CenTrax NEXT Help Resources

The Dashboard features allows for custom selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data at log in of the Marquis Next platform. This document explores how to create a new dashboard.

The Dashboard features allows for custom selected reports to be grouped and displayed for users based on their role within the system. They are designed to present the desired information based on current data at log in of the Marquis Next platform. This document explores how to create a new dashboard.

The purpose of Manual Geocode is to identify those records with Geocode exceptions and search within the CenTrax Address Database as well as compare against FFIEC to update the records with appropriate geocode information.

The Mapping function is built into the application and allows a visible representation of where applications have been made as well as giving the ability to display extra features such as branch locations, radius rings and a color theme of the Tract Income Level for an area. Due to the color theme, a filter on a Tract Group is required in order to use the mapping feature.

Filtering is used to isolate specific records for analysis purposes, data audits and select processes/reports as well as various areas within the CenTrax NEXT platform.

The Field Group is a group of a select set of fields that will become available for analysis or ouput within the Research section of CenTrax Next. These groups can be selected, edited or created within Discovery/Research.

The Output is the file creation process available within the Research window of the application and can be used to generate files for analysis or data auditing.

The Exam Tables are designed to run reports designed to assist in becoming “Exam Ready”. At least one Assessment Area must be created and the tables can be processed on CRA and HMDA data as well as on the Branch locations added within the Settings/Organizations/Branch setup.

This is the area of the software where records can be edited, deleted and/or added as well as reviewed.

SamplePro is designed to give the ability to audit a sample of records using a random selection of records by size, percentage or using FFIEC’s Sample Guideline. The records can also be flagged in order to prevent the same record from being sampled again when doing a follow up audit.

ExportPro is designed to give the ability to automate the creation of files for specific records with the ease of one click.

The BISG Proxy tool allows for the proxy race, gender, and ethnicity to be determined for records based on the name and geography on the record. It is designed to be used on records where that information is not gathered but are used in a Fair Lending analysis or exam.

The Update Derived Fields gives the ability to update and run calculations after records have been imported, if needed, to make corrections and fill in missing pieces.

The Import section is used to define import layouts that associate fields from certain file formats including submission files. The following process outlines how to import in HMDA LAR or CRA LR submission files.

The Import section is used to define import layouts that associate fields from certain file formats including submission files. The following process outlines how to import in HMDA LAR or CRA LR submission files.

The Import section is used to define import layouts that associate fields from a text, excel, or other format file with the fields in CenTrax to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.

The Import section is used to define import layouts that associate fields from a text, excel, or other format file with the fields in CenTrax to place them in the appropriate locations to establish and/or update records. The import definition must be setup and can be used within the automation process.

The Data Conversion allows for the conversion of a character string into an actual code automatically during the import process.

The CASS process will evaluate the address on the record to better match with the USPS coding to assist in the identifying and obtaining geocodes on records. The Geocode process will assign geocode attributes to the record based on the address it contains.

The ReplacePro function allows for the ability to setup a modification or change to data within a set field for records that meet specific qualifications. It will cut down the time it’ll take to accomplish the change to a click of a button rather than a series of clicks.

The DeletePro function allows for the ability to automate the deleting of records that meet specific qualifications.

The Automation Manager allows for automating all of the different DataPro processes in any desired order to alleviate clicks and make the process more easier and efficient.

The following process outlines how to run the HMDA Filing Wizard process.

The following process outlines how to create the HMDA submission file.

The following process outlines how to run the CRA Filing Wizard process.

The following process outlines how to create the CRA LR submission file.

The location needed for creating, adding or deleting CenTrax files as well as file management regarding deleted records, is within the Settings/File Manager. Keep in mind, the files available here will only be those that are tied to the selected or active Institution.

System wide settings can be applied and managed through the CenTrax Settings area of the system. They will determine what edits to trap for, geocode settings to apply during Data Entry and how to manage duplicate account numbers.

Field Group Manager is where field groups will be created and managed. Field Groups are used when viewing data within Research, as file output options as well as report outputs for select reports.

User Defined Fields is available for creating fields that are not currently in the list of default fields to bring in but are desired to have in the system for extra analysis or informative purposes.

The steps below will go over the creating and managing of Tract Groups and Assessment Areas necessary for certain reports as well as submission requirements.

The Peer Groups are set groups of specifically selected institutions to be used for comparison or within the peer reports for both CRA and HMDA.

The following procedures will outline the steps for adding and managing any Region codes to be utilized within the system.

The following procedures will outline the steps for adding and managing any Branch codes to be utilized in Exam Charts, maps and other analysis.

The following procedures will outline the steps for adding and managing any Officer codes to be utilized within the system.

The following procedures will outline the steps for adding and managing any Product codes to be utilized within the system.

The following procedures will outline the steps for adding and managing any Call codes to be utilized within the system.

The following procedures will outline the steps for adding and managing any Data System ID codes to be utilized within the system. The Data System ID Codes are designed to identify what import definition the records were added or updated last from.

The following procedures will outline the steps for adding and managing any Line of Business codes to be utilized within the system.

The following procedures will outline the steps for adding and managing any Purpose codes to be utilized within the system.

The Matched Pairs report is designed to establish a group of applicants as the control and to find similar applicants that received different actions.

The Fair Lending – Underwriting Criteria is used to determine whether or not underwriting practices are being applied to the applications and then apply an override status for analysis purposes.

Roles is where the permission groups or role groups are created for each institution. They will be applied to report permissions, dashboard permissions and dashboards themselves. They will also determine what areas of the software users with that role will have access to.

Users is where all logins or users are created that will be accessing the platform, even if it is just to access the Dashboard page.

Dashboard Elements is where the system will determine what reports are made available to be displayed within the Dashboard list as reports or graphs to be added to the dashboards.