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1.13.0 Release Notes

What's New!

Import Assessment Areas

We are excited to introduce a new feature to import tract groups and assessment areas from a CSV file. This simplifies the process to create assessment areas, especially if your area is a partial county or partial MSA. An Import button is now located within the Tract Groups / AAs setup page within Compliance Data Platform.

 

 

2023 HMDA Aggregate data

The 2023 HMDA aggregate data was released by FFIEC on July 11. That information is now available when you run reports that provide aggregated information as well as when you create peer groups.

 

2024 List of Distressed and Underserved Tracts

The 2024 list of distressed and underserved tracts was released by FFIEC in July. These tracts are now available for selection when you create Tract Groups or Assessment Areas for activity during 2024. All applicable reports will now provide the 2024 distressed and underserved information.

 

2024 Updated Demographics

FFIEC released updated demographic data for 2024 on July 18. We have included those updates in this release, and the information will be available within the applicable reports. This census update also includes the boundary changes introduced by FFIEC in January 2024.

 

To update the demographic data for your 2024 records to the most current demographic information, navigate to Update Derived Fields and apply the Demographics update.

 

Updated Cass Files

This Compliance Data Platform release provides updated files used for address standardization through the CASS process available within DataPro.

 

2024 Small Business AND Small Farm Demographics

The 2024 small business and small farm demographics are provided in this release and are available in all applicable reports.

 

New FDIC Performance and Conditions Ratio Report

The FDIC Performance and Conditions Ratio report is now available within the Compliance Data Platform. You now have the ability to search and pull your institution’s FDIC performance information without having to leave the Compliance Data Platform. Simply select the applicable time period and your institution from the list and click View Report. The report integrates directly with FDIC to pull the data and present it to you in a report. The report can be saved to Excel or PDF.

 

 

New FDIC Deposit Market Share Report

The FDIC Deposit Marketshare report is now available within the Compliance Data Platform. You now have the ability to generate the Deposit Marketshare report on your financial institution and that of your peers for analysis without needing to leave the Compliance Data Platform. Simply select the applicable time period, choose banks or holding companies, and click View Report. The report integrates directly with FDIC to pull the data and present it to you in a report. The report can be saved to Excel or PDF.

 

 

New Help Chat

We are introducing a new interactive help chat button that enables the ability to ask a question and receive applicable help resources based on the question. Simply click the chat icon, and a chat window will display. Enter the question or information you are looking for, and it will return several resources that can be selected to review.

 

 

 

ADA Compliant

Compliance Data Platform is now ADA compliant

In our effort to make the Compliance Data Platform ADA compliant, some changes were made to the buttons, menus, and navigation to ensure all users can easily navigate the system, its features, and data. In addition to keyboard navigation, the colors have been modified to ensure a visually accessible experience for all users.

 

Additional Enhancements and Changes

 

1071 Small Business Lending

  • The Black or African American sub-race codes and a free-form field have been added for the Applicant 1–4 Race fields. These codes are available for selection within Data Entry or importing within DataPro.

 

 

  • A 1071 Sex/Gender free-form field has been added to meet the requirements for 1071 Small Business Lending. This field is available for import through DataPro as well as within Data Entry.

 

Importing

  • In order to accommodate the scenario where the MSA is not being imported, the DataPro process has been enhanced to flag the geocode as NA when all geocode fields for the record contain NA and the MSA field is blank. This will ensure MSAs will not import blank results in geocode exceptions on records that should contain NA for the geocode.

 

Data Entry

  • The Change Reason fly-out made available through the Audit Manager feature has been updated to display once the Save button is selected on a record. This way the Change Reason fly-out will not interrupt you while making your changes.

 

System Settings

  • The ability to disable the C022 edit from Data Entry, the HMDA Exceptions Report, and the HMDA Filing Wizard has been added to System Settings. Simply uncheck the box for “C022 Address Standardization Check” to disable it from being processed whenever you check the edits within your file.

 

 

 

If you have further questions, please contact Marquis Support or your Client Relationship Manager.

 

The following fixes are included in this release:

  • Geocode: The demographic information has been updated for 2024 records, which will correct the applicant income levels derived for records. To correct, the Demographic Update within Update Derived Fields will need to be applied to the 2024 file. (#124977)
  • Filing: The V711.1 edit will no longer appear for records populated with Denial Reasons when the Require HMDA Denial Reasons setting is enabled within institution settings. (#119078)
  • Data Entry: The Loan-to-Income ratio calculation is re-evaluated when a record is saved. The record will be identified as changed anytime it is saved. An update was made to reflect a change only if the applicable fields used in the calculation result in a different value. (#121622)

 

Coming Soon!

We’re excited to share a sneak peek at a few of our enhancements and changes coming in future releases:

  • 1071 Data Validation Errors and Warnings will be available in the next release to assist with navigating and managing 1071 data preparation for the upcoming submission process.
  • Submission File Creation and Submission File Wizard for 1071 are on the roadmap and will be available in the first release(s) of 2025 to help with preparation for the upcoming 1071 submission process.
  • The Exam Tables format will be enhanced to ensure they further aid in your examination prep. Additionally, the report outputs will be expanded to include the ability for a Word and/or CSV output.

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