Forum Discussion

rob.borthwick's avatar
rob.borthwick
Icon for Iress Team rankIress Team
3 months ago

AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!

Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...
advice production
xplan
rob.borthwick's avatar
rob.borthwick
Icon for Iress Team rankIress Team

Hi @carolyn.pretorius

Thanks for your questions.

1 – Without knowing the specifics of your situation I am going to assume that you had a conversion done that brought through the Insurance Policies initially. It has been identified that there was an issue with the Conversion process that resulted in causing the datafeeds to duplicate cover details. Please contact Iress support to assist with this.

2 – I would need an example to be able to look into this further.

3 – There are currently about 20 datafeeds that supply Insurance data. Iress continues to work with Insurers to get more datafeeds. We currently have projects underway with Neos to get datafeeds for MLC Life & NobleOak which will be available prior to end of year.  We are also in early stages of discussions with Metlife.   Which other Insurers are you after?

carolyn.pretorius's avatar
carolyn.pretorius
Exploring Newcomer
3 months ago

Hi Rob,

1 - the policy came through only from the datafeed, have deleted and re-mapped/refreshed but it still comes back on with multiple lines and incorrect amounts but the insurer portal is correct.

2 - We have a ticket for this but neither the insurer or Iress could resolve.  I can send you screen shots and an explanation?

3 - we are in New Zealand, so NIB, Southern Cross, Chubb Life, Resolution Life (who used to have one), Unimed and AIA (not Sovereign).

Thanks 

  • rob.borthwick's avatar
    rob.borthwick
    Icon for Iress Team rankIress Team
    3 months ago

    Hi Carolyn,  

    If you can provide me the Iress Support ticket reference (ISD), I can take a look

     

    • carolyn.pretorius's avatar
      carolyn.pretorius
      Exploring Newcomer
      3 months ago

      Thanks ISD-23829

      • rob.borthwick's avatar
        rob.borthwick
        Icon for Iress Team rankIress Team
        3 months ago

        Thanks  .   Ill have a look at get back to you on this one later.

        Re the Insurers.  

        - Resolution Life unfortunately decided that they will not continue the datafeeds going forward

        Over the years, we have had discussions with several of those insurers, however it hasn't eventuated in them developing a datafeed.   My recommendation is to contact your BDMs at those insurers, and keep pressuring them to do a datafeed.  

Related Discussions

Recent Discussions