Does anyone have or know where I could get a matrix for Small Business coding? Thanks.

If you mean for annual submission purposes then there are not many

CRA Loan Type 1= Small Business

CRA Revenue Code 1= $1 Mil or less
2 = Geater than $1 Mil

Action Taken Code 1 = Originated
6 = Purchased

There ae no Small Business purpose or colateral codes for reporting purposes

No, something that helps you get to your loan type like below...

PC-PURPOSE DESCRIPTION-CC-COLLATERAL DESCRIPTION-LOAN TYPE
21-Purchase Business- 26-Deposits- 01

Unfortunately, what you want would have to be custom made for your processing system. Different systems have different codes and even differnt names for the code fields as well as how those code fields actually work.

You need to contact your finance department and talk to the person who prepares the Call Report and find out what codes, fields, etc., feed into each line on Schedule RC-C of the Call Report. Then, any field that feeds into 1e or 4a would translate on the Matrix as CRA Code "1", and so on.

CAVEAT - Some systems are set up so that a COMBINATION of Purpose Codes, Type Codes and Collateral Codes feed into the Call Report, so you really need to do some review of the process!

Some data processing systems like ITI or Jack Henry have CRA data collection fields already set up, As Bonnie says call your IT dept or service provider and ask them about it. You may just have to activate them