What is changing?
Additional fields are being added to the Opportunities report.
Reports: Opportunities
Location: Data 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.