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.
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| 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.
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| Executed Recommendations Skill Click | int |
The number of unique recommendations viewed by the user and then acted upon by clicking the Andi skill.
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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.
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| 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 |
