Category

Comply Feature

View Definitions - Form, List and now Dashboard

March 8, 2018 RATA Associates 2 min read
View Definitions - Form, List and now Dashboard

Since the release of Comply 17, users have had a completely new way to create custom List view and Form view definitions. In previous versions of Comply users were able to create only custom List views and that was always very helpful for looking at data different ways. When trying to figure out the best way to deal with the 2018 field changes we expanded the custom views to also include Form views. By doing this, users can easily switch between the Comply Editor (Classic) view (which is for years 2017 and prior) and the Comply Editor view (2018 and later). Users can also create their own views, such as one page views, limited field views, rearranged views, etc. With Comply 17.1 users can actually integrate field-level charts into these views as well. Click here to watch the Dashboard…

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Comply DataMine Report Builder

November 11, 2016 RATA Associates 2 min read
Comply DataMine Report Builder

The Comply DataMine analysis tool is RATA's new advanced custom report builder. RATA clients will now have the ability to build both custom pivot tables and custom executive reports using the power of Microsoft Excel, SQL Server Analysis Services (SSAS) and your Comply Database. With this powerful configuration you are able to create reports using combinations of your latest HMDA and CRA data, peer data, demographic data, deposit data and more. This new optional component is available for use with the 2015 HMDA and CRA peer data and will give customers much more flexibility for analyzing their own data compared to peer data by year, geography and additional filters. Regulators have been recently creating peer groups by asset size, rate spread percentages and geography. The new Peer Group…

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What happens next

  • 40 minutes, screen-shared. A live walkthrough on RATA sample data, driven by your questions rather than a script.
  • A specialist, not a relay. The person on the call knows both the software and the regulations behind it.
  • Mid-cycle is normal. Implementation and historical conversion are handled for you, typically inside a day.