shareholder_lname | |
| shareholder_fname | ||
| shareholder_type | ||
| shareholder_share | ||
| Salutation | entity_salutation | |
| Address Title | entity_address_title | |
| Client Attachments | Converted | |
| Comments | entity_comment |
Entity type super fund
Figure 3: Key Details - Main (Super Fund)
| Screen Field Name | XPLAN Field Name | Notes |
| Name of Fund | entity_superfund_name | |
| Type of Fund | entity_superfund_type | |
| Complying | entity_compling | |
| Superfund Number | entity_superfund_number | |
| Tax File Number | entity_tfn | |
| Privacy | entity_privacy | |
| Client reference/File number | entity_reference_file_number | |
| ABN | entity_abn | |
| Legal Exception s17A | entity_legal_exception_s17a | |
| Establishment Date | entity_establishment_date | |
| Wind-up Date | entity_windup_date | |
| Register Location | entity_register_location | |
| Accountant | entity_accountant | |
| Seal Location | entity_seal_location | |
| Date of Deed | entity_superfund_dod | |
| Location of Deed | entity_superfund_loc_deed | |
| Address Title | entity_address_title | |
| Comments | entity_comment | |
| Trustees | trustee_lname | |
| trustee_fname | ||
| trustee_companyname | ||
| trustee_entityname | ||
| trustee_trustee_type | ||
| trustee_ trustee_entity_id | ||
| Trustee Deeds | entity_trustee_deeds_trust_deed_type | |
| entity_trustee_deeds_trust_deed_provider | ||
| entity_trustee_deeds_trust_deed_date | ||
| entity_trustee_deeds_signed_minutes_on_file | ||
| Members | fundmember_lname | |
| fundmember_fname | ||
| fundmember_fund_balance | ||
| fundmember_balance_date | ||
| fundmember_fm_phase | ||
| Actuarial Certificate | entity_actuarial_certificate_actuarial_cert_date | More details here |
| entity_actuarial_certificate_financial_year_ending | ||
| entity_actuarial_certificate_purpose | ||
| entity_actuarial_certificate_actuarial_cert_required | ||
| entity_actuarial_certificate_actuarial_cert_complete |
Entity type trust
Figure 4: Key Details - Main (Trust)
| Screen Field Name | XPLAN Field Name | Notes |
| Trust Name | entity_trust_name | More details here |
| Business Name | entity_business_name | More details here |
| Country of Establishment | entity_country_establishment | |
| Trust Type | entity_trust_type | |
| Trust Number | entity_trust_number | |
| Tax File Number | entity_tfn | |
| Privacy | entity_privacy | |
| ABN | entity_abn | |
| Date of Deed | entity_dod | |
| Location of Deed | entity_loc_deed | |
| Beneficiaries identified by class membership | entity_is_class_membership | |
| Membership classes | entity_membershipclass | |
| Trustees | trustee_lname | |
| trustee_fname | ||
| trustee_companyname | ||
| trustee_entityname | ||
| trustee_trustee_type | ||
| trustee_trustee_entity_id | ||
| Beneficiaries | beneficiary_lname | |
| beneficiary_fname | ||
| beneficiary_share | ||
| beneficiary_companyname | ||
| beneficiary_entityname | ||
| beneficiary_beneficiary_entity_id | ||
| beneficiary_beneficiary_comment | ||
| Salutation | entity_salutation | |
| Address Title | entity_address_title | |
| Client Attachments | Converted | |
| Comments | entity_comment |
Entity type partnership
Figure 5: Key Details - Main (Partnership)
| Screen Field Name | XPLAN Field Name | Notes |
| Partnership Name | entity_partnership_name | |
| Partnership Type | entity_partnership_type | |
| Partnership Liability | entity_partnership_liability | |
| Partnership Number | entity_partnership_number | |
| Client reference/File number | entity_reference_file_number | |
| Association | entity_partnership_assiociation | |
| Tax File Number | entity_tfn | |
| Privacy | entity_privacy | |
| ABN | entity_abn | |
| Business Value | entity_business_risk_business_value | |
| Date of Valuation | entity_company_date_of_valuation | |
| Valuation Type | entity_company_valuation_type | |
| Method of Valuation | entity_company_method_of_valuation | |
| Valuation Provided By | entity_company_valuation_provided_by | |
| Name | entity_company_accountants_name | |
| Firm | entity_company_accounting_firm | |
| Business Partners | partner_lname | |
| partner_fname | ||
| partner_entityname | ||
| partner_partner_entityid | ||
| entity_business_partner_partner_type | ||
| entity_business_partner_perc | ||
| Salutation | entity_salutation | |
| Address Title | entity_address_title | |
| Client Attachments | Converted | |
| Comments | entity_comment |
Personal Habits
Figure 6: Key Details - Personal
| Screen Field Name | XPLAN Field Name | Notes |
| Smoker | entity_is_smoker | |
| Smoked in last 6 months | entity_smoked_in_last_6_mth | |
| Number of cigarettes per day | entity_cigarettes_per_day | |
| Cigars per day | entity_cigars_per_day | |
| Pipe Smoker | entity_pipe_smoker | |
| Drinker | entity_is_drinker | |
| Beers per week | entity_beers_per_week | |
| Wines per week | entity_wines_per_week | |
| Spirits per week | entity_spirits_per_week | |
| Height | entity_height | |
