The Peer Groups are set groups of specifically selected institutions to be used for comparison
or within the peer reports for both CRA and HMDA.
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 Click on Peer Groups
Note: The first in the list will be highlighted with the details visible. It will be in edit mode automatically.
Step 4 To create a New institution group, click the green Add New button
4.1 Type a name into the box that pops up
4.2 Click Create
Step 5 The Peer Group window will pop up available for searching to identify the Peers to add
5.1 Select the Search criteria:
- Institution
- City
- State
5.2 Type into the Search box and click the Search button
5.3 Click the drop-down arrow by Agency to narrow down the results further
Step 6 Within the Available Institutions box, place a check mark next to the desired Institutions
6.1 Click the single right Add > button to move the desired institutions into the Selected
Institutions box
6.2 Click the double right Add >> button to move ALL of the institutions into the Selected
Institutions box
Step 7 Click Save once all desired institutions have been pulled over
Step 8 To make changes to a saved group, simply click on it and it will immediately be in Edit mode
Step 9 To add more institutions to the list, follow steps 5 – 7
To remove institutions from the list, continue to the next step
Step 10 Within the Selected Institutions box, place a check mark next to the desired Institutions
10.1 Click the single left Remove < button to move the desired institutions out of the Selected
Institutions box
10.2 Click the double left Remove << button to move ALL of the institutions out of the Selected
Institutions box
10.3 If any changes were made in error, click the Cancel button in the bottom right-hand corner
Step 11 Click Save once all desired changes are made
Note: If there’s an existing group in which changes are needed, BUT it needs to retain its history, there is the ability to copy one group to create another. This would be ideal for any type of Assessment Area
changes, asset size changes, or other situations that might alter who is considered peers from year to year.
Step 12 To copy a group, click on a Peer Group from the list
12.1 Click Copy
12.2 Type in a Group Name
12.3 Click Create
12.4 Add or remove Institutions in the Selected Institution box as desired following the previous
steps
12.5 Click Save once all desired changes are made
Step 13 To delete a Peer Group, click on a Peer Group within the list
13.1 Click Delete
13.2 Click Yes to the confirmation message
That Institution Group will no longer be in the list
Article Reference CDP214