Request Changes Help

A Request Change enables you to let the Central Bank know that data we hold about your institution requires updating.

You can raise a Request Change in respect of some but not all of the fields of data held by the Central Bank for your institution.

For details of the types of Request Changes you can submit see Which Request Changes are available on the portal?

The list available to your institution is dependent on your institution’s current active authorisation(s). See the List of Request Changes Available per Industry.

A unique reference code will be assigned to any Request Changes that you submit.

The unique reference code will be displayed on the Request Change details screen and in the "In Progress" and "Completed" tables, in the "Request Change Identifier" column.

As a Request Change progresses it will be assigned various statuses, depending on the Request Change type and your institution type(s).

The following Request Change statuses are applicable to "In Progress" Request Changes:

• In Progress: Request Change has not yet been approved or rejected. Awaiting User Response:
• Awaiting response from a Portal user to a request from the Central Bank.

The following Request Change statuses are applicable to a "Completed" Request Change:

The following statuses are visible in the "Completed" tab and signify the final status of the Request Change.

The specific "Accepted" and "Rejected" status values depends on the Request Change type:

• Accepted statuses: Amendments Noted/Accepted; Approved; Completed ; Noted ; Notice of non–objection ; Registered ; Updated
• Rejected statuses: N/A; Not accepted; Not approved; Notice of objection; Refused; Rejected
• Withdrawn: Request Change has been withdrawn by a Portal user.

The Request Changes that you see, and the actions that you are able to take for each, is based on the permissions that your Portal Administrator has assigned to you. Permissions when granted will be limited to:

• the specific Request Change types you have been granted permission to view/create.
• the specific Request Change types relevant to your institution, based on the current active authorisations.

This means that the list accessible to you could be the full set of Request Change types available to your institution or a smaller selection or even none.

The list of available Request Changes can also vary from one user to another, which means that someone else working in your institution may see a different list of Request Change types.

If you need additional access to view or create Request Changes you can request a change in permissions from your Portal Administrator, see “How do I request a change to my permissions?”.

Once you have submitted a Request Change one of two things will happen:

1. Most Request Changes need to be reviewed by the Central Bank teams. They will then either approve/reject or respond with a request for follow-up action.
2. Some Request Change types (for example changes to Contacts) will be processed automatically.

A Request Change that has not yet been finalised can be seen in the ‘In Progress’ tab. Once finalised it will move to the "Completed" tab.

Return Related Request Changes are now available for submission by Portal Users via the Returns Tab on Portal.

The following Request Changes for Returns are now available: Unlock Return; Change Reporting/Submission Date; and Remove Return instance.

Once any of the above ‘Return Request Changes’ have been completed by, they will be directly forwarded to the relevant return owner in CBI.

Once successfully submitted the ‘Request Change’ will be sent to the correct team within the Central Bank of Ireland to ‘Approve/Reject’ the request.

Most Request Changes need to be reviewed by the Central Bank Teams for review however some Request Change types will be processed automatically.

A request change that has not yet been finalised can be seen in the ‘In Progress’ tab. Once finalised it will move to the ‘Completed’ tab.

Portal Users can view their submitted request changes by navigating to: Request change – ‘View All Requests’

Portal Users can view their submitted request changes by navigating to: Request change – ‘View All Requests’

You can find lists of "In Progress" and "Completed" Request Changes submitted by your institution, if you have the relevant permissions.

1. Select "Request Change" > "View All Requests" from the main navigation menu. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. The initial view is of all "In Progress" Request Changes, click the "Completed" tab to view Request Changes that are complete.
3. As with all the grids across the site you can filter and sort the lists and increase the page sizing to help find a specific Request Change.
   
4. Click in the "Actions" column for an item in the list and select "View Details". The details of the selected Request Change will display in read-only format.
   
5. Click "Cancel" to close the Request Change screen and return to the "View All Request Changes" screen.

You can view documents attached to a previously submitted Request Change for your institution, if you have the relevant permissions.

1. Select the "Request Change" > "View All Requests" option from the main navigation menu. A list of all "In Progress" actions should display. Click the "Completed" tab if you need to see completed Change Requests. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. Click in the "Actions" column for an item in the list and select "View Details".
3. If the Request Change has a document attachment double-click on it to open in read-only mode, if you have a suitable application installed.

Note: You can only view Documents attached to a submitted Change Request, you cannot add or remove them.

