Online Reporting System User

2012

Manual
Online Reporting System User Manual

Disclaimer
The guidance in this document is correct as at the date of publication. The Central Bank
regularly issues guidance to ensure compliance by regulated firms with their legal and
regulatory obligations. Up to date guidance is available on the Central Bank website at the
following address: www.centralbank.ie

This manual does not cover the content of individual returns. Users should continue to refer
to the published division specific materials for return completion guidance.

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Contents

1. INTRODUCTION 4

1.1 PURPOSE OF THIS USER MANUAL 4

1.2 USER SUPPORT 4
1.3 ONLINE REPORTING SYSTEM- NEW FEATURES 4

2. THE ONLINE REPORTING SYSTEM 5

2.1 ABOUT THE SYSTEM 5

2.1.2 MINIMUM SYSTEM REQUIREMENTS 5
2.1.3 NAVIGATION 5
2.3 SYSTEM ACCOUNTS 6
2.3.1 FIRM ADMINISTRATOR ACCOUNTS 6
2.3.2 BUSINESS ADMINISTRATOR ACCOUNTS 7
2.3.3 USER ACCOUNTS 7
2.4 LOGGING IN 8
2.4.1 LOGGING IN FOR THE FIRST TIME 8
2.4.2 LOGGING IN - BUSINESS AS USUAL 11
2.4.3 LOGIN ERROR S 13
2.4.4 INACTIVITY 15
2.4.5 LOGGING OUT 16
2.5 TASKS 17
2.6 NEW MESSAGES 18
2.6.1 VIEW NEW MESSAGES 18
2.6.2 VIEW MESSAGE ARCHIVE 19
2.7 USING THE SYSTEM FOR REPORTING INFORMATION 20
2.7.1 ACTIVATING A RETURN 20
2.7.2 DROP-DOWN LIST BOXES 20
2.7.3 ADDING AND DELETING ROWS 20
2.7.4 REPORTING AMOUNTS, ROUNDING AND DATA VALIDATION 20
2.7.5 SCHEDULED RETURNS 21
2.7.6 AD-HOC RETURNS 21

3. MY PROFILE 26

3.1 EDIT MY PROFILE 26

4. MANAGE USER ACCOUNTS 28

4.1 OVERVIEW 28
4.2 ADD A USER ACCOUNT 29

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4.3 EDIT USER ACCESS 31
4.4 SELF SERVICE PASSWORD RESET 34
4.5 RESET A PASSWORD FOR ANOTHER USERS ACCOUNT 37
4.6 DISABLE/ENABLE A USER’S ACCOUNT 40

5 SUBMIT A REQUEST 44

5.1 SUBMIT A REQUEST: GENERAL QUERIES 44

5.2 SUBMIT A REQUEST: RETURN SPECIFIC QUERIES 47
5.3 SUBMIT A REQUEST: UNLOCK A RETURN 50
5.4 MY REQUESTS 52
5.5 CLOSING OF REQUESTS 53

6 RETURNS MANAGEMENT: REMINDERS/ACKNOWLEDGMENTS 54

6.1 INSTITUTION REMINDERS/ACKNOWLEDGEMENTS: OVERVIEW 54

6.2 INSTITUTION REMINDERS/ACKNOWLEDGEMENTS: PROCESS PER INSTITUTION 54
6.3 INSTITUTION REMINDERS/ACKNOWLEDGEMENTS: PROCESS PER RETURN TYPE 57
6.4 INSTITUTION REMINDERS/ACKNOWLEDGEMENTS: PRIMARY / SECONDARY CONTACTS 59

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1. Introduction

1.1 Purpose of this User Manual

This User Manual provides instructional support and guidance to Authorised Firm
Personnel who use the Online Reporting System (hereinafter the ONR or the System)
to submit or view their Regulatory Returns.
The manual focuses on access, navigation, use and management of the system.
This manual does not cover the content of individual returns or the definitions of
fields within returns. Users should continue to refer to the published Guidance for
completing specific returns.

1.2 User Support

All Business and System related Online Reporting queries and requests should be
submitted to the Central Bank using the Instructions available in section 5 of this User
Manual.

1.3 Online Reporting System- New Features

Self-Service Password Reset, Section 4.4 there is no need to contact the Central Bank; a
user can reset their own password. It is a quicker and more convenient method of doing so.

