2020-12-16 Release Notes (Data Library)

What is changing?

  • Data Library datasets are being updated to include additional fields as well as reorder existing fields. 
  • Some Data Library datasets will also contain additional records that were not included prior.
  • Data Library Catalog is updated to reflect new fields and records. 

 

Why is it changing?

These changes improve the usefulness and usability of the datasets available in Data Library.

 

Which datasets are impacted?

Account Level All Scenarios

  • Now includes the most recent version of any opportunity ever created or priced by a client (no longer filtered for the past 30 days).
  • New column ordering

Column Name

Change
Relationship Id Added
Origination Channel Expense Added
Servicing Channel Expense Added
Payment Type Added
Effective LTV Added
Collateral Effective Value Added
Region Id Added
Owner Id Added
Maximum Rate Floor Added

 

Account Level Pipeline Scenarios (formerly All Opportunities Account Level)

  • Now includes the most recent version of any opportunity ever created or priced by a client (no longer filtered for the past 30 days).
  • New column ordering

Column Name

Change
Origination Channel Expense Added
Servicing Channel Expense Added
Collateral Effective Value Added
Relationship Id Added
Region Id Added
Owner Id Added
Scenario Id Added
Scenario Name Added
Active Scenario Renamed - Scenario  Type
Created Date Formatted Datetime to Date

 

Caps and Floors Impact

  • Now includes the most recent version of any opportunity ever created or priced by a client (no longer filtered for the past 30 days).
  • New column ordering

Column Name

Change
Account Type Added
Last Modified Added

 

Login Usage

Column Name

Change
Logins 91-180 days Added

 

Active Deposit Accounts

  • New column ordering
Column Change
Account Id Renamed External Account Id
Masked Account Id Renamed Masked External Account Id
Relationship Id Renamed External Relationship Id
Masked Relationship Id Renamed Masked External Relationship Id
Account Owner Full Name Renamed Owner Full Name
Account Owner Region Name Renamed Owner Region Name
Account Notes Removed
Account CD Term Renamed CD Term
Account CD Origination Date Renamed CD Origination Date
Account Balance Renamed Balance
Account Rate Renamed Rate
Account Average Balance  Renamed Average Balance
Account Average Rate Renamed Average Rate
Account Net Deposit FTP Rate Renamed Net Deposit FTP Rate
Account Gross Deposit FTP Rate Renamed Gross Deposit FTP Rate
Product Generation Effective Date Removed 
Core Account Id Added PrecisionLender internal account id
Relationship Id Added PrecisionLender internal relationship id
Short Code Added 
Account Type Added 

 

Active Loan Accounts

  • New column ordering 
Column Change
Core Account Id Added PrecisionLender internal account id
Relationship Id Added PrecisionLender internal relationship id
Account Notes Removed
Product Generation Effective Date Removed
Strategic Other Income Removed
FTP Other Income Removed
Account Id Renamed External Account Id
Masked Account Id Renamed Masked External Account Id
Account Origination Date Renamed Origination Date
Account Maturity Date Renamed Maturity Date
Account Payoff Expected Date Renamed Payoff Expected Date
Relationship Id Renamed External Relationship Id
Masked Relationship Id Renamed Masked External Relationship Id
Account Owner Full Name Renamed Owner Full Name
Account Owner Region Name Renamed Owner Region Name
Account Status Renamed Status
Account Name Renamed Name
Account Amount Renamed Amount
Account Balance Renamed Balance
Account Payment Renamed Payment
Account Rate
Renamed Rate
Account Payment Type Renamed Payment Type
Account Payment Frequency Renamed Payment Frequency
Account Interest Rate Calculation Renamed Interest Rate Calculation
Account Remaining Amortization Term Renamed Remaining Amortization Term
Account Remaining Expected Life Renamed Remaining Expected Life
Account Remaining Maturity Renamed Remaining Maturity
Account Rate Type Renamed Rate Type
Account Initial Rate Renamed Initial Rate
Account Adjustable Rate Initial Period Renamed Adjustable Rate Initial Period
Account Adjustable Rate Adjustment  Frequency Renamed Adjustable Rate Adjustment Frequency
Account Remaining Adjustable Rate Fixed     Period Renamed Remaining Adjustable Rate  Fixed Period
Account Next Adjustment Date Renamed Next Adjustment Date
Account Adjustable Rate Index Rate Renamed Adjustable Rate Index Rate
Account Adjustable Rate Spread Renamed Adjustable Rate Spread
Account Fees Annual Dollars Renamed Fees Annual Dollars
Account Fees Unused LOC Renamed Fees Unused LOC
Account Average Balance Renamed Average Balance
Account Average Rate Renamed Average Rate
Account Tax Exemption Option Renamed Tax Exemption Option
Account FTP Cost Of Funds Renamed FTP Cost Of Funds
Account Average FTP Over Remaining Loan Life Renamed Average FTP Over Remaining Loan Life
Account Average FTP Over Current Repricing Period Renamed Average FTP Over Current   Repricing Period
Account Average FTP Over Loan Life Renamed Average FTP Over Loan Life

 

Active Other Accounts

  • New column ordering 
Column Change
Core Account ID Added
Short Code Added
Account Type Added
Relationship Id Added
Strategic Other Earnings Credit Eligible Revenue Added
Strategic Other Earnings Credit Ineligible Revenue Added
Strategic Other Gross Revenue Added
Strategic Other Account Revenue Earnings Credit Generated Added
Strategic Other Applied Earnings Credit Added
Strategic Other Net Revenue Added
Strategic Other Servicing Expense Added
Product Generation Effective Date Removed
Account Notes Removed
Account Id Renamed External Account Id
Masked Account Id Renamed Masked External Account Id
Relationship Id Renamed External Relationship Id
Masked Relationship ID Renamed Masked External Relationship Id
Account Owner Full Name Renamed Owner Full Name
Account Owner Region Name Renamed Owner Region Name
Account Balance Renamed Balance
Account Average Balance Renamed Average Balance
Account Pre Tax Income Renamed Pre Tax Income
Account Average Pre Tax Income Renamed Average Pre Tax Income

 

Opportunities 

  • Columns reordered 
Change Change
Relationship Id Added
Owner Id Added
Region Id Added

 

Relationships

  • Columns reordered 
Column Change
Region Id Added
Owner Id Added
Core Loan Accounts Interest Expense Added
Core Deposit Accounts Interest Expense Added
Core Other Accounts Non Interest Expense Added
Core Other Accounts Interest Income Renamed Core Other Accounts Income


.
How does my bank need to prepare for these changes?

Any process that uses any of the removed fields needs to be updated to no longer reference these columns.

 

When are these changes happening?

These changes will be effective in the Data Library tab of the PrecisionLender application as of December 16th, 2020.