What is changing?

Region information is being added to 2 of the Portfolio Insights reports to help identify regions for the anomalies reported.

Reports: RelationshipLocAnomalies and RelationshipDepositAnomalies

Location: Data Library --> Portfolio Insights

New Fields

Field Name Change Type Data Type Description
Relationship Owner Region Name  Added String Home region for the relationship Owner
Relationship Owner Region Id Added String The unique PrecisionLender ID associated with the region the relationship owner is assigned to


Why is it changing?

These changes provide additional information on the regions associated with the anomaly.


Which datasets are impacted?

The below datasets are impacted:

Change Dataset Type Report Name
Updated Data Library RelationshipLocAnomalies
Updated Data Library RelationshipDepositAnomalies


How does my bank need to prepare for these changes?

The additional fields will be added to the end of the CSV files to ensure there is minimal impact to existing processes that use these feeds.

It is recommended to review downstream processes that utilize the mentioned data feeds to ensure there is no breaking impact from these changes.


When are these changes happening?

These changes went into effect on Thursday, 14th of September, 2023.