Allianz Interface Setup Instructions:

Complete Allianz Authorization Form

• Complete the Allianz Orion Form and password-protect the document. 

Contact Allianz

• Attach the completed password-protected form in an email to Allianz using the template below:

Submit a Support Case to Orion

• Log in to Orion Connect and open the Support app.
  • Click the  button within the Support app.
  • Select Service Request tab.

  ​​
Service Request Details:

• Support Service Team: Reconciliation (If you are working directly with the Onboarding team, select Onboarding as the Support Service Team)
• Advisor #: populate with your firm's Orion advisor number
• Subject: New Allianz feed - [insert firm name]
• Description:
  • We have contacted Allianz to request a new feed of our data to Orion. Please initiate an internal process to prepare this feed for our database.
    • Contra Participant Number: To be sent to sme-data@orion.com from Allianz
    • Associated Firm ID:  To be sent to sme-data@orion.com from Allianz
    • Do you intend to share this feed with any other database(s) in Orion? YES or NO (If yes, please explain)
    • Three Sample Accounts: [enter three account numbers expected in the feed]
    • Rep Assignment: If there is a representative you would like auto-assigned to this feed, provide the Orion Rep ID (located in Firm Profile > Representatives) and the name
    • New Accounts Process: Auto-Add or Auto-Exclude (Denote how you wish to handle new accounts in your database)
    • Click Submit

Interface Notes

• Requests not completed within 60 days are subject to cancellation. Custodial delays and other special circumstances may allow for more time as necessary. 
• Please Note: Data cannot apply to your database until Orion receives a notice from Allianze with the Associate Firm DI and Contra Participant Number.
• This feed receives name files, so accounts can be created automatically through the feed.
• Representative mapping is available. The rep code field is populated by the agent identifier (agent ID) and if that is unavailable (blank) we use the CRD number. Please work directly with the custodian to confirm they are populating one of these fields on each specific account/contract to utilize rep mapping for the DTCC data format.
• Approximate time to complete (start to finish): 14-21 business days once Orion receives all applicable information.