FAQ & Help - Central Bank of Ireland Portal

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class="mobile-menu-wrapper"> <nav aria-labelledby="mobile-nav"> <h3 class="sr-only" id="mobile-nav">In this Section</h3> <div class="sidebar-mobile-menu visible-xs"> <a href="#">Help</a> <ul> <li class=""><a href="/regulation/central-bank-portal/help/getting-started" target="_self">Getting Started</a></li> <li class=""><a href="/regulation/central-bank-portal/help/administration" target="_self">Administration</a></li> <li class=""><a href="/regulation/central-bank-portal/help/delegation" target="_self">Delegation </a></li> <li class=""><a href="/regulation/central-bank-portal/help/returns" target="_self">Returns</a></li> <li class=""><a href="/regulation/central-bank-portal/help/common-troubleshooting" target="_self">Common Troubleshooting</a></li> <li class=""><a href="/regulation/central-bank-portal/help/institution-data" target="_self">Institution Data</a></li> <li class=""><a href="/regulation/central-bank-portal/help/messaging" target="_self">Messaging</a></li> <li class=""><a href="/regulation/central-bank-portal/help/request-changes" target="_self">Request Changes Help</a></li> <li class=""><a href="/regulation/central-bank-portal/help/general-help" target="_self">General Help</a></li> <li class=""><a href="/regulation/central-bank-portal/help/help-on-your-second-factor-method" target="_self">Help on Your Second Factor Method</a></li> <li class=""><a href="/regulation/central-bank-portal/help/browser-support" target="_self">Browser Support</a></li> <li class=""><a href="/regulation/central-bank-portal/help/notifications" target="_self">Notifications</a></li> <li class=""><a href="/regulation/central-bank-portal/help/pending-actions" target="_self">Pending Actions</a></li> </ul> </div> </nav> </div> <div class="container standard-content"> <div class="sf_cols row"> <div class="col-sm-8 main-content"> <article id="MainContentPlaceholder_T225F410C003_Col00" class="sf_colsIn" data-placeholder-label="Main Content"> <h1>Portal Help</h1><h2>Key Concepts</h2><p></p> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-What-is-my-Institution-Number-0dff0cc7-59d8-4ef4-b3f1-1cecef2edd67"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#What-is-my-Institution-Number-0dff0cc7-59d8-4ef4-b3f1-1cecef2edd67" aria-expanded="false" aria-controls="What-is-my-Institution-Number-0dff0cc7-59d8-4ef4-b3f1-1cecef2edd67"> <strong class="gtm-expanding">What is my Institution Number?</strong> </a> </div> </div> <div id="What-is-my-Institution-Number-0dff0cc7-59d8-4ef4-b3f1-1cecef2edd67" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-What-is-my-Institution-Number-0dff0cc7-59d8-4ef4-b3f1-1cecef2edd67" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> <p>Each institution is assigned a unique identifier on the Portal called the ‘Institution Number’. This number is your existing ‘C’ code prefixed with ‘CBI’ and leading zeros up to 11 characters. So, for example, if your institution’s ‘C’ code is C1234, the Institution Number on the Portal will be CBI00001234.</p> </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-Delegation-98717701-eb9d-4adc-b93e-0fce9b5d7177"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#Delegation-98717701-eb9d-4adc-b93e-0fce9b5d7177" aria-expanded="false" aria-controls="Delegation-98717701-eb9d-4adc-b93e-0fce9b5d7177"> <strong class="gtm-expanding">Delegation</strong> </a> </div> </div> <div id="Delegation-98717701-eb9d-4adc-b93e-0fce9b5d7177" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-Delegation-98717701-eb9d-4adc-b93e-0fce9b5d7177" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> <p>Investment Funds can add delegates to their Portal profile. This allows the Investment Fund to permission another institution (‘the delegate’) to complete specific tasks on the Fund’s behalf, including submitting request changes and communicating with the Central Bank in relation to those changes via Portal Messages.</p> <p>To add a delegate, the Investment Fund’s Portal Administrator/user* simply goes to the Manage Delegates screen and selects ‘Add Delegate’. A list of applicable institutions will be displayed from which the Portal Administrator can select the correct delegate. The Portal Administrator can then assign the relevant permissions to the delegate.</p> <p>A key feature of the Central Bank of Ireland Portal is our institution selector. This displays the institution(s) that you can access on the Portal. For Portal users of delegated institutions, you will not only see your institution’s details in this field, but you will also be able to select the Investment Funds that have added your institution as a delegate; these funds are identified with a rectangular label “Delegate” to the right of their name. By selecting the Fund, the delegated user will be able to complete tasks (as permissioned) on behalf of the Fund.