Intelliflo Mapping Guide - UK

Below is the guide for how Voyant pulls data from Intelliflo and imports it into Voyant.

 

Intelliflo Object Intelliflo Field Voyant Object/Type Voyant Field Notes
Client/Lead First Name Person First Name  
Client/Lead Last Name Person Last Name  
Client/Lead Date of Birth Person Birthday  
Client/Lead Gender Person Gender  
Relationship Relationship Type Person Type Spouse -> Spouse
Child or Step Child -> Child
Civil Partner or Common Law or Engagement or Engaged or Partner -> Unmarried Partner
etc..
Asset Asset Type Voyant Item Type Determines Voyant Object and Type
Property or Investment
Asset Description Voyant Item Name  
Asset Original Value Voyant Item Purchase Value  
Asset Current Value Voyant Item Balance/Market Value  
Asset Owners Voyant Item Owners  
Income Category Voyant Item Type Determines Voyant Object and Type
Employment, Income, State Pension
Income Description Voyant Item Name  
Income Owners Voyant Item Owners  
Income Frequency Employment Frequency  
Income Employment Source Employment Employment Source  
Income Income Value Voyant Item Salary, Income, Amount Mapped using Frequency if needs converting to Annual Amount
Expenditure Frequency Expense Frequency  
Expenditure Amount Expense Amount Mapped using Frequency if needs converting to Annual Amount
Expenditure Owners Expense Owners  
Expenditure Description (default to Category) Expense Name  
Plan Owners Voyant Item Owners  
Plan Product Name, defaulting to use Policy Number Voyant Item Name  
Plan Use Holdings if applicable, default to latest value Voyant Item Balance/Market Value/Coverage Amount  
Plan Contribution Value Voyant Item Contribution Value  
Plan Contribution Frequency Voyant Item Contribution Frequency  
Plan Interest Rate Debt Interest Rate  
Plan Non Lump Sum Employer Contribution Money Purchase Employer Contribution