Submit Queries and My Requests, Section 5.1 this new function allows firms to submit
questions to the Central Bank via an online query form. The form is easily accessible on the
Home Page of the Online Reporting System.

Returns Reminders and Acknowledgements, Section 6.1 allows firms to set reminders for
the firm as well as for each individual return type.

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2. The Online Reporting System

2.1 About the System

The Online Reporting System is a web-based application through which authorised

firms are required to submit their Regulatory Returns.

2.1.2 Minimum System Requirements

The Online Reporting System may be accessed using the following Internet browsers:
 Internet Explorer v6.0 (or later)
 Mozilla Firefox v2.0 (or later)
 Apple Safari
The Online Reporting System allows returns to be exported to spreadsheet
applications.

2.1.3 Navigation
Use the menu across the top of the system pages to navigate through the Online
Reporting System.

This menu is highlighted in red in Figure 2 below.

The menu provides links back to each previous page the user navigated through to get
to the current page.
Fig 2

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2.3 System Accounts

Fig 2.1

There are three different types of system account:

 Firm Administrator
 Business Administrator
 Firm User

2.3.1 Firm Administrator Accounts1

 The Firm Administrator will automatically have unconditional access to all returns
applicable to the firm. This includes Fitness & Probity Returns (IQs) which may
contain confidential and highly sensitive information.
 The Firm Administrator can add, modify or remove existing Business
Administrator(s) and User(s) profile(s) to/from the ONR and add or delete the IQ

1
Please note that some Institutions do not have Firm Administrators. Where this occurs please refer to divisional specific guidance notes on
Administrators.

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return type to individual Business Administrator(s) and User(s) profile(s) as

required, without contacting the Central Bank.
 Each Firm shall have one Firm Administrator account, unless separate approval
has been provided by the Central Bank.
 The Firm Administrator may set up and manage Business Administrator accounts
and User accounts for the Firm (i.e. notifying login details and resetting
passwords, when necessary). They may also set the profiles to provide the ability
to view, create, submit and/or amend returns, depending on the roles assigned.
 The Central Bank will notify the Firm Administrator directly of their login
credentials (institution code, login name and password) after initial setup of the
firm on the ONR.2
 If the Firm Administrator changes, the Institution must notify the Central Bank
immediately via the ‘Submit a Request’ process.3

2.3.2 Business Administrator Accounts

 Business Administrator accounts are primarily in place for larger financial

institutions with multiple divisions, where a ‘Chinese Wall’4 structure is required
to restrict transfer of sensitive information between divisions within the firm.
 The primary difference between Business Administrator and Firm Administrator
accounts is that the Business Administrator(s) does not automatically have access
to all returns. The Business Administrator will be assigned their ONR account
profile and roles by the Firm Administrator.
 Where the Firm Administrator has given responsibility and access to do so, the
Business Administrator account can create, edit or delete other Business
Administrator accounts and other User accounts. The functions assigned may
include set up and management of other accounts, notification of login details,
resetting passwords, setting profiles to provide the ability to view, create, submit
and/or amend returns.

2.3.3 User Accounts

 The User will have the ability to view, edit and amend returns, as determined by
the roles assigned to them.
 User accounts are administered by the Firm Administrator or Business
Administrator. They may set up one or more User accounts for the firm.
 The User account cannot create or edit other User accounts.

2
See logging in for the first time at Section 2.4.1
3
Please see section 5 for further detail on submitting requests.
4
As defined in Chapter 12 of the Consumer Protection Code 2012.

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2.4 Logging In

2.4.1 Logging in for the First Time

 The Online Reporting System will require all Administrator(s) and User(s) to
change their password when logging into the system for the first time. See figures
2.2 and 2.3 below.
 The Administrator will be prompted to enter the temporary password as issued to
them by the Central Bank in ‘Enter Old Password’.
 The Administrator must then create a new password.

Password Strength

 Administrators and Users must choose a strong password, in accordance with the
following rules:
 The login name cannot be used as part of the user’s password;
 The password provided must be a ‘Strong’ password. Password strength is scored
on a combination of length and complexity. An overall score of 3 or greater
represents a strong password. Points are awarded as follows:

Length:
6 – 1 point
10 – 2 points
14 – 3 points

Complexity:
Presence of both uppercase and lowercase characters – 1 point
Presence of a digit – 1 point
Presence of a special character (non-alphanumeric) – 1 point

Example:

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Friday83
Wednesday44!

