Xplan Essentials (UK) - Enhanced Adviser Summary Report

[david.mann]

Available from 26 February 2024

Contents

• Overview
• What is changing?

Note that this release note only applies to you if you use one of the following Xplan sites: -

• XplanCentral
• XplanCentral1
• XplanCentral2
• XplanCentral3
• ThreeSixty

Overview

We are introducing an enhanced Adviser Summary report from the date shown above.  We believe this will enable you manage your datafeeds more closely and give you more valuable insights into the status of your datafeeds.  We would always recommend checking this screen daily to confirm the datafeed has imported  correctly for each of your advisers.

What is changing?

We are introducing an enhanced Adviser Summary report so that you can view details of which datafeeds are set up for the advisers in your firm and the number of positions and reconciliation quality within Xplan.

The Adviser Summary Report can be found under Admin Menu > Integration > System Datafeeds > Reporting > Adviser Summary.

Note: Access to the Import summary requires the user capability "Datafeed Adviser Summary Report".

The Adviser Summary has been extended to include a Status and Status Updated column.

When filtered by Vendor or Adviser, you can now view which mappings have been updated and for which date.

The Status column is now populated as below depending on what stage the Datafeed is at: -

Download from Provider

• Retrieving Files
• Retrying File Retrieval
• File Retrieval Failed *
• Files Retrieved

* If you see this error, check the adviser mapping is correct using this guide.

Import into IressNet

• File Validation Commenced
• File Validation Failed
• File Validation Completed
• No Data Received

Update into Xplan from IressNet

• Importing Data
• Import Failed
• Import Completed
• Import Completed with Issues
• No Data To Send *

* If you see this error, check the adviser mapping is correct using this guide.

The Status Updated column will show the date a file download or import was last attempted. It is not impacted by a refresh of any sort. All providers where an automatic download is triggered will display the additional status information. You can find further information on the Adviser Summary and other Datafeed reports in a Datafeed Reporting article here.