CRA Wiz. Performance Context Data. Insuring the data is installed

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1 CRA Wiz Performance Context Data Insuring the data is installed Last Updated September 14, 2012

2 Contents 2012 Business Demographic Data Projected Demographic Data Peer Small Business Data Peer Branch and Deposit Data (2000 Census) Peer Branch and Deposit Data (2010 Census)... 11

3 2012 Business Demographic Data 1) Open CRA Wiz and go to the Analysis tab 2) Click Options 3) Click Set 2010 Census Boundaries 4) Click the Create Areas Button 5) Select the Saved Areas Folder 6) Right click on one of your saved areas 7) Select Show Demographics

4 8) Click the year drop down in the Demographic Information window 9) Select ) Click the Business Demog button

5 11) Click the Business Demog Button 12) Ensure that you see data in the table 13) Ensure that the Year is 2012 in the report 14) Now that you see data you have confirmed that the Business Demographic Data is installed.

6 2012 Projected Demographic Data 1) Open CRA Wiz and go to the Analysis tab 2) Click Options 3) Click Set 2010 Census Boundaries 4) Click the Create Areas Button 5) Select the Saved Areas Folder 6) Right click on one of your saved areas 7) Select Show Demographics

7 8) Click the year drop down in the Demographic Information window 9) Select ) Click the Projected GeoDem button

8 11) Click the Income Button 12) Ensure that you see data in the table 13) Ensure that the Year is 2012 in the report 14) Now that you see data you have confirmed that the Business Demographic Data is installed.

9 2011 Peer Small Business Data 1) Open CRA Wiz and go to the Main tab 2) Click Options 3) Click Set 2000 Census Boundaries 4) Click the File Management button 5) Select the Peer Small Business Data Folder 6) Make sure you have 2011 Data 7) You have now confirmed that you have Peer Small Business installed

10 2011 Peer Branch and Deposit Data (2000 Census) 1) Open CRA Wiz and go to the Main tab 2) Click Options 3) Click Set 2000 Census Boundaries 4) Click the File Management button 5) Select the Peer Small Business Data Folder 6) Make sure you have 2011 Data 7) You have now confirmed that you have Peer Branch and Deposit Data installed

11 2011 Peer Branch and Deposit Data (2010 Census) 1) Open CRA Wiz and go to the Main tab 2) Click Options 3) Click Set 2010 Census Boundaries 4) Click the File Management button 5) Select the Peer Small Business Data Folder 6) Make sure you have 2011 Data 7) You have now confirmed that you have Peer Branch and Deposit Data installed

12 About Wolters Kluwer Financial Services - Wolters Kluwer Financial Services provides audit, risk and compliance solutions that help financial organizations improve efficiency and effectiveness across their enterprise. Whether complying with regulatory requirements, addressing a single key risk, or working toward a holistic risk management strategy, more than 15,000 customers worldwide count on Wolters Kluwer Financial Services for a comprehensive and dynamic view of risk management and compliance. With more than 30 offices in over 20 countries, the company s prominent brands include: FRSGlobal, ARC Logics for Financial Services, PCi, Bankers Systems, VMP Mortgage Solutions, AppOne, GainsKeeper, Capital Changes, NILS, AuthenticWeb and Uniform Forms. Wolters Kluwer Financial Services is part of Wolters Kluwer, a leading global information services and publishing company with annual revenues of (2011) 3.4 billion ($4.7 billion) and approximately 19,000 employees worldwide. Please visit our website for more information. Wolters Kluwer Financial Services 130 Turner Street Building 3, 4th Floor Waltham, MA

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