 Once satisfied with the new password, select Change.(Fig 2.3 refers)

Fig 2.2 Login Screen where initial firm credentials are inputted as provided by the Central Bank to the Firm Administrator.

Fig 2.3 Displays Initial Login Screen when Logging in for the first time.

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 It is the User’s responsibility to keep safe their login details securely.

 ONR Administrators and Users should refer to Section 4.4 on ‘Self Service
Password Reset’ and Section 4.5 on ‘Reset a Password for another users account’
for further information on password functionality.

Fig 2.4 shows a screen display where a Password is successfully changed.

 Click the ‘Edit Password Secret Questions’ button to proceed.

 Your Password Secret Question page appears (Fig 2.5 refers). You must provide
answers to at least 3 of the 5 questions below. Then click ‘Save’. Once this is
complete you will be brought to the home screen.

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Fig 2.5 Below is the screen display with secret password questions.

2.4.2 Logging in - Business as Usual

 Open a web browser and enter the address www.centralbank.ie

 Click the Online Reporting System button –see Figure 2.6.

Fig 2.6

 The Login screen of the Online Reporting page appears. Enter your login details
and click Login.(Fig 2.7 refers)

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Fig 2.7

 The Home page appears- see figure 2.8. Throughout the manual, reference will be
made to the Home page. It is the key point of reference when beginning any task
on the ONR.

Fig 2.8

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2.4.3 Login Errors

Incorrect login details

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 Login details are case sensitive see example in Fig 2.9.

Fig 2.9

Logging in from different locations

 ‘The system could not log you in as you are already logged in from another
location’. Figure 2.10 below refers.
 You are not allowed to log into the ONR from 2 computers or from two separate tabs
in your browser at the same time.
 This occurs where you have logged in from two computers or used two different
browsers.
 Ensure that you are logged off from all locations.
 Wait a half an hour and retry again.

Fig 2.10

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HTTP 400 - Bad Error Request

 This error occurs where the login attempted is deemed a security threat.
(Figure 2.11 refers)

 Disable any add-ons on your web browser.

 Use a direct URL https://onlinereporting.cbfsai.ie/Login?ReturnUrl=%2f

and save to your favourites.

Fig 2.11

2.4.4 Inactivity
Users will be logged out of the system after 20 minutes of inactivity.5

5
Please refer to Section 2.4 on best practice for logging in and logging out.

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2.4.5 Logging Out

Fig 2.12

 Always click the Logout button to securely leave the Online Reporting
System. (Figure 2.12 refers)

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2.5 Tasks

 Tasks are displayed at the bottom of the Home page, alerting the User to take an
action on a specific return. (See Figure 2.13)

Fig 2.13

 There are 3 types of tasks

 Due
 Overdue
 Revised (when the return is unlocked)

 Only one task is displayed per return

 The task link opens the page for the associated return.

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2.6 New Messages

2.6.1 View New Messages

 The Online Reporting System includes a New Messages facility to notify Firms of
general announcements related to Returns or to the Online Reporting System, such
as planned Online Reporting System down time or documentation updates.(Figure
2.14)
 New Messages are displayed on the right side of the Homepage. The five most
recent messages are displayed here; older messages are displayed in the Message
Archive.
 Click [more] (to the right of any message), or click on the message hyperlink to
view its contents.

Fig 2.14

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2.6.2 View Message Archive

 Click Go to Message Archive >> to view older messages. (Figure 2.15) The All
Messages page appears. Click the title of the message under the Message
Summary column to view its contents. (Figure 2.14)

Fig 2.15

 Click back to return to previous page.

Fig 2.16

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2.7 Using the System for Reporting Information

2.7.1 Activating a return

Users must firstly ‘activate’ the return type by clicking the Edit Data button.

2.7.2 Drop-down List Boxes

Some fields require the user to select an entry from a drop-down list box. If a suitable
entry is not available, please choose the entry Other.

2.7.3 Adding and Deleting Rows

The user may add and delete rows to/from data tables by clicking the Add Row or
Delete links where available.

2.7.4 Reporting Amounts, Rounding and Data Validation

Amounts must be reported and entered into the ONR in thousands of Euro (€’000),
unless otherwise stated.

Amounts must be rounded up/down, where required.

Decimals should not be entered for amounts.

Automated data validation may exist for certain report types; however, reporting firms
are required to validate reports before submission to the Central Bank.

