Overview
There are 4 types of entities that are combined to form a path to a unique dataset in PrecisionLender Data Library. They are the following:
The path to any dataset in PrecisionLender Data Library can be constructed with this pattern:
- /L3/v1.0/{Directory}/{Provider}/{Dataset Group}/{Dataset Name}/
For example, the path to the CoreAccountFinancialStatements dataset is:
- /L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreAccountFinancialStatements/
Directory
- Primary: Refers to raw datasets generated directly from the source provider.
- Derived: Refers to transformed datasets generated from one or more raw datasets sourced from one or more providers.
Provider
Refers to the source provider of the data.
- PL_Analytics: Refers to raw datasets sourced from Market Insights in the PrecisionLender Application.
- PL_Andi: Refers to raw datasets sourced from Andi in the PrecisionLender Application.
- PL_Application: Refers to raw datasets sourced from the PrecisionLender Application.
- PL_RelationshipAwareness: Refers to raw datasets sourced from Relationship Awareness (RA).
Dataset Group
Each Dataset Group represents a set of datasets related to a common, shared entity. Select a dataset group below to view its respective datasets and providers.
- Assumptions
- Conversations
- Core
- Engagement
- MarketInsights
- Opportunities
- Regions
- Relationships
- Telemetry
- Users
- Validation
Dataset Name
Refers to the name of the dataset.
Assumptions
This group contains datasets related to the assumptions used for calculation of financial statements.
Provider: PL_RelationshipAwareness
Description
This dataset contains the assumptions used for calculations in a given run of Relationship Awareness (RA).
Data Type
- JSON
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/AssumptionSets/
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- AssumptionSetId
Description
The dataset contains the commercial loan product assumptions used for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/...
...CommercialLoanProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
The dataset contains the consumer loan product assumptions used for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/…
…ConsumerLoanProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
The dataset contains the deposit product assumptions used for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/DepositProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
The dataset contains the other product assumptions used for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/OtherProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
This datasets contains the master commitment product assumptions used for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/......MasterCommitmentProducts/
Data Type
- JSON
Primary Key
- ProductAssumptionSetId
- ProductId
Provider: PL_Application
Description
This dataset contains the assumptions used for pricing opportunities in the PrecisionLender Application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Assumptions/AssumptionSets/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- AssumptionSetId
The dataset contains the commercial loan product assumptions configured in the PrecisionLender application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Assumptions/CommercialLoanProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
The dataset contains the consumer loan product assumptions configured in the PrecisionLender application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Assumptions/ConsumerLoanProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
The dataset contains the deposit product assumptions configured in the PrecisionLender application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Assumptions/DepositProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
The dataset contains the other product assumptions configured in the PrecisionLender application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Assumptions/OtherProducts/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Description
This dataset contains the master commitment product assumptions configured in the PrecisionLender application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Assumption/MasterCommitmentProducts/
Data Type
- JSON
Primary Key
- ProductAssumptionSetId
- ProductId
Description
Time series of all index rates used by a client since 2016-01-01.
Path
/L3/v1.0/Derived/PL_Application/Assumptions/IndexRates/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- IndexId
Conversations
This group contains datasets related to Andi events occurring during opportunity pricing. An Andi event may be one of: Application Event, Chat Event. An application event is a notification sent to Andi related to the opportunity context (Ex: Changing the deal amount). A chat event is a notification to Andi that the user has submitted text into the Andi window.
Provider: PL_Andi
Description
This dataset contains a detailed record for every event in every conversation in the context of a given opportunity.
Path
/L3/v1.0/Primary/PL_Andi/Conversations/Conversations/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- conversationId
- SkillActivities.event.id
- SkillActivities.id
Core
This group contains datasets related to the accounts from your bank's core system.
Provider: PL_RelationshipAwareness
Description
This dataset contains all core deposit accounts that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreDepositAccounts/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Description
This dataset contains all financial statements for all core accounts that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/…
…CoreAccountFinancialStatements/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- CoreAccountId
- FinancialStatementTypeEnum
Description
This dataset contains all core commercial loan accounts that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/…
…CoreCommercialLoanAccounts/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- CoreAccountId
Description
This dataset contains all unique pieces of core collateral, along with their respective descriptions, linked with core commercial loan accounts that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreCollateralPositions/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Description
This dataset contains all core other accounts that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreOtherAccounts/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Description
This dataset contains details associated with every core account over time. Each core account is associated with both FTP and strategic financial statements for every valid run of Relationship Awareness (RA).
