AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

In New Zealand we have a specific requirement for "replacement business with advice" that has to be reported to FMA each year.  We don't use Risk Researcher so is there a way we can record this information and run a report in Xplan?  

If you were using Risk Researcher, you could export the data via Xport and analyse the replacement of product recommendations. In theory, it is also possible to create custom fields then report on this via xmerge or xport. Before doing this, you need to consider whether this would actually add efficiencies or just introduce unnecessary effort & complication into the process. 

Without knowing the exact requirements, it is difficult to offer a recommendation - you may be able to simply add a file note using a template that outlines the replacement details and report on that each year - you can direct the user to which template to use by having it set as a task outcome in a thread or case. 
If you need more detailed data, see what fields are available in the standard insurance group and whether any of the information you need to report on could be captured here. I’d suggest first looking at the exact details you need to report on, then looking to see where in Xplan’s standard fields you might record this.

If 90% of the information you need can be captured, you may be able to add a single custom field to ‘flag’ which clients need to be reported on.

Alternatively, if more detail or evidence is needed to meet the reporting requirements, using Cases where you can record tasks and activities in Xplan (file notes, wizards etc) would be a great place to start.