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Liquidity Summary Report 088

Report ID: 10088

Overview

Report ID
10088
Report Name
Liquidity Summary Report 088
Business Purpose
Customer activity analysis
Business Domain
Computer Operations
Org Unit
IT
Frequency
Annually
System Origin
Power BI
Lifecycle Stage
Under Review

Ownership

Business Owner
Casey Smith
Technical Owner
Jamie Anderson
Data Steward
Reese Miller
Validated By
Reese Miller
Created By
DAVISR
Updated By
SMITHJD

Delivery

Scheduler Location
Scheduled Jobs > IT > Annually Schedules > Job 088
Distribution Method
Email
Output Format
CSV
Intended Recipient
Business Unit Leadership
Destination Location
\\server-4\Reports\IT\088
Delivery Access Control
AUTOMATE_RPT88
Member Name List
Casey Smith, Jamie Anderson, Reese Miller
Member SAM List
csmith, janderson, rmiller
Additional Email
[email protected]

Data and Logic

Key Datasets
Branch Activity; Teller Transactions
Transformation Logic
Deduplicate records and enrich ownership fields
Downstream Process
Month-end close
KDE Link
KDE-2088

Risk and Controls

Validation Status
Validated
Validation Date
2024-09-10
SOX Relevant
Yes
Regulatory Relevant
No
Model Risk Relevant
No
Restricted Data
Restricted
Criticality Tier
2 - Med

Lifecycle

Version
1
Active Date
2024-05-15
Sunset Date
Replacement Reference
N/A
Created Timestamp
2024-03-13 08:00:00
Updated Timestamp
2024-12-07 13:28:00