lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
4 months ago

Want to know exactly what your client has updated in their digital fact find? Now you can!

Fact find comparison report is now available to all users Background Client Portal allows users to provide their clients with a digital fact find to complete for new and existing clients. The dat...
client engagement
clients
practice management
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xplan
sharyn.evans8's avatar
sharyn.evans8
Active Interactor
4 months ago

lachlan.fuller​ can you confirm that this comparison report is expected to be generated when a client completes a fact find on behalf of both themselves and their partner? In testing this yesterday, it was not being generated.

 

lachlan.fuller's avatar
lachlan.fuller
Icon for Xplan Product rankXplan Product
4 months ago

Hi sharyn.evans8​ ,

  • Where the option to complete for "Both me and my partner" is selected in the fact find, a single comparison report will generate and include data for both the client and partner   
  • If the option 'Just myself' is selected, the reports will generate separately for each individual. 

 

In each case, the content of the report will be what is visible in the fact find journey, e.g. if 'Just myself' is selected, the client's report will not include partner only data, just client only and joint.

If there was an issue with the generation when testing, can you please check to ensure both the client and partner's fact find status is set to 'Unlocked'?  In my testing and conversations with users, a common denominator with generation issues has been the fact find status being set to 'In Progress'.

Please get in touch if you have any further issues with the comparison report being generated.

Lachlan

  • sharyn.evans8's avatar
    sharyn.evans8
    Active Interactor
    4 months ago

    Hi Lachlan, Thanks for your response. I have tested again this morning, confirming that both client and partner's statuses were set to "Unlocked" and no comparison report was generated. This has also been reproduced by Practice Dynamix and they have escalated to Xplan support for further investigation.

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