Lens is fully integrated with AdviserLogic. As soon as you enter or update information in a form field, we instantly sync those changes to AdviserLogic behind the scenes. There’s no “Save & Sync” button to press. Your data stays up-to-date automatically.
Below is a reference of Lens fields and the corresponding AdviserLogic fields they map to. This is derived from our live integration code.
| Lens field | AdviserLogic field |
|---|---|
| Title | clientBasicInfo.title |
| First name | clientBasicInfo.firstName |
| Middle name | clientBasicInfo.middleName |
| Preferred name | clientBasicInfo.preferredName |
| Last name | clientBasicInfo.surName |
| Date of birth | clientBasicInfo.dateOfBirth |
| Gender (based on title) | clientBasicInfo.gender |
| Occupation | clientBasicInfo.occupation / jobTitle |
| Employment status | clientBasicInfo.employmentStatus |
| Marital status | clientBasicInfo.maritalStatus |
| Notes (from applicant notes) | additionalDetails.notes (on updates) |
| Lens field | AdviserLogic field |
|---|---|
| Title | title |
| First name | firstName |
| Middle name | middleName |
| Preferred name | preferredName |
| Last name | surName |
| Date of birth | dateOfBirth |
| Gender (based on title) | gender |
| Occupation | occupation / jobTitle |
| Employment status | employmentStatus |
| Marital status | maritalStatus |
| Lens field | AdviserLogic field |
|---|---|
| Mobile | clientContact.contact.phoneMobile |
| clientContact.contact.emailWork | |
| Residential address | clientContact.contact.homeAddress.line1 |
| Postal address | clientContact.contact.mailingAddress.line1 |
| Lens field | AdviserLogic field |
|---|---|
| Name | firstName |
| Relationship | relationType |
| Age (converted to DOB) | dob |
| Dependant until age | toAge |
| Lens field | AdviserLogic field |
|---|---|
| Property value | valuationPrice / fullValuation / amount |
| Mortgage balance | balance |
| Suburb | street / suburb |
| Weekly rental income | currentRent |
| Ownership (derived) | owner |
| Investment type (derived) | investmentType |
| Lens field | AdviserLogic field |
|---|---|
| Amount | fullValuation / balance |
| Make | description |
| Owner (derived) | owner |
| Lens field | AdviserLogic field |
|---|---|
| Amount | fullValuation / balance |
| Name | description |
| Owner (derived) | owner |
| Lens field | AdviserLogic field |
|---|---|
| Amount | amount / balance / fullValuation |
| Asset name | description |
| Is bank account | investmentType / primaryBankAccount |
| Owner (derived) | owner |
| Lens field | AdviserLogic field |
|---|---|
| Name | generalDetails.liabilityDescription |
| Owner (derived) | generalDetails.owner |
| Outstanding amount | generalDetails.outstandingAmount |
| Type | generalDetails.liabilityType |
| Lens field | AdviserLogic field |
|---|---|
| Description | generalDetails.liabilityDescription |
| Owner (derived) | generalDetails.owner |
| Outstanding amount | generalDetails.outstandingAmount |
| Type | generalDetails.liabilityType |
| Lens field | AdviserLogic field |
|---|---|
| Title | title |
| Notes | notes |
| Category | documentType |
| Sub-category | subCategory |
| File | file (multipart) |
Notes: