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Course: Upload Assistance - Financial Statement Conversions
Description:
The Upload Assistance course is a designed for participants in a credit analyst role who have previously attended the electronic submission training. In this course, participants will explore the conversion process that occurs when financial statements are submitted electronically. Through real life examples and hands on practice, participants will learn to convert documents submitted by the borrower and thus select the data required for analysis. In addition, they will use what they have learned to develop best practices in order to use Upload Assistance efficiently.
Prerequisites:
Electronic Submission
Duration:
3.5 hours
Learning Outcomes:
At the end of this training, participants will be able to:
1. Define the purpose and benefits of Upload Assistance
2. Describe the Upload Assistance Conversion Process
3. Apply the Conversion Process to validate the data required for analysis
4. Develop best practices when using Upload Assistance
Topics covered:
1. Electronic Submission Process - Recap
- How the Covarity Dashboard works when documents are submitted electronically
- Introduce the concept of document conversion
2. What is Upload Assistance?
- The purpose of this tool and where does it fit in the process
- Overview of the conversion steps
- Benefits of using Upload Assistance
3. Upload Assistance Document Conversion Process
- Documents in Pending Assistance: The Concept
- First time upload
- Subsequent uploads
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