Creating institution ratings

Use this procedure to create records for organizations that assign ratings. Ratings are based on performance history and future potential.

  1. Select Financial Institutions.
  2. Open a financial institution record.
  3. Select the Institution Ratings tab and click Create.
  4. Specify the name of the organization and description.
  5. Specify this information:
    Rating or Score
    Specify the rating or score from the rating agency.
    As Of Date
    Specify the date that the rating is posted on the rating agency site.
  6. Click Save.