Transcript Credentialing PowerPoint - Federal Reserve Bank of Minneapolis

B O A R D O F G O V E R N O R S O F T H E F E D E R A L R E S E RV E S Y S T E M
Credentialing and
Enrollment Training
for Reporting Central
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B O A R D O F G O V E R N O R S O F T H E F E D E R A L R E S E RV E S Y S T E M
Agenda
 Brief review of set up process
 Detail look at Federal Reserve Subscriber Access
Request Form (Form RC-1)
 Online Resources and Support Contacts
 Upcoming Milestones
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Affiliate Model
 If an organization already has EUAC established for the bank:
 Need to set up new or make changes to existing FedLine®
Subscribers to grant access to Reporting Central (step 3).
AND
 Need to send in Subscriber Access Request Form (step 4).
 For organizations that have an ABA or are utilizing an ABA
through the affiliate model, the next two slides will provide
high level overview for Steps 1-3.
 For organizations with a CIN or ONLY an RSSD-ID and are not
utilizing an ABA through the affiliate model, call the Customer
Contact Center at (888) 333-7010, option 2 for assistance.
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Establishing FedLine Web® Access
for Organizations
For detailed instructions, visit FRBServices.org and select Central Bank >
Reporting Central Application Setup (from the right hand navigation bar)
Step 1. Designate Authorized Individuals
 Submit a Board Resolution and Official Authorization List (OAL)
These forms can be found on FRBServices.org by selecting: Forms >
Account Services > Account Holder Board Resolution and Official
Authorization List
Step 2. Designate End User Authorization Contacts (EUACs)

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All organizations need to complete a separate Federal Reserve Bank End
User Authorization Contact (EUAC) Form for each individual identified as
needing FedLine EUAC authority.
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Establishing FedLine Web Access
for Organizations
Step 3. Set up new or makes changes to existing FedLine
Subscribers
• Request FedLine Web service access for the individuals
(Subscribers) who will be using the Reporting Central application.
• Authorized EUACs will submit a Subscriber request via the EUAC
Center within FedLine Home for each individual identified as
needing Subscriber access to Reporting Central.
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Federal Reserve Bank Subscriber Access
Request Form (Form RC-1)
Step 4: Enroll Subscribers to specific reports
 If a Subscriber already has a token, an EUAC only needs to
set up existing Subscribers with Reporting Central and
complete this form to grant access to reports in Reporting
Central.
 EUAC cannot sign himself/herself up as a Subscriber. A
different EUAC must sign that person up as a Subscriber.
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Federal Reserve Bank Subscriber Access Request
Form (Form RC-1)
http://www.frbservices.org/files/forms/reporting/subscriber_access_reporting_
central.pdf
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 Must be completed and sent to the Federal Reserve by EUAC
 Must have a separate form for each legal entity (bank and holding
company) for each Subscriber
 Select the action – most likely “New Subscriber”
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 Subscriber’s Name - Person (with FedLine credential) who will be
submitting reports on behalf of institution.
 Reporting Institution’s Legal Entity Name - Name of institution that
submits the report (bank or holding company). Enter only one name.
 RSSD ID – RSSD ID of entity (bank or holding company). Enter only one
RSSD ID.
 Address – Physical address of institution.
 Telephone Number – Subscriber’s work phone number.
 Work Email Address – Subscriber’s work email address.
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 Only select report series filed by that institution.
 For example, a bank may select a FR 2900 report (either FR 2900 or FR 2900 Q) AND FR
Y-8.
 FR Y-8 is selected under the bank’s RSSD ID.
 For example, a holding company may select FR Y-9 C AND FR Y-9 LP.
 More than one report can be selected, but it has to be filed for the institution listed
above.
 Reports may be selected even though they are not currently available in Reporting
Central. IESUB will continue to be used until the report is migrated to Reporting Central.
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 EUAC’s name, signature, date, work email, work phone number.
 Do not put any information in the “For Federal Reserve Banks Use Only:” section.
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How to Submit Subscriber Access Request Form
(Form RC-1)
 Form RC-1 is available online or via FedLine Home. Once each Subscriber
request has been processed by the Customer Contact Center, an EUAC will
be able to click “Request Reporting Series Access” within the EUAC Center
to access a pre-populated Form RC-1 for each credentialed Subscriber.
EUAC emails completed and signed form(s) to
[email protected].
**Email must come from EUAC**
 Fax the form(s) to (612) 204-5905
 Mail the form(s) to:
Federal Reserve Bank of Minneapolis
P.O. Box 291
Minneapolis, MN 55480
Attn: Statistics
Questions on Subscriber Access Request Form (Step 4)
 (612) 204-6445 or (888) 887-0926
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Online Resources & Support Contacts
For further assistance with completing/submitting EUAC and Subscriber forms (steps 1 – 3)
or questions regarding the FedLine Web credentialing process, please contact the
Customer Contact Center:
PHONE: (888) 333-7010
FAX:
(866) 333-2589
EMAIL: [email protected]
HOURS: 6:30 a.m. – 8:00 p.m., Central Time, Monday - Friday
For additional information regarding the Reporting Central application, please visit the
following pages found on FRBServices.org:
•
•
Reporting Central Resource Center
http://www.frbservices.org/centralbank/reportingcentral/resource_center.html
Central Bank section of the Frequently Asked Questions page
http://www.frbservices.org/help/reporting_central_application.html
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Upcoming Milestones
 FR Y8 – 12-31-14
 All reports - Year-end 2015
Questions
[email protected]
(612) 204-6445, or (888) 887-0926
“Central Bank Central,” “FedLine” and “FedLine Web” are trademarks or service marks of the Federal Reserve Banks. A complete list of marks owned by the
Federal Reserve Banks is available at FRBservices.org.
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