| Weight | entity_weight | |
| Hazardous Pursuit - Type | entity_hazardous_pursuits_type | |
| Hazardous Pursuit - Participation | entity_hazardous_pursuits _participation |
Contact
Figure 7: Key Details - Contact
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Telephone/Email | Type | contact_type | |
| Value | contact_value | ||
| Preferred | contact_preferred | ||
| Address | Address | address_type | |
| address_street | |||
| Suburb | address_suburb | ||
| State | address_state | ||
| Postcode | address_postcode | ||
| Country | address_country | ||
| Preferred | address_preferred |
Employment
Employment history is converted
Figure 8: Key Details - Employment
| Screen Field Name | XPLAN Field Name | Notes |
| Occupation (Standard) | entity_iqm2_occupation | |
| Job Title | entity_jobtitle | |
| Employer | entity_employer | |
| Status | entity_emp_status | |
| Hours Worked Per Week | entity_hours_worked_per_week | |
| Start Date | entity_start_date | |
| End Date | entity_end_date | |
| Date of Next Salary Review | entity_iqm2_occupation | |
| Comment | entity_emp_comment | |
| Employer Phone | entity_employer_phone | |
| Employer Street | entity_employer_street | |
| Employer Suburb | entity_employer_suburb | |
| Employer State | entity_employer_state | |
| Employer Postcode | entity_employer_postcode | |
| Employer Country | entity_employer_country | |
| Administrative | entity_duty_split_admin | |
| Supervisory | entity_duty_split_supervisory | |
| Travel | entity_duty_split_travel | |
| Manual | entity_duty_split_manual |
Category
Figure 9: Key Details - Category
| Screen Field Name | XPLAN Field Name | Notes |
| Adviser | entity_client_adviser | |
| Secondary Adviser | entity_client_adviser_secondary | |
| Paraplanner | entity_client_adviser_paraplanner | |
| Administrator | entity_client_adviser_administrator | |
| Insurance Adviser | entity_client_adviser_insurance | |
| Investment Adviser | entity_client_adviser_investment | |
| Mortgage Adviser | entity_client_adviser_mortage | |
| Client Services Manager | entity_client_adviser_service | |
| General Insurance Adviser | entity_client_adviser_general _insurance | |
| Accountant | entity_client_adviser_accountant | |
| Client Category | entity_client_category | |
| Client Active Date | entity_client_active_date | |
| Financial Status | entity_financial_status | |
| Personal Status | entity_personal_status | |
| Annual Fee | entity_annual_fee | |
| Frequency | entity_frequency | |
| Payment Method | entity_payment_method | |
| Comments | entity_comments | |
| Receiving Mailing List | entity_mailing_type | |
| Method | entity_mailing_method |
Estate
Figure 10: Key Details - Estate
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Will Exists | entity_will_exists | ||
| Is Will Current | entity_is_will_current | ||
| Date of Will | entity_date_of_will | ||
| Location | entity_will_location | ||
| Notes | entity_will_notes | ||
| Funeral Plan | entity_funeral_plan | ||
| Beneficiary | Surname | ebeneficiary_lname | |
| First Name | ebeneficiary_fname | ||
| Age of Entitlement | ebeneficiary_ageofentitlement | ||
| Notes | ebeneficiary_notes | ||
| Executor of Will | Surname | executor_lname | |
| First Name | executor_fname | ||
| Notes | executor_notes | ||
| Power of Attorney | Type | attorney_type | |
| Surname | attorney_lname | ||
| First Name | attorney_fname | ||
| Notes | attorney_notes |
Dependent
Figure 11: Key Details - Dependent
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Dependant | Title | entity_dependent_dep_title | |
| Entity | entity_dependent_dep_entityid | ||
| Surname | entity_dependent_dep_name | ||
| First Name | entity_dependent_dep_name | ||
| Relation | entity_dependent_dep_rel | ||
| Related To | entity_dependent_dep_related_to | ||
| Date of Birth | entity_dependent_dep_dob | ||
| Financial Dependant | entity_dependent_financ_dep | ||
| Gender | entity_dependent_dep_sex | ||
| Dependant until Age | entity_dependent_dep_until_age | ||
| Comment | entity_dependent_dep_comment | ||
| Pre School Fees | entity_dependent_dep_preschool_fees | ||
| Primary School Fees | entity_dependent_dep_prim_school_fees | ||
| Secondary School Fees | entity_dependent_dep_second_school_fees | ||
| Tertiary School Fees | entity_dependent_dep_tertiary_school_fees | ||
| Tertiary Boarding | entity_dependent_dep_tertiary_boarding_fees | ||
| Pre School Start Year | entity_dependent_dep_preschool_start_year | ||
| Primary School Start Year | entity_dependent_dep_prim_school_start_year | ||
| Secondary School Start Year | entity_dependent_dep_second_school_start_year | ||
| Tertiary School Start Year | entity_dependent_dep_tertiary_school_start_year | ||
| Pre School End Year | entity_dependent_dep_preschool_end_year | ||
| Primary School End Year | entity_dependent_dep_prim_school_end_year | ||
| Secondary School End Year | entity_dependent_dep_second_end_year | ||
| Tertiary School End Year | entity_dependent_dep_tertiary_school_end_year |
