courtney.youngblutt's avatar
courtney.youngblutt
Icon for Xplan Expert rankXplan Expert
8 months ago

12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan?  For example, curious about using advanced search criteria and Xport to audit...
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sarah.burke38's avatar
sarah.burke38
Active Interactor
8 months ago

Hi Courtney,

Can you please assist  in  setting up templates for OFA's? We have the Fee Consent Section pre-filled for our client base.  If there is coding somewhere I have not been able to find it.  

 

It appears that the data is captured across two screens. i.e. amounts, dates etc. 

We also want to know how we can code this out into an agreement (Merge doc output)  for the Services entitled, where is the best place to save this as not all of our clients are on Platform consent, some will be on Direct Debit. Can this possibly be saved as a benchmark text and dropped into this section?

Are you able to provide the coding for these fields?

Thanks

felicity.eardley's avatar
felicity.eardley
Active Interactor
8 months ago

Yes, I'm 100% with this...  I have requested this from our BDM and heard nothing back.

All the data we need to populate the template is saved here but it's locked down due to the Block-Chain project.

Since this project has died, can the data please be made available.

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Xplan Expert rankXplan Expert
    8 months ago

    Hi Felicity, 

    Despite the Block Chain project not going ahead, this data should not be locked down in any way. If you are having issues with this, please reach out via Iress Connect so we can get this working for you. 

    By design, the data locks when the 'consent status' is changed to 'pending client decision' so that data can't be amended while the client's decision is outstanding. If anything needs to be changed, you should set the status back to 'blank' or 'declined', depending on the situation. When the data is changed, a new form generated and provided to the client, the status should then be set back to 'pending client decision' and the new 'consent sent date' added.

    • felicity.eardley's avatar
      felicity.eardley
      Active Interactor
      8 months ago

      So what group are the fields in then Courtney? 

      I just cannot find the list of fields that were created for this project. 

      Thanks 

       

       

      • courtney.youngblutt's avatar
        courtney.youngblutt
        Icon for Xplan Expert rankXplan Expert
        8 months ago

         

        Hi Felicity - are you looking to edit/change the fields or wanting to search on them?

        The fields under Fee Consent are in the Fee Consent Group - they aren't available in the 'List fields' section as they cannot be edited - this might be what you meant by 'locked down'?

        They are available via search and xport

         

         

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