</p> <p>Detailed help articles will be published ahead of the roll out to Investment Funds in January 2021.</p> <p>*Portal users need to have the appropriate permissions to complete these activities. Permissions are assigned to all Portal users by the institution’s Portal Administrator. </p> </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-Types-of-Portal-Users-ce60a4a2-938d-41ef-a2cf-9ad582565e3c"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#Types-of-Portal-Users-ce60a4a2-938d-41ef-a2cf-9ad582565e3c" aria-expanded="false" aria-controls="Types-of-Portal-Users-ce60a4a2-938d-41ef-a2cf-9ad582565e3c"> <strong class="gtm-expanding">Types of Portal Users</strong> </a> </div> </div> <div id="Types-of-Portal-Users-ce60a4a2-938d-41ef-a2cf-9ad582565e3c" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-Types-of-Portal-Users-ce60a4a2-938d-41ef-a2cf-9ad582565e3c" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> <p>There are two main types of users:</p> <ol> <li>Portal user: <p>This refers to any registered user of the Portal, including Portal Administrators. A new Portal user must contact the institution’s Portal Administrator to be added* to the institution’s Portal profile with the necessary permissions.</p> <p>*The only exception is an institution’s first Portal Administrator, who will have to complete an Online Return submission to become the institution’s Portal Administrator. This will be explained in specific communications when your institution is being on-boarded.</p> </li> <li>Portal Administrator: <p>The Portal Administrator is responsible for managing the institution’s user access on the Portal, including adding and permissioning all other Portal users for the institution.</p> </li> </ol> <p>See our <a href="/regulation/central-bank-portal/help">Help pages</a> for more information.</p> </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-Institution-Details-2e47100c-964d-4b13-9cae-ad6ca7f73244"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#Institution-Details-2e47100c-964d-4b13-9cae-ad6ca7f73244" aria-expanded="false" aria-controls="Institution-Details-2e47100c-964d-4b13-9cae-ad6ca7f73244"> <strong class="gtm-expanding">Institution Details</strong> </a> </div> </div> <div id="Institution-Details-2e47100c-964d-4b13-9cae-ad6ca7f73244" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-Institution-Details-2e47100c-964d-4b13-9cae-ad6ca7f73244" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> A subset of the data that the Central Bank holds about your institution will be displayed on the Portal. The dataset available depends on your authorisation, but may include address information, the types of insurance classes you are authorised to provide, your connections with other institutions, and more. Please note that Pre-approved Control Function and returns data will not be displayed as part of the initial launch. </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-Portal-Request-Changes-f0d8926f-5533-4a88-b345-c786bb701b74"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#Portal-Request-Changes-f0d8926f-5533-4a88-b345-c786bb701b74" aria-expanded="false" aria-controls="Portal-Request-Changes-f0d8926f-5533-4a88-b345-c786bb701b74"> <strong class="gtm-expanding">Portal Request Changes</strong> </a> </div> </div> <div id="Portal-Request-Changes-f0d8926f-5533-4a88-b345-c786bb701b74" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-Portal-Request-Changes-f0d8926f-5533-4a88-b345-c786bb701b74" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> <p>The Central Bank of Ireland Portal enables an institution to request changes to their data that is held by the Central Bank of Ireland. The specific changes that can be requested depend on the type of authorisation under which the institution is approved to operate.</p> <p>See the <a href="/docs/default-source/regulation/central-bank-portal/1001-request-changes-available-by-regulated-institution-classification.docx?sfvrsn=80a7851d_34" title="current list of request changes">current list of request changes</a>. Note: This list is subject to change.