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BrentMuller's avatar
BrentMuller
Icon for Iress Team rankIress Team
3 months ago

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...
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dela.dzadey's avatar
dela.dzadey
Icon for Advisely Board rankAdvisely Board
3 months ago

Hi Brent, thanks for running this AMA! I have just a couple of questions from my team.

  1. Is there a way to 'refresh' a Risk Researcher scenario?
    Currently if the current policy info is input incorrectly (and the adviser has prepared the RR scenario for the SOA) there is no way to update the current position, so the only workaround is to start again from scratch which means re-inputting the needs analysis/recommendations etc.
  2. It may be a licensee specific issue as we work across multiple licenses, but some licenses have access to a 'quadrant report' that is very useful whereas others dont have this available. Is there any flexibility around creating specific reports especially for comparisons - other than the standard compare ratings, compare differences reports.

Thank you!

  • BrentMuller's avatar
    BrentMuller
    Icon for Iress Team rankIress Team
    3 months ago

    Hi dela.dzadey

    Thanks for the questions.

    Risk Researcher scenarios are intended to be a snapshot at the point in time.

    Updating the existing policy details could invalidate any modelling already completed within the scenario, especially where shortfalls or even entire policies are impacted.

    Creating a new scenario ensures the correct financial position is taken into account when beginning the modelling process.

    Having said that, we are monitoring adviser’s feedback around this, so the process of ‘refreshing’ is to be reviewed again, taking into account the above considerations.

    In terms of "refresh", are there specific details you are referring to, i.e. Existing policy information, client details?

     

    In regards to reports, Premium Reports (including Quadrant) are not licensee specific, all users should have access to the same reports.

    Can you please ask the user to raise this with our support team so it can be investigated further.

     

    Thanks

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