Centrelink
Figure 12: Key Details - Centrelink
| Screen Field Name | XPLAN Field Name | Notes |
| Centrelink Benefit | entity_centrelink_benefit | |
| Centrelink Relationship Number | entity_centrelink_relationship_number | |
| Centrelink Notes | entity_centrelink_notes |
Identity Check
All identity check information and their attachments are converted
Figure 13: Key Details - Identity Check
Objectives
Financial
Figure 14: Objectives - Financial
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Short-Term Objective | Choice | stobjective_obj_st_choice | |
| Priority | stobjective_obj_st_priority | ||
| Time Frame (Months) | stobjective_obj_st_timeframe | ||
| Target Amount | stobjective_obj_st_amount | ||
| Short Term Objective Notes | entity_obj_st_notes | ||
| Long Term Objective | Choice | ltobjective_obj_lt_choice | |
| Priority | ltobjective_obj_lt_priority | ||
| Time Frame (Months) | ltobjective_obj_lt_timeframe | ||
| Target Amount | ltobjective_obj_lt_amount | ||
| Long Term Objective Notes | entity_obj_lt_notes |
Income/Expense
Figure 15: Objectives - Income/Expense
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Anticipated Expense | Type | expense_type | |
| Description | expense_desc | ||
| Time Frame (Months) | expense_timeframe | ||
| Amount | expense_amount | ||
| Income Requirements | Type | income_type | |
| Description | income_desc | ||
| Amount | income_amount |
Interests
Figure 16: Objectives - Interests
| Screen Field Name | XPLAN Field Name | Notes |
| Interests | client_interests | |
| Notes | entity_interests_note |
Risk Profiling
Investment
Risk profile values are converted.
Figure 17: Risk Profiling - Investment
| Screen Field Name | XPLAN Field Name | Notes |
| Investor Profile | entity_risk_profile | Risk profile descriptions are mapped to those on the destination site based on descriptive title |
| Agreed Asset Allocations | entity_profile_c<1-10>_min | |
| entity_profile_c<1-10>_target | ||
| entity_profile_c<1-10>_max | ||
| Comment | entity_profile_comment |
Insurance
Policy
Figure 18: Insurance - Existing - By Policy
Policies
| Screen Field Name | XPLAN Field Name | Notes |
| Type | insurance_group_type | |
| Owners | insurance_group_policy_owner | |
| Policy Number | insurance_group_policy_number | |
| Underwriter | insurance_group_coy | |
| Plan Name | insurance_group_plan_namez | |
| Policy Purpose | insurance_group_policy_purpose | |
| Policy Status | insurance_group_policy_status | |
| Start Date | insurance_group_inception_date | |
| Beneficiaries | Converted | |
| Premium Payer | insurance_group_premium_payer | |
| Payment Method | insurance_group_payment_method | |
| Credit Card Type | insurance_group_card_type | |
| Credit Cards Number | insurance_group_card_number | |
| Expiry Date | insurance_group_expiry_date | |
| Name on Card | insurance_group_card_name | |
| Bank Account Name | insurance_group_account_name | |
| Bank Branch Code | insurance_group_account_bsb | |
| Bank Account Number | insurance_group_account_number | |
| Premium Frequency | insurance_group_frequency | |
| Premium Waiver | insurance_group_premium_waiver | |
| Policy Fee | insurance_group_policy_fee | |
| Total Premium | insurance_group_benefit_premium | Where “Set Premium at Policy Level” is ticked |
| Next Review Date | insurance_group_next_review_date | |
| Supplier Revenue | insurance_group _commission | |
| Commission | insurance_group_commission | |
| Commission Comments | insurance_group_commission_comment | |
| Life Sum Insured | insurance_group_life_sum_insured | |
| TPD Sum insured | insurance_group_tpd_sum_insured | |
| Trauma Sum Insured | insurance_group_trauma_sum_insured | |
| Income Protection Benefit Amount | insurance_group_ip_benefit_amount | |
| Business Expense Benefit Amount | insurance_group_be_benefit_amount |
Cover
| Screen Field Name | XPLAN Field Name | Notes |
| Description | insurance_description | |
| Life Insured | insurance_life_insured | |
| Type | insurance_type | |
| Definition | insurance_definition | |
| Cover Escalation | Insurance_cover_indexation_type | |
| Insurance_cover_indexation_value | ||
| Is Super | insurance_is_super | |
| Buy Back | insurance_buy_back | |
| Issue Date | insurance_issue_date | |
| Submit Date to Underwriter | insurance_submit_date_to_coy | |
| Renewal Date | insurance_renewal_date | |
| Term | insurance_term | |
| Maturity Date | insurance_maturity_date | |
| Expiry Date | insurance_expiry_date | |
| Loading Expiry Date | Insurance_loading_expiry_date | |
| Exclusions Expiry Date | Insurance_exclusions_expiry_date | |
| Issue Status | insurance_issued_date | |
| Exclusion Notes | insurance_loading_exclusion_notes | |
| Loading Notes | Insurance_loading_note | |
| Benefit Amount | insurance_benefit_amount | |
| Benefit Frequency | insurance_benefit_frequency | |
| Accident/Benefit Period | insurance_accident_period | |
| Sickness Period | insurance_sickness_period | |
