Exporting all the Data Management Data & Reports

All the reports generated during Data Management activities can be downloded into a single storage space by opting for “ Export All Reports to excel” . Necessary print-out may be taken for data remedaition purposes as and when a run is completed for a month.

When the entire data processing activities are completed, export of Staging Layer Data to the next Layer has to be done to enable data processing for Classification of Account Holders and Accounts. This can be achived by clicking the option “download” export staging layer data.

“Data Promotion” option moves the data from Staging Layer to FATCA Layer for further processing