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Objective and Scope


Purpose

The reason to create this macro was to optimize the extraction of the internal bank audit activity executed by data team. 


Root cause:  Assist the operators on the extraction of the bank data modifications executed by internal operators, on the previous day. 

Solution: Create a macro which downloads the bank modifications and filter them according to LAM/NAM scope and agents.

Scope 

This Operating Procedure (OP) applies to SBS Curitiba Office, the responsible area is DMO LAM/NAM, though it can be adapted to other regions.

Periodicity

The Macro is executed daily, since all bank modifications in system must be audited.

Roles and Responsibilities


Macro developer and backups

  • Thiago Carlins (Data Management Operator) was the main developer.

  • Edison Fontoura, is the backup, responsible to run the macro and correct eventual errors and bugs.



Macro Access and credentials


  • Macro is used in PRS system, the operator needs to have the credentials the transaction ZZR_LIST_CHG_BANK_VC.

...

  • 1 - Certify that all data operators are included in the macro

  • 2 - Certify that the users that do not have to be audited in the extraction are included in the second autofilter.

  • After it, the button on tab “sheet 1” can be pressed. 


Macro steps:


The macro follows these steps:


  • Enter transaction ZZR_LIST_CHG_BANK_VC. 

  • Selects a Variant with the LAM/NAM bank modifications. 

  • Filters the agents who must be audited.

...

The rows which will be audited must be split manually between the ones that will execute it. 


Auto Trouble Shooting

  • (1) The macro will debug if the users are wrong.


Contingency

In case of a problem in the VBA Robot running, the activity must be performed manually.


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