Bankersalmanac.com has developed 4 report options:- SSI & Payments Report, Due Diligence Report, Institution Report and Full Details which present the data on the Bankersalmanac.com website in 4 different ways to meet key needs of you, our users.
By choosing one of the 4 reports you get to the data you need to do your job, much more quickly and easily.
The 4 report options have been designed in consultation with our users to fit 4 key uses of Bankersalmanac.com.
With so much information now on the website, users were finding it harder to find the data they needed.
By selecting one of the 4 report options as your preferred view of the data, you are presented with the data you need first and so don’t waste time scrolling through pages of information to find the information you require.
No, you choose your preferred report option the first time you log on to Bankersalmanac.com. Then every time you view an institution’s details you will see it presented in the format of your preferred report option.
Yes, you can change your report option at any time. Simply go to My Profile on the top toolbar and then My Report Options.
Choose your new report option and click Select Report Option.
The change will take effect immediately so as soon as you go to an institution’s entry you will have the data presented to you in your new report format.
Yes. The reports do not restrict your access to any of the data, they are designed to help you get to the information you need quickly.
You will still be able to access all the information on the Bankersalmanac.com website.
Then choose Full Details as your preferred report option as this provides the same view of the data as you saw on the old Bankersalmanac.com site.
Yes click on the Example link below each report option to see a sample report.
Click on the Data included link below each report option to see a list of the data that’s included in each report.
• If your work primarily involves payments processing then the SSI & Payments Report should provide you with the all the data you need to complete a transaction.
• If you work in compliance and have access to the Due Diligence Repository then the Due Diligence Report will provide the essential documents and information required to conduct due diligence checks on your bank counterparties.
• If you work in risk or your job involves making assessments of banks then you should choose the Institution Report as it gives you an overview of the status of a bank.
• If you want immediate access to all the data available on an institution then choose Full Details.
If you need any help on the report options please contact your local Account Manager or our Helpdesk, see Contact Us.
