Call Report Instructions Search demo
Ask where something goes on the Call Report or the FR Y-9C; get the line, the instruction that decides it, what changed since, and how your bank reported it before, every layer cited 1:30
What the demo shows
Reporting staff ask Call Report and other form questions, cited to instructions and FAQs
An Answer agent finds the instruction passages that decide the question, a Change agent reads each page's revision date and every quarter's supplemental instructions, a Precedent agent finds the bank's approved memo and what was filed on the line by quarter, and a Mapping agent checks the ledger accounts' line mapping. A citation check passes every quoted sentence or blocks the answer. The answer comes back as one verdict line and three short layers, placed on the schedule with the line people pick by mistake struck through and the sentence that rules it out. When the three disagree, a plain line says so and the question goes to the Regulatory Reporting Policy Lead, packaged, with a clock inside the filing window. The Policy Lead’s ruling becomes a new memo version only after the Regulatory Reporting Manager approves it. Answers are saved to the schedule's working papers with the source versions they rested on.
Transcript
- Call Report Instructions Search answers reporting staff's form questions, every answer cited.
- The report is due thirty days after quarter-end, no extensions.
- Marcus, at Corvane National Bank, asks where $240 million of municipal leases go.
- Agents read the instructions, page revision dates, Corvane's memos and the ledger.
- Item ten b, all other leases. Not item eight, which excludes leases.
- Each layer is cited: the instruction, what changed, and Corvane's memo.
- All three agree; Marcus saves it to the working papers.
- On capital call facilities, the memo predates the instruction. The agents say so.
- Renata, the Policy Lead, rules with a reason code; the memo is redrafted.
- Gareth, the manager, approves it. The maker never approves her own.
- Cited answers in under a minute, every ruling on the record, every memo re-checked.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.