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Branch Metrics Report 060

Report ID: 10060

Overview

Report ID
10060
Report Name
Branch Metrics Report 060
Business Purpose
Financial portfolio monitoring
Business Domain
Lending
Org Unit
Commercial Lending
Frequency
Daily
System Origin
Power BI
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 > Commercial Lending > Daily Schedules > Job 060
Distribution Method
Folder
Output Format
CSV
Intended Recipient
Executive Management
Destination Location
\\server-1\Reports\Commercial_Lending\060
Delivery Access Control
AUTOMATE_RPT60
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
Filter active records and aggregate by business date
Downstream Process
Management reporting
KDE Link
KDE-2060

Risk and Controls

Validation Status
Validated
Validation Date
2023-04-06
SOX Relevant
Yes
Regulatory Relevant
Yes
Model Risk Relevant
Yes
Restricted Data
Restricted
Criticality Tier
1 - High

Lifecycle

Version
1
Active Date
2023-01-06
Sunset Date
Replacement Reference
RPT-10059
Created Timestamp
2022-12-02 12:00:00
Updated Timestamp
2023-06-05 13:00:00