Xplan Expert14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
Advisely TeamWelcome everyone to this AMA thread!
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Submit your Xplan datafeeds questions, queries and feedback now by hitting the 'Reply' button on the post above and either leah.saunders or rob.borthwick will respond during the scheduled time.
Not sure what to ask? I highly recommend checking out two things:
- Read Leah's latest blog on why managing datafeeds are like maintaing a garden
- Check out Rob's previous datafeeds AMA for similar questions you might have
Also, check out our new best-practice series on data in the Xplan Hub for some refreshers.
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Looking forward to seeing all your questions!
- rainier.reyes
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Thank you for the opportunity to be part of this AMA.
I have a few questions I’d appreciate being raised during the session:
- Adviser ID Remapping
When an adviser ID becomes invalid, we currently remap it in our system to prevent the risk of data leakage.- Is this process still necessary, considering data may remain in the Iressnet datafeed for a period of time?
- Is there a more effective way to manage this risk?
- Insurance Provider Datafeeds
- Could you confirm which insurance providers currently supply datafeeds?
- How frequently are these feeds updated?
- Future Datafeed Plans
- Is there a rollout plan for adding additional providers to the datafeed?
- If so, could you share who they are?
- Are there plans to include KiwiSaver policies in future datafeeds?
- Datafeed Security Enhancements
- Are there any upcoming plans to enhance datafeed security settings?
- If so, will these enhancements be enforced in a similar way to IressID?
Thanks again — I look forward to any insights that come out of the session
- rob.borthwick
Xplan Product
Hi Elizabeth,
Thank you for your questions.
AdviserID Remapping - Fantastic question and very relevant. If you have been reading our roadmap, you will see that we have been concentrating on data security. This first part of this initiative will significantly assist advisers and administrators by automatically cleaning up old and expired adviser registrations, improving overall data management. We will provide updates on its release soon!
Insurance Provider Datafeeds - A listing of all available datafeeds can be found on the Iress Community here. This details whether the datafeed is for Insurance, Investment or other. Frequency of updates from Life Offices varies, but it is either daily or weekly.
Future Datafeed Plans - Iress is constantly working with platforms, life offices etc to establish datafeeds. The Roadmap will provide a view of projects that we currently have underway for new datafeeds. Over the years we have had discussions with a number of organisations for the provision of Kiwi Saver, but unfortunately they have not amounted to a datafeed. Our Kiwi friends can help make this different by advocating with your providers to engage on building a datafeed.
Data Security - Data Security is always close to mind when we think of datafeeds. As mentioned above, if you look at our roadmap you will see that we currently have a Data Security projects underway for datafeeds. This project focuses on data retention, accessibility to data, old & expired Adviser registrations and more. We will provide updates as the varying components of this project are released.
If you have been watching the IressNet Release Communications on Iress Community, Iress has been collaborating with data providers to integrate credentials into datafeed registrations. This is a move towards stronger authentication and security measures for accessing datafeeds
Hopefully the above helps. If you have any other questions, please let me know.
- Adviser ID Remapping
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