AdviceOS API - List of possible values

ClientInfo

Advisory Type

  • Financial Planning Adviser
  • Lending Adviser
  • Risk Adviser
  • General Insurance Adviser
  • Primary Accountant
  • Corporate Benefits Adviser
  • Paraplanner
  • GrantAccess
  • Key Relationship Manager

Address

State

  • Unknown
  • New South Wales
  • Victoria
  • Western Australia
  • Queensland
  • South Australia
  • Australian Capital Territory
  • Northern Territory
  • Tasmania
  • Overseas address

ClientPerson

Salutation

  • Mr
  • Mrs
  • Miss
  • Ms
  • Dr
  • Other
  • Prof
  • Rev
  • Unknown

Health

  • Poor
  • Average
  • Good
  • Excellent
  • Unknown

Occupation

    Please contact Midwinter admin to get possible values

EmploymentType

  • Contractor
  • Freelance
  • Full time
  • Home duties
  • Not employed
  • Part time/Casual
  • Permanent part time
  • Retired
  • Self employed
  • Student
  • Unemployed
  • Unknown
  • Volunteer

FsgDeliveryMethod

  • Client portal
  • Email
  • In person
  • Postal
  • Unknown

AMLVerified

  • Unknown
  • Yes
  • No
  • Required
  • Incomplete
  • Locked

ElectronicAddressType

  • Home phone
  • Work phone
  • Fax
  • Email
  • Website
  • Mobile phone

ClientGroup

MaritalStatus for Client group with Primary and Spouse Client Persons

  • Unknown Relationship
  • Married
  • Defacto
  • Partnered

MaritalStatus for Client group with Single Client Persons

  • Unknown Single
  • Single
  • Divorced
  • Widowed
  • Married
  • Separated
  • Defacto
  • Partnered

SegmentName

  • Unallocated
  • Prospect
  • Platinum
  • Gold
  • Silver
  • Bronze

ClientEntity

NonIndividualType

  • Company
  • Self Managed Super Fund
  • Trust

TrustType

  • Discretionary
  • Fixed
  • Hybrid
  • Other
  • Unit

PersonalAsset

AssetTypeName

  • Residential property
  • Contents
  • Other
  • Motor vehicle

Loan

LoanTypeName

  • Home loan
  • Investment loan
  • Margin loan
  • Personal
  • Credit card
  • Other loan

RepaymentTypeName

  • Principal and Interest
  • Interest Only
  • Line of Credit

Insurance

PolicyProviderName

    Please contact Midwinter admin to get possible values

StatusName

  • Recommended
  • Inforce
  • Quote
  • Cancelled
  • Lapsed
  • Declined
  • Quote provided
  • Moved advisers
  • Quote
  • Alternative
  • Under claim
  • Underwriting
  • Pending
  • Deferred
  • Void

ProductLevelName

  • Basic
  • Other
  • Premium
  • Standard

PaymentMethodName

  • Direct debit
  • Cheque
  • Credit card
  • Super fund
  • Super contribution
  • Other Debit card

PaymentFrequencyName

  • Annually
  • Bi-Annually
  • Quarterly
  • Monthly

PremiumBasisCode

  • Stepped
  • Level
  • Stepped and Level
  • None
  • Blended
  • Rate for Age
  • Salary-based
  • Unitised

CoverAdviceName

  • Cover advised as calculated
  • Cover designated by client
  • Cover reduced for premiums

InsuranceCovers

Code Name RetailParameter
Life Life TermSI
TPD Total and Permanent Disability TPDSI
Trauma Trauma TraumaSI
IP Income Protection IPMonthlyBenefit
BE Business Expenses BEMonthlyBenefit
Child trauma Child trauma ChildTraumaSI

CoverStructureType

  • Ordinary
  • Super
  • Group

InsuranceOptions

CoverType CoverCode ParameterName Code Value ValueCode
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Any A
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Own O
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Modified Terms MT
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Home Duties X
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Activities of Daily Living ADL
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Domestic Duties DD
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn General G
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Non-Working NW
Total and Permanent Disability TPD Any or Own Occupation TPD AnyOwn Business B
Income Protection IP IP Waiting Period IPWaitPer 30 days 30
Income Protection IP IP Waiting Period IPWaitPer 14 days 14
Income Protection IP IP Waiting Period IPWaitPer 60 days 60
Income Protection IP IP Waiting Period IPWaitPer 90 days 90
Income Protection IP IP Waiting Period IPWaitPer 180 days 180
Income Protection IP IP Waiting Period IPWaitPer 365 days 365
Income Protection IP IP Waiting Period IPWaitPer 720 Days 720
Income Protection IP IP Waiting Period IPWaitPer 730 days 730
Income Protection IP IP Waiting Period IPWaitPer 2 years 2
Income Protection IP IP Waiting Period IPWaitPer 21 days 21
Income Protection IP IP Waiting Period IPWaitPer 45 days 45
Income Protection IP IP Waiting Period IPWaitPer 120 days 120
Income Protection IP IP Benefit Period IPBenPer To age 65 65
Income Protection IP IP Benefit Period IPBenPer 1 year 1
Income Protection IP IP Benefit Period IPBenPer 2 years 2
Income Protection IP IP Benefit Period IPBenPer 5 years 5
Income Protection IP IP Benefit Period IPBenPer To age 55 55
Income Protection IP IP Benefit Period IPBenPer To age 60 60
Income Protection IP IP Benefit Period IPBenPer To age 70 70
Income Protection IP IP Benefit Period IPBenPer Lifetime 99
Income Protection IP IP Benefit Period IPBenPer To age 67 67
Income Protection IP IP Benefit Period IPBenPer 180 days 180
Income Protection IP IP Benefit Period IPBenPer 6 years 6
Income Protection IP IP Benefit Period IPBenPer 10 years 10
Income Protection IP IP Benefit Period IPBenPer to age 80 80
Income Protection IP IP Benefit Period IPBenPer 3 years 3
Income Protection IP Agreed Value or Indemnity Agreed Indemnity I
Income Protection IP Agreed Value or Indemnity Agreed Agreed A
Income Protection IP Agreed Value or Indemnity Agreed Endorsed Agreed Value EA
Income Protection IP Agreed Value or Indemnity Agreed Extended Indemnity EI
Income Protection IP Agreed Value or Indemnity Agreed Guaranteed Agreed Value GAV
Business Expenses BE BE Waiting Period BEWaitPer 30 Days 30
Business Expenses BE BE Waiting Period BEWaitPer 14 Days 14
Business Expenses BE BE Waiting Period BEWaitPer 60 Days 60
Business Expenses BE BE Waiting Period BEWaitPer 90 Days 90
Business Expenses BE BE Benefit Period BEBenPer 1 Year 1
Business Expenses BE Agreed Value or Indemnity BEAgreed Indemnity I
Business Expenses BE Agreed Value or Indemnity BEAgreed Agreed A
Child trauma Child trauma Number of Children ChildNum 1 1
Child trauma Child trauma Number of Children ChildNum 2 2
Child trauma Child trauma Number of Children ChildNum 3 3
Child trauma Child trauma Number of Children ChildNum 4 4
Child trauma Child trauma Number of Children ChildNum 5 5

