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Liquidity Summary Report 048

Report ID: 10048

Overview

Report ID
10048
Report Name
Liquidity Summary Report 048
Business Purpose
Financial portfolio monitoring
Business Domain
Computer Operations
Org Unit
IT
Frequency
Daily
System Origin
Salesforce
Lifecycle Stage
Draft

Ownership

Business Owner
Alex Smith
Technical Owner
Casey Johnson
Data Steward
Cameron Williams
Validated By
Cameron Williams
Created By
SMITHJD
Updated By
WILLIAMSK

Delivery

Scheduler Location
Scheduled Jobs > IT > Daily Schedules > Job 048
Distribution Method
Folder
Output Format
CSV
Intended Recipient
Executive Management
Destination Location
\\server-4\Reports\IT\048
Delivery Access Control
AUTOMATE_RPT48
Member Name List
Alex Smith, Casey Johnson, Cameron Williams
Member SAM List
asmith, cjohnson, cwilliams
Additional Email
[email protected]

Data and Logic

Key Datasets
Customer Master; Account Balances
Transformation Logic
Deduplicate records and enrich ownership fields
Downstream Process
Management reporting
KDE Link
KDE-2048

Risk and Controls

Validation Status
Validated
Validation Date
2023-04-08
SOX Relevant
Yes
Regulatory Relevant
Yes
Model Risk Relevant
No
Restricted Data
Restricted
Criticality Tier
1 - High

Lifecycle

Version
1
Active Date
2023-01-20
Sunset Date
Replacement Reference
N/A
Created Timestamp
2022-12-28 08:00:00
Updated Timestamp
2023-05-26 15:48:00