2022-05-19 Release Notes (Data Library)

What is changing?

The below changes are being made to the Renewals report which is accessed through Data Library - Portfolio Insights.

Renewals:

Renamed Fields:

Old Field Name New Field Name Data Type Description
DatePartition Last Refresh Date integer The date the dataset was generated in YYYY-MM-DD format.
CoreAccountId Core Account Id GUID The unique PrecisionLender identifier for the account.
DaysToMaturity Days To Maturity integer The number of days until the account reaches maturity. 
MaturityDate Maturity Date date The date the account reaches maturity. 
AmortizationTerm Amortization Term integer The amortization term of the loan account in months.
OwnerFullName Owner Full Name string The name of the owner of the account. 
OwnerEmail Owner Email string The email of the owner of the account. 
RelationshipName Relationship Name string The name of the relationship associated with the account.
ProductName Product Name string The name of the product associated with the account.
NetIncome Net Income double The net income of the account.
Relationship_NetIncome Relationship Net Income double The Net Income of the relationship associated with the account. 
Relationship_ROE Relationship ROE double The ROE of the relationship associated with the account. 

 

New Fields: 

Field Name Data Type Description
Rate Type string The type of interest rate on the loan.
Rate double The interest rate on the loan.
Relationship Id GUID The unique PrecisionLender identifier for the relationship associated with the loan.
Relationship Owner Full Name string The name of the relationship owner.
Relationship Owner Email string The email of the relationship owner.
Adjustable Rate Spread double The spread from the index rate to the current rate charged on a loan.
Adjustable Rate Index Rate double The rate of the base index.

 

The above changes are also being made to the Renewals derived dataset which can be accessed through Data Studio:

Location: /L3Library/v2.0/Renewals

New Version: v2.0

 

CoreLoanAccounts Data Studio Dataset

Location: /L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreLoanAccounts

New Version: v2.2

New Fields:

Field Name Data Type Description
RelationshipOwnerId string The unique user id of the relationship owner
RelationshipOwnerEmail string The email address of the relationship owner
RelationshipOwnerRegionId string The unique region id associated with the relationship owner
OwnerEmail string The email address of the account owner
OwnerRegionId string The unique region id associated with the account owner

  

CoreDepositAccounts Data Studio Dataset

Location: /L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreDepositAccounts

New Version: v2.2

New Fields:

Field Name Data Type Description
RelationshipOwnerId string The unique user id of the relationship owner
RelationshipOwnerEmail string The email address of the relationship owner
RelationshipOwnerRegionId string The unique region id associated with the relationship owner
OwnerEmail string The email address of the account owner
OwnerRegionId string The unique region id associated with the account owner

  

CoreOtherAccounts Data Studio Dataset

Location: /L3/v1.0/Derived/PL_RelationshipAwareness/Core/CoreLoanAccounts

New Version: v1.2

New Fields:

Field Name Data Type Description
RelationshipOwnerId string The unique user id of the relationship owner
RelationshipOwnerEmail string The email address of the relationship owner
RelationshipOwnerRegionId string The unique region id associated with the relationship owner
OwnerEmail string The email address of the account owner
OwnerRegionId string The unique region id associated with the account owner

 

Why is it changing?

The changes are being made to support column names being consistent with their definitions and in supporting better readability. Additional data elements are also being added to support deeper analysis and richer data for insights.

 

Which datasets are impacted?

  • Renewals
  • Core Loan Accounts
  • Core Deposit Accounts
  • Core Other Accounts

 

How does my bank need to prepare for these changes?

Any downstream processes that utilize the names of the columns need to be changed to support the new names. Additional columns will also need to be handled in case downstream processes require their definition.

 

When are these changes happening?

These changes are effective as of today.