What is changing?
The below report and visuals are being updated with FTP financial statement columns to supplement the Strategic financial statement columns.
Portfolio Leaderboard Report
Location: Data Library Portfolio Insights
Changes:
| Change Type | Column Name | Data Type | Description |
|---|---|---|---|
| New Field | FTP ROE | double | The return on equity of all accounts using the FTP calculation method |
| New Field | FTP ROA | double | The return on assets of all accounts using the FTP calculation method |
| New Field | FTP Net Income | double | The net income of all accounts using the FTP calculation method |
| New Field | FTP Average Equity | double | The average equity of all accounts using the FTP calculation method (usually the same as using Strategic calculation method) |
| Renamed Field | Strategic ROE | double | Previously named ROE |
| Renamed Field | Strategic ROA | double | Previously named ROA |
| Renamed Field | Strategic Net Income | double | Previously named Net Income |
| Renamed Field | Strategic Average Equity | double | Previously named Average Equity |
Portfolio Leaderboard Visual
Tabs ranking top ten RMs by FTP Net Income and FTP ROE are being added to the visual.
Portfolio Scorecard Visual
Corresponding plots, rows, and columns for FTP values are being added to all sections of the visual containing values for Strategic financial statement fields.
Why is it changing?
This column provides information on additional elements of the financial statement to augment details supporting profitability and expenses.
Which datasets are impacted?
- Portfolio Leaderboard Report
How does my bank need to prepare for these changes?
The renaming and addition of columns will effect any pipelines depending on current column names and locations. Downstream pipelines will need to be updated accordingly.
When are these changes happening?
These changes will go into effect on Tuesday, 31st of January 2023.