{"id":7448,"date":"2017-07-24T19:36:14","date_gmt":"2017-07-24T19:36:14","guid":{"rendered":"http:\/\/chartergroupadmin.com\/?p=7448"},"modified":"2024-12-10T01:22:10","modified_gmt":"2024-12-10T01:22:10","slug":"crs-services-excel-xls-csv-xml-conversion","status":"publish","type":"post","link":"https:\/\/chartergroupadmin.com\/index.php\/2017\/07\/24\/crs-services-excel-xls-csv-xml-conversion\/","title":{"rendered":"CRS Services &#8211; Excel (XLS or CSV) to XML conversion"},"content":{"rendered":"<h2>CRS Services &#8211; Excel (XLS or CSV) to XML conversion<\/h2>\n<p>With the advent of Common Reporting Standards (CRS) under the OECD&#8217;s Automatic Exchange of Information (AEOI) project, many firms are required to update their systems or implement new systems to facilitate CRS reporting in a format compatible with the OECD&#8217;s AEOI XML schema. As a result, CRS Services &#8211; Excel (XLS or CSV) to XML conversion services is something many reporting Financial Institutions (FI&#8217;s) are seeking.<\/p>\n<p>&nbsp;<\/p>\n<h2>OECD schema<\/h2>\n<p>Part of the technical solution to support the implementation of the CRS is a\u00a0schema in extensible mark-up language (XML) that allows the reporting of information under the CRS in an IT-based and standardised manner. A schema is a data structure for holding and transmitting information\u00a0electronically and in bulk. XML is commonly\u00a0used for this purpose.\u00a0This User Guide explains the information required to be included in each\u00a0CRS data element to be reported in the CRS XML Schema v. 1.0. It also\u00a0contains guidance on how to make corrections of data items within a file that\u00a0can be processed automatically.\u00a0 (refer here for the OECD&#8217;s schema)<\/p>\n<h2>Charter Group&#8217;s CRS services<\/h2>\n<p>What can we do to help? Well, at Charter Group, we offer CRS Services &#8211; Excel (XLS or CSV) to XML conversion so that FI&#8217;s can comply with their reporting obligations in an effective and cost efficient way. <a href=\"http:\/\/chartergroupadmin.com\/#contact\">Click here to contact us to find out more.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>CRS Services &#8211; Excel (XLS or CSV) to XML conversion With the advent of Common Reporting Standards (CRS) under the OECD&#8217;s Automatic Exchange of Information (AEOI) project, many firms are required to update their systems or implement new systems to facilitate CRS reporting in a format compatible with the OECD&#8217;s AEOI XML schema. As a<a href=\"https:\/\/chartergroupadmin.com\/index.php\/2017\/07\/24\/crs-services-excel-xls-csv-xml-conversion\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":2,"featured_media":7449,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[33],"class_list":["post-7448","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-crs-xml-conversion"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRS Services - Excel (XLS or CSV) to XML conversion - Charter Group Fund Administration<\/title>\n<meta name=\"description\" content=\"OECD AEOI CRS Services - Excel (XLS or CSV) to XML conversion - Common Reporting Standards - seamless conversion done promptly and professionally.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chartergroupadmin.com\/index.php\/2017\/07\/24\/crs-services-excel-xls-csv-xml-conversion\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRS Services - Excel (XLS or CSV) to XML conversion - Charter Group Fund Administration\" \/>\n<meta property=\"og:description\" content=\"OECD AEOI CRS Services - Excel (XLS or CSV) to XML conversion - Common Reporting Standards - seamless conversion done promptly and professionally.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/chartergroupadmin.com\/index.php\/2017\/07\/24\/crs-services-excel-xls-csv-xml-conversion\/\" \/>\n<meta property=\"og:site_name\" content=\"Charter Group Fund Administration\" \/>\n<meta property=\"article:published_time\" content=\"2017-07-24T19:36:14+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-10T01:22:10+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/chartergroupadmin.com\/wp-content\/uploads\/2017\/07\/crs_xls.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"698\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Author\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Author\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/chartergroupadmin.com\/index.php\/2017\/07\/24\/crs-services-excel-xls-csv-xml-conversion\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/chartergroupadmin.com\/index.php\/2017\/07\/24\/crs-services-excel-xls-csv-xml-conversion\/\"},\"author\":{\"name\":\"Author\",\"@id\":\"https:\/\/chartergroupadmin.com\/#\/schema\/person\/a3329fb0d02ebacb06b6bf8a9065f59a\"},\"headline\":\"CRS Services &#8211; 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