What is changing?
Fields are being added to the AccountLevelOpportunitiesHistory and AccountLevelOpportunitiesSnapshot datasets.
Location: Data Studio
New Fields:
| New Field Name | Data Type | Description |
| RelationshipFtpOtherNetRevenueIfWeWin | double | Net Revenue from all Other (fee-based) accounts on the relationship if the opportunity is won according to the FTP calculation. |
| PeriodicFees | double | Periodic (usually annual) fees on the account. |
| LocFeesDollars | double | Fees associated with a line of credit in dollars. |
| TotalNonInterestExpense | double | The total of all servicing expenses and other expenses from(configurable expenses) on the account. |
| OpportunityTotalNonInterestExpense | double | The total of all servicing expenses and other expenses from(configurable expenses) on the opportunity. |
| OpportunityTotalNonInterestIncome | double | All non interest income including annual fees and loc fees on the opportunity. |
Why is it changing?
These columns provide updated fields from the new financial statement shape.
Which datasets are impacted?
- AccountLevelOpportunitiesHistory
- AccountLevelOpportunitiesSnapshot
How does my bank need to prepare for these changes?
The addition of these columns will not affect any existing pipelines. The additional columns may be used after the release and will be integrated into the renewals skill.
When are these changes happening?
These changes went into effect on Monday, 13th of November 2023.