Generate 2019 Aggregate Report (Applications by Income, Race, and Ethnicity)

[chynnakeys]

Applications by Income, Race, & Ethnicity:

"Disposition of applications by income, race, and ethnicity of applicant"

Report Structure

Data model here

This table needs to include the 2018 data disclosure rules require that loan amount be binned to midpoint for the $10,000 interval into which the value falls (i.e. loans between $10,000 and $19,999.99 are binned to $15,000). See #2485

2017 Report Example:
https://ffiec.cfpb.gov/data-publication/aggregate-reports/2017/MD/47894/5-1

lei
table: "Applications by Income, Race, and Ethnicity"
type: "Aggregate"
desc: "Disposition of loan applications by income, race and ethnicity of applicant"
year
report-date
year "2018"
applicantincomes

Overall table filters

• Breaks down Income, Race, and Ethnicity characteristics
• Subtotaled by Action Taken Type 1, 2, 3, 4, 5, 6

Borrower Characteristic Categorization

• Race
• Ethnicity
• Income

Dispositions

This table includes the following dispositions:

Action Taken

• Applications Received: Action Taken = 1, 2, 3, 4, and 5
• Loans Originated: Action Taken = 1
• Applications Approved but not Accepted: Action Taken = 2
• Applications Denied by Financial Institution: Action Taken = 3
• Applications Withdrawn by Applicant: Action Taken = 4
• File Closed for Incompleteness: Action Taken = 5
• Purchased Loans: Action Taken = 6

Types of A&D Reports

Here

Sample Mockup:

[keileyo]

@chynnakeys can you remove the minority status rows from the mockup and paste this back? We aren't required to determine minority status (by statute, just race & ethnicity) so lets remove that.

[omnipresent07]

closed via #2701