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FIDAP Training #1 - Getting Data into de System.pptx

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Created on October 7, 2025

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Transcript

Getting Data into the System

October 07, 2025

A Credit Union’s Journey in FIDAP

Collect data for templates

View dashboards and reports

Login to FIDAP

Download data collection templates

Upload completed templates

  • How FIDAP Works

Working with Templates

Save time! Templates help credit unions know the exact data that is required for each type of loan and are kept up-to-date with the latest program regulations.

Collecting Data and Completing Templates

After downloading your templates, collect the required transaction-level data from your systems to fill in the template with relevant data points needed for reporting.

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Uploading Completed Templates

Once a template has been filled in with loan data, it is ready to be uploaded into FIDAP for analysis.

Validating Uploaded Data

FIDAP has guardrails to assure the quality of data uploaded to the system. Uploaded data is automatically checked to ensure that all required data is present and properly formatted.

Pro Tip!

Download a fresh version of the templates each time you input data. This ensures that your information uploads successfully.

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