michael.jacquin's avatar
michael.jacquin
Valued Supporter
5 months ago

Ability to make API calls using a Planner Central license

Hello All, I am currently working on a small internal improvement project with a paraplanning company accessing Xplan using a Planner Central license. We are contemplating making API calls to Xpl...
xplan
andrew.wilson.0's avatar
andrew.wilson.0
Icon for Iress Contributor rankIress Contributor
5 months ago

Hi michael.jacquin 

Can you detail what precisely you are trying to achieve and where the issue sits in your process?  If I can understand the use case, then I may be able to give you an alternative to achieve the desired outcome.

Thanks

Andrew

 

michael.jacquin's avatar
michael.jacquin
Valued Supporter
4 months ago

Hi andrew.wilson.0 

Thank you for your offer of assistance.

In response, we are seeing some time wasted transferring client information from documents provided by financial advisors into Xplan for a number of reasons so we'd like to streamline this process by using an API to create/amend client information into Xplan first time every time.

Also, there are a few emails being exchanged between the paraplanning company staff and financial advisors, asking for further clarification in regards to the sub-products/sub-classifications used. Once the information has been provided by financial advisors, we would like to trigger a process to upload the relevant information into Xplan using API.

In essence, we have identified that there are a number of manual tasks that could be automated/streamlined using API ... hence my original post.

Thank you for your input to address the above conundrum and I hope that your response(s) can help others as well.

Cheers,

Michael

  • andrew.wilson.0's avatar
    andrew.wilson.0
    Icon for Iress Contributor rankIress Contributor
    4 months ago

    Hi michael.jacquin 

    Apologies in advance but I am a little lost.

    Focusing on "we are seeing some time wasted transferring client information from documents provided by financial advisors into Xplan for a number of reasons so we'd like to streamline". 

    By documents are you referring to PDFs, docx, etc?  How do you see APIs taking data from these documents?  I ask as, if you are currently getting the information from these documents into a useable digital format, could you save as a CSV and do an upload to Xplan.

    Cheers

    Andrew

    • michael.jacquin's avatar
      michael.jacquin
      Valued Supporter
      4 months ago

      Hi andrew.wilson.0 

      Thank you for your prompt response.

      I am sorry if I wasn't clear enough as your questions are perfectly valid.

      In response:

      • I was in fact referring to PDF documents containing typed as well as handwritten notes sent by financial advisors to the paraplanning company. It appears that the financial advisors have their own template that they use to collect client information. Once the template has been completed, they then print it, add handwritten notes to the printed pages before emailing a scanned version of the documents in PDF format to the paraplanning company. So, that's why the PDF documents sent contain both typed and handwritten notes.
      • Time spent reading the sent PDF documents and deciphering handwritten notes contained therein, can be time-consuming as it often involves phone calls and email exchanges to clarify., before the client information can be entered into Xplan.
      • We have (almost) completed the ability to read the PDF documents sent and decipher the handwritten notes but we would now like to upload the client information that was read from the PDF documents, into Xplan in as efficient a way as possible ... hence exploring the use of API calls to fill in client information, etc in Xplan.
      • Saving the PDF document as a CSV is not practical as there are handwritten notes on the PDF document.

      Does the above make sense?

      Cheers,

      Michael

      • andrew.wilson.0's avatar
        andrew.wilson.0
        Icon for Iress Contributor rankIress Contributor
        4 months ago

        Hi michael.jacquin 

        Thanks for the extra detail.

        What I am taking away is that you have a printed PDF, with handwritten notes.  You have something in place to scrape the pages and organise the data, including handwritten notes. Could this data be converted into CSV and used to create an import.

        Given we are getting into a very specific use case, if you have any further questions can you please raise an Iress Connect ticket.

        Cheers

        Andrew

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