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

 

In this Article

 

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.

 

Opportunity Market Report

Shows market quartiles and loan percentiles for eligible loan accounts in active pipeline scenarios of opportunities. Captures the number of unique Market Insights skill engagements for each account on a single day.

Opportunity Market Report
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.

 

 

Portfolio Market Report

Shows market quartiles and loan percentiles for eligible loan accounts within Relationship Awareness (RA) data.

Portfolio Market Report
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