CFS Edge Datafeed | Issue: No client data (Resolution Steps)

Problem

The advisor has registered for the CFS Edge datafeed and the advisor code is loaded in Xplan. However, no client / account data is appearing.

Access the CFS Edge portal

There are few things the advisor needs to do to ensure the feed is enabled and that clients are also enabled individually.

1 - Setting & managing adviser integration preferences

When advisers are first onboarded to Edge, they are encouraged to set up their integration preferences before onboarding their first client. This ensures that the list of enabled integrations appears in the account creations wizard [to capture client consent for data sharing].
1. Navigate to the EPI maintenance screen ‘Admin > EPI files’
2. Complete the registration online by:

I. Selecting ‘Adviser integrations’ from the list of preferences you want to manage
II. Entering the adviser code you want to manage (if you are logged in as an adviser, this will default with your adviser details)
III. Tick the integrations you want to enable

3. Save the integration preferences

2 - Enabling client consent during the account creation process

I. Select yes to acknowledge the adviser has sought consent from the client for data sharing, enabling the ability to select integration options. This acknowledgement will appear on the client application.
II. Select from the list of integration options that have been enabled.
III. Complete the application process

Example below

3 - Enabling & maintaining client consent post account creation

1. Navigate to the EPI maintenance screen ‘Admin > EPI files’
2. Complete the client consent process by:
   I. Selecting ‘Account consent’ from the list of preferences you want to manage
   II. Entering the account number
   III. Changing the consent radio button from ‘No’ to ‘Yes’
   IV. Tick the integrations you want to enable
3. Save the client consent

4 - Creating inception files

Re-sends all data again from inception and overrides any data previously sent via the EPI feed
Why initiate an inception file?
• If there is something wrong with the data (data isn’t matching between CFS Edge and the adviser’s software)
• Change of adviser (new adviser would need to request inception file)

Steps to generate an inception file

1. Navigate to the EPI maintenance screen ‘Admin > EPI files’
2. Create an inception file by:
   I. Selecting if the inception file is for all accounts under an adviser or a specific account
   II. Entering the adviser or account details
   III. Tick the integration/s you want to generate for a file
   IV. Selecting if you want to generate file with all account data back to origination or for a specific date range
   V. Choose to send the file to the software provider or to download the file