What is changing?

Additional fields are being added to the Opportunities report.

Reports: Opportunities

LocationData Library 

Added Fields

Column Name Data Type Description
Relationship Strategic Net Income If We Win Float The attached relationships net income if the opportunity is won according to the strategic value calculation
Relationship Ftp Net Income If We Win Float The attached relationships net income if the opportunity is won according to the FTP calculation

 

Why is it changing?

These fields are being added to allow banks to better understand the effects of winning an opportunity on a relationship.

 

Which datasets are impacted?

The below datasets are impacted.

Change Dataset Type Report name
Updated Data Library Opportunities

 

How does my bank need to prepare for these changes?

The fields are being added to the end of the dataset and should have no impact on downstream processes.

 

When are these changes happening?

These changes went into effect on Tuesday, 15th of August 2023.