Path
/L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreAccountDetails/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RaRunId
- CoreAccountId
- FinancialStatementTypeEnum
Schema
| Field Name | Data Type | Description |
| RaRunId | GUID | The unique identifier for the Relationship Awareness (RA) run. |
| CoreAccountId | GUID | The unique PrecisionLender identifier for the account. |
| ExternalIdentifier | string | The hashed representation of the unique record identifier provided in RA data files. |
| AccountType | string | The type of account. |
| FinancialStatementTypeEnum | int | The enumerator for the financial statement used in calculations. |
| FinancialStatementType | string | The type of financial statement corresponding with the enumerator used in calculations. |
| ProductFamilyId | GUID | The unique identifier for the family of the product associated with the account. |
| ProductName | string | The name of the product associated with the account. |
| PaymentTypeEnum | int | The enumerator for the payment type associated with a loan account. |
| PaymentType | string | The payment type corresponding with the enumerator associated with a loan account. |
| RateTypeEnum | int | The enumerator for the rate type associated with a loan account. |
| RateType | string | The rate type corresponding with the enumerator associated with a loan account. |
| RiskRatingId | GUID | The unique identifier of the risk rating for a loan account. |
| RiskRating | string | The risk rating for a loan account. |
| NaicsCode | string | The industry classification of the borrower associated with the account. |
| PostalCode | string | The zip code of the borrower associated with the account. |
| CountryCode | string | The code indicating the country of account origination. |
| Percentile | long | The percentile of the relationship based on the strategic profitability within the bank. |
| OwnerPercentile | long | The percentile of the relationship based on the strategic profitability within the banker's portfolio. |
| RegionalPercentile | long | The percentile of the relationship based on the strategic profitability within the banker's home region. |
| OwnerId | GUID | The owner of the account. |
| TopLevelParent | GUID | The highest level relationship identifier for the account. |
| RelationshipId | GUID | The unique identifier for the relationship associated with the account. |
| RelationshipExternalIdentifier | string | The hashed representation of the unique record relationship identifier provided in RA data files. |
| CoreRelationshipName | string | The name of the relationship associated with the account. |
| InterestIncome | double | The effective interest income for a deposit or loan account. |
| InterestExpense | double | The effective interest expense for a deposit or loan account. |
| NetInterestIncome | double | The effective net interest income for a deposit or loan account. |
| NonInterestExpense | double | The effective non-interest expense or, if negative, the non-interest income for a deposit or loan account. |
| LoanLossReserve | double | The annualized expected loss for a loan account. |
| OtherIncome | double | The income generated from other fee-based accounts. |
| PreTaxIncome | double | The pretax income for the account. |
| Taxes | double | The effective tax amount for the account. |
| NetIncome | double | The net income for the account. |
| AverageAssets | double | The effective average annualized assets. |
| AverageEquity | double | The effective average annualized equity (allocated capital). |
| AverageLiabilities | double | The effective average annualized liabilities. |
| ROE | double | The return on equity of the account. |
| ROA | double | The return on assets of the account. |
| TargetROE | double | The target return on equity for the account. |
| CapFloorImpact | double | The impact of a cap and floor on the loan account. |
| LoanAmount | double | The balance of a loan account at origination. |
| LoanBalance | double | The average loan balance calculated over the specified horizon. For most accounts, the specified horizon is the lifetime of the loan account. |
| LoanCommitment | double | The commitment of a loan account. |
| LoanNetFunding | double | The loan gross funding less any paid-off balances. |
| DepositAverageBalance | double | The average balance of a deposit account. |
| LoanNetCommitment | double | The total commitment of a loan, minus any previous commitments made to this relationship that are being paid off with a new loan (if present). |
| OtherEarningsCreditEligibleRevenue | double | The revenues eligible for earnings credit from a other fee-based accounts. |
| OtherEarningsCreditIneligibleRevenue | double | The revenues ineligible for earnings credit from other fee-based accounts. |
| OtherGrossRevenue | double | The revenues generated by an other account, net of any servicing costs. |
|
OtherAccountRevenueEarnings... ...CreditGenerated |
double | The total amount from earnings credit generated by an other fee-based account. |
| OtherAppliedEarningsCredit | double | The amount applied to a deposit account to offset activity-based charges. |
| OtherNetRevenue | double | The revenues generated by an other account, net of any applied earnings credits. |
| OtherServicingExpense | double | The additional servicing expenses associated with a loan account. |
| AverageRegulatoryCapital | double | The average regulatory capital held for a loan account. |
| AverageEconomicCapital | double | The average economic capital held for a loan account. |
| RORC | double | The return on regulatory capital. |
| ROEC | double | The return on economic capital. |
|
AverageMaximumOfRegulatory... ...AndEconomic |
double | The average maximum of the regulatory and economic capital held for a loan account. |
| ROMCE | double | The return on the average maximum of regulatory and economic capital. |
| EarningsOnCapital | double | The earnings on the capital held for a loan account. |
| Revenue | double | The reported revenue for the account. |
| ActualLife | int | The projected actual life of a loan account based on the term of the loan adjusted for any prepayments. |
| TopLevelParent_ROA | double | The ROA for the TopLevelParent of the relationship associated with the account. |
| TopLevelParent_ROE | double | The ROE for the TopLevelParent of the relationship associated with the account. |
Description
This datasets contains all core master commitment loan accounts that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/…
…CoreMasterCommitmentLoanAccounts/
Data Type
- CSV
Primary Key
- Id
- RaRunId
Description
This dataset contains all core loan amortization tables for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreLoan...
