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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 an Income Orphan record in AdviserLogic go to Tools > Administrative Tools > Data Import - Map Orphan Record > Map Orphan Record - Income.
💡Tip
You must have access to Administrative Tools to use the Map Orphan Record feature.
The landing screen will show a list of Unmapped Income files, with several mapping and managing options.
You can also choose whether to view Mapped or Discarded Income records.
The list will show the existing unmapped Income as a default.
These options allow you to reverse any previous mapping that may have been completed incorrectly in the case of discarded records, or export data into an Excel Report.
Unmapped Income Records
There are two ways to map an unmapped orphan Income record.
Quick Map
To quickly map individual Orphan Income records, select the quick map clock icon from the second column on the line item to be mapped.
Select the Income Type from the drop-down. Search for the client the orphan income belongs to by typing their name or ADLID in the client field and selecting the client from the populated list.
📌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 Income to the allocated client and apply the income type to the Client's Income screen.
Bulk Map
To Bulk Map multiple Orphan Income records to a single client, select the tick box from the first selection column for each line item, and then Bulk Map from the top right of the window.
Select the Income Type from the drop-down. Search for the client the orphan income belongs to by typing their name or ADLID in the client field and selecting the client from the populated list.
📌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 Income to the allocated client's Income screen.
Editing an Orphan Income File
Occasionally, the reason the file was orphaned, is 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 quickmap Instructions |
| Manually type a Description that will be reflected in the Income Screen |
| Choose the Income Type from the dropdown |
| Manually Type in the revised amount |
| Manually Type in the Frequency as Yearly, Monthly, Fortnightly, or Weekly |
| Select the correct date from the dropdown |
| Select the correct date from the dropdown |
Non-EditableFields
| Shows the record status in the orphan records section - Mapped, Unmapped or Discarded |
| Editable via the edit Income screen in Fact Find |
These fields are reflected in the Income and Edit Income screens. Fields that are uneditable in the Orphan Screen can be edited in the Income section, except Status, which relates to the records status within the orphan screens.
Discard
To Discard an Orphan Income 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.
Export UnMapped
Selecting Export will export an Excel file of the existing Unmapped Orphan Income records.
Mapped Income Records
The Mapped Screen will show a list of Income records that have recently been Mapped to clients.
📌Note
There is no provision to unmap records mapped to client accounts, so please ensure the right client is being mapped in the mapping stage by following the mapping instructions.
Export Mapped
Selecting Export will export an Excel file of the Mapped Orphan Income records.
Discarded
The Discarded section houses previously discarded Orphan Income records.
Unmap Discarded Records
If you need to restore an orphan record that was previously discarded, you can select Unmap from the second column on the line item to do so.
The file will move back to the UnMapped section.
Export Discarded
Selecting Export will export an Excel file of the Discarded Orphan Income records.
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 fee as this mapping cannot be undone.
Delete Incorrectly Mapped Orphan File
If you map an Orphan File incorrectly, delete it from the client's Fact Find > Income section by selecting the line item and then Delete.
