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Contact AIA

Phone - 1800 805 686 (Adviser Contact Centre)

Address - PO BOX 6111. Melbourne VIC 3004

Website - Website: https://www.aia.com.au/

Type	Insurance
Updated	Weekly
Supported Products	AIA Vitality
Available Information	Policy Details

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Register the Datafeed

Select Datafeed Registration/Cancellation.

Select AdviserLogic from the list of Datafeed options below, select Submit:

You will receive a confirmation message. Please follow the stage 2 instructions.

Stage 2

Setup Datafeed in AdviserLogic

When you have the current datafeed credentials, you will need to follow the Setup Datafeed Instructions for AdviserLogic.

Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.

.

Select AIA from the drop-down menu.

Add your 9-digit Adviser Code in the available fields.

The datafeed should be live within 72 hours. Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.

The last file received date should be within a few days of the current date.

Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.

If the last file received date is over a week in the past, or if the Password Current date is marked with a red cross, you will need to contact your provider to update the credentials entered.

💡Tip

It is a good idea to determine the code's expiry date from your provider, and set a task for the following year to prevent datafeed interruptions.

If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.

Stage 3

Map Client Accounts

Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.

Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.

Select the Adviser Code from the dropdown. option.

Search for the individual, and select the Map options.

Select the Map button. Choose From:

Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.

Existing - To map the datafeed to an existing client. Recommended

Joint - To map the account code with the joint entity.

Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.

📌Note

Avoid mapping to the superannuation entity, as AdviserLogic creates this after the account is mapped.

Always map to the Client’s Name, SMSF, or Trust.

If Super Is the Policy Owner

When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.

Please ensure that the relevant super fund account is already present in the client's superannuation section.

General Information

What information does this feed provide?

Insurance policy information
This Datafeed updates weekly.

What information is not available?

Investment Details: Unit Balance and Transactional Data, including purchases, redemptions and distributions.
Superannuation Details: including Product Type, Start Date, and Account Number.
Personal Information beyond name and date of birth.
Comminsure data - AIA has confirmed this data will be included in future releases