This article will cover the available reports in the L3 Library Catalog.

 

In this Article

 

Data Feeds Folder

 

Active Deposit Accounts

Shows information for all active deposit accounts in PrecisionLender.

Field Names
Account Id Product Family Id Strategic Deposit Average Balance
Masked Account Id Relationship Id  
Account Last Modified Masked Relationship Id FTP Interest Income
Account Notes Relationship Name FTP Interest Expense
Account Status Relationship Owner Full Name FTP Net Interest Income
Account CD Term Relationship Owner Region Name FTP Non Interest Expense
Account CD Origination Date Strategic Interest Income FTP Loan Loss Reserve
Account Balance Strategic Interest Income FTP Other Income
Account Rate Strategic Net Interest Expense FTP Pre Tax Income
Account Average Balance Strategic Non Interest Expense FTP Taxes
Account Average Rate Strategic Other Income FTP Net Income
Account Net Deposit FTP Rate Strategic Pre-Tax Income FTP Average Assets
Account Gross Deposit FTP Rate Strategic Taxes FTP Average Equity
Account Owner Full Name Strategic Net Income FTP Average Liabilities
Account Owner Region Name Strategic Average Assets FTP ROE
Product Annual Fee Income Strategic Average Equity FTP ROA
Product Annual Fee Income Percent Strategic Average Liabilities FTP Target ROE
Product Annual Operating Expense Percent Strategic ROE FTP Cap Floor Impact
Product Deposit Type Strategic ROA FTP Average Economic Capital
Product Duration

Strategic Target ROE

FTP Average Regulatory Capital
Product Float And Reserves Strategic Average Economic Capital FTP Deposit Average Balance
Product Transfer Rate Strategic Average Regulatory Capital  
Product Target ROE    
Product Capital Allocation Product Generation Effective Date  
Last Refresh Date    

 

Active Loan Accounts

Shows information for all active commercial loan accounts in PrecisionLender.

Field Names
Account Id Account Next Adjustment Date Strategic Loan Commitment
Masked Account Id Account Avg FTP Over Remaining Loan Life Strategic Loan Net Funding
Account Owner Full Name Account Avg FTP Over Current Repricing Period  
Account Owner Region Name Account Avg FTP Over Loan Life Strategic Loan Net Commitment
Account Notes Account Initial Rate
Strategic Average Regulatory Capital
Account Status Origination Channel
Strategic Average Economic Capital
Account Name Servicing Channel FTP Interest Income
Account Type Risk Rating  
Account Amount Product Name FTP Interest Expense
Account Balance Product Family ID FTP Net Interest Income
Account Payment Product Generation Effective Date FTP Non Interest Expense
Account Rate Relationship Id FTP Loan Loss Reserve
Account Payment Type Masked Relationship Id FTP Other Income
Account Payment Frequency Relationship Owner Full Name FTP Pre Tax Income
Account Interest Rate Calculation Relationship Owner Region Name FTP Taxes
Account Remaining Amortization Term Strategic Interest Income FTP Net Income
Account Remaining Expected Life Strategic Interest Expense FTP Average Assets
Account Remaining Maturity Strategic Net Interest Income FTP Average Equity
Account Rate Type Strategic Non Interest Expense FTP Average Liabilities
Account Adjustable Rate Initial Period Strategic Loan Loss Reserve FTP ROE
Account Adjustable Rate Adjustment Frequency Strategic Other Income FTP ROA
Account Adjustable Rate Index Rate Strategic Pre Tax Income FTP Target ROE
Account Adjustable Rate Spread Strategic Taxes FTP Cap Floor Impact
Account Fees Annual Dollars Strategic Net Income FTP Loan Amount
Account Origination Date Strategic Average Assets FTP Loan Balance
Account Fees Unused LOC Strategic Average Equity FTP Loan Commitment
Account Average Balance Strategic Average Liabilities FTP Loan Net Funding
Account Average Rate Strategic ROE FTP Loan Net Commitment
Account Payoff Expected Date Strategic ROA FTP Average Regulatory Capital
Account Tax Exemption Option Strategic Target ROE FTP Average Economic Capital
Account FTP Cost Of Funds Strategic Cap Floor Impact Facility Rating
Account Maturity Date Strategic Loan Amount Short Code
Account Remaining Adjustable Rate Fixed Period Strategic Loan Balance Last Refresh Date

 

Active Other Accounts

Shows information for all active other accounts in PrecisionLender.

