Wiz and Fair Lending Wiz 7.1: 2015-Q3 Geocoding Data Compliance Solutions 3 Overview You have now...

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CRA Wiz and Fair Lending Wiz 7.1: 2015-Q3 Geocoding Data Release Notes and Installation Instructions November 2015

Transcript of Wiz and Fair Lending Wiz 7.1: 2015-Q3 Geocoding Data Compliance Solutions 3 Overview You have now...

CRA Wiz and Fair Lending Wiz 7.1: 2015-Q3 Geocoding Data Release Notes and Installation Instructions

November 2015

Table of Contents Overview ....................................................................................................................................................... 3

Who should install .................................................................................................................................... 3

Where to install ......................................................................................................................................... 3

Prerequisites ............................................................................................................................................. 3

Required permissions ............................................................................................................................... 3

Required disk free space ........................................................................................................................... 4

Approximate install time........................................................................................................................... 4

Installation Instructions ................................................................................................................................ 5

Server Install ............................................................................................................................................. 5

Confirming Installation................................................................................................................................ 10

Testing Addresses ................................................................................................................................... 11

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Overview You have now received the 2015-Q3 geocoding dataset. There are several important changes included in

this data set. For the first time, the CRA Wiz & Fair Lending Wiz geocoding data includes a parcel data.

This additional data type has been added to the application to support a new geocoding method called

parcel level matching. This methodology was added to CRA Wiz & Fair Lending Wiz Version 7.1 to better

align its geocoding strategies with the FFIEC’s.

For more specific details around the changes implemented for geocoding, please refer to the CRA Wiz

and Fair Lending Wiz Version 7.1 Release Notes.

We generally recommend, batch geocoding on your data files using the Only Rematch ZIP Matched

setting to achieve additional matches when a new geocoding dataset is received. However, this update

is an exception. As stated in the Version 7.1 Release Notes, we are strongly recommending that

institutions install CRA Wiz and Fair Lending Wiz Version 7.1 and re-geocode their 2015 CRA and HMDA

submission files to take advantage of the new geocoding methodology.

Also starting with this dataset, geocoding data updates will be data only. All geocoding support files

that were historically delivered with the Q3 data update have been moved to the CRA Wiz & Fair

Lending Wiz Program Update. This modification was made to eliminate the need for institutions running

the application in a client/server environment to install any client side components with geocoding data

updates. All geocoding support files for the client and server will be installed with Version 7.1 and

future program updates.

Who should install

All clients that use CRA Wiz and Fair Lending Wiz as their geocoding provider should install this update.

Where to install

The update should be installed only on the server. To find the current location of your geocoding data go

to System Maintenance > Data and Application Mapping and check the path next to Geocoding Data –

2010.

Prerequisites

CRA Wiz and Fair Lending Wiz 7.1

Required permissions

The geocoding installer uses an executable to write files to a drive of your choice and make row-level

updates on the SQL server. A Windows administrator account with base-level privileges to update the

SQL server is recommended.

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Required disk free space

Approximate install time

15 – 20 minutes

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Installation Instructions The instructions below describe the geocoding data installation for a standard client-server

environment. Workstation environments where the application and the SQL server are on the same

machine should follow the server instructions.

To install 2015-Q3 Address Data, refer to the following procedures.

Server Install

To install geocoding data to your server, do the following:

1. Using the 2015-Q3 Geocoding Data DVD, run Setup.exe.

The installer displays the Welcome screen:

2. Click the Next button.

The installer displays the CRA Wiz Server screen:

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3. Enter the SQL server name and instance as shown below:

a. Example: SVRBOS01\SQLEXPRESS

4. Click the Next button.

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The software displays the Ready to Install the Program screen:

5. To begin the installation, click the Install button.

The installer displays the Setup Status screen:

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When installation is complete, the installer displays the Setup Complete screen:

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6. Click the Finish button to exit.

Confirming Installation

In CRA Wiz and Fair Lending Wiz, go to Main > System Maintenance. Note the path listed next to

Geocoding Data 2010 and use Windows Explorer to navigate to it. Open the file called geo32ver in a

text editor. You should see the version below:

If not, either the install did not complete successfully or the path in System Maintenance is incorrect.

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Testing Addresses

*List updated 12/2/2015*

The addresses below can be used to test that your geocoding data has been updated. For this update,

we will provide addresses that previously street match and now parcel match with a new census tract.

Data Set Address City State Zip Q1 Census

Tract

Q3 Census

Tract

US

1440 SUNRISE DRIVE WALWORTH NY 14568 0202.01 0203.02

540 ROHNERT PARK

EXPWY W ROHNERT PARK CA 94928 1513.05 1512.01

977 MOSIER ROAD WYALUSING PA 18853 9512.00 9509.00

Central

1517 TOMPKINSVILLE

RD GLASGOW KY 42141 9504.00 9507.00

229 E 59th STREET CHICAGO IL 60637 8345.00 4004.00

6300 BATTLETOWN RD BRANDENBURG KY 40108 9704.02 9705.00

Midwest

204 S 2ND ST ORONOGO MO 64855 0122.00 0115.00

1660 SO HWY 100 STE

500 MINNEAPOLIS MN 55416 0219.00 0220.00

7084 COUNTY ROAD

101 DALTON NE 69131 9548.00 9525.00

Northeast

16369 BUCKRIDGE LANE AMMISVILLE VA 20102 9301.02 9502.00

1037 OXMEAD RD MOUNT HOLLY NJ 08060 7025.00 7024.00

11 IRVING PLACE NEWTON NJ 07860 3740.00 3736.00

Southeast

556 HUDSON RD SPARTA NC 28675 9503.00 9501.00

810 23RD PL VERO BEACH FL 32962 0505.04 0506.06

1984 HWY 48 EAST SANDY HOOK MS 39478 9506.00 9503.00

Southwest

220 MICHAEL DR FRITCH TX 79035 9502.00 9505.00

48342 MECKLING DR FRANKLINTON LA 70438 9506.00 9505.00

11943 FM 1716E HENDERSON TX 75662 9505.01 9501.00

West

2800 ENTERPRISE RD #

1114 RENO NV 89512 0015.02 0015.01

1120 MILLWOOD DR SANGER CA 93657 0062.01 0062.02

682 A ST JBER AK 99505 0011.00 0003.00

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