That’s easy! Just a few simple steps and you’ll be on your way.

Adding a new Account

• Open your Compass model and select your Single Bank or Strategic Business Unit SBU (plan).
  
  
• Go to Account Projections where you enter your data into your Single Bank plan or the SBU where the new account will push down to the branches.
  
  
• Move to the account category that requires the new account.
  
  
• Right Click.

1. 1. If you click on the Category Heading, it will add the account to the bottom of the accounts within that category.
   2. If you position your cursor at the location where you would like the account to appear, then Right Click, all accounts will shift down and your new account will be inserted there.
      
      Note: In the SBU model, the accounts may not push down in the branches exactly where you intended. You may reposition any account by using the Cut/Move option. This is visible with a Right Click of your mouse on any account title.
                                     
   3. Answer all account property questions which apply to your new account.
      

Adding new Correlations for your monthly DataBridge download

Now that the account is established for planning purposes, once you perform the monthly DataBridge update, you’ll want to be sure to add any missing GL, Investment, Loan or Deposit codes to the Correlation Tables listed on the DataBridgeDownloadErrors.log.

Click on the DataBridge icon. 

1. The amount of data needed to be correlated to your new account depends on the type of account it is. The DataBridgeDownloadErrors.log will display exactly which tables that need to be modified.
   
   
   
   1. If a new account number or type code has been added to your internal data systems, use the View New Codes/Transfer New Codes buttons to add the new account number or type code. Then Drag & Drop in the newly created account from the My Account List to complete the correlation.
      
      
   2. If you are changing an existing correlation such as a GL account or type code and wish to redirect it to a new planning account simply locate the account or type code on the left side of each correlation table, find the new account title to the far right in the My Accounts List, Drag & Drop the new account to the Data Goes To column, overwriting the old correlation.

See User’s Manual Pages 19-21.

Note: Plansmith provides each organization a DataBridge workbook likely stored in your Compass ‘Helpful Resources’ folder. Please reference this workbook to assist with questions you may have regarding type code correlations related to your maturity data.

Editing the Distribution Table

Lastly, if Plansmith created a distribution group for you and the new account is part of a larger segment of investments, loans or deposits under one central GL account, click on Distribution Table and add the new account there as well. The new correlation should have the same group number, then Drag & Drop the new account to complete your DataBridge correlations.

See User’s Manual Pages 22-23.