| Waiting Period | insurance_waiting_period | |
| Accident Short Waiting Period | insurance_accident_short_wp | |
| Indexed Claim Benefit | insurance_indexed_claim_benefit | |
| Sum Insured | insurance_value | |
| Base Sum Insured | insurance_base_sum_insured | |
| Total Bonus | insurance_total_bonus | |
| Cash Surrender Value | insurance_cash_surrender_value | |
| Loan Value | insurance_loan_value | |
| Benefit Status | insurance_benefit_status | |
| Premium Structure | insurance_premium_structure | |
| Instalment Premium | insurance_benefit_premium | |
| Notes | insurance_notes |
By Cover
Figure 19: Insurance - Existing - By cover
| Group | Screen Field Name | XPLAN Field Name | Notes |
| Life Insurance | Contingent liabilities | entity_risk_life_liability_con | |
| Comment | entity_risk_life_comment | ||
| Trauma Insurance | Cover Required | entity_risk_trauma_required | |
| Comment | entity_risk_trauma_comment | ||
| TPD Insurance | Cover required | entity_risk_disab_required | |
| Comment | entity_risk_disab_comment | ||
| Income Insurance | Required Monthly Disability Benefit | entity_risk_income_disability entity_risk_income_disability_period | |
| Required Monthly Hospital Cash Benefit | entity_risk_income_hospital entity_risk_income_hospital_period | ||
| Sustainable Period without Replacement Income | entity_risk_income_sustainable | ||
| Comment | entity_risk_income_comment |
General
Figure 20: Insurance - Existing - General
Policies
| Screen Field Name | XPLAN Field Name | Notes |
| Description | insurance_description | |
| Underwriter | insurance_group_coy | |
| Type | insurance_type | |
| Plan Name | insurance_group_plan_name | |
| Policy Number | insurance_group_policy_number | |
| Owners | insurance_group_policy_owner | |
| Policy Fee | insurance_group_policy_fee | |
| Policy Date | insurance_policy_date | |
| Issue Date | insurance_issued_date | |
| Submit to Underwriter | insurance_submit_date_to_coy | |
| Renewal Date | insurance_renewal_date | |
| Loading Expiry Date | insurance_loading_expiry_date | |
| Exclusions Expiry Date | insurance_exclusions_expiry_date | |
| Issue Status | insurance_issue_status | |
| Sum Insured | insurance_value | |
| Benefit Status | insurance_benefit_status | |
| Premium Payer Name | insurance_premium_payer | |
| Premium Structure | insurance_premium_structure | |
| Instalment Premium | insurance_benefit_premium | |
| Premium Frequency | insurance_group_frequency | |
| Currency Applied | insurance_currency | |
| Payment Method | insurance_group_payment_method | |
| Excess | insurance_excess | |
| GST | insurance_gst | |
| Payment Comment | insurance_group_payment_comments | |
| Notes | insurance_notes | |
| Adviser Comments | Insurance_adviser_comments | |
| Loading Notes | insurance_loading_notes |
Property Cover
| Screen Field Name | XPLAN Field Name | Notes |
| Property Type | insurance_property_group_type | |
| Address | insurance_property_group_address | |
| Occupation Status | insurance_property_group_occupation_status | |
| Furnished | insurance_property_group_furnished | |
| Mortgage | insurance_property_group_mortgage | |
| Construction Type | insurance_property_group_construction_type | |
| Property Age | insurance_property_group_property_age | |
| Sum Insured | insurance_property_group_sum_insured | |
| Buildings Sum Insured | insurance_property_group_sum_insured | |
| Contents Sum Insured | insurance_property_group_contents_sum_insured | |
| Accidental Damage | insurance_property_group_accidental_damage | |
| Excess | insurance_property_group_excess | |
| Current Value | insurance_property_group_current_value | |
| Number Of Rooms | insurance_property_group_number_of_rooms | |
| Number Of Bedrooms | insurance_property_group_number_of_bedrooms | |
| Building Size | insurance_property_group_building_size | |
| Building Size Measurement | insurance_property_group_size_measurement | |
| Building Wiring | insurance_property_group_building_wiring | |
| Building Condition | insurance_property_group_building_condition | |
| Historic Building | insurance_property_group_historic_building | |
| Security | insurance_property_group_security | |
| Owner | insurance_property_group_owner | |
| Status | insurance_property_group_status |
Vehicle Cover
| Screen Field Name | XPLAN Field Name | Notes |
| Make | insurance_vehicle_group_make | |
| Model | insurance_vehicle_group_model | |
| Year | insurance_vehicle_group_year | |
| Registration Number | insurance_vehicle_group_rego | |
| VIN or Chassis Number | insurance_vehicle_group_vin_or_chassis_number | |
| Engine Number | insurance_vehicle_group_engine_number | |
| Colour | insurance_vehicle_group_colour | |
| Regular Driver Name | insurance_vehicle_group_driver_name | |
| Safety Requirements | insurance_vehicle_group_safety_req | |
| Policy Type | insurance_vehicle_group_policy_type | |
| Classes of Use | insurance_vehicle_group_classes_of_use | |
| Excess | insurance_vehicle_group_excess | |