You can view a Request Change related to a message as follows, if you have the relevant permissions:

1. Click "Messages" in the navigation menu to view your received Portal messages. From there:
   1. If you want to see messages belonging to one or all Portal users linked to your institution, and you have the required permission, click the "User" dropdown and select the relevant user.
   2. If you want to see sent messages click the "Sent" tab.
   3. If you can’t see the "Messages" menu item or the "User" dropdown and need to then contact your Portal Administrator.
2. Click a message that relates to a Request Change (normally indicated by "RC" being in the Subject).
3. From within the message screen click the "Business Context" link in the message header. The related Request Change record will display.
   
4. Click "Cancel" to return to the previously viewed screen.

You can attach any of the following document types as attachments to a Request Change:

• MS Office documents (Office 2007 format & later): .docx (Word), .xlsx (Excel), .pptx (PowerPoint)
• Portable Display Format (PDF) documents: .pdf
• Text files: .txt, .csv, .xml, .xbrl
• Image files: .jpg, .jpeg, .tif, .tiff, .gif, .bmp, .png
• Archive files: .zip

Password protected document attachments are permitted.

The maximum single document attachment size permitted is 30MB

The maximum combined document attachments to a single Request Change is 100MB.

You can request changes to some fields of data held by Central Bank about your institution, if you have the relevant permissions.

1. Select "Request Change" > "Create New Request" from the left navigation menu. A list of the available requests for your institution that you have permission to view/create will be displayed. If you can’t see the Request Change menu item or a specific Request Change option you should contact your Portal Administrator.
2. Click the Request Change, for example, Capital Contributions. The relevant Request Change form will display.
3. Complete the form. Instructions are displayed on the top of the screen and mandatory fields are denoted by a red asterisk. The mandatory fields vary depending on the specific request. Some forms may require you to attach a document, this will be indicated in the instructions and you will have the ability to upload supported documents using the "Attach" button below the input field.
   
4. Click "Submit" when the form is completed. The Submit button will be inactive until the mandatory fields have been completed. On successful submission, you’ll be directed to the "View All Request Changes" screen, where you can see all your submitted requests.
5. Click "Cancel" to cancel the submission without it being sent. None of the details entered will be retained.

You can only update a submitted Request Change if it is still "In Progress" and has a status of "Awaiting User Response".

1. Select the "Request Change" > "View All Requests" option from the navigation. A list of all "In Progress" actions should display. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. For the relevant Request Change, click "Actions" then choose "Edit". This will open a screen where you can update the Request Change details.
3. Attach a new document if needed by clicking the "Attach" button then navigate to select the document you wish to attach. The button will only display when relevant to the Request Change type. Only certain document types are supported.
4. A newly attached document can be removed by clicking the red “X” icon displayed beside the uploaded document. If you need to change the content of a document you should remove the existing and attach a newer version. Once submitted an attached document cannot be removed, even during a subsequent update.
5. Click "Create Message" if you wish to send a message in relation to your update.
6. Click "Submit" to submit the updated Request Change.
7. Click "Cancel" to close the Request Change.
   

You can withdraw (that is, cancel) an "In Progress" Request Change at any time up until it is completed, if you have the relevant permissions. Once completed you cannot withdraw the Request Change. If you need to make further changes to data held by the Central Bank about your institution you would need to create another Request Change.

1. Select the "Request Changes" > "View All Requests" option from the left navigation menu. If you can’t see the required option then contact your Portal Administrator.
2. Locate the Request Change you wish to withdraw. See also How do I view lists of in Progress and completed Request Changes?.
3. Click Actions on the right-hand side of the row and select "Withdraw" from the drop-down menu.
   
4. A confirmation dialogue box will display. Click "Continue" to withdraw the Request Change. The Request Change will move from the "In Progress" tab to the "Completed" tab with a status of "Withdrawn".
5. Click "Cancel" to return to the "View All Request Changes" screen without withdrawing the Request Change. >

The option to add a contact is only available to institutions based on authorisation type see the full list of Request Changes available on the Portal.

To add a Contact for an institution:

1. Select "Request Change" > "Change of contact" from the main navigation. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. Click "Add new Contact".
3. Complete the form. Instructions are displayed on the top of the screen. Mandatory fields are denoted by a red asterisk.
4. Click "Submit" to submit the form. On successful submission, you’ll be directed to the "View All Requests Changes" screen, from where you can see all your "In Progress" and "Completed" requests.

Note: Changes to Contacts are normally auto-approved so your request should quickly move from the ‘In Progress’ list to the "Completed" list.