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2.7.5 Scheduled Returns

Scheduled returns occur at periodic times depending on the Institutions reporting
obligations and when submissions are due. All returns are set up by the Central Bank
of Ireland and do not require any input from Firm Administrators.

2.7.6 Ad-hoc Returns

Ad-hoc return types require that Firm Administrators add sections or return instances.

1) Click on the name of the ad-hoc return type. (Figure 2.17 refers)

Fig 2.17 Demonstrates Ad-hoc and Scheduled Returns

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2) Then click View Edit Returns. This will allow you to input or load data to the
system, or view date previously entered as seen in Fig 2.18 below.

Fig 2.18

3) When scheduling ad-hoc returns such as the Changes in Key Personnel & Relevant
Documentation the procedure is that the Reporting Date must be a date in the past
(i.e. not Today’s Date) and the Submission Due Date must be a date in the future
(again, not today’s date). Click add.(Figure 2.19 refers)
Fig 2.19

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4) Figure 2.20 will appear. Click Add Section.

Fig 2.20

5) Select the sections as prompted and click Add.

Fig 2.21

6) Fig 2.22 demonstrates that the Firm Administrator has successfully added the return
section or return instance. Click the return name Changes in Key Personnel and
Relevant Documentation.

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Fig 2.22

7) Click on Add File in figure 2.23 to bring you to figure 2.24.

Fig 2.23

8) Browse for your file. It should be saved in the following format;

A Microsoft Word (.docx) document named CCCCCCC_YYYYMMDD_Changes-##

where CCCCCCC is your institution code, YYYYMMDD is the reporting date, and
## is a number between 0 and 59.
For example the following is a correct file/name convention format
C1234_20121218_Changes-01 where 18th of December is a date in the past and not
today’s date. (Figure 2.24 refers)

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Fig 2.24

9) Once uploaded select Finalise and Sign-off in order to fully complete the process.

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3. My Profile

3.1 Edit My Profile

Fig 3

 To edit your profile, click on the My Profile button on the Home page. (Figure 3)
 The My Profile page appears. Click the Edit Profile icon located at the bottom
left of the page as shown below. (Figure 3.1)
 The Update My Profile page appears. Make the required changes to your profile
and click Save, or click Cancel to return to the previous screen without saving
any changes.

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Fig 3.1

Fields that cannot be edited appear in light grey font (e.g. Login name).

Fields that must contain a value are marked with an * (asterisk) (e.g. Title).

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4. Manage User Accounts

4.1 Overview

These functions are available only to Firm Administrators and/or Business Administrators,
where access has been granted.

The Manage User Accounts function provides the ability to:

 Add a User account

 Edit User access
 Self-Service Password Reset
 Reset a Password for another User’s Account
 Disable a User account
 Enable a User account
 Delete a User account

The starting point for all of the above is the Homepage as featured in Figure 4 below.
Fig 4

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4.2 Add a User Account

 On the Home page click ‘Manage User Accounts’ as of Fig 4.1.

Fig 4.1

 The Firm’s User Accounts page appears. The Firm’s Administrator Account
appears in blue. Click the ‘Add User’ button on the bottom right hand side of
page. (Figure 4.2)

Fig 4.2

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Fig 4.3

 Assign the new user an Account Type. See Section 2.3.

 On the Add User page fill in the fields marked with an asterix, as these are
mandatory fields.
 Notify the User of their new password. Please refer them to the Section 2.4.1
‘Logging in for the first time’ where they will be prompted to reset their password
and complete Secret Questions.

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4.3 Edit User Access

 On the Home Page click ‘Manage User Accounts’.(Fig 4.4)

Fig 4.4

 On the User Account page click on opposite the user’s name. (Fig 4.5)

Fig 4.5 User Accounts Page

 On the Edit Access page, Figure 4.6, click on the drop-down menu to delegate
access as required per return type.

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Fig 4.6 Edit Access Page

System account type/role and access granted

Fig 4.7 User roles

Role Access

Edit Upload, Edit, View and Finalise data

Verify View and sign off data

View View data

If this step is not completed, the User will not have access to view any returns

 The User Details page in Figure 4.8 appears displaying the user’s details and
returns access granted to this user. Click the link in the Access column to view the
user’s role details.

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Fig 4.8

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4.4 Self Service Password Reset

 To reset your own password please complete the following steps;

a) Click on the‘Forgot Password’ button on the left of figure 4.9 as indicated.

