Once a file is imported into the Compliance Data Platform, it can function as a CenTrax file for the purposes of combining two imported files. The Import section is used to define import layouts that associate fields from certain file formats or another CenTrax file. The following process outlines how to import into a file from another.
Step 1 Log into the CDP
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 Data Processing
Step 3 Click DataPro
Step 4 Click Import from the left-hand menu
Any Import Definitions that have already been created will be listed in the Import Job Name list
Step 5 To create a new import definition, click the green Add New button
5.1 Type in the Name of the import definition
5.2 Select the File name drop-down menu or click Add new file to upload a new file
5.3 Select CenTrax File within the File Format selections
- Double click the desired file(s) to move them to the "Files to Merge" column on the right-hand side. Once files are listed in the "Files to Merge" area, they can to be merged together into one file.
Note: files merged together here, will be added to the current, active file displayed in the upper right-hand corner of the CDP.
Step 6 Choose to Enable or Disable the following:
- Include Zero Balance: If a record has a zero balance and this is disabled, the record will not come in when clicking "Run Now"
- Allow Duplicate Accounts: if enabled, existing records will NOT be updated and will simply be re-
added.
Step 7 Select Match Records by (this option will be available ONLY if Allow Duplicate Accounts is disabled)
- Acct# + Branch + Acct Type
- Acct# + Acct Type
- Acct # Only
- Acct# + Loan#
- ULI Only
- ULI + Acct#
- ULI + Action Date
- ULI + Action Code
- ULI + Action Code + Action Date
Step 8 Enable or disable Update Existing Records
8.1 If enabled, place a check mark in the following field groups to be updated:
- Address
- Exceptions Only
- Only if address is different
- Geocode
- Import new geocode from file
- Clear geocode
- Balance Fields
- HMDA Fields
- CRA Fields
- Fair Lending Fields
- User-defined Fields
- All Other Fields
Step 9 Click Save to establish the import definition
Step 10 To run the Import Definition immediately, click the Run Now button located in the upper right-hand corner of the import specification window
Step 11 When the process is complete, a notification will pop up
Step 12 To see results, click on the Results DataPro menu option located on the left-hand side of the page
Article Reference CDP612