Troubleshooting Issues With Mapped Entities in AdviserLogic Data Feeds
Data feeds in AdviserLogic allow for seamless integration and management of entity data, playing a vital role in effective portfolio administration. Occasionally, mapped entities may not appear as expected. This guide walks through step-by-step troubleshooting to address such issues.
Why Are Mapped Entities Missing in AdviserLogic?
Mapped entities may fail to appear in AdviserLogic for several reasons, such as incomplete mapping processes, delays in update synchronization, or incorrect account code associations. Here are common scenarios and solutions:
Scenario 1: Incomplete Data Feed Mapping
Confirm that the mapping process has been fully completed in AdviserLogic.
Review your data feed screen to check for pending entities that are yet to be mapped.
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Scenario 2: Specific Entity Mapping (e.g., Provider-Based)
An account code might be tied to a specific provider or entity, such as ‘Macquarie Super Consolidator II - Elevate.’ As a result, the entity details appear under that entity and not directly under the client.
Verify who the account code belongs to and confirm how it has been mapped.
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How to Resolve Visibility Issues
Follow these steps to troubleshoot and regain access to missing mapped entities in AdviserLogic:
Verify Account Code Association - Ensure the correct account code has been applied to the appropriate entity. - Review provider or entity details to confirm proper linkages.
Refresh Data Feed Entries - Delays or system lags may result in temporary visibility issues. - Refresh or synchronize your data feed to trigger updates. Add source:
Confirm Entity Mapping - Ensure the data feed mapping has been properly aligned with the intended provider. Misalignment may cause mapped details to remain hidden. Add source:
Check for Pending or Unmapped Entities - Look for any entities in your data feed screen that still require manual mapping or confirmation before they become visible. Add source:
When to Seek Advanced Support
If you’ve completed the above steps and the problem persists, consider the following:
Double-Check Data Associations: Entity and account information should always be correctly matched and linked to the provider.
Contact AdviserLogic Support: Persistent visibility issues may require expert assistance to identify underlying platform or feed-related abnormalities.
Conclusion
Mapped entities play a key role in leveraging data feeds successfully. By verifying mapping configurations, refreshing entries, and reviewing provider associations, most issues can be resolved without requiring advanced support. For persistent problems, reaching out for technical guidance ensures smooth operations. Stay proactive by regularly checking mappings and maintaining up-to-date configurations in AdviserLogic.
Related Topics:
Setting Up and Managing Data Feeds in AdviserLogic
Troubleshooting AdviserLogic Integration with External Providers