4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!
Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your questions and ideas. To get you started, you might want to ask about: The kinds of business insights you’d find most valuable to see at a glance Insights already available (CRM, Docnotes) What’s on the roadmap (Workflows, Portfolios, CommPay) How reporting could be simplified or improved in practice Drop your questions below — whether it’s something specific you’d like answered, or feedback on what would make reporting better for your business. I’ll be here live on Thursday, 4 September at 3 pm AEST to respond. Looking forward to the conversation! 💬 This AMA is text-based, so I'll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms to anticipate what you’re looking for - before you finish typing. Yes, that’s right, finding the right fields in Advanced Searches is now simpler and faster. Just start typing part of a field name and instantly see matching results to select from - no more trying to remember the field name or prefix, no more scrolling endlessly, hoping the right field will jump out at you! This improvement was driven directly by client feedback, which stated that locating fields without knowing their exact prefix was difficult and time-consuming. The new type‑ahead field search is available wherever Search Criteria is used. 💡Predictive search is now also available in the Xplan Syntax tool within the Email and Document Note editors, helping you work more efficiently.
🤩 Health Premium Loadings modelling in Xplan made easier
As part of our commitment to making Xplan more cohesive, we're enhancing the modelling of insurance policies that include health premium loadings. ⚙️ What did we hear from you? While Client Focus > Existing Insurance allows you to record Insurance Policies and associated product information for new and existing policies, you were unable to specify the Health Loading percentage against an existing insurance product, and the data fields related to Premium Loadings and Exclusions were across multiple tabs at the Product Level. It was unclear in Risk Researcher, within the Premium Modelling > Recommendations table and associated SoA, which recommended products contained a Health Premium Loading. 💡 What have we done? We've updated the existing Insurance Group and Risk Researcher with changes designed to simplify the advice journey and improve modelling! ✅ How does this benefit you? A central location to record and update information regarding policy restrictions. Enhanced productivity by reducing the need for additional work to accommodate policies with health premium loadings in recommendations. Existing Policies containing a Health Premium loading are now identifiable. ⏭️ What's next? We'll be releasing further enhancements in early September, enabling end-to-end modelling between the Insurance Group and Risk Researcher. These will include: Greater connectivity between Risk Researcher and Client Focus, allowing you to apply health loadings more easily within products under review. Updates to the Risk Researcher Standard SoA to more clearly identify existing insurance policies with health premium loadings and/or exclusions. 💬 I would love to hear your feedback, so click 'reply' and leave your comments and questions down below!🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workflows in Xplan create efficiencies and streamline processes. We also know that it can be tricky when starting out and hard to decide what workflow automation features will work best for you and your business. That's why we created the Workflow Starter Kit – your go-to resource for self-serve workflow creation. It's a starting point, aimed at empowering you to streamline your processes and realise the full potential of Xplan workflows. Here's what you can expect: 🔹 Four simple, importable workflows to get you started. 🔹 Easy-to-follow setup instructions for a seamless experience. 🔹 Creative automation ideas to spark your customisation. 🔹 Direct links to essential learning guides for deeper understanding. Ready to dive in? The Workflow Starter Kit is now available in the Iress Learning Centre. Discover how you can easily enhance your Xplan experience and unlock new levels of productivity! If we've missed the mark and you don't find this guide helpful, or you're still confused about what to do, let us know so we can make it better! If you do find this resource helpful, also let us know, so we can put together more resources like this one! You can provide feedback via Iress Connect, your Relationship Manager or directly to me right here on Advisely! 📺 Want to know more? We are holding an introductory webinar on Tuesday, 26 August 12:00 pm to 12:45 pm (AEST). Register here: Workflow Starter Kit Introductory WebinarBest Practice for Managing User Groups
Hi Network 👋 Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant third-party access to their Xplan site—what key considerations should be kept in mind when adding or removing clients from user groups to ensure appropriate access and data security? Thanks in advance for sharing your insights 🙏🤓Xplan Hint: Validate data with Regex
