{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":18509,"path":"governance-risk-compliance/third-party-risk-management/tprm-excel-upload-download-req.md","title":"Create New Excel download/upload request form","bundle":null,"doc_type":null,"release":"australia","body":"\n# Create New Excel download/upload request form\n\nUse the Create New Excel download/upload request form to capture all the information that you need to create a download/upload request for Digital resilience third-party registers using the Third-party Risk Management application. As a third-party risk manager or third-party risk assessor you can create an Excel download/upload request record.\n\n\n
\n\nField\n\n\n\nDescription\n\n
\n\nShort description\n\n\n\nBrief description of the request. For example, legal\\_entity\\_template.\n\n
\n\nType\n\n\n\nTypes of download request. The choices are as follows:- **Excel master template**\n- **Plain-csv reporting package**\n- **Assessments**\n- **Branches**\n- **Contracts**\n- **Functions**\n- **Legal entities**\n- **Supply chains**\n- **Third parties**\n- **Third-party engagements**\n\n
\n\nNumber\n\n\n\nNumber of the request. This field is auto-filled.\n\n
\n\nRequest type\n\n\n\nType of the request. The choices are as follows:- **Upload**\n- **Download**\n\n
\n\nState\n\n\n\nState of the record. This field is auto-filled to **Draft** state.\n\n
\n\nEntity maintaining the register of info\n\n
\n\n**Note:** These fields, including options for currency conversion and third‑party total expense aggregation, appear when you select **Excel master template** or **Plain‑CSV reporting package** as the **Type**.\n\n
\n\nLEI of the entity maintaining the register of information\n\n\n\nEntity maintaining and updating the register of information using the LEI, 20-character, alpha-numeric code based on the ISO 17442 standard.\n\n
\n\nName of entity\n\n\n\nLegal name of the entity that maintains and updates the register of information.\n\n
\n\nCountry of entity\n\n\n\nCountry where the license or the registration of the entity, as listed in the information register, was issued.\n\n
\n\nType of entity\n\n\n\nTypes of the entity. The options include the following:- **Credit institutions**\n- **Investment firms**\n- **Central counterparties \\(CCPs\\)**\n- **Asset management companies**\n- **Account information service providers**\n- **Electronic money institutions**\n- **Crypto-asset service providers**\n- **Central security depository**\n- **Trading venues**\n- **Trade repositories**\n- **Payment institution**\n- **Other financial entity**\n- **Securitization repository**\n- **Crowdfunding service providers**\n- **Administrator of critical benchmarks**\n- **Credit rating agency**\n- **Institutions for occupational retirement provision**\n- **Insurance intermediaries, reinsurance intermediaries and ancillary insurance intermediaries**\n- **Insurance and reinsurance undertakings**\n- **Data reporting service providers**\n- **Managers of alternative investment funds**\n- **Non-financial entity: Other than ICT intra-group service provider**\n- **Non-financial entity: ICT intra-group service provider**\n- **Issuers of asset-referenced tokens**\n\n
\n\nCompetent authority\n\n\n\nThe competent authority according to Article 46 of Regulation \\(EU\\) 2022/2554 to which the register of information is reported.\n\n
\n\nDate of reporting\n\n\n\nThe ISO 8601 \\(yyyy-mm-dd\\) code of the date of reporting\n\n
\n\nEnable currency conversion\n\n\n\nOption to convert each contract’s annual expense into a single base currency using historical exchange rates from the European Central Bank \\(ECB\\).**Note:** The Reference Date on the report determines the exchange rate used. Converted amounts appear only in the generated package; source records are unchanged.\n\nFor more information, see [Currency conversion and third-party expense aggregation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-dora-currency-aggregation.md)\n\n
\n\nEnable third‑party total expense aggregation\n\n\n\nOption to aggregate annual expenses across all contracts belonging to the same third‑party provider or third‑party engagement.**Note:** Aggregation only happens if all eligibility rules are met: All contracts for the provider must meet provider eligibility criteria \\(for example, single‑provider contracts and currency alignment\\). If currency conversion is not enabled, all contracts must already be in base currency. If currency conversion is enabled, all conversions must succeed.\n\nFor more information, see [Currency conversion and third-party expense aggregation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/third-party-risk-management/tprm-dora-currency-aggregation.md)\n\n
\n\nBase currency\n\n\n\nCurrency used for reporting monetary values in the report.For example, US Dollar or Euro.\n\n**Note:** Before downloading the register of information, you must specify your reporting currency. The system then displays available currencies based on administrator-configured exchange rates.\n\n
\n\nReport type\n\n\n\nSpecifies whether the report covers a single entity **Individual** or a **Consolidated** group of entities.\n\n
**Note:** When you generate a Functions-type Excel master template or CSV download, and a dropdown field on the Details tab references a table with more than 10,000 rows, most commonly the configuration management database \\(CMDB\\) tables `cmdb_ci_service`, `cmdb_ci_business_process`, `service_offering`, or `cmdb_ci_business_capability`. The system limits that dropdown to the first 10,000 options rather than loading every row, to avoid exceeding the platform's maximum payload size for a single export. Options beyond the limit aren't included in the dropdown.\n\n"}}