Overview
Data Studio is a highly scalable and managed data lake with a large volume and wide variety of PrecisionLender generated historical, time series data. The data lake is a data storage repository that enables analytics and coaching insights. The datasets can be accessed via the Data Studio API.
Data Studio datasets use a specific path pattern. The Path Details section explains the elements in a dataset path and how to construct the path. To store the historical time series data, datasets are stored as snapshot or incremental files. Details on the nature of the two types can be found in the Time Series Type section.
Note
This is a subset of the datasets in our Snowflake share. Refer to data dictionary in Snowflake Share for a comprehensive list.
Path Details
There are 4 types of entities that are combined to form a path to a unique dataset in PrecisionLender Data Studio. They are the following:
The path to any dataset in PrecisionLender Data Studio 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 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
- Opportunities
- Regions
- Relationships
- Telemetry
- Users
- Validation
Dataset Name
Refers to the name of the dataset.
Time Series Type
There are two categories for the time series nature of the data in PrecisionLender Data Studio:
-
Snapshot: Datasets contain the state of all relevant records as of the date and time corresponding to the time-based partition.
- Snapshot datasets are well suited for pulling state information at a given point in time.
- Snapshot datasets will have duplicate records per distinct keys over the time-based partition.
-
Incremental: Datasets contain records that were added or modified on the date and time corresponding to the time-based partition.
- Incremental datasets are well suited for pulling changes over time.
- Incremental datasets do not have duplicate records per distinct keys over time-based partition.
Note: Please refer to this article for best practices on using the dataset versions.
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
Time Series Type
- Snapshot
Directory
- Primary
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
Time-based Partition
- DatePartition
Description
The dataset contains the commercial loan product assumptions used for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/...
...CommercialLoanProducts/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the consumer loan product assumptions used for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/…
…ConsumerLoanProducts/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the deposit product assumptions used for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/DepositProducts/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the other product assumptions used for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/OtherProducts/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
This datasets contains the master commitment product assumptions used for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/......MasterCommitmentProducts/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the treasury product assumptions used for a given run of Relationship Awareness (RA).
Note: Data will only be available to clients who are subscribed to Premium Treasury Pricing.
Directory
- Primary
Path
L3/v1.0/Primary/PL_RelationshipAwareness/Assumptions/TreasuryProducts
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
- DatePartition
Time-based Partition
- DatePartition
Provider: PL_Application
Description
This dataset contains the assumptions used for pricing opportunities in the PrecisionLender Application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Assumptions/AssumptionSets/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- AssumptionSetId
Time-based Partition
- DatePartition
The dataset contains the commercial loan product assumptions configured in the PrecisionLender application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Assumptions/CommercialLoanProducts/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the consumer loan product assumptions configured in the PrecisionLender application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Assumptions/ConsumerLoanProducts/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the deposit product assumptions configured in the PrecisionLender application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Assumptions/DepositProducts/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
The dataset contains the other product assumptions configured in the PrecisionLender application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Assumptions/OtherProducts/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
This dataset contains the master commitment product assumptions configured in the PrecisionLender application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Assumption/MasterCommitmentProducts/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
- ProductAssumptionSetId
- ProductId
Time-based Partition
- DatePartition
Description
Time series of all index rates used by a client since 2016-01-01.
Directory
- Derived
Path
/L3/v1.0/Derived/PL_Application/Assumptions/IndexRates/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- IndexId
Time-based Partition
- WriteTimePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Conversations/Conversations/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- conversationId
- SkillActivities.event.id
- SkillActivities.id
Time-based Partition
- DatePartition
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).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreDepositAccounts/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Time-based Partition
- DatePartition
Description
This dataset contains all financial statements for all core accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/…
…CoreAccountFinancialStatements/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- CoreAccountId
- FinancialStatementTypeEnum
Time-based Partition
- DatePartition
Description
This dataset contains all core commercial loan accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/…
…CoreCommercialLoanAccounts/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- CoreAccountId
Time-based Partition
The start of the 24-hour windowed timeframe in which the job that generates the dataset is executing.
