A small number of the fields in the Genovo Client library are not currently integrated. This could be for one of two reasons:


1) There is no corresponding field in Curo e.g. Client Currency; or

2) The field isn’t currently available via the Curo API.


Below is a summary of the fields that are currently integrated, showing the equivalent Curo field mapping as well as any 'translation' of Curo data that’s performed.  


Private Client


Genovo FieldCuro Data
TitleTitle
First NameFirst Name
Last NameLast Name
SalutationKnown as
Date of BirthDate of Birth
Marital StatusMarital Status
Number of Financial DependantsNo. of Children who are financially dependent.
OccupationOccupation Info
Employment StatusEmployment
Desired Retirement AgeRetirement Age
Tax StatusTax Rate
Lifetime Allowance ProtectionLifetime Allowance Protection
Monthly Gross IncomeAnnual Income / 12
Monthly Net ExpenditureAnnual Expenditure / 12
Monthly Net Disposable IncomeSurplus Income / 12 
SmokerSmoker?
State of HealthHealth Status
Up to Date WillClient has Will
Vulnerable Client?
Special Care Applies
Power of Attorney Granted?POA Activated
UK Resident for Tax?UK Resident
Ordinary ResidenceResidency
UK Domiciled?UK Domicile
DomicileDomicile
Address 1Address 1
Address 2Address 2
Address 3Town Address 3
CityTown / City
CountyCounty 
PostcodePostcode


The integration will pull through the client's 'correspondence address' from Curo.


Corporate Client

 

Genovo FieldCuro Data
Company NameAccount Name
Company StructureBusiness Type
Primary Business ActivityIndustry
Annual TurnoverTurnover
Number of EmployeesNo. of Employees
Address 1Address 1
Address 2Address 2
Address 3Address 3
CityTown / City
CountyCounty
PostcodePostcode


The integration will pull through corporate clients where the Account Type = 'Corporate' and Account Status = 'Client' in Curo.


The integration will pull through the client's 'correspondence address' from Curo.


Trust Client

 

Genovo FieldCuro Data
Trust NameAccount Name
Type of TrustTrust Type
Address 1Address 1
Address 2Address 2
Address 3Address 3
CityCity
CountyCounty
PostcodePostcode


The integration will pull through trust clients where the Account Type = 'Trust' and Account Status = 'Client' in Curo.


The integration will pull through the client's 'correspondence address' from Curo.


You’ll notice that those fields within the Genovo app that are currently available via the Curo API are clearly marked up with a green border so they are easily identified.