</p> </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-Portal-Messages-2f38ca4e-ddce-4bcb-97aa-1cabb3090563"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#Portal-Messages-2f38ca4e-ddce-4bcb-97aa-1cabb3090563" aria-expanded="false" aria-controls="Portal-Messages-2f38ca4e-ddce-4bcb-97aa-1cabb3090563"> <strong class="gtm-expanding">Portal Messages</strong> </a> </div> </div> <div id="Portal-Messages-2f38ca4e-ddce-4bcb-97aa-1cabb3090563" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-Portal-Messages-2f38ca4e-ddce-4bcb-97aa-1cabb3090563" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> The Central Bank of Ireland Portal messages functionality enables secure communications between Portal users in an institution and designated teams in the Central Bank of Ireland. Portal messages will initially be used in conjunction with request changes only. </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-Portal-Administration-1509d74e-a442-48de-bd09-b4227aa9fe24"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#Portal-Administration-1509d74e-a442-48de-bd09-b4227aa9fe24" aria-expanded="false" aria-controls="Portal-Administration-1509d74e-a442-48de-bd09-b4227aa9fe24"> <strong class="gtm-expanding">Portal Administration</strong> </a> </div> </div> <div id="Portal-Administration-1509d74e-a442-48de-bd09-b4227aa9fe24" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-Portal-Administration-1509d74e-a442-48de-bd09-b4227aa9fe24" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> Any institution using the Central Bank of Ireland Portal will need to have a Portal Administrator in place. The Portal Administrator will be responsible for the institution's overall use of the system by managing their institution's users' access and permissions appropriately. </div> </div> </div> <div class="panel panel-default standard-accordion"> <div class="panel-heading" id="heading-MultiFactor-Authentication-72ff2c2e-e5d0-4713-bfc9-b29a0803c605"> <div class="panel-title"> <a class="collapsed gtm-expanding" role="button" data-toggle="collapse" href="#MultiFactor-Authentication-72ff2c2e-e5d0-4713-bfc9-b29a0803c605" aria-expanded="false" aria-controls="MultiFactor-Authentication-72ff2c2e-e5d0-4713-bfc9-b29a0803c605"> <strong class="gtm-expanding">Multi-Factor Authentication</strong> </a> </div> </div> <div id="MultiFactor-Authentication-72ff2c2e-e5d0-4713-bfc9-b29a0803c605" class="panel-collapse collapse " role="tabpanel" aria-labelledby="heading-MultiFactor-Authentication-72ff2c2e-e5d0-4713-bfc9-b29a0803c605" aria-expanded="false" style="height: 0px;"> <div class="panel-body"> <p>The Central Bank of Ireland Portal uses multi-factor authentication to verify the identity of all Portal users. This helps us safeguard the data we exchange and present via the Portal. Multi-factor authentication is predicated on "something the user knows" and "something the user has" and Portal users are required to present at least two pieces of evidence (or "factors") to successfully access the Portal – your login details (a unique person code and a password) and a second factor method.</p> <p>Users will need to self-register on the Central Bank of Ireland Portal to obtain their unique person code and to create their password and second factor method (i.e. phone call, mobile app or token).</p> </div> </div> </div><h3><a href="/regulation/central-bank-portal/help/getting-started">Getting Started</a></h3> <p>Topics cover registration and login activities, and how your permissions are managed.</p> <h3><a href="/regulation/central-bank-portal/help/administration">Administration</a></h3> <p>Topics cover the tasks for Portal Administrators, including user access and permission management.</p> <h3><a href="/regulation/central-bank-portal/help/returns">Returns</a></h3> <p>Topics cover issues on access and submitting returns from the Portal</p> <h3><a href="/regulation/central-bank-portal/help/common-troubleshooting">Common Troubleshooting</a></h3> <p>Topics cover issues that may arise during login, including forgot person code and password instructions.</p> <h3><a href="/regulation/central-bank-portal/help/institution-data">Institution Data</a></h3> <p>Topics cover the institution data displayed on the Portal.</p> <h3><a href="/regulation/central-bank-portal/help/messaging">Messaging</a></h3> <p>Topics cover how to view, send and respond to messages on the Portal.</p> <h3><a href="/regulation/central-bank-portal/help/request-changes">Request Changes</a></h3> <p>Topics cover what exactly is a Request Change and how you submit a Request Change for your institution.</p> <h3><a href="/regulation/central-bank-portal/help/general-help">General Help</a></h3> <p>Topics cover updating your account details, managing your permissions, and general functionality.</p> <h3><a href="/regulation/central-bank-portal/help/help-on-your-second-factor-method">Second Factor Method Help</a></h3> <p>How to login using your second factor method.