The standard report format generates a UBPR using the period selected, one year prior, and three previous year-end dates. For example, if a standard report is chosen for 09/30/2009, the five quarters for the report will be 9/30/2009, 9/30/2008, 12/30/2008, 12/30/2007 and 12/30/2006. The system automatically derives the other four dates from the first date selected.
The custom report format generates a UBPR using the five dates selected by the user. Each of the five dates is selected using the drop down fields and each date must be filled for the custom report function to work properly.
The Bank XBRL Instance Document report contains bank and peer membership data for one financial institution in the eXtensible Business Reporting Language (XBRL). Data availability includes one to eight periods for a single financial institution. Data definitions in this report are those which are consumed by UBPR Ratio and Peer Definition formulas, or published on UBPR facsimiles. Additional information on XBRL can be found at http://en.wikipedia.org/wiki/XBRL.
The Bank XBRL Instance Document can only be located by using a unique identifier (FDIC Certificate Number or ID RSSD).
You may select an identifier type from the drop-down menu list. You must then enter all or a portion of the institution’s unique identifier number for the type you selected. If you enter a portion of the identifier, the system will add leading zeros to the number.
For example, if you select FDIC Certificate Number as the Unique Identifier and enter 345, the system will add two zeros and conduct the search on 00345.