Here's How To Update Your Custom Displays With Changed/Retired Codes

How To Maintain Your Custom Displays & Formulas

While we at Callahan work to maintain and update all Callahan pre-built displays & dashboards with new codes for every user, it’s important to note that you are responsible for updating and maintaining the formulas within your custom-built displays if codes are updated or changed.

To update the formula on your custom display in Peer Suite:

1. Select the Edit icon from the Toolbar of your display.
2. Here you may update the formula one of two ways search for your desired code or defined fact by using the search bar highlighted in yellow below.
   1. Manually enter the formula/code in the text box highlighted in green below.

Common Code Changes & Suggested Replacements by Category

• Asset Quality
• Investments
• Mortgages
• New Metrics
• Looking for other codes that may have changed not listed in the above common codes? Check out the full list from the NCUA.

How Can I Avoid Manually Maintaining Displays In The Future?

One way to minimize maintenance of your custom displays in the future is by utilizing ‘defined facts’ from the Callahan Defined Fact Dictionary. This replaces the raw code/formula with a shortcut that Callahan maintains.

Have more Questions?

Check out our Frequently Asked Questions to get answers to most commonly asked questions.