Adviser logic vs xplan5/28/2023 ![]() Because its based on the life insured any policies held by Super Funds or other entities will also appear.Same data as what you see in your xplan site if you look at Insurance by cover or Insurance by life Insured (xplan element but in most sites by default under Insurance > Existing).Separates the $client and $partner policies respectively.Outputs all policies that the client is the Life Insured for.How the adviser wants to show the data can also affect the approach you take with the coding (some advisers have strong views on showing insurance by life insured vs policy owner). This is where you need to consider what you want to show and what the purpose of the report or document you are creating is. Like so many things in Xplan there are of course a variety of ways we can start to access the top level insurance information. Insurance Policy Information (Top level header data) Keep this in mind for finding information, coding and if questions of where to storage data come up, knowing this can ensure you build and guide clients to solutions that work with the system and stand the test of time. It’s essentially a sub section of each policy and this data is generally accessed by the covers() item within the insurance element so just as it is in the interface it’s a sub section in the coding too. Covers Section – This is all the underlying cover information, so all the specific details about the relevant life, tpd, trauma, income, business expense, severity cover that is accessed by clicking add or edit within a policy under the covers tab.When you click add or edit for an insurance policy, everything you can see and edit here would be the policy (top level information) and can generally be accessed by iterating over one of the insurance elements. Policy Section – This is the header information for the entire policy. ![]() The Insurance section can be thought of, both in coding and how the data is stored, as being broken up in much the same way as what you see in Xplan: Structure of the insurance data and code.If you’re struggling to remember how to or just wondering why there are so many different ways to code insurance, wonder no more as we’re going to go through a lot of them! Areas covered: Having the clients existing data in the system is half the battle won.
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