- DatePartition
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).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreCollateralPositions/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Time-based Partition
- DatePartition
Description
This dataset contains all core other accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreOtherAccounts/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Time-based Partition
- DatePartition
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).
Directory
- Derived
Path
/L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreAccountDetails/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RaRunId
- CoreAccountId
- FinancialStatementTypeEnum
Time-based Partition
- DatePartition
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).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/…
…CoreMasterCommitmentLoanAccounts/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- Id
- RaRunId
Time-based Partition
- DatePartition
Description
This dataset contains all core loan amortization tables for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreLoan...
...AmortizationTables/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- RunId
- FinancialStatementId
- Month
Time-based Partition
- DatePartition
Description
This dataset contains all core loan accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreLoanAccounts/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- DatePartition
- CoreAccountId
Time-based Partition
- DatePartition
Description
This dataset contains all financial statements for all core accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/... ...CoreAccountFinancialStatements
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- Id
- DatePartition
- CoreAccountId
- FinancialStatementType
Time-based Partition
- DatePartition
Description
This dataset contains all core deposit accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreDepositAccounts
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core deposit accounts that were active for a given run of Relationship Awareness (RA). There is only one observation recorded per calendar month (on the last day). The selected RA run will be the RA run on or most recently prior to the 5th day of the following month. For example, for the date 2023-01-01 (Jan 1, 2023), the last RA run prior to Feb 5, 2023 will be used for that observation.
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/... ...CoreDepositAccountsMonthly
Data Type
- CSV
Time Series Type
- Snapshot Monthly
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core loan accounts that were active for a given run of Relationship Awareness (RA). There is only one observation recorded per calendar month (on the last day). The selected RA run will be the RA run on or most recently prior to the 5th day of the following month. For example, for the date 2023-01-01 (Jan 1, 2023), the last RA run prior to Feb 5, 2023 will be used for that observation.
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreLoanAccountsMonthly
Data Type
- CSV
Time Series Type
- Snapshot Monthly
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core other accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreOtherAccounts
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core other accounts that were active for a given run of Relationship Awareness (RA). There is only one observation recorded per calendar month (on the last day). The selected RA run will be the RA run on or most recently prior to the 5th day of the following month. For example, for the date 2023-01-01 (Jan 1, 2023), the last RA run prior to Feb 5, 2023 will be used for that observation.
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreOtherAccountsMonthly
Data Type
- CSV
Time Series Type
- Snapshot Monthly
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core treasury accounts that were active for a given run of Relationship Awareness (RA).
Note: Data will only be available to clients who are subscribed to Premium Treasury Pricing.
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreTreasuryAccounts
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core treasury accounts that were active for a given run of Relationship Awareness (RA). There is only one observation recorded per calendar month (on the last day). The selected RA run will be the RA run on or most recently prior to the 5th day of the following month. For example, for the date 2023-01-01 (Jan 1, 2023), the last RA run prior to Feb 5, 2023 will be used for that observation.
Note: Data will only be available to clients who are subscribed to Premium Treasury Pricing.
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Core/... ...CoreTreasuryAccountsMonthly
Data Type
- CSV
Time Series Type
- Snapshot Monthly
Primary Key
- CoreAccountId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset contains all core consumer loan accounts that were active for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
L3/v1.0/Primary/PL_RelationshipAwareness/Core/... ...CoreConsumerLoanAccounts
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- Id
- RaRunId
Time-based Partition
- DatePartition
Description
This dataset contains all core treasury accounts that were active for a given run of Relationship Awareness (RA).
Note: Data will only be available to clients who are subscribed to Premium Treasury Pricing.
