Datafeed - Initiation

Datafeed - Initiation

Initiation Overview

To start receiving Datafeeds in your XPLAN site, you will need to perform several steps to initiate the Datafeed.

Refer to System Datafeed Setup Addendum

  • Each provider has instructions for initiating Datafeeds.
  • Please refer to the System Datafeed Setup Addendum in the Insights Community for instructions for each individual Datafeed here 

 

Activating Datafeeds

At least one Adviser mapping is required before each Datafeed can to be turned on (activated). This function will be performed by WealthAxis.

  • From the Title Bar select XPLAN > Datafeed Functions > System Datafeeds > Platforms > Summary.
  • This will provide a list of System Datafeed Providers. 
  • Click Activate next to the chosen provider.



  • Disable and Edit buttons will now by visible, indicating the feed is now active.
  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 18, 2017)

 

Adviser Mapping

The purpose of this guide is to provide instructions on entering adviser Datafeed mappings to XPLAN.

Adviser mapping allows the recording of your platform adviser ID in XPLAN so that IRESS can notify the specific provider (vendor) that you are requesting platform data. The adviser mapping allows IRESSnet to transfer the data to the XPLAN site.  Without this adviser mapping the data will not be sent to the site.

Some Datafeeds will also require Usernames and Passwords to be entered for the Adviser Mapping – This is dependent on the vendor.  Usernames and Passwords are usually obtained via the provider registration process.

Further information on Adviser Mapping here

 

Datafeed Configuration

Learn how to set the configuration details for each datafeed.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 18, 2017)

 

Datafeed Date Locks

Learn about Vendor, Adviser and Portfolio Account Datafeed Date Locks. Which one takes precedence and which ones can be overridden.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Mar 6, 2018)

 

Datafeed Notifications - All User Configuration

Learn how to set datafeed notification for other users.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 18, 2017)

 

Datafeed Notifications - My Configuration

Learn how to set your datafeed notifications.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 18, 2017)

 

Datafeed Schedules

Learn how the datafeed Date Lock Schedule works.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Mar 6, 2018)

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