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Overview
Custom schemas in AdviserLogic Compliance allow you to define structured data fields that capture specific information required for your advice process. By creating a custom schema, you can tailor how compliance data is recorded, ensuring consistency across records and aligning with your practice’s regulatory requirements. This flexibility helps improve data accuracy, reporting, and overall compliance management.
💡Tip
This feature requires Administrative Tool access
How to Create a Custom Schema for Fee Uploads
What is a Schema
A schema is a tool for establishing the format of revenue statements received from product providers. AdviserLogic has implemented a range of schemas to cater to the diverse needs of different fee revenue providers as part of the fee upload process.
If you are using one of these providers, please use the existing schema type by following the Fee Upload Instructions or the Mapping and Merging instructions.
Creating a Custom Schema
Occasionally, a custom schema will be required. If, when uploading a Fee Revenue file into AdviserLogic, a No Schema error notification is activated then a new Custom Schema is needed.
To ensure a seamless and efficient schema-building process, please send all schemas to [email protected].
This allows the AdviserLogic team to create a custom schema that perfectly fits your requirements this will also ensure accuracy and reduce the likelihood of errors.
We kindly request that you do not skip this vital step to avoid any issues down the line.
⚠️Important
XLXS, XLS and CSV formats are acceptable for upload.