Directory
- Primary
Path
L3/v1.0/Primary/PL_RelationshipAwareness/Core/CoreTreasuryAccountsData Type
- CSV
Time Series Type
- Snapshot
Primary Key
- Id
- RaRunId
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Engagement/EngagementEvents/
Data Type
- AVRO
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- clientTimestamp
- skillActivityId
Time-based Partition
- DatePartition
Description
This dataset provides a record of every tag and chat that any user has seen in the last 24 hours for a given client, across all enabled Andi Skills. The granularity of this dataset makes it a simple task to aggregate by skill, user, time, etc.
Directory
- Derived
Path
/L3/v1.0/Derived/PL_Andi/Engagement/EngagementEvents
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- SkillActivityId
- Key
- EngagementEventType
- ClientTimestamp
Time-based Partition
- DatePartition
Description
An engagement is a message sent to users as the result of a skill run.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Engagement/Engagements/
Data Type
- AVRO
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Engagement/FieldTagEngagements/
Data Type
- AVRO
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Engagement/PLChatEngagements/
Data Type
- AVRO
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Opportunities/Opportunities/
Data Type
- AVRO (beginning with VersionPartition=v2.0+)
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- LastModified
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Opportunities/OpportunityOverrides/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- OverrideOpportunityId
- RelationshipNewId
- OverrideCreated
- OverrideFieldName
Time-based Partition
- DatePartition
Description
This dataset contains a record for every unique opportunity stage configured in the PrecisionLender Application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Opportunities/OpportunityStages/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- OpportunityStageId
Time-based Partition
- DatePartition
Description
Details for all accounts in open and closed scenarios, including alternative and competitive scenarios, of opportunities.
Directory
- Derived
Path
L3/v1.0/Derived/PL_Application/Opportunities/... ...AccountLevelOpportunitiesHistory
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
- OpportunityId
- ScenarioId
- AccountId
- DatePartition
Time-based Partition
- DatePartition
Description
Details for all accounts in open and closed scenarios, including alternative and competitive scenarios, of opportunities. This dataset only represents the latest snapshot of the opportunity which refers to the most recent saved version.
Directory
- Derived
Path
L3/v1.0/Derived/PL_Application/Opportunities/... ...AccountLevelOpportunitiesSnapshot
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- OpportunityId
- ScenarioId
- AccountId
- WriteTimePartition
Time-based Partition
- WritetimePartition
Description
This dataset includes information related to opportunities. There will be one row for every save of every opportunity.
Directory
- Derived
Path
L3/v1.0/Derived/PL_Application/Opportunities/OpportunitySaveHistory
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
- OpportunityId
- LastModified
Time-based Partition
- DatePartition
Description
This dataset includes opportunity information for the pipeline scenario. There will be one row for the last save of every Pipeline scenario on each day that an opportunity has been saved (one record per opportunity per day with a save).
Directory
- Derived
Path
L3/v1.0/Derived/PL_Application/Opportunities/... ...PipelineScenariosOpportunitiesHistory
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
- OpportunityId
- DatePartition
Time-based Partition
- DatePartition
Description
This dataset includes opportunity information for the pipeline scenario. This dataset will have one record per opportunity that includes the pipeline scenario data. It is updated based on the last save of every Pipeline scenario.
Directory
- Derived
Path
L3/v1.0/Derived/PL_Application/Opportunities/... ...PipelineScenariosOpportunitiesSnapshot
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
- OpportunityId
- WriteTimePartition
Time-based Partition
- WriteTimePartition
Regions
This group contains datasets related to the regions configured by your bank.
Provider: PL_Relationship Awareness
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.
Directory
- Primary
Path
L3/v1.0/Primary/PL_RelationshipAwareness/Regions/RegionsFlat
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- DatePartition
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Regions/Regions/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Time-based Partition
- DatePartition
Description
This dataset contains the nested JSON of the reporting regions configured in the PrecisionLender Application for a given date.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Regions/RegionsHierarchy/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Time-based Partition
- DatePartition
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).
