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Adding & Managing Account Type Codes

The following procedures will outline the steps for adding and managing any Account Type

codes to be utilised within the system for Fair Lending analysis.

 

Step 1        Log into the Compliance Data Platform

                   The active Institution and File will display in the upper right-hand section to the left of the

name of the user logged in.

Step 2        Click Settings

Step 3        Hover over Product

Step 4        Click on Account Types

Step 5        To add a new Account Type code, click the green Add New button on the upper right-hand

corner

5.1              Type in the Code

5.2              Type in the Name or description of the Account Type

5.3              Click the drop-down arrow for Rate Type to make a selection (optional)

  • Fixed
  • Adjustable

5.4      Click the drop-down arrow for Loan or Deposit Option to identify the type as a loan or

deposit

5.5              Click the drop-down arrow for Product to assign it a product

Note: The Products displaying in the drop down are the codes which have been added in the Products/Product Codes section. Please visit our procedures for Product Codes for steps to add new

Product codes.

5.6              Click the drop-down arrow for Client Data Source to make a selection (optional)

Note: The Client Data Source displaying in the drop down are the codes which have been added in the Lookup Manager/Data System ID Codes section. Please visit our procedures for a step through guide to

add Data System ID codes.

5.7              Click the drop-down arrow for CRA Loan Type to make a selection (optional)

  • Small Business
  • Small Farm
  • Other Secured Lines
  • Home Equity
  • Motor Vehicle
  • Credit Card
  • Other Secured Consumer Loan
  • Other Unsecured Consumer Loan
  • Other Loan Data

5.8            Click the drop-down arrow for HMDA Loan Type to make a selection (optional)

  • Conventional
  • FHA
  • VA
  • FSA/RHS

5.9            Click Save

                          

Step 6       To Edit an Account Type Code, click on the desired Account Type

6.1            Select Edit

6.2            Make the desired changes

6.3            If the changes are not desired, click the X in the upper right-hand corner to Cancel the changes

6.4            Click Save

Step 7       To Delete an Account Type Code, click on the desired Account Type code

7.1            Select Delete

7.2            Click Yes to the confirmation message

 

Article Reference CDP212

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