...AmortizationTables/
Data Type
- CSV
Primary Key
- RunId
- FinancialStatementId
- Month
Description
This dataset contains all core loan accounts that were active for a given run of Relationship Awareness (RA).
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreLoanAccounts/
Data Type
- CSV
Primary Key
- DatePartition
- CoreAccountId
Engagement
This group contains datasets related to user engagements with Andi. An engagement is a message sent to users as the result of an Andi skill run.
Provider: PL_Andi
Description
This dataset contains a unique record for every engagement event on the Opportunity Screen. An engagement event is a notification message sent to Andi related to an engagement, for example when an engagement is viewed or acted upon.
Path
/L3/v1.0/Primary/PL_Andi/Engagement/EngagementEvents/
Data Type
- AVRO
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- clientTimestamp
- skillActivityId
Description
An engagement is a message sent to users as the result of a skill run.
Path
/L3/v1.0/Primary/PL_Andi/Engagement/Engagements/
Data Type
- AVRO
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Description
This dataset contains a record for every Andi field tag engagement on the Opportunity Screen. An engagement is a message sent to users as the result of a skill run.
Path
/L3/v1.0/Primary/PL_Andi/Engagement/FieldTagEngagements/
Data Type
- AVRO
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Description
This dataset contains a record for every Andi Chat engagement on the Opportunity Screen. An engagement is a message sent to users as the result of a skill run.
Path
/L3/v1.0/Primary/PL_Andi/Engagement/PLChatEngagements/
Data Type
- AVRO
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
MarketInsights
This group contains datasets related to the performance of the Market Insights product at your bank.
Provider: PL_Analytics
Description
This dataset contains the state of loans attached to opportunity pipeline scenarios for every change event. A change event occurs when a field on the loan is modified.
Path
/L3/v1.0.Derived/Pl_Analytics/MarketInsights/AccountEvents
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- EventId
Schema
| Field Name | Data Type | Description |
| OpportunityId | GUID | The unique PrecisionLender identifier for the opportunity. |
| ConversationId | GUID | The unique PrecisionLender identifier for the conversation. |
| EventId | GUID | The unique PrecisionLender identifier for the event. |
| EventCounter | Int | The ordering of the events within the conversation. |
| EventName | string |
The name of the type of event that occurred for example loanRecalculated.
|
| EventSaved | boolean | The indicator of whether or not the event was saved. |
| ConversationLastSave | Int | The event count of the last time the conversation was saved. |
| OpportunityStageId | GUID | The unique PrecisionLender identifier for the opportunity stage. |
| OpportunityStageName | string | The name of the bank assigned stage. |
| OpportunityStageNamePl | string | The name of the PrecisoinLender assigned stage. |
| OpportunityStageProbability | string | The probability of closing the opportunity based on the stage. |
| OpportunityNetIncome | double |
The income on the opportunity after all non-interest income/expenses and taxes are considered.
|
| OpportunityTargetROE | double | The target return on equity for the opportunity. |
| OpportunityROE | double | The actual return on equity for the opportunity. |
| RegionName | string | The name of the Bank region for the loan. |
| UserFullName | string |
The full name of PrecisionLender user on the opportunity at the time of the event.
