Form Builder on the Nuj platform transforms your raw, transaction-level data into APRA‐compliant reports using the SDT format. This guide explains how to work with raw data as part of your overall reporting workflow.
Raw Data: Source, transaction-level files you upload. Unlike Reference Data, raw data is additive – multiple files can contribute to the final form.
Step-by-Step Process
You should have reviewed and many any updates to your Master and Reference Data before uploading and managing you raw data. Not doing so could impact any validations or forms built.
1. Select Form and Fund
Access: Navigate to the Manager in the Form Builder menu.
Verification: Ensure you have selected the correct fund, form and reporting period before proceeding. This helps avoid any validation issues later on
TIP: Ensure that you’ve selected the correct fund, form and reporting period before you begin.
2. Upload Raw Data
Initiate Upload:
Click the upload icon to open the upload modal.
Choose the file segment from the dropdown.
Drag and drop your files, or click ‘Upload from computer’.
Success Indicator: Once your files are uploaded successfully, they will appear in the file list. Remove any files with upload errors by clicking the ‘x’ next to the file. Files with a warning or error will need to be removed and updated before they can be uploaded.
Validate Raw Data
Action: Click ‘Validate’ to trigger validations for your uploaded files.
Important: If you are uploading a replacement file, remember to remove the original file in the upload modal. Raw data is additive, so new files add to the total without replacing previous files.
Since raw data is additive, any new file won’t replace an existing one – it will simply add to the total. If you have made changes to a file and are uploading a replacement, ensure you remove the original file in the Upload Modal.
4. Review Errors, Warnings and Nudges
Errors: Must be resolved before building the form.
Warnings: Require attention but do not block the process.
Nudges: Optional suggestions for improving data accuracy.
Indicator: Once errors are cleared, the ‘Build Form’ button will activate.
Error: Must be resolved before building the form.
Action: If changes are needed, update your local raw data, re-upload and review any validations to build your form.
5. Build and Review the Form
Build Form: Click ‘Build Form’ to generate your form.
Review Schema: Once built, click ‘View Schema’ to review the output. This step lets you check data accuracy.
Action if Needed: If changes are necessary, update your local raw data, re-upload and validate again.
6. Download and Integrate
Download: When satisfied with the schema, click ‘Confirm Version and Download’ to save the APRA schema file.
Integrate: Add the downloaded form to your core workflow for further validation and cross-correlation before submission to APRA Connect.
Important Notes
Data Management:
Reference Data is non-additive; uploading a new version replaces the previous file and resets validation.
Raw Data is additive; multiple uploads accumulate, so delete outdated files as needed.
Validation Reset: Additional uploads or modifications automatically reset the validation status in the File Manager.
Consistency: Always ensure that your Master and Reference Data are current before uploading raw data.
Key Takeaways
Always verify the correct fund, form, and reporting period are selected.
Review and update Master and Reference Data before handling raw data.
Check for errors, warnings and nudges carefully before building the form.
Use the schema review to confirm data accuracy prior to finalising your submission.