What is changing?
There are two changes being made with this release:
- Addition of new metrics to support additional data regarding relationship ROE.
- The report now includes all eligible Opportunities (closed won within the last 3 years; has a deposit or other account; has an attached relationship), whether or not the associated relationship has any current deposits in the Relationship Awareness core data feed.
Why is it changing?
The changes to the linkage support better data availability and reduces the amount of nulls/missing information on the data sets. Additional ROE metrics support broader analyses and a holistic view of the relationship.
Which datasets are impacted?
- Delivery to Promise
|Added||Relationship Strategic ROE If We Win|
|Added||Relationship Strategic Average Equity If We Win|
|Added||Relationship FTP ROE If We Win|
|Added||Relationship FTP Average Equity If We Win|
How does my bank need to prepare for these changes?
Any downstream processes that utilize the CSV does not need to be changed to support the additional columns, because they are being added to the end of the file.
When are these changes happening?
These changes will go into effect on Wednesday, 16th of February 2022.