Directory
- Derived
Path
/L3/v1.0/Derived/PL_Application/Regions/RegionsHierarchyFlattened/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RegionId
Time-based Partition
- DatePartition
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 financial statements for relationships that were active for a given run of Relationship Awareness (RA).
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/…
…RelationshipFinancialStatements/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
- RelationshipId
- RelationshipSubTotalTypeEnum
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/Relationships/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
- RaRunId
Time-based Partition
- DatePartition
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.
Directory
- Derived
Path
/L3/v1.0/Derived/PL_RelationshipAwareness/Relationships/Relationships/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RelationshipId
- DatePartition
Time-based Partition
- DatePartition
Premium Treasury Columns
This dataset contains columns that represent data curated for the Premium Treasury module of PrecisionLender. Clients who subscribe to Premium Treasury will find these columns populated with data while non-subscribers will see them empty and can ignore them.
All columns representing PremiumTreasury will have a prefix “CoreTreasury” to easily identify them
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Relationships/RelationshipAggregateBalances/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RelationshipNewId
- RaRunId
Time-based Partition
- DatePartition
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. There is only one observation recorded per calendar month (on the last day). The selected RA run will be the RA run on or most recently prior to the 5th day of the following month. For example, for the date 2023-01-01 (Jan 1, 2023), the last RA run prior to Feb 5, 2023 will be used for that observation.
Directory
- Derived
Path
L3/v1.0/Derived/PL_RelationshipAwareness/Relationships/... ...RelationshipsMonthly
Data Type
- CSV
Time Series Type
- Snapshot Monthly
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RelationshipId
- DatePartition
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Relationships/RelationshipOverrides/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- OverrideCoreAccountId
- OverrideFieldName
- OverrideCreated
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Telemetry/Impressions/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- skillActivityId
- time
Time-based Partition
- DatePartition
Description
This dataset contains a record for every action (click) of an Andi Skill on the Opportunity Screen.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Andi/Telemetry/Actions/
Data Type
- JSON
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- skillActivityId
- time
Time-based Partition
- DatePartition
Description
This dataset is an aggregation of the Engagement Events Derived Dataset at the skill level to give a month-to-date view of what skills were loaded, viewed, clicked, etc. and by how many many users, and distinct users. The dataset stored on the last day of the month will be the totals for the whole month, the dataset stored every day leading up to the last day will be the "month to date" totals.
Directory
- Derived
Path
/L3/v1.0/Derived/PL_Andi/Telemetry/AndiTelemetryMonthToDate/
Data Type
- CSV
Time Series Type
- Month to date snapshot
Primary Key
The unique identifier for this dataset:
- SkillPackageId
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Users/SecurityProfiles/
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- SecurityProfileId
- RegionsId
Time-based Partition
- DatePartition
Description
This dataset contains a record of every unique login to the PrecisionLender Application.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Users/UserLogins/
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- LoginId
Time-based Partition
- DatePartition
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_Application/Users/Users/
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- UserId
Time-based Partition
- DatePartition
Description
This dataset contains a record of every unique login to the PrecisionLender Application.
Directory
- Derived
Path
L3/v1.0/Derived/PL_Application/Users/UserLogins
Data Type
- CSV
Time Series Type
- Incremental
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- LoginId
Time-based Partition
- NonTimeSeries
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.
Directory
- Primary
Path
/L3/v1.0/Primary/PL_RelationshipAwareness/Validation/RunStatusesLegacy/
Data Type
- JSON
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- Id
Time-based Partition
- WriteTimePartition
Description
This dataset contains a unique record for every RA run and a flag to indicate whether the run was valid or invalid.
Directory
- Derived
Path
/L3/v1.0/Derived/PL_RelationshipAwareness/Validation/RaRunStatuses/
Data Type
- CSV
Time Series Type
- Snapshot
Primary Key
A unique record for the dataset can be generated with the following combination of fields:
- RaRunId
Time-based Partition
- WriteTimePartition