Did you know you can add data validations to text fields? Regular Expressions, often shortened to Regex, are incredibly powerful sequences of characters that define a search pattern. When used for data validation, they act like a strict quality controller for your text fields! You can use Regex to enforce specific formats, significantly improving the accuracy and consistency of your data. Why Use Regex for Data Validation? Regex is invaluable for: Enforcing Data Formats: Ensure that information entered into text fields (like email addresses, phone numbers, or ABNs) strictly conforms to a predefined structure. Improving Data Quality: Drastically reduce errors and inconsistencies, making your data more reliable for reporting and analysis. Automating Checks: Automatically prevent entries that don't meet your specified criteria, saving you manual correction time. How Does it Work? Data validation rules apply a Regex pattern to a string field to check if the field's content matches the specified pattern. Here are some Regex patterns you can use for validating data: Validating a 4-Digit Postcode: Pattern: ^\d{4}$ Use Case: Validate a 'Postcode' field to ensure it's exactly four digits (e.g., 4000). Explanation: ^ (start of string), \d matches any digit (0-9), {4} specifies exactly four occurrences, $ (end of string). Validating an Australian Business Number (ABN - 11 digits): Pattern: ^\d{11}$ Use Case: Ensure an 'ABN' field contains exactly 11 digits (e.g., 12345678901). Explanation: ^ (start of string), \d{11} (exactly 11 digits), $ (end of string). Validating an Email Address: Pattern: ^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$ Use Case: Apply this to the Contact|Detail field to ensure entries are valid email formats (e.g., name@domain.com). Explanation: This pattern checks for a sequence of alphanumeric characters, periods, underscores, percent signs, pluses, or hyphens, followed by an '@' symbol, then another sequence for the domain, a literal dot \., and finally at least two letters for the top-level domain. The ^ signifies the start of the string, and $ signifies the end, ensuring the entire string matches the pattern. Validating an Australian Mobile Phone Number: Pattern: ^(04)\d{8}$ Use Case: Ensure a 'Mobile Number' field only accepts standard 10-digit Australian mobile numbers starting with '04' (e.g., 0412345678). Explanation: ^ (start of string), (04) (must start with "04"), \d{8} (followed by exactly 8 digits), $ (end of string). You may have noticed that mobile number and email address are entered into the same field Contact| Detail. This field is used for all number and address inputs in the contact group, eg home phone, sms email, home/work/other email. Good news, you can combine Regex validations to get the desired result. Pattern: ^(?:[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}|(04)\d{8})$ Use Case: This will accept values for both the email and mobile numbers as above. You may need to expand this further if you are capturing more types of data. Practical Application: Let's build validation for the contact group where you have email, mobiles and land lines. Step 1: Summarise examples of the data you want to validate. Ensure your format is consistent. Email Mobile Land Line user@gmail.com 0412 345 678 07 3123 4567 user@gmail.com.au 0444 444 444 03 2654 4568 user.name.123@domain.com 0498 765 432 02 5287 4658 user.name.123@domain.com.au Step 2: Use AI to generate the Regex code Step 3: Copy the code provided Step 4: In Xplan field definitions, go to the Contact group and Detail field Step 5: Paste your validation code, enter your fail message Step 6: Test, test and test some more. Ensure you check values that should AND shouldn’t pass. Use the Test value field and Test button. You will get one of the following messages: Step 7: Once all your positive and negative tests have passed hit Save. Benefits you'll see Higher Data Accuracy: Get cleaner, more reliable data from the moment it's entered. Reduced Manual Effort: Spend less time correcting formatting mistakes. Consistent Reporting: Build reports with confidence, knowing your underlying data is consistent. By leveraging these Regex patterns, you can significantly enhance the data integrity within Xplan!Xplan Diary ical.ics (Outlook)
Hi all Wondering if anyone can assist with the issue I am having within our business from the ical.ics invitation we receive from Xplan Diary to our Outlook accounts. We receive the invite but the "Show as" comes through as "Free" and we would like this to always come through as "Busy". Please note this is only happening from Xplan. courtney.youngblutt
14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have questions on: What is the most efficient way to stay on top of datafeeds? How to set up alerts before issues snowball? Plans for how to get them under control when you have not given them attention? If not, join myself and rob.borthwick here on Thursday, 14 August from 3pm to 4pm AEST. We've helped hundreds of practices clean up and streamline their Xplan datafeeds – and we'll be live in the thread answering your questions. Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so we'll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.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 your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new Ongoing Fee Arrangements (OFAs)? Or maybe you have feedback or questions on what we rolled out in 2024? Join me here on Wednesday 12 February from 3pm to 4pm. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies in Xplan. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help! Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.
