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
This article provides an overview of how a Reporting Entity can change their information.
The 'Change of Financial Institution Information’ form is accessed through the ‘Create Filing’ option of the Vizor Portal. Once the portal user has created the desired form, it will be moved to the ‘Draft’ Filing section of the Application.
Click on the Filing Name in Draft Filings to edit.
Click on Edit
Make the necessary changes.
Click on Validate & Save
Then go Submission and Submit Filing. Submit Filing
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.