Fig 4.9

b) When prompted enter your Institution Code and Login-Name and Click
‘Submit’.(Figure 4.10)

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Fig 4.10

c) Once the Central Bank receives the request, an email is sent to your registered email
address (Fig 4.11 refers). Please check your inbox and click on the link provided. If
no mail is received please contact your Firm Administrator. Please note that for
security purposes this link will expire in 60 minutes.

Fig 4.11

d) You will then be prompted to provide the correct answers to your secret questions. Once
done, click ‘Submit’. (Fig 4.12)Please contact the Central Bank if you do not remember
the correct answers.

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Fig 4.12

e) Enter a new password. Please refer to the guidance directions on ‘Strong

Passwords’ in section 2.4.1 and click Change. You will have successfully
changed your password.

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4.5 Reset a Password for another Users Account

 On the Home Page (Fig 4) click ‘Manage User Accounts’.

Fig 4.13

 The User Accounts page appears. Click the Reset User Password icon to
the right of the name of the user whose password you wish to reset. (Fig 4.14)

Fig 4.14

 The Reset Password confirmation screen appears. (Fig 4.15) Enter and confirm the new
password (refer to 2.4.1 on password strengths) and click Reset (or click Cancel to return
to the previous screen without changing the password).

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Fig 4.15

 Once a User’s password is reset, he/she will be sent a verification code. This
verification code will be sent to the email address provided in ‘My Profile’. (Fig 4.16)

Fig 4.16

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 When the user next logs into the Online Reporting System, he will be prompted to enter
the temporary password as set by the Firm Administrator. Then enter and confirm a new
password of choice. The user will enter his verification code and then click Change.(fig
4.17)
Fig 4.17

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4.6 Disable/Enable a User’s Account

 This function should be used where a user no longer works in a firm or might
be on temporary leave. The responsibility to maintain proper records of active
users lies with the Firm Administrator.
 Click Manage User Accounts.(Fig 4.18)

Fig 4.18

 Then click the user’s name.

Fig 4.19

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 Click on the ‘Disable’ button.

Fig 4.20

Fig 4.21

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Fig 4.22

 The User Details screen is displayed, showing an Account Status of Disabled.

 Click the Enable button to re-activate the users account.
 On the users account page Figure 4.23, the disabled user will be shaded in grey.

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Fig 4.23

 Refer to Figure 4.20 above on how to ‘Delete’ a user.

 When a disabled user next logs in, a message will be displayed on their Login
screen, stating that the account has been disabled and advising the user to contact
their Firm Administrator.(Fig 4.24)
Fig 4.24

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5 Submit a Request

5.1 Submit a Request: General Queries

a) Queries must be submitted through the ONR using the Submit Request function.
On the Home Page Click the Submit a Request link in the bottom left hand corner.
Fig 5

b) Select the type of query you wish to request from the dropdown list. Provide further
information in the Additional Details textbox if appropriate. (Fig 5.1)
Fig 5.1

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c) The Submit Request screen will appear on the ONR with a reference code.(Fig 5.2)
Your Request will then be processed.
Fig 5.2

d) You will also receive a notification email with the request reference code to confirm
that your query has been submitted. (Fig 5.3)
Fig 5.3

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Submit a Request: Change of Administrator

 This is an almost identical process to the submission of general queries in Section

5.1. For Firm Administrator Changes please select Request Change of Firm
Administrator from the drop down menu in step (b) and click Submit. (Fig 5.4)

Fig 5.4

 As is the case with general queries, (Fig 5.2) a request reference code will be
displayed to signify that a request has been submitted. Your Request will be
processed. You will then receive an email with a unique reference code like in
Figure 5.3. You will be notified by email once your request is complete.

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5.2 Submit a Request: Return Specific Queries

a) To submit a Query relating to a specific return type, click View/Edit Data on the
Home page.(Fig 5.5)
Fig 5.5

b) Click on the specific return type that your query relates to; in this Fig 5.6, the
FINREP return has been selected.

Fig 5.6

c) In the next window (Fig 5.7) click View/Edit Returns.

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Fig 5.7

d) Click the Create a Request icon as seen in Fig 5.8

Fig 5.8

e) Select the type of query you wish to report from the dropdown list. Provide further
information in the Additional Details textbox, if appropriate. Click Submit. (Fig
5.9)

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Fig 5.9

f) Your Request will then be submitted to the Central Bank and the ONR will issue a
request reference code as set out in the general queries section along with an
email (Fig 5.3) and notification that your request has been completed.

