1 Generation of Canned Reports

Canned Reports capture the following information which will show up after the Batch execution for every run:

  • Customers in Staging table
  • Customers pushed from staging table into Customer Screening tables
  • Alerts/events generated
  • Customers with non-hits
  • Cases created

The following are the steps to access the Canned Reports:

  1. Access Admin Console from Financial Services Analytical Applications Home page.

    Note:

    To use Reports for Download from the Admin Console, your user profile must be mapped to the Data Maintenance Admin group and the Admin group with Enabled Canned Report Access role mapped to it. For more information about assigning the user role, see Using the Admin Console.

    For more information about using the Canned Reports, see View Reports for Download.

  2. Under the System Configuration tab, select the Reports for download. A Date Reporting - Data View window will open with the list of Canned Reports. For Customer Screening, the following are Canned Reports:
    • FCC_CANNED_CS_BATCH_REPORT: After the Batch Customer Screening, the information is captured in the canned report. You can view this data and analyze the data accordingly.
    • FCC_CANNED_CS_314A_BATCH_REPORT: After the Batch Customer Screening for the 314A Customers, the information is captured in the Canned Report. You can view this data and analyze the data accordingly.
    • FCC_CANNED_CS_REALTIME_MATCH_REPORT: After the Realtime Screening, the information is captured in the Canned Report. You can view this data and analyze the data accordingly.
    • FCC_CANNED_WL_WATCHLIST_COUNT_REPORT: This canned Report will contain the watchlist information and the count of each watchlist in Open Search.
    • FCC_CANNED_CS_CASES_REPORT: This canned report will contain information about cases and events created.
  3. Click on the Menu button next to Canned Report and then select View to view the report details.
  4. Expand the report to view the default Attribute names. In the top right corner of the Attributes Selection tab, click Apply to preview the report details in the Data Preview tab.
  5. Click on the Download CSV button to download the report details in CSV file format.