Call Report Change Tracking Dashboard

Need everyone on the team to know exactly what’s new? This dashboard will push instruction changes to your team, summarize those changes, and provide a before and after view of the differences in the underlying data.
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Simplify the monitoring of form instruction changes and present the updates visually.

Regulatory reporting instructions routinely change—whether it’s the definitional clarification of required data elements or the creation and deletion of line items. You can visually summarize the new Call Report elements that your team needs to be aware of with this Regulatory Change Tracking Dashboard. Help your team differentiate between new elements and changes to existing line items, and know exactly when you’ll need to adapt data aggregation or calculation processes to the new instructions. 

 

Key Features
  • Visual summary of changes, including total count of changes and location of each
  • Listing of changes by assignee
  • Details provided by the regulators
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Bank Reporting
Support and Documentation
Last updated 5/24/2021 (Release Notes)

Frequently Asked Questions

Once a month.
Currently, this is provided for bank and credit union Call Reports, but it is possible to expand the dashboard into other forms.
Fit for Purpose Solutions
Bank Reporting
Manage complex reporting and documentation challenges connected with DFAST, CCAR, RRP, CECL, RDARR, and call reports.