![]() Raising an RFC to configure the Xplan site to access the correct ID3 Global site.For example, an individual may be associated with an individual client record for their personal advice, but also associated as a director or key person with a separate company client record. ![]() A history of all checks run against an individual will be kept, regardless of which client record the individual is associated with.The response from the identity check can be used, via case manager, to activate further benchmarks which may be required to complete the client / case file.Allows the user to demonstrate that they have performed an identity check by adding the result to a case manager.Results are brought back for each individual on the client record, and an overall result, representing the ‘worst’ result from within that group of individuals, is also determined.The system will return the result from GBG in a single pdf document which is attached to a document note against the client file.If multiple profiles are available the system can either guide the user to which identity check is due to be run against each individual or allow the user to choose which check to select (this is subject to how the Xplan administrators have configured the site).Add further individuals to a check as and when required (provided the individuals are already set up in Xplan and you have access to them).Identify the individuals to run a check against.Once the site has been configured the Xplan EID&V integration allows the user to perform a number of functions:. Iress are not involved in the agreement or the set-up and administration of the bespoke profile on the GBG portal. Alternatively, if a “bespoke” profile or profiles are required then a direct agreement can be undertaken with GBG.This PowerPoint includes details of the decision bands used in the generic check The following PowerPoint has been supplied by GBG to give an overview of how the generic profile works. The generic profile is charged on a per click basis by GBG. It is made up of the following “item checks”:. This single profile is based on the current Exchange Electronic ID & Verification profile which also uses a GBG integration. Firms can use a generic Electronic ID & Verification profile supplied via Xplan.There are 2 possible methods for integrating with the GBG via Xplan:. This integration uses GBG's ID3 Global (id3global) service offering. Within Xplan it is possible to carry out an Electronic ID & Verification check for a client using an integration with the GBG. The integration will not work on multi-tenanted sites NB The integration is only for use by firms who: Have their own Xplan site. 17Ĭonfiguration Required for Electronic Identity & Verification (EID&V) Manual Identification & Verification (Optional) 13.XPLAN Credentials to configure a site to use EIV&V.Release Information: IressNet and DatafeedsĬonfiguration Required for Electronic Identity & Verification. Platform Summaries: IressNet and Datafeeds ![]() Available Datafeeds: IressNet and Datafeeds
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