Xplan Datafeed Request Information

Xplan Datafeed Request Information – “Incorrect Data for Client”
INSTRUCTIONS:
1. Complete the below information in the table provided:
2. The request cannot be looked at without the following:
  1. A transaction & Valuation report from the Fund Manager site
  2. A transaction & Valuation report from the Xplan Site
  3. Adviser Name **AND** Adviser ID
    Affected Client Name **AND** Client ID
3. Email the Details to xplansupport@iress.com.au
4. Request a TASK ID from Xplan Support
Client Site URL
Login Details
Xplan Version
Detailed Summary of Issue
List Adviser Codes here
Adviser Name

First NameLast Name
Adviser ID
Sample Affected Clients include in this task
Client Name

First NameLast Name
Client Entity ID
Account Number
Missing/Incorrect Transaction(s) is/are
Have you referenced the Datafeed Troubleshooting Guide in the help menu

YesNo
Are there any date locks?

YesNo
Performed refresh?

YesNo
Identify incorrect/missing data?

YesNo
Attached supporting documentation

YesNo
supporting documentation

Browse Files

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