In order for Advice Designer to optimize it's two API integration with Xplan it needed a standard data model for which fields would be an absolute necessity in Advice Documents. Advice Designer therefore does not accommodate custom fields.
Standard Xplan Fields imported
Group | Fields |
entity | id entity_name abn address_title client_adviser fsg_version fsg_version_date client_category entity_id entity_type partner_entity_id is_partner opt_in_status opt_in_required next_opt_in_date salutation dob entity_client_status entity_groups last_name middle_name first_name preferred_name title initials sex is_smoker will_exists is_will_current date_of_will will_location marital_status health height weight hours_worked_per_week superfund_name superfund_type superfund_number establishment_date trust_name trust_type trust_number complying company_name trading_name company_number company_type partnership_name partnership_type partnership_number
relation / entity_id relation / entity_name relation / client_rel |
entity_address | type street suburb state postcode country preferred |
entity_asset | owner type_group type desc policy_number status selected_platform income_frequency values_last_updated initial_value amount income_amount
owners / owner_id owners / owner_name owners / percentage
investment / name investment / option_spin investment / amount |
entity_annuity | type description owner policy_status frequency values_last_updated income_value recommended_value
beneficiary / index beneficiary /beneficiary_id beneficiary / btype beneficiary / percentage owners / percentage
owners / owner_id owners / owner_name |
entity_employment | jobtitle employer emp_status iqm2_occupation duty_split_admin duty_split_manual duty_split_supervisory duty_split_travel main_occupation |
entity_contact | type country_code value preferred |
entity_dependent | dep_name dep_last_name dep_dob dep_rel dep_related_to dep_age dep_sex financ_dep dep_until_age |
entity_cashflow | desc type type_group freq expense_tax_type owner annual_amount amount |
entity_goals | owner category description advice_type status target_date comments (This data is imported into the Goals| Detailed Description field in Advice Designer) term_timeframe target_amount |
entity_insurance_group | policy_status type coy plan_name policy_number super_frequency non_super_frequency frequency values_last_updated policy_index super_fund_id premium_inside_super premium_outside_super policy_fee benefit_premium beneficiaries / beneficiary_id beneficiaries / beneficiary_type beneficiaries / percentage beneficiaries / beneficiary_entity_id owners / owner_id owners / owner_name |
entity_insurance | linked_policy linked_policy_owner type_group type benefit_frequency sickness_period accident_period waiting_period is_super life_insured benefit_status definition premium_structure value benefit_amount additional_death_cover |
entity_liability | status type_group type package_name policy_number owner values_last_updated rate frequency currency_fields repayment amount
owner / owner_id owner / owner_name owner / percentage |
entity_attorney | attorney_entityid type lname fname notes |
entity_retirement_income | pension_status type provider provider_name account_num values_last_updated frequency pension_balance payment investment / name investment / option_spin investment / amount
beneficiary / relationship beneficiary / binding beneficiary / binding_type beneficiary / binding_end beneficiary / proportion beneficiary / percentage beneficiary / amount beneficiary / name beneficiary / beneficiary_id |
entity_fund | fund_status fund_name fund_super_plan date_of_balance fund_refnum fund_type insurance_policy_group_id fund_taxable fund_taxable_untaxed fund_tax_free fund_total_balance investment / name investment / option_spin investment / amount
beneficiary / relationship beneficiary / binding beneficiary / binding_type beneficiary / binding_end beneficiary / proportion beneficiary / percentage beneficiary / amount beneficiary / name beneficiary / beneficiary_id |
entity_business_partner | business_partner_entityid fname lname company_name partnership_name superfund_name trust_name partner_type perc |
entity_executor | lname fname executor_entityid |
entity_SuperfundMember | fundmember_entityid fname lname balance_date fund_balance |
entity_beneficiary | beneficiary_entityid fname lname companyname share |
entity_trustee | trustee_type fname lname date_appointed companyname |
entity_shareholder | shareholder_entityid fname lname company_name partnership_name superfund_name trust_name shareholder_type share |
entity_director | director_entityid fname lname |
entity_risk_profile | who entity_id risk_profile_index risk_profile_name |
💡Note: Custom fields and custom options are different. A custom option within a standard field will seamlessly feed through to Advice Designer