The feed needs to be configured and is yet to be sent out for authorisation. You can action all feeds in the Setup section, so you are encouraged to action all of them and review the Feeds Console frequently to address any new feeds that can be set up.

Statuses that fall under this filter:

1. BSB not valid
   The BSB and account number has not been entered.
   
   To address this:
   1. Enter a valid BSB and account number if it is a regular bank account.
   2. If the bank account is part of a broker/platform you will set up the broker/platform and then link the bank account to it in the same way you would link other holding accounts. Review the user guide article for the specific product to check if you should link the bank account to the broker/platform. 
   3. If the product was incorrectly set up as a bank account, e.g. a term deposit or other non-bank account product, select Manually Imported to stop it from showing in the feeds console.
    
2. Unlinked accounts
   These are investments that are not linked to a feed. 
   
   To address this:
   1. Link the investments to a New or existing Broker/Platform account. 
   2. Any investments you cannot link to a Broker/Platform account should be set Directly Held group.
   3. If you cannot see any unlinked accounts you should check your Business settings and ensure the 'display unlinked accounts' setting is set to Yes.
   
   
3. Adviser not set
   The Bank/Broker/Platform account is set to the Third Party (Adviser) authorisation type and either the adviser was not set up as a contact in Class or the feed has not been linked to an adviser. 
   
   To address this: 
   1. Create the adviser as a contact in the Business Contacts or if the contact is already visible, assign them the role of adviser. 
   2. Enter an adviser code for the associated product. For more information on setting up adviser codes in Class, please see How to enter Adviser Authorities in Class.
   3. Link the adviser to the data feed by selecting the adviser from the dropdown list.
   
   
   
4. Authority not sent
   The authority form was not sent to the Account Holders for signing.
   
   To address this: 
   1. Send the data feed to the Account Holders. 
   2. Ensure you change status to Waiting on authoriser once you send the authority form to the account holder.
   
   

   Check the Reports section for a sample data feed cover letter. You can ask Class Support to load one for you if you don't see one there.
   Ensure that all account holders hand sign, date and add their names (if required) on the data feed form.
   
   

5. Product not set
   A Broker/Wrap feed product is not selected.
   
   To address this: 
   Select a product from the dropdown list. You should refer to a Broker/Platform statement if you are unsure of the exact product.
    
6. Waiting For verification
   There are two reasons this status would appear. Either the account has an online activation method, such as a  Westpac bank account, which will always require verification, or an authority form has been uploaded, but the barcode on the uploaded form is different or could not be read.
   
   To address this: 
   1. For online action type accounts, click the verify button, for more information, refer to the instructions here.  
   2. Where the barcode cannot be read, and it is the correct form, click the Verify button. The feed status will change to Waiting on provider.
   3. If you wish to remove the uploaded form, click the Delete button. The feed status will revert to Authority not sent.
   4. If you wish to replace the form, click Upload, and follow the process to upload a new form. 
   
   
7. Rejected by provider
   The Provider has rejected the request for a data feed. You can view additional information on the reason for rejection once you click on the relevant feed account.
   
   To address this: 
   1. For further information on the rejection reason and the authority response received by Class, please see Feed Authority Response.
   2. You will need to upload a new completed authority form once you have addressed the issue and the status will change to Waiting on provider.
   3. In some cases, you will never be able to obtain a feed for that account so set the status to Manually imported.

The feed has been set up and feed authorities sent to the authoriser to sign or to the financial institution to activate the data feed. 

Statuses that fall under this filter:

• Waiting on authoriser
  The authority form or feed activation request has been sent to the Account Holder to authorise. Note that you will need to manually change the feed over from Authority not sent to get to this status.
  
  
  To address this: 
  Wait until you receive the signed authority form. When you upload a data feed to Class, the status will change to Waiting on provider. You should follow up with the authoriser if the data feed is in this status for more than ten business days.
  
  
• Waiting on provider
  The authority form or feed activation request has been sent to the provider and is waiting to be activated.
  
  You can expect the data feed to start loading transactions within ten business days; no action is required when the data feed is in this status.
  
  
• Activation Overdue
  It has been more than ten days since you uploaded the authority form. This status will update automatically.
  
  To address this: 
  1. You should request a feed follow up once this status is reached if the authority type is Account Holder. You can log a Feed follow-up requests using the menu next to the feed. For help on this functionality, click here.
  2. For Adviser authority or Online authority you should follow up directly with the adviser or account holder who is activating the feed online.
  
  
• Activated by provider
  This means that the feed provider has informed us that the account has been enabled and data will start flowing shortly. Please check that you have uploaded the feed authority form. You should expect to see the account live within a couple of days. If the status does not change, that means that the feed may have been set up incorrectly in Class. In that case, you should raise a ticket with Support to investigate further.
  
  
• Follow-up requested
  A Feed Support Request has been logged. It can take up to three weeks to get a response. Class will follow up directly with the financial institution, so there is no need for you to follow up. Once the feed is followed up, it will either start or be rejected.
  
  To address this:
  If the feed has not been activated or rejected after 21 days, you should raise a ticket with Support to investigate. 

Product and Holding Reference details are correctly entered; however, no automated data feed is currently available. If a feed becomes supported subsequently, Class will automatically change the status to Authority not sent.

Statuses that fall under this filter:

• Account Closed
  The account Is closed.
  
  
• Declined by authoriser
  The account holder has declined to activate the data feed.
  
  
• Feed not supported
  There are no data feed arrangements in place to deliver data for this product or account type.

For the above status, no further action required.

Indicates manually loaded data. This indicates that on the data feeds screen, the account is set to manually imported. The status is similar to No Feed status.

The data feed has been activated and is reconciled.

The data feed is active, but the data feed is unreconciled, or it has stopped working.

Unbalanced
This indicates that the feed balances are not reconciled with the ledger account balances (balance in Class). 

To address this: 
1. Backfill missing transactions if the feed does not support history.
2. For investments, you may need to process corporate actions.
3. Action investments that may have been incorrectly set up (e.g. not linked to the data feed initially set which have now duplicated).

4 Manually process non-supported investment types such as funds.

5. Manually processed non-supported transactions such as off-market listed security acquisitions.

 
Feed no longer active
Indicates data has not been received for 20 business days.

There can be a variety of reasons a feed will stop being active.
The most common reasons include: 

• • The adviser based authentication credentials expired...
  • The account has been closed, or the account details have changed, e.g. BSB. If an account is closed, then the status can be changed to Account Closed.
  • The account has changed advisers and that adviser's code has changed.
    
    To resolve feed no longer active errors, you will need to review recent account statements to confirm the account is still open, then contact the account holder or adviser for more information. If you cannot resolve by contacting the account holder or adviser, log a feeds support request with the Class Support team.