User Capabilities – Datafeeds

Created by Violet Sabo, Modified on Fri, 30 Jun, 2023 at 10:27 PM by Violet Sabo

User capabilities control the permissions that each user has within Xplan. As with all modules within Xplan, users require specific capabilities to use and/or manage Datafeeds.

Setting of capabilities needs to be done for each Site Datafeed Administrator, Firm Datafeed Administrator, Adviser and/or users supporting advisers.

This article guides you through the process of configuring users with the required Capabilities for datafeeds.

Capability	Functionality	Recommended for
Access Stale Accounts Report	Allows a user to view and use the datafeeds Access Stale Accounts Report. This report will identify clients \ accounts that have not had any data supplied by the Platform in a defined number of days	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Administer External Adviser ID’s	Allow a user to add, modify, delete Adviser Mappings for other users.	Site Datafeed Administrator Firm Datafeed Administrator
Configure System Datafeeds	Allow a user to configure datafeeds including setting the Default Values and creating Schedules per datafeed provider.	Site Datafeed Administrator
Datafeed Adviser Summary Report	Allow a user to access the datafeed Adviser Summary report.	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Datafeed Audit Log Report	Allow a user to access the datafeed Audit Log report.	Site Datafeed Administrator Firm Datafeed Administrator
Datafeed Reconciliation Summary	Allow a user to access the datafeed Reconciliation Summary report *It is deemed Best Practice that all users be granted access to this report.*	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Datafeed Import Summary Report	Allow a user to access the datafeed Import Summary report	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Datafeed Platform Summary Report	Allow a user to access the datafeed Platform Summary report	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Datafeeds Advanced Options	Allows a user to use additional options when performing datafeed refreshes. It allows a user to select the following options: 1. Delete existing data= YES/NO 2. Override date locks= YES/NO 3. Delete source= datafeed provider/Any Source 4. Date from: the ability to select the starting date of a refresh. Selecting this capability automatically grants Refresh Datafeed capability which Allows a user to access to perform datafeed refreshes. *It is recommended that this capability is only given to Datafeed Administrators*	Site Datafeed Administrator Firm Datafeed Administrator
Define Account Name Format	Allow a user to override the default Account name generation	Site Datafeed Administrator
Edit Datafeed Data	Allows a user to directly edit portfolio data maintained by a datafeed. This may be required if additional data against a transaction is not provided.	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Map Datafeed Clients	Allows a user to link the platform client to a Xplan client.	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support
Modify System Datafeed Field Definitions	Allows a user to modify the mappings of values (e.g. phone number types) to field definitions within Xplan where sites have altered the standard field definition setup	Site Datafeed Administrator
Modify Own External Adviser ID’s	Allows a user to add, modify, delete their own Adviser Mappings.	Adviser
Refresh Datafeeds	Allows a user to perform datafeed refreshes.	Site Datafeed Administrator Firm Datafeed Administrator
Search External Adviser ID’s	Allow a user to access to search for External Adviser ID’s.	Site Datafeed Administrator Firm Datafeed Administrator
Unmap Datafeed Clients	Allows users to unmap external clients. Selecting this capability automatically grants ‘Map Datafeed Clients’: Allows users to map external clients.	Site Datafeed Administrator Firm Datafeed Administrator
View Datafeeds	Allow a user to access\view the System Datafeed module.	Site Datafeed Administrator Firm Datafeed Administrator Adviser Adviser Support

Whilst in the capability’s module, you will see other capabilities within the Datafeeds Capability group that are not listed in the table above. These are not required for the importing of datafeeds in Xplan via IressNet, and do not need to be configured. E.g. Automate Datafeeds, Import Datafeeds, Show other Users Datafeeds