Field Names
Account Id Product Family Id Strategic Average Assets
Masked Account Id Product Generation Effective Date Strategic Average Equity
Account Owner Full Name Relationship Id Strategic Average Liabilities
Account Owner Region Name Masked Relationship Id Strategic ROE
Account Notes Relationship Name Strategic ROA
Account Balance Strategic Average Economic Capital Strategic Target ROE
Account Average Pre Tax Income Strategic Average Regulatory Capital  
Account Average Balance Strategic Other Income  
Last Refresh Date Strategic Pre Tax Income  
Product Target ROE Strategic Taxes  
Product Capital Allocation Strategic Net Income  
Product Name    
Relationship Owner Full Name    
Relationship Owner Region Name    

 

All Opportunities - Account Level

Shows information for all accounts in open opportunities and also for closed opportunities saved within the last 30 days.

Field Names
Opportunity Id   Initial Rate
Opportunity Name Target ROE Rate Type
Active Scenario ROE Spread
Relationship Name ROA Adjustable Rate Initial Period
Pricing Date Net Income
Adjustable Rate Adjustment Frequency
Close Date Net Interest Income Index
Region Non Interest Expense Maturity
Owner PreTax Income Amortization Period
Stage Name Loan Loss Reserve Annual Fee
Stage Probability Average Equity Initial Fee Percent Of Amount
Opportunity Target ROE Interest Income Initial Fee Dollar Amount
Opportunity ROE Interest Expense Origination Channel
Opportunity ROA Product Name Servicing Channel
Opportunity Net Income Loan Amount Risk Rating
Opportunity Net Interest Income Loan Average Balance Competitors
Opportunity PreTax Income Loan Participations Officer Codes
Opportunity Average Balance Loan Gross Funding Notes
Opportunity Gross Funding Loan Payoff Renewals Facility Rating
Opportunity Net Funding Loan Net Funding Account Id
Opportunity Net Commitment Loan Net Commitment Short Code
Created Date Deposit Amount Other Amount
Last Modified Cap Floor Impact Account Type

 

Caps and Floors Impact

Shows the impact of caps and floors for each account associated with a PrecisionLender opportunity saved in the past 30 days.

Field Names
Opportunity Name Product Name Pricing Date
Owner Close Date Cap Floor Impact
Short Code    

 

Opportunities

Shows information for all open and closed opportunities in PrecisionLender.

Field Names
Opportunity Id Pipeline Scenario Non Interest Expense
Opportunity Net Income Loan Loss Reserve
Relationship Net Income Target Pre-Tax Income
Pricing Date Net Income Delta Other Income
Close Date ROE Taxes
Stage Target ROE Region
Status ROE Delta Last Modified
Owner Loan Only ROE Notes
Loan Amount Loan Only Target ROE Short Code
Average Equity ROA Officer Codes
Loan Balance Interest Income Relationship Strategic ROE
Deposit Balance Interest Expense  
Average Assets Net Interest Income  

 

Login Usage

Shows the login history and security profile of each user.

Field Names
User Name Last Login Logins 31-60 days
Full Name Exempt from IP filter Logins 61-90 days
Region Name Logins Total  Logins YTD 
Security Profile Logins 30 Days  

 

 

 

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Market Insights Folder

Note: Market Insights is a premium service for clients. If you are interested in adding Market Insights for your organization, please reach out to our support team at support@precisionlender.com.

