What is changing?
The below datasets are being updated:
| Dataset | Location |
| Relationships | /L3/v1.0/Derived/PL_RelationshipAwareness/Relationships/Relationships |
New version: v2.2
New columns have been added that represent data received from core systems supporting the PrecisionLender Premium Treasury module.
Note
These additional columns will only be populated for clients who subscribe to the PrecisionLender Premium Treasury module. For clients without the premium treasury module, these columns will be blank and can be ignored.
New Fields:
| New Field Name | Data Type | Description |
| CoreTreasuryGrossRevenue | double | Total gross revenue for all treasury accounts associated with a given relationship |
| CoreTreasuryNetRevenue | double | Total net revenue for all treasury accounts associated with a given relationship |
| CoreTreasuryExpense | double | Total expenses for all treasury accounts associated with a given relationship |
| CoreTreasuryPreTaxIncome | double | Total pretax income for all treasury accounts associated with a given relationship |
| CoreTreasuryMarginPercentage | double | Total pre tax profit margin for all treasury accounts associated with a given relationship |
| CoreTreasuryTaxes | double | Total taxes for all treasury accounts associated with a given relationship |
| CoreTreasuryNetIncome | double | Total net income (post tax) for all treasury accounts associated with a given relationship |
Why is it changing?
With the release of the PrecisionLender Premium Treasury module, there is a more robust set of information made available for clients to explore and use. These are made available in the relevant derived datasets.
Note
Premium Treasury is an additional module in PrecisionLender. Please contact our support team for more information.
Which datasets are impacted?
The below derived data sets are being updated to Data Studio:
| Change | Derived Data Set Name |
| Updated | Relationships |
How does my bank need to prepare for these changes?
There will be no impacts to existing processes that utilize Data Studio data sources. Users may wish to evaluate the available data within the new data sets to identify use cases and extract them as necessary.
When are these changes happening?
These changes went into effect on Tuesday, 15th of November, 2022.
