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Overview
If you are experiencing missing account codes or policies in the Datafeed Mapping Screen, this may prevent accurate data synchronisation. Fortunately, this issue can often be resolved by refreshing the datafeed or updating account codes.
Follow the steps below to troubleshoot and resolve this issue.
Refresh the Datafeed
Navigate to the Datafeed Section in AdviserLogic. Select the Platform and search for the client.
Select Refresh to update the latest datafeed information.
If the issue persists:
Navigate to Fact Find > Internal > Account Codes. Hover over the blue arrow on the relevant datafeed. Select Refresh again. You can also try Erase and Refresh Transactions and Erase and Refresh Investments.
Next Steps
If these steps do not resolve the issue, please contact AdviserLogic Support for further assistance.
Our team can help identify any potential data mismatches or provider-related issues affecting the mapping process.
Troubleshooting
Please read the Datafeed issues FAQ to help you resolve other common datafeed issues.