Data Management

Description

Financial Institution (FI) conducts the data management to update Call information when performing data revisions. The FI receives a notification and reviews the edit check to determine the data is incorrect. The data may be revised and the resubmitted using the vendor software. The FI will receive another notification identifying whether the edit check in question has been removed. The FI may also log onto the CDR, and upload the file using the browse function.

Submissions to the CDR are conducted using the FI’s vendor software via the web-based service or the user interface, depending upon the FI’s preference.

Players

Financial Institution (FI) analyst

Web-based Management

1. Access the appropriate quarters Call Report in the vendor software.
   
   
2. Click Submit within the vendor software application.
   
   
3. Type in your CDR User Name and Password.  
   
   
4. Review edit failures and determine if the data items must be revised.
   
   
5. Using vendor software, revise data items in the file, and rerun edits to determine if edit checks have been removed. Validity edits are not accepted by the CDR, and must be revised.
   
   
6. Complete the submission once all item revisions have been resolved and all other edit checks are explained.
   
   
7. Click on the Submit tab to reload the designated quarters Call Report with any revisions and edit explanations
   
   
8. Receives notification of accepted submission.

User-Interface Management

1. Go to the following url: https://CDR.FFIEC.GOV/CDR
   
   
2. Click on LOGIN to access the CDR application login screen.
   
   
3. Type in your User Name and Password and click on LOGIN .
   
   
4. From the options across the top of the screen, select Banks & Vendors.
   
   
5. From the options down the left side of the screen, select Submit Call Report.   
   
   
6. Browse the hard drives on the computer to locate the appropriate quarters Call Report file.
   
   
7. Click on the Submit tab to upload the designated quarters Call Report.
   
   
8. Review edit failures and determine if the data items must be revised.
   
   
9. Using vendor software, revise data items in the file, and rerun edits to determine if edit checks have been removed. Validity edits are not accepted by the CDR, and must be revised.
   
   
10. Complete the submission once all item revisions have been resolved and all other edit checks are explained.
    
    
11. Click on the Submit tab to reload the designated quarters Call Report with any revisions and edit explanations.
    
    
12. Receive notification of accepted submission.