Not all fields in the Genovo Client library are currently integrated. This could be for one of two reasons:


1) There is no corresponding field in Xplan e.g. Client Currency

2) The field isn’t currently available via the Xplan API e.g. Occupation


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


Private Client


Genovo FieldXplan Data
TitleTitle
First NameFirst Name
Last NameSurname
Date of BirthDate of Birth
No of Financial DependantsAggregated numeric total of client's financial dependants
Monthly Gross IncomeAggregated total of client’s gross incomes, presented as a monthly amount.
Monthly ExpenditureAggregated total of client’s expenditure, presented as a monthly amount.
Address 1Address 1
Address 2Address 2
Address 3Address 3
CityTown
CountyCounty
PostcodePostcode


Corporate Client

 

Genovo FieldXplan Data
Company NameCompany Name
Company StructureCompany Type
Address 1Address 1
Address 2Address 2
Address 3Address 3
CityTown
CountyCounty
PostcodePostcode


Trust Client

 

Genovo FieldXplan Data
Trust NameTrust Name
Type of TrustTrust Type
Address 1Address 1
Address 2Address 2
Address 3Address 3
CityTown
CountyCounty
PostcodePostcode


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