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Overview
Orphan records are database entries left without a parent association, typically due to errors or inconsistencies during data handling processes.
These records occur when importing data from third-party sources, where relational links are broken or not properly established. For instance, in a relational database, if a record refers to a parent entry that no longer exists or was not imported correctly, it becomes an orphan.
Navigation
To map a Client/Partner Orphan record in AdviserLogic go to Tools > Administrative Tools > Data Import - Map Orphan Record > Map Orphan Record - Client/Partner.
The landing screen will show a list of Unmapped Client/Partner files, with additional mapping and managing options. These options allow you to remap discarded records, or export data into an Excel Report.
Selecting the tickbox next to Show Discarded will allow you to view Discarded records in the same list.
📌Note
The list will show the existing unmapped Client/Partner as a default.
Unmapped Client/Partner Records
To quickly map individual Orphan Client/Partner records, select the quick map clock icon from the second column on the line item to be mapped.
Select the Client/Partner Type from the drop-down. For Client/Partner Types that require Mapping, search for the client the orphan Client/Partner belongs to by typing their name or ADLID in the client field and selecting the client from the populated list.
There are 4 Client/Partner Types to map to.
Saves the record as a New Client record | |
Merges the information within an existing Client account | |
Saves the records as a Partner against an existing primary client account | |
Merges the information within an existing Partner account |
Save as Client
Map With Existing Client
Save as Partner
Map with Existing Partner
📌Note
Record the ADLID when mapping orphan files, this will allow you to ensure the file is mapped to the correct client by conducting a client search.
Clicking the Clock Icon at the right end of the pop-up will map the Client/Partner to the allocated client.
Editing an Orphan Client/Partner File
Occasionally, the file is orphaned due to incorrect or incomplete data, and you will want to edit the file before mapping.
To do this select the column of the line item you wish to edit and either enter the value or select it from the options provided.
Editable Fields
| Follow the mapping Instructions |
| Manually Type the Corrected client name |
| Select from the drop-down option the correct Date of Birth |
| Select from the drop-down option the correct Marital Status |
| Manually Type the Client's ABN Number |
| Manually Type the Client's TFN |
| Manually Type the Client's Mobile number |
| Manually Type the Client's Email Address |
| Manually Type notes that will show in the Client's File note section |
Non-EditableFields
| Shows the record status in the orphan records section - Mapped, Unmapped or Discarded |
Selecting this option shows a list of orphan records related to Investments, Liabilities, Income, Expenses and File Notes that relate to this Client's Record | |
| Editable within the Client's fact Find once mapped |
| References when the file was imported |
| Shows the third party the data derived from |
📌Note
Fields that aren't editable in the Orphan Screen can be edited in the Client/Partner Fact Find - Personal Section, except Status, which relates to the status of the record within the orphan screens.
More Details
Discard
To Discard an Orphan Client/Partner record select the tick box from the first selection column for each line item, and then Discard from the top right of the window.
A confirmation notification will show, select Yes to continue discarding the file or Cancel to return to the Unmapped screen.
The file will be moved to the Discarded section, to view discarded records select the Show Discarded tick box at the top of the screen.
Export UnMapped
Selecting Export will export an Excel file of the existing Unmapped Orphan Client/Partner records.
Discarded Records
The Discarded section houses previously discarded Orphan Client/Partner records. These can be viewed by selecting the Show Discarded Tickbox at the top of the window. Discarded files will have Discarded as the Status.
Discarded Records can be mapped like unmapped records by following the mapping instructions.
Export Discarded
Selecting the Show Discarded option and then Export will export an Excel file of the Unmapped and Discarded Orphan Client/Partner records. To see the Discarded records please sort the Status on the Excel report.
ADLID Client Search
When mapping a client account, make a note of the client's ADLID to ensure you have the correct client. This can be found on the client's Fact Find - Internal > Account Codes section.
You can also find the client's ADLID by going to the Client Search and entering the client's name, searching and finding the ADLID in the results.
This ensures that you have the correct client when mapping the client orphan as this mapping cannot be undone.
Delete Incorrectly Mapped Client
It is not possible to delete a client in AdviserLogic. If you have incorrectly created a client you will need to change the client category and hide the client via Fact Find > Internal.
To remove a Partner account you will first need to split the partner from the primary client, then apply the above solution.