| Cover Type | insurance_vehicle_group_cover_type | |
| Market Value | insurance_vehicle_group_market_value | |
| Sum Insured | insurance_vehicle_group_sum_insured | |
| Alarm | insurance_vehicle_group_alarm | |
| Cabriolet | insurance_vehicle_group_cabriolet | |
| Turbo Charged | insurance_vehicle_group_turbo_charged | |
| Imported | insurance_vehicle_group_imported | |
| Carrying Capacity | insurance_vehicle_group_carrying_capacity | |
| CC Rating | insurance_vehicle_group_cc_rating | |
| Normal Parked At | insurance_vehicle_group_parked_at | |
| Financed By | insurance_vehicle_group_financed_by | |
| Type of Finance | insurance_vehicle_group_finance_type | |
| Account Number | insurance_vehicle_group_acc_number | |
| Expiry Date | insurance_vehicle_group_expiry_date | |
| Modifications | insurance_vehicle_group_modifications | |
| Extras | insurance_vehicle_group_vehicle_extras | |
| Owner | insurance_vehicle_group_owner | |
| Driver(s) | insurance_vehicle_group_driver | |
| Status | insurance_vehicle_group_status |
Other Cover
| Screen Field Name | XPLAN Field Name | Notes |
| Item Type | insurance_other_group_item_type | |
| Item Identifier | insurance_vehicle_group_item_identifier | |
| IM Number | insurance_other_group_item_im_number | |
| Make | insurance_other_group_item_make | |
| Model | insurance_other_group_item_model | |
| Serial Number | insurance_other_group_item_serial_number | |
| Value | insurance_vehicle_group_value | |
| Excess | insurance_vehicle_group_excess | |
| Premium | insurance_other_group_item_premium | |
| Cover Extent | insurance_vehicle_group_cover_extent | |
| Owner | insurance_vehicle_group_owner | |
| Sum Insured | insurance_other_group_sum_insured | |
| Status | insurance_other_group_status |
Medical
Figure 21: Insurance - Existing - Medical
Policies
| Screen Field Name | XPLAN Field Name | Notes |
| Plan Name | medical_insurance_name | |
| Policy Number | medical_insurance_policy_number | |
| Policy Type | medical_insurance_policy_type | |
| Renewal Date | medical_insurance_anniversary_date | |
| Policy Status | medical_insurance_policy_status | |
| Provider | medical_insurance_insurer | |
| Owners | medical_insurance_owner | |
| Insured | medical_insurance_insured | |
| Start Date | medical_insurance_start_date | |
| Cover | medical_insurance_cover | |
| Cover Notes | medical_insurance_cover-notes | |
| Excess | medical_insurance_excess | |
| Premium – Individual | medical_insurance_premium_individual | |
| Premium – Employer | medical_insurance_premium_employer | |
| Premium – Total | medical_insurance_premium_total | |
| Premium Payer | medical_insurance_premium_payer | |
| Premium Frequency | medical_insurance_premium_frequency | |
| Escalation Percentage |
medical_insurance_escalation_perc_type medical_insurance_escalation_perc |
|
| Premium Payback Benefit | medical_insurance_premium_payback_benefit | |
| Payment Method | medical_insurance_payment_method | |
| Bank Account Name | medical_insurance_account_name | |
| Bank Branch Code | medical_insurance_account_bsb | |
| Bank Account Number | medical_insurance_account_number | |
| Premium Next Due Date | medical_insurance_premium_next_due | |
| Policy Fee | medical_insurance_policy_fee | |
| Cover Notes | medical_insurance_cover_notes | |
| Loading Comments | medical_insurance_loading_comments | |
| Commission Comments | medical_insurance_commission_comment | |
| Waiting Period | medical_insurance_waiting_period | |
| Waiting Period Type | medical_insurance_waiting_period_type | |
| Comments | medical_insurance_comments |
Medical group fields
| Group | Screen Field Name | XPLAN Field Name | Notes |
| Optional Benefits | Optional Benefit | medical_insurance_optional_benefit_optional_benefit | |
| Waiting Period | medical_insurance_optional_benefit_waiting_percentage | ||
| Benefit Limitations | medical_insurance_optional_benefit_benefit_limitation | ||
| Maximum Benefit | medical_insurance_optional_benefit_maximum_benefit | ||
| Exclusions | Exclusion Type | medical_insurance_exclusions_type | |
| Life Excluded | medical_insurance_exclusions_life_excluded | ||
| Review Date | medical_insurance_exclusions_review_date |
General
| Screen Field Name | XPLAN Field Name | Notes |
| Current Health | entity_current_health | |
| Medial History Details | entity_medical_history_details | |
| Cover under a Group Policy | entity_medical_group_cover | |
| Group Cover Notes | entity_medical_group_cover_notes | |
| Cover under a Private Policy | entity_medical_private_cover | |
| Medical Private Cover Notes | entity_medical_private_cover_notes |
Superannuation
Existing Super
Figure 22: Key Details - Super
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Superannuation | Phase | entity_supera_phase | |
| Retirement Date | entity_retire_date | ||
| Employee Contributions (Pre Tax) | entity_employee_ctr_pre | ||
| Employee Contributions (Post Tax) | entity_employee_ctr_post | ||
