Changes made within Data Entry will be added to a log titled the Audit Manager. The Audit Manager comes pre-populated with reason codes, as well as the ability to add your own reason codes and additional comments.
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 If the active file is not the desired file, click on the file name and select the appropriate file in the upper right-hand section
Step 3 Click Data Entry from the top menu
Step 4 Click the record(s) where the changes will occur, and click edit.
Step 5 Make your desired changes within the record. Here, we have changed the Action from 3 - Application Denied to 1- Loan Originated. The Change Reason panel will slide out from the right-hand side of the screen, as soon as we make the change in Data Entry.
Step 6 If a (new) reason code is not provided at this step, a default reason code will be added when the record is saved.
Note: Any calculated field, such as Joint Race/Sex/Ethnicity, will also be logged with changes if the data dependent field was updated. For example, if a change is made to the applicant race field, that would result in an update to the Joint Race field, the Joint Race field change would be logged as well.
Step 7 An additional comment can be added if desired.
Step 8 To view the change history log for this record, click the icon next to Add New.
Step 9 From here, the Change History log will display.
Step 10 Click the icon to save as a PDF, and click the
icon to save as an Excel file.
Step 11 From here, the Change History log will display.
Step 12 Since the Audit Manager provides a summary of changes, all changes may be reviewed in the Audit Manager Report. The Audit Manager Report is located within Discovery/Reporting/Integrity.