What's New
Additional Mapping Enhancements
We are so excited to introduce the following mapping enhancements designed to make analysis easier and simplify creating maps and gathering information from the maps you create.
Tract Penetration Color Theme
A new census tract color theme, Tract Penetration, will assist in visualizing any lending gaps within your Assessment Areas. A predefined range and color are supplied that can be customized to fit any type of tract penetration visualizations needed!
Query Tracts
The Query Tracts tool within the Radius feature provides the ability to download a list of census tracts and their associated demographics that are within a defined radius. Simply place a check in the Query Tracts box, set the miles of the radius circle, and click on the map in the desired placement. A pop-up will display with the option to download the information.
Create and Apply Templates
Establish the desired map colors and settings, and save the settings as a template that can be applied to future maps! Once a template is saved, when the next map is created, select the template within the list and choose to apply it to the map. The settings will update immediately, saving time and energy on creating your map!
Additional Enhancements/Changes
HMDA Filing
- The ability to import in whole-dollar and decimal places on Property Value has been available within Compliance Data Platform, but now, based on the recent CFPB-released statements, we will be including the decimal places in the Property Value field in the HMDA Submission file
Reporting
- The Market Share report has been updated to bold your institution’s record within the list, making it easier to identify your institution’s information within the report.
Please note that the report will use the respondent information within the Institution settings to locate your institution within the list. If that information is missing or incorrect, the report will not be able to identify your institution’s record within the list.
If you have further questions, please contact Marquis Support or your Client Relationship Manager.
The following fixes are included in this release:
- DataPro: The import process involving combining multiple Compliance Data Platform files has been improved regarding updating to User Defined Fields. (#118560)
- DataPro: The DataPro process has been updated to ensure NA will import into the Geocode fields for new accounts. (#121701)
- Data Entry: The MSA list for 2024 was updated to reflect the boundary changes made, which will prevent any further errors when manually updating the MSA. (#121737)
- Mapping: The mapping feature has been updated to display only those branches that are actively in the list. (#118419)
- Reporting: The Geocode Exceptions report has been updated to not display records with an NA flagged Address or Geocode field, as they are not exceptions. (#118420)
- Reporting: The ability to set the value at -1 for tract penetration in the Tract Activity Profile report is now available. (#121647)
- Reporting: The HMDA Exceptions report has been updated to improve performance when reviewing the S306 and Q600 exceptions. (#119688)
- Reporting: The Exam Tables report will no longer include inactive institutions in its results, ensuring that it reflects the same information that is available in the Market Share report. (#119771)
- Branches: When editing branches, if the address information is updated, the record will have the geocode re-evaluated at save using the most current geocode data. (#119915, #119926)
- Filing: The HMDA exception V654.2 will no longer flag a record when the Multifamily Affordable Units are marked as exempt. (#117889)
- Tract Groups / Assessment Areas / Geocode Validation: The list of tract combinations loaded in the previous release contained some gaps that were loaded in with this current release. (#120076, #121845)
- Peer Groups: Peers with updated LEI or respondent IDs in the past year have been loaded with this release, ensuring that all peers within the Aggregate reports were available to be added within peer groups. (#119661)
Coming Soon
We’re excited to share a few sneak peeks at some enhancements and changes coming out in future releases:
- We are keeping an eye out for the updated demographics and HMDA Aggregate data, which is usually released in the summer. Once that information is released, we will work toward getting it into the Compliance Data Platform.
- We are following all releases and updates made by CFPB and FFIEC regarding 1071 Small Business Lending and the CRA Modernizations. As more information is released, we will provide updates to ensure the Compliance Data Platform is up to date on regulatory requirements and analysis changes.
Version Check
Ever wonder what version you are on? Simply click on the SUPPORT link at the top right of Compliance Data Platform. If it doesn’t match the screenshot below, contact complianceupgrades@gomarquis.com to schedule your upgrade.