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The Assumptions Screen

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The Assumptions Screen shows the settings being used for the opportunity or relationship you are viewing. If you have access, these settings can be adjusted in the Administration Section. If you do not have access and wish to make a change, please contact your System Administrator.

 

Sections

 

 

Why is the Assumptions Screen Important?

The Assumptions Screen shows the settings being used for the opportunity or relationship you are viewing.  The Assumption Set shown will be based on the pricing date of the Opportunity you are viewing.

 

How to Find the Assumptions Screen

From an open Opportunity or Relationship, click "Assumptions" in the top right hand corner.

Opportunity Screen with the Assumptions button in the upper right corner highlighted

 

Funding Packages

Opportunity Assumptions - Funding Package Tab showing funding package, funding curve, as well as funding and liquidity curves.

 

 

Commercial Loan Products

Opportunity Assumptions - Commercial Loan Products tab - shows the assumptions for different commercial loan products. Different loan products can be selected from a list on the left side of the assumptions pop-up.

  • The Commerical Loan Products tab displays settings for Commercial Loan Products.
  • The left side shows you the Commercial Loan Products that can be selected.
  • The right side shows all the settings for the selected product.
  • For more information on Commercial Loan Products, visit Setting Up Commercial Loan Products.

 

Deposit Products

Opportunity Assumptions - Deposit Products tab - shows the assumptions for different deposit products. Different deposit products can be selected from a list on the left side of the assumptions pop-up.

  • The Deposit Products tab shows settings for Deposit Products.
  • The left side displays a list of Deposit Products that can be selected.
  • The right side shows all the settings for the selected product.
  • For more information on Deposit Products, visit Setting Up Deposit Products.

 

Other Products

Opportunity Assumptions - Other Products tab - shows the assumptions for different other fee-based products. Different products can be selected from a list on the left side of the assumptions pop-up.

  • The Other Products tab shows settings for Other Products such as Treasury Services.
  • The left side displays a list of Other Products that can be selected.
  • The right side shows all the settings for the selected product.
  • For more information on Other Products, visit Setting Up Other Products.

 

General

Opportunity Assumptions - General tab - shows the assumptions for the specific user and their region like taxes.

 

  • The General tab shows the general settings for this opportunity, including its Tax Rate, Owner, and Pricing Region.
  • For more information on General settings, visit the following articles:

 

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