|
| UserId | GUID | The unique PrecisionLender identifier for the user. |
| ProductId | GUID | The unique PrecisionLender identifier for the product. |
| ProductType | Int | The enumerator for the product type associated with the loan. |
| ProductName | string | The name of the product associated with the loan. |
| AccountId | GUID | The unique PrecisionLender identifier for the account. |
| AccountType | string | The type of the account. |
| PaymentType | Int | The payment type associated with the loan. |
| RateType | string | The rate type associated with the loan. |
| AccountMaturity | double | The term of the loan in months. |
| RiskRating | string | The risk rating for a loan account. |
| RiskFactor | double | The LoanLossReserve divided by the LoanAmount. |
| LoanAmount | double | The balance of a loan account at origination. |
| FixedRate | double | The total interest rate on fixed rate loans. |
| AdjRateSpread | double |
The spread from the index rate to the current rate charged on a loan.
|
| AdjRateIndexRate | double | The current value of the underlying index rate of the loan. |
| LeadRate | double | The fixedRate one event ahead of the current event. |
| LeadSpread | double | The AjustableRateSpread one event ahead of the current event. |
| RateChange | double |
The amount in bps that the rate on the loan changed between events.
|
| IsRateChange | binary | The Indicator for whether a rate change occured in an event. |
| InitialFees | double | The full, unamortized amount of origination fees. |
| AnnualFees | double | The annual values of fees on a loan account. |
| AccountTargetROE | double | The target return on equity for a specific account type. |
| AccountROE | double | The actual return on equity for a specific account. |
| AccountNetIncome | double | The net income for the account. |
| AccountNetInterestIncome | double | The effective net interest income for a deposit or loan account. |
| AverageAssets | double | The effective average annualized assets. |
| LoanLossReserve | double | The annualized expected loss on a loan. |
Provider: PL_Analytics
Description
This dataset captures the number of unique Market Inisghts skill engagements for each account on a single day.
Data Type
- CSV
Path
/L3/v1.0.Derived/Pl_Analytics/MarketInsights/SkillEngagement
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- AccountId
Schema
| Field Name | Data Type | Description |
| OpportunityId | GUID | The unique PrecisionLender identifier for the opportunity. |
| AccountId | GUID | The unique PrecisionLender identifier for the account. |
| AvailableRecommendations | Int | The number of unique recommendations Market Insights had for the loan. |
| ViewedRecommendations | Int | The number of unique Market Insights recommendations viewed by the user on the loan. |
| ExecutedRecommendations | Int |
The sum of executedRecommendations-ManualEntry and executed- RecommendationsSkillClick. |
| ExecutedRecommendations | Int | The number of unique recommendations viewed by the user and then acted upon by changing the rate within 33% of the recommended amount. |
|
ExecutedRecommendations... ...SkillClick |
Int | The number of unique recommendations viewed by the user and then acted upon by clicking the Andi skill. |
Opportunities
This group contains datasets related to opportunities priced in the PrecisionLender application.
Provider: PL_Application
Description
This dataset contains a record with details for every opportunity snapshot; there is a record for every save of an opportunity in the PrecisionLender application.
Path
/L3/v1.0/Primary/PL_Application/Opportunities/Opportunities/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- OpportunityId
- LastModified
Description
This dataset contains records for overrides in the context of opportunities. In this dataset, overrides apply to the RiskRating and RiskRatingScorecard fields for a given opportunity.
Path
/L3/v1.0/Primary/PL_Application/Opportunities/OpportunityOverrides/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- OverrideOpportunityId
- RelationshipNewId
- OverrideCreated
- OverrideFieldName
Description
This dataset contains a record for every unique opportunity stage configured in the PrecisionLender Application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Opportunities/OpportunityStages/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- OpportunityStageId
Regions
This group contains datasets related to the regions configured by your bank.
Provider: PL_RelationshipAwareness
Description
This dataset contains the nested JSON of the reporting regions used for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Regions/RegionsHierarchy/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Description
This dataset contains the flat CSV of the reporting regions used for a given run of Relationship Awareness (RA). Each record in the dataset represents a unique region along with its associated parent region.
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Regions/RegionsFlat/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Provider: PL_Application
Description
This dataset contains the flat CSV of the reporting regions configured in the PrecisionLender Application for a given date. Each record in the dataset represents a unique region along with its associated parent region.
