Confirm the Datafeed Completed

[aaron.greenhill]

Overview

It's crucial to keep in mind that simply setting up a datafeed doesn't mean we can forget about it and assume everything will work smoothly. Datafeeds require regular checks to ensure that the data continues updating into the Xplan site from the platform without any issues. This article explains how to monitor the progress of the datafeeds, identify any issues, and troubleshoot them.

Contents

• Overview
• Contents
• Confirm the Datafeed has Completed
• Unable to Activate a Datafeed
• Has the Datafeed Completed into Xplan
• Platform Summary
• Adviser Summary
• Import Summary
• No Data Being Received for Adviser
• Next Steps
• Summary
• Related Articles

Confirm the Datafeed has Completed

The first step of troubleshooting Datafeeds is to confirm that the data is updating into Xplan. The key areas to review are that the Provider is active and supplying data. If this is not providing any data, then check the adviser mapping and confirm this is correct. Once this has been addressed then check to ensure that the data is now coming through into Xplan.

The following steps confirm how to check each area.

Unable to Activate a Datafeed

Each Datafeed will need to be activated to ensure all data is imported into Xplan for each vendor. This can be done from Admin > Integration > System Datafeeds > Platforms > Summary.

If you are unable to access this screen to activate the Datafeed, confirm the user has the required datafeed capabilities turned on for their login (please refer to User Capabilities for datafeeds for further detail)

At least one adviser must be mapped to receive the feed before the datafeed can be activated. Refer to Registering for a datafeed in Xplan - Adviser Mapping for the platform before you can Activate it. If no Adviser mappings have been added, you will receive the error below -

 

Has the Datafeed Completed into Xplan

Platform Summary

The Platform Summary report shows a snapshot of the data quality received from Data Providers for your Xplan site. This is used to determine whether the Datafeed for each vendor has finished updating the site and the quality of the data currently displayed within Xplan. See further details here.

Adviser Summary

The Adviser Summary report shows the same information as the Platform Summary, with the ability to drill down to a specific vendor and adviser. See further details here.

Import Summary

The Import Summary screen allows users to identify when data of a particular type was last imported into the Site for the chosen datafeed/Adviser/Group combination. See further details here.

No Data Being Received for Adviser

Once the Platform, Adviser and Import Summary Reports have been reviewed, if you do not see any data being received, then please check the following - 

• If the adviser has recently registered for this datafeed with the provider/completed the adviser mapping in Xplan it will take 24 to 48 hours before the data will be processed down to the Xplan site.
• Check mapping for the adviser code is in Xplan (remember advisers can have more than one adviser code per data provider). (Admin > Integration > System Datafeeds > Mappings > Advisers).
• Check there’s no typo in the adviser code/no blank spaces at the start or end of the adviser code mapped in Xplan. Admin > Integration > System Datafeeds > Mappings > Advisers)
• Has the adviser been registered with the data provider to receive the datafeed - refer to the Platform Summary for individual Data provider requirements.
• Check the datafeed has been activated. If you have the relevant capability this can be checked in Xplan (Admin > Integration > System Datafeeds > Platforms > Summary) or alternatively, your Site Administrator will be able to confirm this.
• Check if there’s a date lock recorded against the adviser or data provider - these can be checked as follows:

• Adviser lock: Admin > Integration > System Datafeeds > Mappings > Advisers 
• Vendor lock: Admin > Integration > System Datafeeds > Configuration > [Select datafeed] >Vendor Lock section

• Has the adviser’s data provider login/password expired? Expiry and pending expiry of these details can be viewed as follows:

• The status of the credentials is viewable via the Adviser Mapping screen for the vendor concerned (Admin > Integration > System Datafeeds > Mappings > Advisers).
• Via the messages in the Xplan notifications
• Via the Audit Log screen (Admin > Integration > System Datafeeds >Reporting > Audit Log).

Note: Once you add new Credentials, the Login column will show ‘Invalid Login’. This will continue to show until the first time that IRESS has successfully downloaded data from the vendor. If this is still displaying ‘Invalid Login’ after 48 hours, it is probable the new credentials were added incorrectly and should be checked and re-added.

• If this doesn’t resolve the issue, raise the issue with Xplan Support. You will need to provide the details of a couple of example clients and a copy of the provider's reports or screenshots from the data provider website showing details of the client's account.

Next Steps

The next step is to review any exceptions once the datafeed has been completed. See here for details.

Summary

We trust you have found this document useful.  Please let us know whether this helped you understand how to troubleshoot and monitor datafeeds within Xplan.  If you have any feedback or comments, please let us know by getting in touch with your Account Manager.

Related Articles

• Users (Datafeed Administrators) wishing to edit the Default Processing Options for a datafeed at the firm level, will require the following capabilities: View Datafeeds and  Configure System Datafeeds.   To find out more about this, please refer to User Capabilities for datafeeds    
• The datafeed has been activated for which you wish to view\alter the processing options.   Please refer to Activating a datafeed 
• Users wishing to override the firm-level processing options on their Adviser ID, will need the following capabilities.  View Datafeeds, Modify Own External Adviser ID (if entering only for themself) or Administer External Adviser ID’s (if entering on behalf of other users).  To find out more about this, please refer to User Capabilities for datafeeds
• The Adviser ID has been registered within Xplan, for the datafeed for which you wish to define Adviser Overrides for the processing options. Please refer to Registering with the Platform for the datafeed
• Processing Options and/or Adviser Overrides have been reviewed and set as required. Further information can be found under Datafeed Processing Options
• A general overview of how to troubleshoot datafeeds can be found in this article.