Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
CFPB opens beta program for '1071' rule data submission
The CFPB has made available its beta platform for the small business lending data collection rule under section 1071 of the Dodd-Frank Act and invites the participation of financial institutions and their technology partners to test the beta platform and share feedback with the CFPB on their experience. Participants will be provided the opportunity to create a Login.gov account, upload sample data test files, review validation results, and explore the beta platform's features. Feedback on the experience will help the Bureau identify areas for potential enhancement and improve the data filing process. Teams can work in an early test environment at their own pace and convenience.
The beta program is for testing purposes only. Data submitted on the beta platform will not be considered for compliance with small business lending data reporting requirements. Test files to be used can be found in the Bureau's test file repository. Participants are welcome to test using other sample files; however, it is important that they do not use actual customer data.
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