OpportunityMarketReport

Shows market quartiles and loan percentiles for eligible loan accounts in active pipeline scenarios of opportunities.

OpportunityMarketReport
Field Name Data Type Description
Opportunity Id guid The unique PrecisionLender identifier for the opportunity.
Account Id guid The unique PrecisionLender identifier for the account.
Last Modified date The date the opportunity containing the account was last saved.
Opportunity Stage Name string The name of the bank assigned stage.
Relationship string The name of the associated business relationship.
Region Name string The name of the Bank region for the loan.
Product Name string The name of the product associated with the loan.
Owner Full Name string The full name of the account owner.
Owner Email string The Email of the account owner
Tax Exemption Option string The tax exemption option on an account, if applicable.
Risk Rating string The risk rating for a loan account.
Amount float The balance of a loan account at origination.
Rate Type string The rate type associated with the loan.
Rate float The total Interest rate on the loan at the time of pricing.
Spread Over Index float The spread from the index rate to the total interest rate charged on a loan at pricing.
Index Rate float The rate of the index used as of the pricing date.
Index Name string The name of the index used.
Performance Band string The regional performance grouping for a particular type of loan.
Market Available string The Indicator for whether a market of comparable loans exists for a given loan.
Market Availability Reason string If a market does not exist, the reason why no comparable market exists for a given loan.
Market Percentile Of Loan float The market percentile of the loan
Market Rate 25th Percentile float The interest rate at the 25th percentile of the market for a given loan
Market Rate 50th Percentile float The interest rate at the 50th percentile of the market for a given loan
Market Rate 75th Percentile float The interest rate at the 75th percentile of the market for a given loan
Available Recommendations int The number of unique recommendations Market Insights had for the loan.
Viewed Recommendations int The number of unique Market Insights recommendations viewed by the user on the loan.
Executed Recommendations int
The sum of executedRecommendationsManualEntry and executedRecommendationsSkillClick.
Executed Recommendations Manual Entry int
The number of unique recommendations viewed by the user and then acted upon by changing the rate within 33% of the recommended amount.
Executed Recommendations Skill Click int
The number of unique recommendations viewed by the user and then acted upon by clicking the Andi skill.

 

 

PortfolioMarketReport

Captures the number of unique Market Insights skill engagements for each account on a single day. This report uses Relationship Awareness (RA) data.

PortfolioMarketReport
Field Name Data Type Description
Account Id GUID The unique PrecisionLender identifier for the account.
Owner Full Name string The full name of the account owner.
Owner Email string The Email of the account owner
Relationship string The name of the associated business relationship.
Region Name string The name of the Bank region for the loan.
Product Name string The name of the product associated with the loan.
Origination Date date The date of loan origination
Tax Exemption Option string The tax exemption option on an account, if applicable.
Risk Rating string The risk rating for a loan account.
Maturity Date date The date of loan maturity
Amount float The balance of a loan account at origination.
Balance float The current balance of the loan
Average Balance float The average balance of the loan over the life of the loan
Rate Type string The rate type associated with the loan.
Rate float The total Interest rate on the loan at the time of pricing.
Adjustable Rate Spread float The spread from the index rate to the current rate charged on a loan.
Adjustable Rate Index Rate float The current value of the underlying index rate of the loan.
Performance Band string The regional performance grouping for a particular type of loan.
Market Available string The Indicator for whether a market of comparable loans exists for a given loan.
Market Availability Reason string
If a market does not exist, the reason why no comparable market exists for a given loan.
Market Percentile Of Loan float The market percentile of the loan
Market Rate 25th Percentile float The interest rate at the 25th percentile of the market for a given loan
Market Rate 50th Percentile float The interest rate at the 50th percentile of the market for a given loan
Market Rate 75th Percentile float The interest rate at the 75th percentile of the market for a given loan

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