2022-02-09 Release Notes (Data Library)

What is changing?

The Account Level All Scenarios and Account Level Pipeline Scenarios reports are being updated with new columns for ROE metrics. Four new data points are being added which will mirror the metrics seen within the Relationship Impact Summary window within opportunities. 

  • Relationship FTP ROE If We Win
  • Relationship Strategic ROE If We Win
  • Relationship FTP ROE If We Lose
  • Relationship Strategic ROE If We Lose

Note

These additional columns will only be populated if Relationship Awareness is enabled, otherwise they will be blank. They will also be appended to the end of the file.

 

Why is it changing?

Columns are being added to support better insight into ROE impacts and to support downstream analytics.

 

Which datasets are impacted?

  • Account Level All Scenarios
  • Account Level Pipeline Scenarios
Change Column
Added Relationship FTP ROE If We Win
Added Relationship Strategic ROE If We Win
Added Relationship FTP ROE If We Lose
Added Relationship Strategic ROE If We Lose

 

How does my bank need to prepare for these changes?

Since the columns are being added to the end of the data frames, it should not affect any downstream processes.

 

When are these changes happening?

These changes went into effect on Tuesday, February 8th 2022.