| Employee Contributions Rate | entity_employee_ctr_rate | ||
| Existing Funds | Fund Name/ Super Plan | fund_fund_name | |
| Type | fund_fund_type | ||
| Reference Number | fund_fund_refnum | ||
| Supplier | fund_supplier | ||
| Beneficiary | fund_fund_beneficiary | ||
| Eligible Service Date | fund_e_serv_date | ||
| Taxable - Taxed Element | fund_fund_taxable | ||
| Taxable - Untaxed Element | fund_fund_taxable_untaxed | ||
| Tax Free | fund_fund_tax_free | ||
| Preserved Amount | fund_preserved_amt | ||
| Restricted Non- Preserved | fund_restricted_non_preserved | ||
| Unrestricted Non- Preserved | fund_unrestricted_ non_preserved | ||
| Insurance Policy | fund_insurance_policy_group_id | ||
| Date of Balance | fund_date_of_balance | ||
| Status | fund_fund_status | ||
| Date Submitted | fund_date_submitted | ||
| Date Commenced | fund_date_commenced | ||
| Under Advice | fund_under_advice | ||
| Life Cover | fund_life_cover | ||
| TPD Cover | fund_tpd_cover | ||
| Salary Continuance | fund_salary_continuance | ||
| Insurance Premium | fund_insurance_premium | ||
| Contributions (pa) | fund_annual_contributions | ||
| Salary Sacrifice Contributions (pa) | fund_sal_sac_contributions | ||
| Post Tax Contributions | fund_post_tax_contributions | ||
| Personal Deductible Contributions (pa) | fund_personal_deductible | ||
| Total Contributions (pa) | fund_total_contributions | ||
| Payment Method | fund_payment_method | ||
| Bank Account | Existing bank account | ||
| Bank Account Name | fund_bank_account_name | ||
| Bank Branch Code | fund_bank_branch_number | ||
| Bank Account Number | fund_bank_account_number | ||
| Values Last Updated | fund_values_last_updated | ||
| Adviser Comments | fund_adviser_comments | ||
| Type | retirement_income_type | ||
| Account Number | retirement_income_account_num | ||
| Values Last Updated | retirement_income_values_last_updated | ||
| Description | retirement_income_desc | ||
| Provider | retirement_income _provider | ||
| Transition To Retirement | retirement_income_ tran_to_retirement | ||
| Inception Date | retirement_income_ inception_date | ||
| Pension Balance | retirement_income_ pension_balance | ||
| Purchase Price | retirement_income_ purchase_price | ||
| Tax Free % | retirement_income_pension_tax_free_percentage | ||
| Purchase Date | retirement_income _puchase_date | ||
| Reversionary Pension | retirement_income _is_reversionary_pens | ||
| Beneficiaries | retirement_income _linked_beneficiaries | ||
| Next Payment Date | retirement_income _next_payment_date | ||
| Payment Type | retirement_income _payment_type | ||
| Payment | retirement_income_payment | ||
| Frequency | retirement_income_frequency | ||
| Payment Indexation |
retirement_income_annual_payment_indexation_type retirement_income_annual_payment_indexation_value |
||
| Tax Deductible % | retirement_income_tax _deductible_percentage | ||
| Centrelink Deductible Amount | retirement_income _ctrlnk_deductible_amt | ||
| Comments | retirement_income _reversionary_comments | ||
| Benefits Received | Date of Benefit | benefit_date_of_benefit | |
| Source | benefit_source | ||
| Payee | benefit_payee | ||
| Tax Free | benefit_benefit_tax_free | ||
| Taxable | benefit_benefit_taxable | ||
| Available for Investment | benefit_avail_invest | ||
| Benefit Total | benefit_benefit_total | ||
| Comments | entity_supera_comment | ||
| Type | benefit_benefit_type |
Analysis
Cashflow
Figure 23: Analysis - Cashflow
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Income/Expenditure | Type | cashflow_type_group | |
| Sub-Type | cashflow_type | ||
| Description | cashflow_desc | ||
| Owner | cashflow_owner | ||
| Fixed/Variable | cashflow_fixed_or_variable | ||
| Tax Type | cashflow_expense_tax_type | ||
| Frequency | cashflow_freq | ||
| Amount | cashflow_amount | ||
| Start Date | cashflow_startdate | ||
| End Date | cashflow_enddate | ||
| Cashflow Notes | entity_cashflow_notes |
Balance Sheet
Figure 24: Analysis - Balance Sheet
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Assets | Valuation Date | entity_balancesheet_val_date | |
| Type | asset_type_group | ||
| Sub-Type | asset_type | ||
| Account/Client Number | asset_account_client_number | ||
| Supplier | asset_supplier_string | ||
| Status | asset_status | ||
| Description | asset_desc | ||
| Product Code | asset_product_code | ||
| Owner | asset_owner_string | ||
| Initial Value | asset_initial_value | ||
| Establishment Date | asset_establishment | ||
| Acquisition Date | asset_acq | ||
| Units | asset_units | ||
| Cost | asset_cost | ||
| Current Value | asset_amount | ||
| Valuation Type | asset_valuation_type | ||
| Valuation Date | asset_valuation_date | ||
| Valuers Details | asset_asset_valuer | ||
| Maturity Value | asset_maturity_value | ||
| Maturity Date | asset_maturity_date | ||
| Disposal Date | asset_disposal_date | ||
| Amount | asset_contribution_amount | ||
| Frequency | asset_contribution_frequency | ||
