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 Field | Curo Data |
|---|---|
| Title | Title |
| First Name | First Name |
| Last Name | Last Name |
| Salutation | Known as |
| Date of Birth | Date of Birth |
| Marital Status | Marital Status |
| Number of Financial Dependants | No. of Children who are financially dependent. |
| Occupation | Occupation Info |
| Employment Status | Employment |
| Desired Retirement Age | Retirement Age |
| Tax Status | Tax Rate |
| Monthly Gross Income | Annual Income / 12 |
| Monthly Net Expenditure | Annual Expenditure / 12 |
| Monthly Net Disposable Income | Surplus Income / 12 |
| Smoker | Smoker? |
| State of Health | Health Status |
| Up to Date Will | Client has Will |
| Vulnerable Client? | Special Care Applies |
| Power of Attorney Granted? | POA Activated |
| UK Resident for Tax? | UK Resident |
| Ordinary Residence | Residency |
| UK Domiciled? | UK Domicile |
| Domicile | Domicile |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3Town | Address 3 |
| City | Town / City |
| County | County |
| Postcode | Postcode |
The integration will pull through the client's correspondence address from Curo.
Corporate Client
| Genovo Field | Curo Data |
|---|---|
| Company Name | Account Name |
| Company Structure | Business Type |
| Primary Business Activity | Industry |
| Annual Turnover | Turnover |
| Number of Employees | No. of Employees |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| City | Town / City |
| County | County |
| Postcode | Postcode |
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 Field | Curo Data |
|---|---|
| Trust Name | Account Name |
| Type of Trust | Trust Type |
| Address 1 | Address 1 |
| Address 2 | Address 2 |
| Address 3 | Address 3 |
| City | City |
| County | County |
| Postcode | Postcode |
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.