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The Relationship Screen

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In PrecisionLender, a Relationship represents a customer relationship and contains the full picture of the relationship for the purposes of pricing and profitability management.   

 

Shows PrecisionLender's Relationship Dashboard

 

Sections

 

 

 

Toolbar

Print Save
  • Saves any changes you have made to the Relationship. 
  • If you leave a Relationship without saving, any changes you have made will be lost.
  • If the save button is grayed out, you do not have the needed permissions to edit this Relationship.
    • Only a System Admin at your institution can adjust your permissions.
Transfer
  • Transferring A Relationship
  • If the Transfer button is grayed out, then you do not have the correct permissions to transfer this Relationship.
    • Only a System Admin at your institution can adjust your permissions.
Split
  • Changes to Splitting Relationships
  • If the split button may be grayed out for 1 of 2 reasons:
    1. There are not multiple core relationships inside of this Relationship to split out.
    2. You do not have the needed permissions to edit this Relationship.
      • Only a System Admin at your institution can adjust your permissions.
Delete
  • Deletes this Relationship.
  • Be careful, this process may be irreversible.
  • The Delete button may be grayed out, for 1 of 2 reasons:
    1. Accounts with active core relationships cannot be deleted.
    2. You do not have the needed permissions to edit this Relationship.
      • Only a System Admin at your institution can adjust your permissions.
Close
  • Closes the Relationship and returns to the Relationship Section.
  • Make sure to save your work before closing to keep the changes you have made.
Assumptions
  • Opens the assumptions screen where you can see what assumptions are being used for the Relationship you are viewing.
  • If you have access, these settings can be adjusted in the Administration Section.

 

 

Header

Name
  • Name of the Relationship that you are viewing.
Lender
  • Name of the Lender who owns this Relationship.
Date
  • Current date.
Bank Percentile
  • Percentile this Relationship is in compared to the entire Bank.
Region Percentile
  • Percentile this Relationship is in compared to the region this Relationship is in.
Lender's Percentile
  • Percentile this Relationship is in compared to the all relationships owned by the owner of this Relationship.
Relationship ID's
  • Masked core relationship ID's for this Relationship.
  • Multiple ID's listed here mean that there are multiple relationships that have been merged into this one.

 

 

Relationship Tabs

In PrecisionLender a Relationship contains two main areas, each represented by a separate tab in the user interface:

Pricing
  • Contains the Relationship Dashboard that shows the Strategic Value of the currently active loans and deposit accounts and the full Opportunity pricing history for this Relationship. 
  • For more information about the Pricing tab, click here.
Associations
  • Allows you to capture and manage associations between Relationships in PrecisionLender.  These include Referral relationships and social associations (family members, board members, business partnerships, etc.)  These sorts of relationships are rarely tracked within a core system, but they are often important to lenders responsible for managing these Relationships.
  • For more information about the Associations tab, click here.

 

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