| Annual Escalation | asset_contribution_escalation | ||
| Capital Cost | asset_equity | ||
| Comments | asset_comments | ||
| Adviser Comments | asset_adviser_comments | ||
| Amount | asset_income_amount | ||
| Frequency | asset_income_frequency | ||
| Start Date | asset_income_start_date | ||
| End Date | asset_income_end_date | ||
| Payment Method | asset_payment_method | ||
| Asset Notes | entity_asset_notes | ||
| Asset - Investment | Policy Number | asset_investment_policy_number | |
| Product Name | asset_investment_product_name | ||
| Product Code | asset_investment_product_code | ||
| Status | asset_investment_status | ||
| Disposable | asset_investment_disposable | ||
| Number of Units | asset_investment_units | ||
| Unit Price | asset_investment_unit_price | ||
| Unit Price Date | asset_investment_unit_price_date | ||
| Current Value | asset_investment_current_value | ||
| Establishment Date | asset_investment_establishment | ||
| Maturity Date | asset_investment_maturity_date | ||
| Disposal Date | asset_investment_disposal_date | ||
| Initial Investment | asset_investment_initial_investment | ||
| Fund Contribution Percent | asset_investment_fund_contribution | ||
| Fund Contribution Value | asset_investment_fund_contribution_value | ||
| Liabilities | Package/Product Name | Package/Product Name | |
| Policy Number | Policy Number | ||
| Type | Type | ||
| Sub-Type | Sub-Type | ||
| Account/Client Number | Account/Client Number | ||
| Institution | Institution | ||
| Status | Status | ||
| Owners | Owners | ||
| Type of Business | Type of Business | ||
| Security | Security | ||
| Security Value | Security Value | ||
| Original Balance | Original Balance | ||
| Limit | Limit | ||
| Principal Repaid | Principal Repaid | ||
| Outstanding Balance | Outstanding Balance | ||
| Valuation Date | Valuation Date | ||
| Interest Rate Type | Interest Rate Type | ||
| Interest rate p.a. | Interest rate p.a. | ||
| Start Date | Start Date | ||
| End Date | End Date | ||
| Loan Term | Loan Term | ||
| Fixed – Rate | Fixed – Rate | ||
| Fixed – Amount | Fixed – Amount | ||
| Fixed – Commence Date | Fixed – Commence Date | ||
| Fixed – End Date | liability_end_date | ||
| Repayment Amount | liability_repayment | ||
| Repayment Frequency | liability_frequency | ||
| Repayment Type | liability_repayment_type | ||
| Payment Method Type | liability_payment_method | ||
| Bank Account Name | liability_account_name | ||
| Bank Branch Code | liability_account_branch_identifier | ||
| Bank Account Number | liability_account_number | ||
| Deductible | liability_deductible | ||
| Residual Value | liability_residual | ||
| LVR | liability_lvr | ||
| Comment | liability_comment | ||
| Adviser Comments | liability_adviser_comments | ||
| Liability notes | entity_liability_notes | ||
| New Business Commision | liability_upfront_commission | ||
| Ongoing Commission | liability_trail_commission | ||
| Advice Fee | liability_advice_fee | ||
| Referral Fee | liability_referral_fee |
Annuities
Figure 23: Analysis - Annuities
| Group Field Name | Field Name | XPLAN Field Name | Notes |
| Annuity | Type | annuity_type | |
| Owners | annuity_owner | ||
| Policy Number | annuity_policy_number | ||
| Policy Status | annuity_policy_status | ||
| Payment Type | annuity_payment_type | ||
| Annuity Id | annuity_annuity_id | ||
| Asset Code | annuity_asset_code | ||
| Asset Name | annuity_asset_name | ||
| Asset Exchange | annuity_asset_exchange | ||
| Product Provider | annuity_product_provider | ||
| Description | annuity_description | ||
| Life Insured | annuity_life_insured | ||
| Sum Insured | annuity_sum_insured | ||
| Payees | Converted | ||
| Beneficiaries | Converted | ||
| Inception Date | annuity_inception | ||
| Maturity Date | annuity_maturity_date | ||
| Guarantee Term | annuity_guarantee_term | ||
| Values Last Updated | annuity_values_last_updated | ||
| RCV | annuity_rcv_percentage | ||
| RCV Amount | annuity_rcv_amount | ||
| Complying | annuity_complying | ||
| Initial Purchase Amount | annuity_initial_amount | ||
| Purchase Type | annuity_purchase_type | ||
| Income Amount | annuity_income_amount | ||
| Escalation Percentage |
annuity_escalation_type annuity_escalation |
||
| Tax Deductible Amount | annuity_tax_deductible_amount | ||
| Capital Portion | annuity_capital_portion | ||
| Interest Portion | annuity_interest_portion | ||
| Income Terms | annuity_income_terms | ||
| Frequency | annuity_frequency | ||
| Commutation Value | annuity_commutation_value | ||
| Commutation As At | annuity_commutation_as_at | ||
| Tax Withheld By Product Provider | annuity_tax_withheld_by_product_provider | ||
| Payment Method | annuity_payment_method | ||
| Comments | annuity_notes |
Service
Reviews
Figure 24: Service - Reviews
| Screen Field Name | XPLAN Field Name | Notes |
| Type | review_type | |
| Description | review_desc | |
| Date | review_date | |
| Start Time | review_time | |
