Iress Mapping Documentation - AU

Iress Object Iress Field Voyant Object/Type Voyant Field Notes
Client Last Name Person Last Name  
Client First Name Person First Name  
Client Birthdate Person Birthdate  
Client Gender Person Gender  
Client PartnerId and Marital Status Person Person Type Client selected during import -> Primary
Spouse/Partner is found using PartnerRefId
Marital Status Number Code determines Spouse or Unmarried Partner
Dependent Last Name Person Last Name  
Dependent First Name Person First Name  
Dependent Birthdate Person Birthdate  
Dependent Gender Person Gender  
Dependent Relation Description Person Person Type Voyant Values are Child, Grandchild, Parent, Other
Income Description Item Name  
Income Type Item Type Determines Voyant Income Object type and Type Field
Income OwnerType Item Owners "Client" -> Primary Owns
"Joint" -> Primary and Spouse Own
None -> Spouse Owns
Income Amount Item Amount/Income  
Income Frequency Item Payment Frequency  
Income Start Date and End Date Item Events Events represent Start and/or End on timeline
Income Type Item Is Taxable Certain types are automatically set as non-Taxable
Expense Description Item Name  
Expense Type Item Type Determines Voyant Expense Object type and Type Field
Expense Type Import Suggestion   Suggestion to Include or Skip during import flow
Expense OwnerType Item Owners  
Expense Amount Item Amount  
Expense Payment Frequency Item Payment Frequency  
Expense Start Date and End Date Item Events Events represent Start and/or End on timeline
Asset Description and Policy Number Item Name  
Asset Type Item Type Determines Voyant Asset/Investment Object type and Type Field
Asset Type Import Suggestion   Suggestion to Include or Skip during import flow
Asset Current Value Item Balance  
Asset Initial Value Item Purchase Value/Cost Basis  
Asset Owners Item Owners  
Asset Status     Status is used to determine if an item should be ignored and not included in the import (e.g. Cancelled, Sold)
Asset Purchase Date Property Is New Purchase  
Liability Product Name and Policy Number Item Name  
Liability Type Item Type Determines Voyant Liability Object type and Type Field
Liability Owners Item Owners  
Liability Outstanding Balance Item Balance  
Liability Repayment Amount Item Payment Amount  
Liability Repayment Frequency Item Payment Frequency  
General Insurance Policy Number Item Name  
General Insurance Type Item Type Determines Voyant Object type and Type Field
General Insurance Owners Item Owners  
General Insurance Sum Insured Income Protection - UK Only Coverage Amount Coverage Amount Type is DOLLAR
    Income Protection - UK Only Payment Frequency Coverage Payment Frequency is ANNUAL
General Insurance Installment Premium Item Premium/Periodic Amount  
General Insurance Premium Frequency Item Premium Payment Frequency  
Life Insurance Policy Number Item Name  
Life Insurance Type Item Type Determines Voyant Object type and Type Field
Life Insurance Owners Item Owners  
Life Insurance Life Sum Insured, Critical Illness Sum Insured, Income Protection Benefit, Family Income Benefit Item Benefit/Coverage Amount  
Life Insurance Total Premium Item Premium Amount  
Life Insurance Premium Frequency Item Premium Payment Frequency  
Retirement Income - AU Description Item Name  
Retirement Income - AU Type Item Type Determines Voyant Object type and Type Field
Retirement Income - AU Owners Item Owners  
Retirement Income - AU Payment and Payment Frequency Item Income/Pension Benefit  
Superannuation - AU Only Super Plan Item Name  
Superannuation - AU Only SubType Item Type Determines Voyant Object type and Type Field
Superannuation - AU Only Taxable Taxed Element Item Concessional Balance  
Superannuation - AU Only Tax Free Item Non Concessional Balance  
Superannuation - AU Only Total - (Taxable Taxed Element + Tax Free) Item Other Balance  
Superannuation - AU Only Total Balance Item Balance  
Superannuation - AU Only Contribution Sub Type Item   Determines Contribution Amount/Frequency Fields
"CE" -> Employer Contribution
"CSS" -> Contribution
"NPND" -> Post Tax Contribution
Superannuation - AU Only Contribution Amount Item Contribution Amount Employer Contribution is FIXED
Superannuation - AU Only Contribution Frequency Item Contribution Frequency Employer Contribution is Annual