5.2 Data Uploading

After you have prepared data in the .csv file using Table 5-2 , you can upload reference data into the system. If there is any correction to be made to the uploaded reference data, you can download the uploaded reference data tables, edit, and upload them into the system.

To upload reference data into the system, follow these steps:

  1. In the Navigation List LHS menu, select Compliance Regulatory Reporting Administration, and click Reference Data Upload. The Reference Data Upload page is displayed.
  2. Click Drop files here or click upload. Select the .csv file from your system. The uploaded file is displayed with File Name, File size, and File Type in the file list.
  3. Select the required file from the list and click Upload. The file is uploaded to the system.

    Note:

    You can upload only one file at a time.
  4. To remove the file from the list, select the required File Name and click Remove File Remove file. The selected file is removed from the list.
  5. In case you want to modify the uploaded reference data. From the Reference Data Download section, select the table from the Select to Download drop-down list and click Download. Modify the required information and upload the reference data table by repeating steps 2 and 3.