How to Update Your Custom Displays When Codes Change

How To Maintain Your Custom Displays & Formulas

At Callahan, we ensure that all pre-built displays and dashboards are regularly updated with the latest codes. However, if you’ve created custom displays, you’ll need to update and maintain their formulas when codes change. This guide walks you through how to keep your custom displays accurate and up to date.

Updating Your Custom Displays

1. To update the formula in your custom display in Peer Suite:
   1. Open your display and select the Edit icon from the toolbar.
   2. Update the formula using one of two methods:
      • Search for a code or defined fact using the search bar (highlighted in yellow below).
      • Manually enter the new formula/code in the text box (highlighted in green below).
2. By keeping your custom display formulas current, you ensure the accuracy of your benchmarking and analysis.

Common Code Changes & Suggested Replacements

Some codes may change over time due to regulatory updates or refinements in data reporting. Below are common categories where updates often occur, along with Callahan’s suggested replacements:

• Asset Quality
• Investments
• Mortgages
• New Metrics

Using Smart Codes to Reduce Future Maintenance

Want to minimize manual updates? Smart Codes can help! By using Callahan’s Smart Code Dictionary, you replace raw codes with pre-defined shortcuts that Callahan maintains. This means:

• Fewer manual updates required
• Automatic adjustments when codes change
• More reliable long-term reporting

Using Smart Codes ensures your displays stay current without extra work on your end. Check out Callahan's full Smart Code Dictionary here.

FAQ

What happens if I don’t update my custom display formulas?

Your display may pull incorrect or outdated data, which could impact your analysis.

How do I know when a code has changed?

We provide updates on major code changes, and you can always refer to the NCUA to see past changes.

Can I convert my existing formulas to Smart Codes?

Yes! You can update your formulas by replacing raw codes with defined facts from the Smart Code Dictionary.