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Liquidity Summary Report 068

Report ID: 10068

Overview

Report ID
10068
Report Name
Liquidity Summary Report 068
Business Purpose
Regulatory compliance oversight
Business Domain
Lending
Org Unit
Commercial Lending
Frequency
Monthly
System Origin
Core Banking
Lifecycle Stage
Active

Ownership

Business Owner
Jamie Smith
Technical Owner
Alex Garcia
Data Steward
Morgan Thomas
Validated By
Morgan Thomas
Created By
WILLIAMSK
Updated By
DAVISR

Delivery

Scheduler Location
Scheduled Jobs > Commercial Lending > Monthly Schedules > Job 068
Distribution Method
Folder/Email
Output Format
CSV
Intended Recipient
Operations Team
Destination Location
\\server-4\Reports\Commercial_Lending\068
Delivery Access Control
AUTOMATE_RPT68
Member Name List
Jamie Smith, Alex Garcia, Morgan Thomas
Member SAM List
jsmith, agarcia, mthomas
Additional Email
[email protected]

Data and Logic

Key Datasets
GL Transactions; Cost Centers
Transformation Logic
Deduplicate records and enrich ownership fields
Downstream Process
Daily operations review
KDE Link
KDE-2068

Risk and Controls

Validation Status
Validated
Validation Date
2025-12-12
SOX Relevant
Yes
Regulatory Relevant
No
Model Risk Relevant
No
Restricted Data
Restricted
Criticality Tier
3 - Low

Lifecycle

Version
1
Active Date
2025-09-05
Sunset Date
Replacement Reference
N/A
Created Timestamp
2025-07-24 12:00:00
Updated Timestamp
2026-02-18 14:08:00