# Presentation: 125086

## July 11 - September 2
2005

- July 11 - September 2
- 2005

**FFIEC** Central Data RepositoryBank Enrollment

## Call Report Modernization Project

- The FDIC, FRB and the OCC have developed a new Central Data Repository (CDR) to receive, edit, store and distribute Call Report data.
- CDR Implementation is scheduled for use with 3rd Quarter 2005 Call Reports.
- All banks that file FFIEC 031 or 041 Call Reports will need to “enroll” with the CDR prior to filing their first report.
- Enrollment period will run from July 11 – September 2, 2005.
- Enrollment Instructions were released via _[FIL-55-2005](http://www.fdic.gov/news/news/financial/2005/fil5505.html)__._

## Enrollment Schedule

- To ensure a smooth transition to reporting through the CDR, the enrollment process will be conducted in stages.
- Financial institutions will be assigned to specific enrollment windows according to the alphabetical order of the cities where their institutions are headquartered:
**A - B** 	July 11 - 15
**C** 	July 18 - 22
**D - F** 	July 25 - 29
**G - J** 	August 1 - 5
**K - M** 	August 8 - 12
**N - Q** 	August 15 - 19
**R - S** 	August 22 - 26
**T - Z** 	August 29 - September 2

## Who should enroll?

- For security purposes, enrollment email notifications will be sent to the *Authorized Officer Signing the Reports* (at the email address provided on the March 31, 2005, Call Report).
- If this contact has changed or will be out of the office during your institution's enrollment window, please contact the FFIEC help desk for assistance.

## Overview – First Steps

- Access _[CDR.FFIEC.GOV/CDR](http://cdr.ffiec.gov/CDR)__ _
**	****If you have problems with this link, please copy the following text and paste it in your internet browser's window: **_[CDR.FFIEC.GOV/CDR](http://cdr.ffiec.gov/CDR)_
- Click on the LOGIN button

## Request An Account

## Delegated Site Administrator

-   Click on the Enroll Here button next to Initial 	Delegated Site Administrator (DSA)

## Delegated Site Administrator

- Initial enrollment of a Financial Institution must be completed by that Institution’s DSA.
- The DSA will also be responsible for determining access rights and entitlements for all subsequent users in their institution.
- Each institution’s DSA will be required to verify specific confidential information from their institution’s Call Report in order to enroll.

## Enrollment Overview - DSA

- The steps to validate your identity are explained at the top of the page.
- 	*You may wish to print this page for future reference.*
- Enter your institution's ID RSSD (a look-up feature is provided)
- Enter the following confidential information from the March 31, 2005, Call Report in the required fields:
- USA PATRIOT Act Primary Contact Name
- USA PATRIOT Act Primary Contact Title
- USA PATRIOT Act Primary Contact Fax Number

## Enrollment Validation

- The CDR validates the information provided and sends the *Authorized Officer Signing the Reports* a separate email containing a Personal Identification Number (PIN) and a URL link to the next enrollment screen in the CDR
- Receipt of the email may be delayed due to server volume on either end.
- If the email has not been received in a reasonable amount of time, we encourage you to check your bulk email or spam folder and check with your internet service provider before contacting the CDR Help Desk.

## Completing Enrollment

- Upon receipt of the email, the *Authorized Officer* may then forward this information to another DSA or complete the enrollment process themselves as the DSA.
- To complete the enrollment process, the DSA clicks the link included in the message and will be required to enter:
- ID RSSD
- USA PATRIOT Act Primary Contact Fax Number
- System generated PIN
*Copy* PIN from email and *Paste* in required field to ensure accuracy
- The system will provide fields to collect user information for the first DSA account.

## Post Enrollment

- The DSA will be required to complete a brief online Security Awareness Training to access the CDR.
- Once the account is created, the Authorized Officer and the DSA will receive e-mails with Username and First and Last name of the user that created the account.

## Online Help Documents

- The following help materials will be available via the Help button in the top right corner of each page of the CDR:
- Global Enrollment procedures
- New User Account Request procedures
- Reset Password Guidelines
- FAQs
- Glossary

## Additional Information

- Additional information on the FFIEC Call Report Modernization project and the CDR are available at:
- _[www.FFIEC.gov/FIND](http://www.ffiec.gov/FIND)_

## Help Desk

- Call Report Software Vendors are prepared to provide
- help enrolling institutions and the FFIEC has opened a
- toll-free Help Desk (M-F 9am-6pm Eastern):
- 	      **Phone: ****	****1-888-CDR-3111**      Fax: 		1-301-495-7864**      E-mail: ****	****CDR.Help@FFIEC.gov**