2022-11-17 Release Notes (Data Studio)

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.