Update - Vulnerability will be added back to the client details area throughout the week commencing 8th November. By the close of play on 11th November, all firms will be able to access all fields in this area. The staggering is random, so we are unable to give specific timings of when individual firms will get access.
Updates to Vulnerability in the Fact Find area will be released to all customers on 12th November once the above has been completed successfully.
Thank you for your continued patience with us while we have been working to get Vulnerability re-introduced to intelliflo office.
Oct 18, 08:32 BST
Monitoring - Thank you for your continued patience. We're working hard to re-introduce the vulnerability fields as soon as possible. We're planning a phased rollout, and once a start date is confirmed, we'll let you know right away.
Oct 11, 15:59 BST
Identified - Some of our customers have unfortunately experienced errors when working in the following areas of intelliflo office: Advice, Service Case, Vulnerability.
We are encountering some technical difficulties with some of our recent changes in how vulnerability is recorded against a client. So we have had to remove the vulnerability fields from all areas within intelliflo office screens to get our customers back using the critical areas of Advice and Service cases in intelliflo office without error. The existing data is available in the Vulnerable Clients Report under MI reports.
We are working on resolving the issues and will reintroduce this functionality back as soon as possible once we have mitigated the root cause.
Sep 16, 09:02 BST
Investigating - We have identified that for customers who are updating the vulnerability field on a client record this is causing errors when trying to enter planning under the advice tab for any client record.
At this time we ask that you do not update the client vulnerability field, we are working to remove this from view whilst we fix the overall issue.
Sep 15, 11:14 BST