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5.3 Submit a Request: Unlock a Return

 On the Home page, select View/Edit Data.

 From the list of returns displayed select the return that you require to have
unlocked.

 You will then be prompted to select View/Edit Returns. Select the Create a
Request icon as shown in Fig 5.10.
Fig 5.10

Fig 5.11

 Select the Request an Unlock option from the drop down menu in Fig 5.11

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 You will be prompted to select an Unlock Reason from the second drop-down
menu. Provide additional details where you deem fit and select Submit.(Fig 5.12)

Fig 5.12

Fig 5.13

 Figure 5.13 is the screen that appears once a request is successfully submitted. It
contains a unique request reference code. Select the My Requests button to see
the tasks outstanding as detailed in Figure 5.14

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Fig 5.14

5.4 My Requests

 To see a full list of your queries, click Requests on the homepage. (Fig 5.15)
Fig 5.15

 All Requests submitted by the User will appear with their current Status.(Fig 5.16)
Fig 5.16

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5.5 Closing of Requests

 When a request has been completed or query answered the person who asks the
question will receive an automated email to notify them that the matter has been dealt
with. (Fig 5.17)
Fig 5.17

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6 Returns Management: Reminders/Acknowledgments

6.1 Institution Reminders/Acknowledgements: Overview

Institutions may set the pre-filing and post-filing reminders they receive from the
Central Bank as they relate both to the firm as a whole and for each return type.
Please note the Institution cannot control non-filing reminders. The Institution can
decide whether they would like to receive acknowledgments following submission.

6.2 Institution Reminders/Acknowledgements: Process per Institution

 On the Home page, select Administration. (Fig 6.1)

Fig 6.1

 On the Administration Page in Fig 6.2 select Manage Notifications.

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Fig 6.2

 Select the Set Institution Notification Preferences option (Fig 6.4) allows the
user to determine the frequency of notifications for the firm as a whole, while the
return type notification preference option enables the user to customise reminders
for each return type.

Fig 6.3

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Fig 6.4

As can be seen in Figure 6.5, Check and uncheck the box(es) on the right hand side to
select particular reminders and click Save.

 Pre-filing reminders
 Non-filing reminders
 Return acknowledgements

Fig 6.5

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6.3 Institution Reminders/Acknowledgements: Process per Return Type

 To begin, select Return Type Notification Preferences. (Fig 6.5)

Fig 6.5

 Figure 6.6 shows the return types as submitted by your Insitution. Select the blue

icon Edit Return Type Preferences to chose which return type, to be

customised.

Fig 6.6

 As can be seen in Figure 6.7 below, the user can manage notifications for each
specific return. Checking and unchecking the box(es) according to return specific
preferences. The return type ‘Bank Statement’ has been chosen to demonstrate

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that the user can check to receive Pre and Post filing reminders and
acknowledgments.

Fig 6.7

 Once satisfied with settings, select Save and these actions will be applied to the
return type.

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6.4 Institution Reminders/Acknowledgements: Primary / Secondary

Contacts

 A Firm Administrator may appoint different ONR users as a Primary Contact or

Secondary Contact of a specific return.
 To begin, click the Administration button on the homepage as seen in Fig 6.1
above. Following that, click Manage Notifications as per Fig 6.2. Then click
Return Type Notification Preferences as seen in Fig 6.3 above and 6.5 above.
 Fig 6.6 shows the types of data reported by your Insitution. Select the blue icon

Edit Return Type Preferences alongside the requisite return type.

 A Primary contact must be a Business Administrator for that return type. See
Figure 6.8 below.

Fig 6.8

 A Secondary contact must be a User/Business Administrator with access to that

return type.
 As per figure 6.8 above, select Manage Secondary Contacts.
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Fig 6.9

 Having selected Manage Secondary Contacts, Figure 6.9 shows the list of
secondary contacts assigned to that return type. Select the Add Contact button to
add another secondary contact where necessary.

Fig 6.10

 To view User Notifications, go to the Homepage and select Administration. Then

click Manage Notifications. Further select View User Notifications as can be
seen in Figure 6.10.
 Fig 6.11 shows the notification settings for Users. Select the users name to see
whether they are set up as a contact on a specific return as can be seen in figure
6.12.

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Fig 6.11

Fig 6.12

 Check and uncheck the boxes and select Update Settings.

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