5. Click "Cancel" to cancel the submission without it being sent. Any details entered will not be retained.

The option to update a contact is available to institutions based on authorisation type.  See the full list of Request Changes available on the Portal.

To update an existing Contact for an institution:

1. Select "Request Change" > "Create New Request Change" from the main navigation menu. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. Click the "Change to Contact" link, which will take you to a "Change to Contacts" screen, with a table containing existing contacts for your institution. Each record will have an Action button.
3. Click "Edit" to update the relevant contact record.
4. Update the "Details of Change" form then click "Submit".
5. On successful submission, you’ll be directed to the "View All Requests Changes" screen, from where you can see all your "In Progress" and "Completed" requests.

Note: Changes to Contacts are normally auto-approved so your request should quickly move from the "In Progress" list to the "Completed" list.

6. Click "Cancel" to cancel the submission without it being sent. Any details entered will not be retained.

You can remove a Contact from the list of contacts associated with your institution as follows. Note that this option is only available to some institutions and is dependent on type of authorisation type.

1. Select "Request change" > "Create new Request change" from the main navigation menu. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. Select "Change to Contact". A list of contacts for your institution should display.
3. From the "Actions" drop-down for the contact you wish to remove select "Delete". The Contact details should display in read-only format.
4. Click the "Delete" button to delete the Contact or else click "Cancel".
   
5. When prompted to confirm the deletion, either click "Continue" or click "Cancel".

The Central Bank may respond to a Request Change by asking you to complete a follow-up action. You can complete the action as follows:

1. Click "Pending Actions" on the main navigation menu to see a list of your Pending Actions for an institution.
2. Find the Pending Action you wish to update. You can use the filters boxes above the list to filter by text or by date.
   
3. Click the "Actions" dropdown for the chosen Pending Action and select from the following options:
   • Click "View Details" to see details of the action requested by Central Bank staff. This screen will also contain a link to the related Request Change, click the link to view the related item.
   • Click "Mark as Completed". This will mark the action as completed, once it has been done.

When the Central Bank amends an ‘In progress’ action a message will be sent to the recipients of that action and will appear in their Inboxes.

The message will explain that an outstanding action has been amended.

It will include a link to the related Request Change, related Pending Action and details of other recipients.

Note that this Message will be system-generated and cannot be replied to.

The Central Bank may choose to cancel an action in respect to a submitted Request Change. If this happens then the following will occur:

• The status of the Action will update from "In Progress" to "Cancelled".
• The action will move from the "Pending Actions" queue of all Portal users in the institution who have access to the Request Change to their "Completed Actions" queue.
• The text of the Action message will be updated to read, “This Action has been cancelled by the Central Bank of Ireland. No further action is required”.
• A message will be sent to the list of recipients of the corresponding action. This message will appear in the Portal messages Inbox.

All recipients of the message will also receive a standard e-mail notification informing them that a message is waiting for them in their Portal messages Inbox.

You can send a message from the context of a Request Change, if you have the relevant permissions. The message will provide the recipient with a link to the relevant Request Change record.

1. Select the "Request Change" > "View All Requests" option from the main navigation. A list of all "In Progress" Request Changes should display. Click the "Completed" tab at the top if the Request Change has Completed. If you can’t see the "Request Change" menu item contact your Portal Administrator.
2. Find the relevant Request Change record. Click "Actions" and either "View Details" or "Edit". A "Create New message" button should display in the bottom left hand corner.
3. Click the "Create New Message" button. A New Message screen will display, including a link to the related Request Change.
4. Complete the message form and click "Submit".

For help with finding Request Changes see How do I view lists of in Progress and completed Request Changes?

For help with sending messages see How do I add recipients to a message and How do I attach documents to an existing Message?

You can send a message from the context of a Pending Action, if you have the relevant permissions. The message will provide the recipient with a link to the relevant Pending Action record.

1. Select "Pending Actions" from the main navigation. A list of all current Pending Actions should display. Click the "Completed" tab at the top if the Pending Action has Completed. If you can’t see the "Pending Action" menu item contact your Portal Administrator.
2. Find the relevant Pending Action record then click "Actions" and either "View Details" or "Edit". A "Create New message" button should display in the bottom left hand corner.
   
3. Click the "Create New Message" button. A New Message screen will display, including a link to the related Pending Action.
4. Complete the message form and click "Submit".

For help with finding Pending Actions see How do I complete an action assigned by the Central Bank?

For additional help with sending messages see How do I add recipients to a message? and How do I attach documents to an existing Message?