CRA LR Submission. Okay, so if someone buys hogs and secures that loan with their baseball card collection, would that qualify as a Small Farm Loan?
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1 CRA LR Submission CRA LR Submission Okay, so if someone buys hogs and secures that loan with their baseball card collection, would that qualify as a Small Farm Loan? He should check where they put it on the Call Report... 1
2 CenTrax Support When you get here, we assume you have a single file with all of your CRA reportable data collected, geocoded, scrubbed and audited. If you have questions regarding data collection, geocoding or data cleanup, please refer to those chapters or contact support. When you are prepared to submit your data (or at least you think you are), you need to go back to the beginning and do some checking before you attempt to create your submission file. Downloading the Encryption Software To submit your CRA LR by or on the web, you must download and install the free software provided by the FFIEC. Download and installation instructions may be found on the FFIEC site at Verifying the Bank From the main menu select Setup, Bank Configuration. Select the Edit tab. The information on this screen must be correct. It will automatically be added to the CRA LR as the header record. To make changes, click Edit, make the necessary changes and click Save. Note that we used a generic address here, not the of the contact person. You may want to consider this option in case the contact person is out of the office when the verification reports are returned. Do not choose CFPB as your agency for CRA submission. Only OCC, FRS or FDIC are valid choices. 2 Copyright Marquis Software Solutions 2013
3 Set up or Verify your Assessment Area CRA LR Submission From the main menu select Setup, Tract Groups/AA s. You must define your 2013 assessment areas. You may either copy your 2012 areas or, if the areas have changed or you need to add or remove an area, you can set them up from scratch. Failure to set up your current year assessment areas will result in a Syntactical Edit on the CRA Exceptions report. Please refer to the chapter on Assessment Areas or contact our Client Services staff for assistance. Please note: CenTrax can only ensure that you have an area listed for It cannot verify the integrity or validity of any geographic area. Please make sure you verify each area carefully before submitting. Refer to the chapter on Assessment Area/Tract Groups for instructions on copying, creating or printing your areas. Enter your Community Development Records You must verify your community development data is entered as individual records in CenTrax. You will not enter them as a single line entry as you do in the FFIEC software. When entering these records be sure to leave the CRA Type blank, set the CRA Qualified field to Yes and set the Community Development field to Yes. You will also fill in the other required fields such as addresses, dates, amounts, etc. You can use the Validate option when the record is complete to ensure there are no Validity, Quality or Syntactical exceptions. These records will also be checked when you run the CRA Exceptions Report. 3
4 CenTrax Support Checking the Edits (one last time) Prior to submission, you should run the CRA Exceptions report one last time with some specific settings (Discovery, Integrity Reports). Adding a field selection is optional. You should NOT choose to Exclude Exceptions or Exclude Geocode Edits. Do NOT uncheck the box to Exclude CRA Type 03 from SB Composite Totals. This ensures that you will get every edit, even those that you already verified, on the report. Don t print the Summary Only, print the whole report. Your CRA Exceptions Report should look like the one above. You should not have any errors in any category. Unlike HMDA, all Quality and CenTrax edits must be corrected prior to submission. If you are unsure about clearing specific CenTrax edits, contact our Client Services staff at for assistance. For Quality and Validity Edits, refer to the FFIEC website. 4 Copyright Marquis Software Solutions 2013
5 Running the Wizard From the main menu, select Filing, CRA Filing Wizard. CRA LR Submission Click Process to begin. If you haven t been as strict as you can with your CRA Preferences, we will warn you. If you receive this message click Yes and follow the directions below. If this doesn t appear, the wizard will automatically begin processing. On the General Preferences tab verify that your Validity, Quality and CenTrax Edits are checked. If any of these items are unchecked we recommend that you check them now. Once the changes are made click Save and Close. You will be returned to the Wizard and the process begins. If no changes need to be made, click Save and Close to return to the Wizard. 5
6 CenTrax Support Failing the Wizard This file did not successfully pass. Any line marked with a red X or question bubble indicate that you have records that meet those conditions. You must get a blue check in every section on every line to continue. Notice at the bottom that you have a Report button this time. If you choose to print the report, it will list the records that triggered the General Integrity Checks section. For the Geocode and Validity Edit Checks sections, you should run those respective reports. Choose an output for your report and click Ok. 6 Copyright Marquis Software Solutions 2013
7 CRA LR Submission What to do if you don t pass the Wizard If you have deleted records Deleted records must be removed from the file. From the main menu got to File, File Manager. Click Indexing. Set the button to Purge deleted records. Click Process. To continue, click Yes then Ok. Remember, once this is complete these records cannot be recalled. Be sure to verify these records before removal. Close all open windows. 7
