| 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 |
Iress Mapping Documentation - AU
Jamie Phelps