InsuranceChannelCodes

Channel Structure
Code Policy type Ordinary Super Hybrid Group
RO Risk Only Y Y Y N
MT Master Trust N Y N N
IF Industry Funds Y Y N Y
IP Invest Platforms N N N N
SP Super Platforms N Y N N

Objective

Status

  • Achieved
  • Advice completed
  • Advice referral
  • Current
  • Future goal
  • Inactive

Timeframe

  • Long term
  • Medium term
  • Now
  • Short term

Holding

StructureName

  • Unknown
  • Superannuation
  • Pension
  • Investment

ProductCode

  • Rest ABP
  • REST Super
  • REST Corporate

InvestmentStructure

  • Ordinary
  • Funeral Bond
  • Insurance Bond
  • Whole of Life
  • Endowment
  • Cash Management Trust
  • Term Deposit

HoldingItem

Sector

  • Unknown
  • Altern
  • AuFixInt
  • AuShare
  • Cash
  • IntlFixInt
  • IntShare
  • MultiSec
  • Property

File

FileType

  • Template
  • File
  • Commissions
  • Workflow
  • Filter

FileStatus

  • Draft
  • Client approval pending
  • Client approved
  • Client approval required
  • Manager approval required
  • Manager approval pending
  • Manager approval rejected
  • Client rejected

Extension

  • unknown
  • bmp
  • gif
  • jpeg
  • jpg
  • png
  • tif
  • tiff
  • doc
  • docx
  • pdf
  • pptx
  • xlsx
  • xls
  • csv
  • xml
  • html
  • txt
  • zip
  • mp3
  • wma
  • wav
  • wmv
  • avi
  • mp4
  • mpeg
  • mpg
  • qt
  • msg
  • mht
  • jnt
  • htm
  • ppt
  • pia
  • dat
  • exe
  • snp
  • myo
  • ht
  • mdi
  • rtf
  • jpe
  • bin

CashFlow

PaymentType

  • General expenses
  • Deductible expenses
  • Non-cash deductible expenses
  • Mortgage repayments
  • Investment loan repayments
  • Personal loan repayments
  • Credit cards
  • Car loan repayments
  • Other repayments
  • Calculated tax
  • Other tax
  • Investment contributions
  • Investment expenses
  • Savings
  • Advice expenses
  • Other investment expenses
  • Personal insurance deductible
  • Personal insurance non-deductible
  • Health insurance
  • Home and contents insurance
  • Vehicle insurance
  • Other insurance expenses
  • Post-tax super contributions
  • Pre-tax super contributions
  • Alcohol
  • Cigarettes
  • Clothing
  • Donations
  • Gifts
  • Hobbies
  • Holidays
  • Mobile phone
  • Movies/DVD
  • Personal grooming
  • Sport
  • Subscriptions
  • Other personal expenses
  • Water rates
  • Electricity
  • Gas
  • Internet
  • Telephone
  • Cable TV
  • Other utility expenses
  • School fees
  • Books
  • Uniforms
  • Child minding
  • Extra curricular activities
  • Self education
  • Other education expenses
  • Eating out
  • Groceries
  • Other food expenses
  • Doctor
  • Dentist
  • Optometrist
  • Alternative therapies
  • Other medical expenses
  • Petrol
  • Public transport
  • Vehicle maintenance/repairs
  • Vehicle registration
  • Other transport expenses
  • Rent
  • Land rates
  • Maintenance/repairs
  • Other home expenses
  • Other expenses
  • Salary
  • Investment
  • Centrelink
  • Pension
  • Business
  • Annuity
  • Other income
  • Tax free income

Frequency

  • Annually
  • Bi-Annually
  • Quarterly
  • Monthly
  • Fortnightly
  • Weekly

Asset Type

  • Holding
  • Cash Account
  • Australian Shares
  • International Shares
  • Managed Fund
  • Cash/Term Deposit
  • Investment Property
  • Other

Preferred Contact Method

  • Address
  • Home phone
  • Mobile phone
  • Work phone
  • Email

Pep Status

  • Yes
  • No

Client Type

  • Prospect
  • Advice now
  • Relationship - AOD
  • Intrafund
  • Not Applicable
  • Product Only
  • Aware Super Internal Only