8 CenTrax Support If you have records not marked as CRA Qualified These records must be located and either deleted or marked as CRA Qualified. You can locate these records using FAST CRA. If you return these records to the file please remember to reprocess the CRA Exceptions Report. Go to Discovery, Research. Click FAST CRA. Drop down the CRA Qualified field and select No. Click Save. 8 Copyright Marquis Software Solutions 2013
9 CRA LR Submission Click FAST CRA again. Drop down the CRA Qualified field and select Und. Click Save. 9
10 CenTrax Support The two conditions are connected by and but we need to change to or. Click Swap. Click Browse. A count will appear. Click OK to accept. Check the CRA Qualified field and either Delete as needed or click Edit, change the setting to Yes and then Save. If you delete records remember to run the Remove Records feature before going back to the Wizard. Use Next to continue to additional records as needed. When complete close all open windows and clear the filter. 10 Copyright Marquis Software Solutions 2013
11 CRA LR Submission If you have deleted records in the Assessment Area table This can only be cleared by running File Maintenance. From the main menu select System, Maintenance, System Files. Click Yes and then Ok. If you have Geocode Errors or Exceptions Run the Geocode Errors & Exceptions report at Discovery, Integrity Reports, Geocode Exceptions. These should also appear on the CRA Exceptions report. Denial Reasons Required This section only applies to HMDA, it will not be checked on the CRA form. If you have Validity, Quality or CenTrax Edits Run the CRA Exceptions report at Discovery, Integrity Reports, CRA Exceptions. All edits must be corrected. 11
12 CenTrax Support Passing the Wizard Technically, you can get a red X for the last 2 items and be allowed to continue to the LR setup form. However, if you get any red Xs DO NOT continue! Run the exceptions report and look at those records. **If it doesn t look exactly like this, call Client Services for help if you don t know what to do! Click Ok to continue. Click Create LR. You may submit by mail (not recommended), or Internet. You must utilize the FFIEC software to submit by or Internet to encrypt the data. 12 Copyright Marquis Software Solutions 2013
13 CRA LR Submission 13
14 CenTrax Support For Submission Type choose Internet (works for both Internet and submissions). The FFIEC does not recommend mailing your submission. Select Exclude for MicroData if you are ING, select Include if you will submit via the Internet. Leave the option to Print Institution Summary selected. To submit by , click the button with 3 dots to locate the FFIEC software. 14 Copyright Marquis Software Solutions 2013
15 CRA LR Submission Click Create. You may receive a message that the FFIEC software is out of date. If you know you have the most recent version, click Ok and continue. If you aren t sure, click Ok and verify your version before you continue. 15
16 CenTrax Support The number of CRA line entries will be displayed. Click Ok to accept. Remember, the number of line entries will include all of your small business and farm records, one community development records, a third party record if applicable and one record for each tract in your assessment area(s). You will be given an opportunity to select a printer for your Institution Register Summary Report. Print this...you will need it in a few days when you are asked to verify the totals from your submission. 16 Copyright Marquis Software Solutions 2013
17 CRA LR Submission If you see differences in your copy of this report to the one sent to you after the submission, contact us first. There have been times when the regulators changed something on this report and we didn t know until after the fact. 17
18 CenTrax Support Encrypting for Submission If you set the path to the FFIEC software, it will automatically launch. The first message simply notifies you that you are not being connected to the Internet. Click Ok to continue. Click Browse to locate the CRA LR you created in CenTrax. Locate the DAT file in the path you selected in CenTrax. Double click to select. 18 Copyright Marquis Software Solutions 2013
19 CRA LR Submission The file path is displayed. Click Begin Process. The next window provides detailed instructions on where to the file, what file to attach and what to type in the subject and body of the . Click Print to make a copy of this report. Once you the submission off, you should get an auto reply that indicates that the was received. This does NOT indicate that the submission was correct yet...only that they received your . If you don t get the auto reply within 24 hours you should resend the . 19
20 CenTrax Support To Send the Submission by Internet You must upload your HMDA LAR created by CenTrax to utilize this method. Locate the HMDA Data Entry Software 2013 icon and double-click to launch. Click Import DAT. Select From External File and click OK. 20 Copyright Marquis Software Solutions 2013
21 CRA LR Submission Click Browse to locate the LAR you created in CenTrax. Select the drive and directory where you created your LAR in CenTrax. Click to select the file and then click Open. 21
22 CenTrax Support Click Begin. Click Ok. Click Yes. 22 Copyright Marquis Software Solutions 2013
23 CRA LR Submission Click Ok. There will be a section where the records were ignored. This is expected. These records will be recreated during the submission process. The FFIEC Software may require you to run the Batch Edit report to continue. Choose Batch Edit. 23
24 CenTrax Support Click Begin. The report should complete without any errors. Click Ok. Click Front Page to return to the main menu. 24 Copyright Marquis Software Solutions 2013
25 CRA LR Submission Click Export. Since you ran the Batch Edit report in the previous step, click Continue with Export. Choose Submission via Web and click OK. 25
26 CenTrax Support Click Continue. Click Begin. The rest is up to you. I cannot show the final screens since I am not able to submit a real LR, even in the interest of your education! 26 Copyright Marquis Software Solutions 2013
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