</p> </article> </div> <div id="MainContentPlaceholder_T225F410C003_Col01" class="sf_colsIn col-sm-4 rhs" data-placeholder-label="General Righ hand side"> <nav aria-labelledby="rhsheadingtwo"> <h3 class="sidebar-heading-icon icon-bars hidden-xs" id="rhsheadingtwo"> In this Section </h3> <div class="right-sidebar hidden-xs"> <ul class="left-nav"> <li class=""> <a href="/regulation/innovation-hub">Innovation-Hub</a> </li> <li class="first-level-child active"> <a href="/regulation/central-bank-portal">Central Bank of Ireland Portal</a> <ul id="MainContentPlaceholder_T225F410C009_ctl00_ctl00_ctl03_ctl01_childNodesContainer"> <li class=""> <a href="/regulation/central-bank-portal/returns-guidance">Returns Guidance</a> </li> <li class="second-level-child active"> <a 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Add a script element as a child of the body function initJS() { 'use strict'; //load jQuery //if browser is ie9 or older then returm document.addEventListener if (document.all && !window.atob) { return; } var jqTimer = setInterval(function () { if (window.jQuery) { //Conditional load of vue js for module listing tables if (typeof loadVue != 'undefined' && loadVue == true) { downloadJS("/Theme/js/vue/vue.js", function () { downloadJS("/Theme/js/vue/" + appFileName + "?v=1732121371817", function () { }); }); } //Conditional load of form validation js if (typeof loadFormValidation != 'undefined' && loadFormValidation == true) { downloadJS("/Theme/js/form-validation.js", function () { }); } onPageReady(); clearInterval(jqTimer); } }, 50); } $(document).ready(function () { if ($('#__EVENTTARGET').length <= 0 && $('#__EVENTARGUMENT').length <= 0) { $('#form1').prepend('<input type="hidden" name="__EVENTTARGET" id="__EVENTTARGET" value=""/> <input type="hidden" name="__EVENTARGUMENT" id="__EVENTARGUMENT" value = "" / > '); } if (typeof __doPostBack == 'undefined') { __doPostBack = function (eventTarget, eventArgument) { var theForm = document.forms['form1']; if (!theForm) { theForm = document.form1; } if (!theForm.onsubmit || (theForm.onsubmit() != false)) { theForm.__EVENTTARGET.value = eventTarget; theForm.__EVENTARGUMENT.value = eventArgument; theForm.submit(); } }; } }); </script> <script type="text/javascript"> var mobileSize = 640; var desktop = true; var mobile = false; function downloadJS(scriptSrc, callback) { 'use strict'; var element = document.createElement("script"); element.src = scriptSrc; element.onload = function () { callback(); }; document.body.appendChild(element); } // Check for browser support of event handling capability if (window.addEventListener) { window.addEventListener("load", initJS, false); } else if (window.attachEvent) { window.attachEvent("onload", initJS); } else { window.onload = initJS; } function onPageReady() { enquire.register("screen and (min-width: " + (mobileSize + 1) + "px)", { match: function () { desktop = true; mobile = false; screenChange_global(); }, unmatch: function () { desktop = false; } }); enquire.register("screen and (max-width: " + mobileSize + "px)", { match: function () { mobile = true; desktop = false; screenChange_global(); }, unmatch: function () { mobile = false; } }); //call page ready from all loaded files if (typeof (page_ready_megamenu_drill_down_cta_left) == "function") { page_ready_megamenu_drill_down_cta_left(); } if (typeof (page_ready_image_spotlight) == "function") { page_ready_image_spotlight(); } if (typeof (page_ready_multi_item_carousel) == "function") { page_ready_multi_item_carousel(); } if (typeof (page_ready_default) == "function") { page_ready_default(); } } function screenChange_global() { //call screen_change from all loaded files if (typeof (screen_change_megamenu_drill_down_cta_left) == "function") { screen_change_megamenu_drill_down_cta_left(); } if (typeof (screen_change_latest_tweets) == "function") { screen_change_latest_tweets(); } if (typeof (screen_change_image_spotlight) == "function") { screen_change_image_spotlight(); } if (typeof (screen_change_multi_item_carousel) == "function") { screen_change_multi_item_carousel(); } if (typeof (screen_change_default) == "function") { screen_change_default(); } } </script> <script> const parser = new DOMParser(); function prepareNav() { var index = 1; $('.publication-content h2:not(.H2exclude)').each(function () { $(this) .nextUntil("h2") .addBack() .wrapAll('<div id="content' + index + '" />'); createlink($(this).html(), '#content' + index); index++; }); var innerIndex = 0; $("#publicationLinks a").each(function () { var targetContent = $(this).attr("href"); var h3Count = $(targetContent + " h3:not(.H3exclude)").length; if (h3Count > 0) { var subLinks = ""; $('.publication-content ' + targetContent + ' h3:not(.H3exclude)').each(function () { $(this) .nextUntil("h3") .addBack() .wrapAll('<div id="subContent' + innerIndex + '" />'); subLinks += "<li><a href='#subContent" + innerIndex + "'>" + $(this).html() + "</a></li>" innerIndex++; }); subLinks = "<ul>" + subLinks + "</ul>" const subUL = parser.parseFromString(subLinks, "text/html"); document.querySelector("a[href='" + targetContent + "']").parentNode.appendChild(subUL.body.firstChild); } }).click(function () { $("#publicationLinks li").removeClass('active'); $(this).parent().addClass('active'); $("#publicationLinks > li > ul >li.active").parent().parent().addClass('active'); $("#collapsePublicationNav").collapse('hide'); }); var sectionIds = $('#publicationLinks a'); $(document).scroll(function () { sectionIds.each(function () { var container = $(this).attr('href'); var containerOffset = $(container).offset().top; var containerHeight = $(container).outerHeight(); var containerBottom = containerOffset + containerHeight; var scrollPosition = $(document).scrollTop(); if (scrollPosition < containerBottom - 20 && scrollPosition >= containerOffset - 20) { $(this).parent().addClass('active'); } else { $(this).parent().removeClass('active'); } }); }); } function createlink(text, link) { var anchor = "<li><a href='" + link + "'>" + text + "</a></li>"; const a = parser.parseFromString(anchor, "text/html"); document.getElementById('publicationLinks').appendChild(a.body.firstChild); } if ($(".publication-content").length > 0) { prepareNav(); } </script> <script type="text/javascript" class="optanon-category-C0004"> var jqTimer = setInterval(function () { if (window.jQuery) { downloadJS("/Theme/js/latest-tweets/twitter-post-fetcher.js", function () { downloadJS("/Theme/js/latest-tweets/scripts.js", function () { if (typeof (page_ready_latest_tweets) == "function") { page_ready_latest_tweets(); } }); }); clearInterval(jqTimer); } }, 50); </script> <script> var CludoSearch; (function () { var cludoSettings = { customerId: 3127 , engineId: 13638 , searchUrl: '/search-results', language: 'en', searchInputs: ['cludo-search-form', "cludo-search-form-top"], template: 'InlineBasic', focusOnResultsAfterSearch: true, type: 'inline', disableAutocomplete: true }; CludoSearch = new Cludo(cludoSettings); var isIrishSearch = false ; if (isIrishSearch) { CludoSearch.translateProvider.translations["en"]["did_you_mean"] = "An é <a href='' aria-label='A bhí i gceist agat {{value}}'><b>{{value}}</b></a> a bhí i gceist agat?"; CludoSearch.translateProvider.translations["en"]["your_search_on"] = " Torthaí cuardaigh ar '<b>{{value}}</b>': "; CludoSearch.translateProvider.translations["en"]["total_results"] = "<b>{{value}}</b>"; CludoSearch.translateProvider.translations["en"]["total_result"] = "<b>{{value}}</b>"; CludoSearch.translateProvider.translations["en"]["in_category"] = " sa chatagóir <b>{{value}}</b>"; CludoSearch.translateProvider.translations["en"]["and"] = " agus"; CludoSearch.translateProvider.translations["en"]["searched_instead"] = "<br />Torthaí ar <b>{{term}}</b> á léiriú ina ionad"; CludoSearch.translateProvider.translations["en"]["searched_instead_found"] = "agus fuarthas <b>{{value}}</b> toradh"; CludoSearch.translateProvider.translations["en"]["error"] = "<p style='color: red' class='cludo-error-message'>Ár leithscéal, tharla earráid.</p>"; CludoSearch.translateProvider.translations["en"]["no_search_term"] = "<div class='cludo-no-search-term'>Téarma cuardaigh de dhíth</div>"; CludoSearch.translateProvider.translations["en"]["overlay_close_button"] = "ESC nó"; CludoSearch.translateProvider.translations["en"]["load_more"] = "Taispeáin tuilleadh"; CludoSearch.translateProvider.translations["en"]["poweredBy_title"] = " Cuardaigh ar do shuíomh gréasáin - Cludo"; CludoSearch.translateProvider.translations["en"]["backToTop"] = "Ar ais go barr"; CludoSearch.translateProvider.translations["en"]["search_input_label"] = "Cuardaigh"; CludoSearch.translateProvider.translations["en"]["search_button_text"] = "Cuardaigh"; CludoSearch.translateProvider.translations["en"]["overlay_close_button_title"] = "Scoir an cuardach"; CludoSearch.translateProvider.translations["en"]["template_all_results"] = "Torthaí uile"; CludoSearch.translateProvider.translations["en"]["template_suggestions"] = "Moltaí"; CludoSearch.translateProvider.translations["en"]["template_search_results"] = " Torthaí Cuardaigh"; CludoSearch.translateProvider.translations["en"]["template_autocomplete_hint"] = "Moltaí uathchríochnaithe ar fáil. Úsáid na saigheada suas agus síos chun breathnú orthu agus úsáid an eochair iontrála chun ceann a roghnú."; CludoSearch.translateProvider.translations["en"]["related_searches_title"] = "Cuardaigh Ghaolmhara"; } CludoSearch.init(); })(); </script>   </body> </html>

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