Viewing Submission History

Applies to: AEOI

Warning: Please be aware that there might be small differences between your project implementation and the screenshots and information in this article, however, the overall functionality remains the same.

Overview:

FI users can access previously filed CRS, FATCA, CbC and Change of Reporting Obligations filings via the Submission History section of the Vizor FATCA & AEOI Portal application.

To access your Submission History, Click on Menu Button, then Submission down the left and then Submission History.

The Submission History screen offers the user a view of all successfully filed filings showing the filing name, reference, revision (note the revision number has changed to 1.0), status, the period end date it relates to and the date of submission. Upon selecting a filing the user is brought to a read-only view of the data contained therein.  

Select a previously submitted filing to view its contents

Who can use this functionality?

The functionality detailed in this section can be used by FI users that have either the “Primary User” role or the “Secondary User” role.

Last review date: 28th February 2023

Author: Alan Joyce

Warning: When working with Vizor Builder or any aspect of Vizor Software configuration including individual configuration files, please note that significant problems can occur when performing modifications or additions to existing configuration incorrectly. it is highly recommended that a backup of any project or related file is readily available when making any configuration adjustments. In addition, any modifications made to configuration or project files should be carefully tested before being deployed to any live environment. In addition, changes to projects or configuration files should be made by trained and certified personnel in the use of Vizor Software. If further advice is needed on making any configuration changes involving Vizor Software, a customer support representative should be consulted.