Path
/L3/v1.0/Primary/PL_Application/Regions/Regions/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Description
This dataset contains the nested JSON of the reporting regions configured in the PrecisionLender Application for a given date.
Path
/L3/v1.0/Primary/PL_Application/Regions/RegionsHierarchy/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Description
This dataset contains the configured regions as well as all of their associated parent regions (region levels). For example, the region, New York, would be at the third level of the region hierarchy below:
- United States
- West
- Midwest
- Southwest
- Southeast
- Northeast
- New York
- Pennsylvania .
There are 3 region levels associated with the New York region: United States (level 1), Northeast (level 2), and New York (level 3)
Path
/L3/v1.0/Derived/PL_Application/Regions/RegionsHierarchyFlattened/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RegionId
Schema
| Field Name | Data Type | Description |
| RegionId | GUID | The unique identifier for the region. |
| Region | string | The name of the region. |
| RegionLevel(0-N) | string | There is a field for every level of the region hierarchy to which the region belongs. |
| RegionIdLevel(0-N) | GUID | There is a corresponding unique identifier for every level of the region hierarchy to which the region belongs. |
Relationships
The group contains datasets related to the relationships from your bank's core system.
Provider: PL_RelationshipAwareness
Description
This dataset contains all relationships that were active for a given run of Relationship Awareness (RA). Every record in the dataset represents a single, unique relationship.
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/…
…RelationshipsLegacy/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Description
This dataset contains all child relationships linked to a single parent relationship that were active for a given run of Relationship Awareness (RA). Every record in the dataset represents a unique child relationship and its linked parent relationship.
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/…
…RelationshipIdentifierLegacy/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- RelationshipId
Description
This dataset contains all financial statements for relationships that were active for a given run of Relationship Awareness (RA).
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/…
…RelationshipFinancialStatements/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- RelationshipId
- RelationshipSubTotalTypeEnum
Description
This dataset contains all relationships that were active for a given run of Relationship Awareness (RA). Every record in the dataset represents a single, unique relationship.
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/Relationships/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Description
This dataset contains the rolled-up core deposit balance at each level of the relationship hierarchy including any parents. Every record in the dataset represents a single, unique relationship.
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/RelationshipAggregateBalances/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RelationshipNewId
- RaRunId
Provider: PL_Application
Description
This dataset contains records for overrides on core loan accounts in the context of a given relationship. In this dataset, overrides apply to the rate and maturityDate fields of a core loan account.
Path
/L3/v1.0/Primary/PL_Application/Relationships/RelationshipOverrides/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- OverrideCoreAccountId
- OverrideFieldName
- OverrideCreated
Telemetry
This group contains datasets related to user interactions with Andi skills during opportunity pricing.
Provider: PL_Andi
Description
This dataset contains a record for every impression (view) of an Andi Skill on the Opportunity Screen.
Path
/L3/v1.0/Primary/PL_Andi/Telemetry/Impressions/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- skillActivityId
- time
Description
This dataset contains a record for every action (click) of an Andi Skill on the Opportunity Screen.
Path
/L3/v1.0/Primary/PL_Andi/Telemetry/Actions/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- skillActivityId
- time
Users
This group contains datasets related to the users of the PrecisionLender application at your bank.
Provider: PL_Application
Description
This dataset contains a detailed record for every security profile, region combination for a given date.
Path
/L3/v1.0/Primary/PL_Application/Users/SecurityProfiles/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- SecurityProfileId
- RegionsId
Description
This dataset contains a record of every unique login to the PrecisionLender Application.
Path
/L3/v1.0/Primary/PL_Application/Users/UserLogins/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- LoginId
Description
This dataset contains a record for every unique user configured in the the PrecisionLender Application along with their associated details including each user's security profile rights for a given date.
Path
/L3/v1.0/Primary/PL_Application/Users/Users/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- UserId
Validation
This group contains datasets related to the validation of your bank's data.
Provider: PL_RelationshipAwareness
Description
This dataset contains the nested JSON of the reporting regions configured in the PrecisionLender Application for a given date.
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Validation/RunStatusesLegacy/
Data Type
- JSON
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Description
This dataset contains a unique record for every RA run and a flag to indicate whether the run was valid or invalid.
Path
/L3/v1.0/Derived/PL_RelationshipAwareness/Validation/RaRunStatuses/
Data Type
- CSV
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RaRunId
