Xplan Essentials (UK) - Site alignment fields

[lee.coakley]

Site alignment fields

To help with the menu refresh, the following document will detail all the fields that will be moving, the original location of the fields and where they will now sit in the refreshed menu. This will also highlight the sections and fields that are less used and have been removed.

The sites that will benefit from the refresh are:

• ThreeSixty
• XplanCentral
• XplanCentral1
• XplanCentral2

If you’re on XplanCentral3, you will already have access to the changes. Future changes like this will be made to all sites at the same, or a similar time.

Contents

• New sections
• Relocations
• Sections removed

 

New sections

Below is a list of new sections being enabled as part of this change.

Name	Moved From	Moved To
Corporate Review and Renewal Report		New
Client Dashboard	At a Glance	Client details
Tasks	Servicing and Administration> Workflow> Tasks & Threads	Workflow & Tasks
Threads	Servicing and Administration> Workflow> Tasks & Threads	Workflow & Tasks

Relocations

Below is a list, broken down into areas, of all the fields’ original location and where this will sit in the improved menu.

Client details
Name	Moved From	Moved To
Client Details	At a Glance> Quick reference>Client Details	Client Details Menu
Service Proposition	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Date of death	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Is the client within the proposition target market	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Reason for negative target market	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Notes for negative target market	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
PEP	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
PEP Notes 1	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
PEP Country	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
PEP Family Associates	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Client Active Date	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Adviser	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Secondary Adviser	At a Glance> Quick reference>Client Details	Client Details> Client Segmentation
Client Services Manager	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Mortgage Adviser	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Investment Adviser	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Insurance Adviser	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Administrator	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Paraplanner	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Groups	At a Glance> Quick reference>Ownership	Client Details> Client Segmentation
Consent	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Email Communication Preferences	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Phone Communication Preferences	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Mail Communication Preferences	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
SMS Communication Preferences	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Campaign Type Subscription	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Mailing Type	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Mailing Method	At a Glance> Quick reference>Consent and Marketing Preferences	Client Details> Contact and Communication>Contact Consent and Preferences
Consent	Key Details>Data Processing Consent	Client Details> Contact and Communication>Contact Consent and Preferences
Advice processes
Name	Moved From	Moved To
Opportunities	At a Glance > Client Activity	Advice Process
Compliance
Name	Moved From	Moved To
ID Verification	Advice Process>ID&V	Compliance> ID Verification
FSG	Servicing and Administration> Revenue>SCDD History	Compliance> SCDD
Complaints	Servicing and Administration> Complaints	Compliance>Complaints
Compliance	General Administration> Alerts	Compliance> Alerts
Audit Trail	General Administration> Audit Trail	Compliance> Audit Trail
Financial details
Name	Moved From	Moved To
Net Position	At a Glance> Net Position	Financial Details> Net Position
Bank Details	Key Details> Bank Details	Financial Details> Bank Details
Servicing
Name	Moved From	Moved To
Diary	At a Glance > Client Activity	Servicing> Diary
Client Time Taken	At a Glance > Client Activity	Servicing> Diary
Leads	At a Glance > Leads & Campaigns	Servicing> Leads and Campaigns
Campaigns	At a Glance > Leads & Campaigns	Servicing> Leads and Campaigns
Letter Generator	Servicing and Administration> Documentation	Servicing > Report Generation
Valuation Since Inception	Servicing and Administration> Documentation	Servicing > Report Generation
Valuation Between Dates	Servicing and Administration> Documentation	Servicing > Report Generation
Review Report Generator	Servicing and Administration> Documentation	Servicing > Report Generation
Telephone Call Record Wizard	Servicing and Administration> Documentation	Servicing > Report Generation
Document Templates	Servicing and Administration> Documentation	Servicing > Report Generation
Document Notes	Servicing and Administration> Documentation	Servicing > Report Generation
Financial review report	Servicing and Administration> Documentation> New Reports	Servicing > Report Generation
Review List	Servicing and Administration> Servicing> Reviews	Servicing> Reviews
Review Status	Servicing and Administration> Servicing> Reviews	Servicing> Reviews
New Business Event	Servicing and Administration> Revenue>New Business	Servicing>Revenue>New Business
Invoices	Servicing and Administration> Revenue>Invoices	Servicing>Revenue>Invoices
Payments	Servicing and Administration> Revenue>Invoices	Servicing>Revenue>Invoices
Review List	Service>Reviews	Servicing>Reviews

Sections removed

Based on our analysis, the following areas of Xplan have been removed due to low usage.

Areas	Moved From
Family Tree	At a Glance
Mind Map	At a Glance
Quick reference	At a Glance
Snapshot	At a Glance > Client Activity
General Insurance Adviser	At a Glance> Quick reference>Ownership
Accountant	At a Glance> Quick reference>Ownership
Fee Disclosure Statement	Servicing and Administration> Servicing> Ex-Post

If you have any queries, please do not hesitate to raise with the Support team