| End Time | review_end_time | |
| Responsibility | review_adviser | |
| Frequency | review_frequency | |
| Comment | review_comment |
Opt - In
| Screen Field Name | XPLAN Field Name | Notes |
| Opt-in Required | entity_opt_in_required | |
| Disclosure Statement Required | entity_disclosure_statement_required | |
| Next Disclosure Statement Date | entity_disclosure_statement_date | |
| Client Subject to Grandfathering: | entity_opt_in_grandfathering |
Advisers
All professional advisers’ types are created along with their contact and address details
Figure 25: Service - Advisers
| Screen Field Name | XPLAN Field Name | Notes |
| Type | entity_profadviser_adviser_type | |
| Title | entity_title | |
| Surname | entity_profadviser_last_name | |
| First Name | entity_profadviser_first_name | |
| Company | entity_profadviser_employe | |
| Position | entity_profadviser_jobtitle | |
| HIN | entity_profadviser_adviser_hin | |
| Website Details | entity_profadviser_adviser_website | |
| First point of Contact | entity_profadviser_adviser_fpoc | |
| Comments | entity_comment |
Diary
Figure 26: Service -Diary
| Screen Field Name | XPLAN Field Name | Notes |
| Title | diary_title | |
| Time Zone | diary_event_timezone | |
| Start Date/Time | diary_startdate | |
| End Date/Time | diary_enddate | |
| Description | diary_description | |
| Category | diary_category | |
| Subcategory | diary_subcategory | |
| Priority | diary_priority | |
| Permission | diary_priv | |
| Outcome | diary_outcome | |
| Organiser | diary_organiser | |
| Attachments | Converted | |
| Notifications | diary_notification |
Referral
Figure 27: Service - Referral
| Screen Field Name | XPLAN Field Name | Notes |
| Source | referral_source | |
| Name | client_referral | |
| Generated By | referral_generated_by | |
| Client active date | entity_client_active_date | |
| Comments | referral_comment |
Admin
Tasks
Figure 28: Admin - Tasks
| Screen Field Name | XPLAN Field Name | Notes |
| Subject | task_subject | |
| Description | task_subject | |
| Due Date | task_duedate | |
| Assigned By | task_assigner | |
| Group | task_group | |
| Assigned To | task_assignee | |
| Permission | task_permission | |
| Entity | task_client | |
| Type | task_taskkind | |
| Subtype | task_subtype | |
| Priority | task_priority | |
| Status | task_status | |
| Reminder Days | task_reminderdays | |
| Benchmark | task_benchmark | |
| Force Time Taken | task_forcetimetaken | |
| Time Taken | task_timetaken | |
| Activated Time | Time of conversion | |
| Created Time | Time of conversion | |
| Last Modified Time | Time of conversion | |
| Last Modified By | task_modifiedby | |
| Notification | task_notification | |
| Comment | task_comment | |
| Time Taken Type | task_ctimetaken | |
| Attachment |
Notes
Figure 29: Admin - Note
| Screen Field Name | XPLAN Field Name | Notes |
| TypeType | entity_note_type | |
| Subtype | entity_note_subtype | |
| Date: | entity_note_date | |
| Subject: | entity_note_subject | |
| Body | entity_note_data | |
| Attachment | Converted | |
| Owner: | entity_note_owner | |
| Modified: | entity_note_modified | |
| Created: | entity_note_created |
Threads
Figure 30: Threads
| Screen Field Name | XPLAN Field Name | Notes |
|
Category |
||
|
Assignee Required |
||
|
Assigned To |
||
|
Override Assignee |
||
|
Entity |
||
|
Is Joint |
||
|
Base Date |
||
|
Base Date2 |
||
|
Complete When |
||
|
Status |
||
|
Created By |
||
|
Created Time |
||
|
Activated Time |
||
|
Actual Funds Under Management |
||
|
Display Expected Values On All Tasks |
FSG
FSG history is converted
Figure 31: Admin - FSG
Bank Details
Figure 32: Admin -mBank Details
| Screen Field Name | XPLAN Field Name | Notes |
| Type | bank_type | |
| Bank | bank_bank | |
| Branch | bank_branch | |
| Branch Code | bank_bsb | |
| Account Number | bank_acct_no | |
| Account Name | bank_acct_name | |
| Account Holder First Name | bank_acct_first_name | |
| Account Holder Initials | bank_acct_initials | |
| Account Holder Surname | bank_acct_name | |
| Preferred | bank_preferred |
Groups
User Groups
By default IRESS imports ALL entities into a new group named “XPLAN import group”.
Figure 33: Groups - User Group
| Screen Field Name | XPLAN Field Name | Notes |
| Name | entity_group_name |
Client Group
As long as a related entity is assigned to either an adviser or group to be extracted, then all client groups are imported.
Figure 34: Groups - Client Group
Suppliers
All Suppliers are created along with their contact and address details
Figure 35: Suppliers
| Screen Field Name | XPLAN Field Name | Notes |
| Surname | entity_last_name | |
| First Nmae | entity_first_name | |
| Preferred Name | entity_preferred_name | |
| Comment | entity_comment |
Optional Items
Invoices
Figure 36: Invoices
Payments
Figure 37: Payments
Campaigns
Figure 38: Campaigns
IRESS Wealth Management | XPLAN Transitions | Field Guide - XPLAN to XPLAN Conversions
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