Planit:Upload RPM
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How to Extract data from RPM Open and import it into PlanPlus Planit
Integration with RPM Open
The integration with RPM Open will help simplify your life by being able to do an automated import of your clients, accounts, product data and much more. This integration feature will be a huge time saver for you in creating client financial planning reports.
First off let us explain what exactly comes into the PlanPlus Planit from RPM Open. When you bring in a client for the first time from RPM Open, you capture all of their personal information, information about their accounts and all the holdings inside those accounts. Before you even start the import process, you have to be sure you know what your client’s household report in RMP.
To help ensure successful client data integration, we have documented the steps involved in this process. Be sure to have this document handy when you do this the first time so you can follow the steps one by one.
The full integration process actually occurs in four steps:
1. Data Extract
2. Importing Client Data into PlanPlus Planit
3. Search for your client
4. Client Import Maintenance
Step 1- Data Extract
In order to perform a RPM Open import into PlanPlus Planit, you must first have performed the data export process from your client data software. This document outlines the process for creating a “Household Report” that is required in order to perform the import into the PlanPlus Planit.
- Select “Launch Report” option under “Actions”.
- From the “Operations Reports” drop-down list select “Household List Report” option and click on “Launch”.
- Select “Dealer Code” option and click “Edit Field”.
- Type in the appropriate “Dealer Code” value and click “OK”.
- Select “Tab-delimited” file type option
- Click on “Submit” to generate the “Household List” Report
- Give the report a dated name for easy reference (e.g. “072809 – Upload”) and click “OK”
- Generate the report by clicking “Ok”
- Select “All” option and click on “Search” to confirm the request for the report is in process.
- The named report is confirmed as “Scheduled” by the Report Manager.
Step 2 – Importing Client Data into the PlanPlus Planit
PLEASE NOTE: You must have your dealer code, branch code and agent code inputted on your account. If this has not been done you must contact the administrator of the site to do so.
The “Upload File RPM Open” screen will allow you to upload your newly created “Household Report”. Please locate your Household report by selecting the "Browse" button. A choose file window will open. Here you will browse to your household report. Once you have located this file, click "Open" on the window. This will bring you back to the “Upload File – RPM Open” screen showing you the path to your household report. Simply hit "Upload” you will then be presented with a screen telling you if your file has been uploaded successfully.
Now you should simply click the “Import” button and when the import is completed you can just click the “Complete” button, which will return you to the home page.
Step 3 - Searching for Clients
To search for clients you are going to locate the “Client Search” which is located on the left side menu bar. This screen is where you can search for existing clients or where you will search for clients that you brought in from RPM Open’s back office.
The client search page is shown below with an option to search in RPM Open. You will select this option to pull in your new client which you have created from RPM Open. You can refine your search with a client last name then click the “Search” button.
Once you have located the client you wish to bring into the PLanPLus Planit you can simply click the “Select” link next the client entry, this will begin the process of importing the client and their accounts into PlanPlus Planit.
Step 4– Client Import Maintenance
When there are 2 or more people in the “Family” and they have joint accounts, you will then see the “Client Roots” page. Below is a sample of this page where you can assign the various individuals that are going to be imported to the client, spouse and/or up to 6 dependants. To assign a root to a family member, select one or multiple roots from the "Unassigned Roots" group and select the "Assign" link to the left of the family member.
The following screenshot shows the client roots page with all the individuals assigned to the appropriate family member sections.
You’ll notice that the unassigned roots window is now collapsed with a message indicating that there are no more roots to be assigned. Clicking the “Continue” button under the collapsed unassigned roots window will start the actual import process and create the client and accounts.
When the import completes the user will be shown a summary page showing the total net worth, shown below. The user can now proceed to perform any normal planning as they would with a client they may have entered manually.
PLEASE NOTE:
- You will receive a red reminder informing you to review the birth date on the Personal Information screen
- If a husband and wife just have individual accounts and nothing is joint the import will not bring them into the client roots page. You would have to perform the Marry/Merge process. Also, if there is dependants and they have nothing jointly owned with either the client or the spouse they too will not show up in the client roots page either.
- If the client is single the client roots page does not show up and you will be directly brought to the standard summary of what was created or updated.
Organizing your Clients
When a husband and wife just have individual accounts and nothing is joint the import will not bring them into the client roots page like you saw on the previous page, this also the same with the dependants. You then need to marry or merge your clients. Because these clients have nothing jointly owned the software does not know that they are within the same family. The following instructions will show you how to do this.
Merging Two Clients without Dependants
Locate one of the two clients you wish to merge, and then go to the Personal Information screen. Change the Marital Status to either “Married” or “Common Law”, you will be presented with a message:
NOTE: The selected clients Marital Status must be set to “Single”, “Widowed” or “Divorced” to continue with the merge. You cannot merge already married clients.
If “Cancel” is clicked, the Personal Information page will refresh and spouse fields will be displayed for entry. You would do this if you were manually going to enter in the new spouse. If “OK” is clicked then the Client Search page should be displayed. On the Client Search page, enter any criteria to find the client to add as the spouse.
By clicking the “Add” link will merge this client to your chosen client.
Please note: that when a search is performed, only clients who are not married or common law are shown in this list. Also, the currently selected client in whom we are adding the spouse will not be displayed.
Once “Add” has been clicked, the Personal Information page will be displayed with the spouse information:
NOTE: The Marital Status should be set to the choice set and the clients Title, First Name, Last Name, Preferred Name, S.I.N., Sex and Date of Birth should be displayed on the screen. Also, the Representative Name in the header should now include the spouse’s name.
