DATA ANALYSIS AND REPORTING Topic of the Month FusionBanking Loan IQ - - PowerPoint PPT Presentation

Finastra

DATA ANALYSIS AND REPORTING

Topic of the Month – FusionBanking Loan IQ

Conor CUMMINS Senior Software Developer

March 2018

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WELCOME TO THE FINASTRA TOPIC OF THE MONTH!

Format

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45 min presentation by Finastra experts

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15 min Questions and Answers Objectives

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Present product features and market requirements new / little known / under spotlight

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Share views and help us understanding client requirements Frequency

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Monthly within Finastra – For Loan IQ 3-4 sessions per year

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Schedule in SAG section of Documentation Portal

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Invitations sent 2 weeks in advance to mailing list

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Open for topics suggestions (can use Survey)

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LOAN IQ – DATA SOLUTIONS

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Operational Reporting Deal-Facility-Loans Borrowers Transactions Events

DataNet

Management Reporting Exposure-Risk Metrics Financial Analysis Basic in application querying Canned Queries User Defined Queries

Insight

SQL Reporting

Ad hoc Query

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REPORTING CHALLENGES

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Availability Consolidation Exception Reporting Operational Control Ad Hoc Reports Standard Reports Business Data Sets Report Designers

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AD HOC QUERY

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WHAT IS LOAN IQ AD HOC QUERY?

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Real-time in-application Queries Canned Queries (Out of box) User Defined Queries

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DATANET

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WHAT IS DATANET?

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Real-time Operational Reporting (Loan IQ database) Standard reports (Out of box) User friendly report designers (Multiple Formats, scheduling)

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DATA CONFIDENTIALITY…

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DataNet Data Security

The Data Security feature in DataNet is based on the same row-level filtering of Deals, Customers, and Risk Books that exists in Loan IQ. Note: The DataNet User ID must exactly match the spelling of the user’s Loan IQ login stored in the User Login ID field in the User Profile Notebook.

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DATANET PACKAGES

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A DataNet package defines a subset of data based on: Key Screen Data Elements

Loan IQ Notebook. Generally one tab of a notebook

in Loan IQ is a Query Subject in DataNet.

• Collateral
• Customers
• Deal / Facility / Outstanding
• Document Tracking
• User Profile

Report Grouping

Logical business groupings from many Loan

IQ notebooks to assist in reporting.

• Event
• Interest/Fee/Principal/Commitment
• LenderShare Overview
• SubLedger
• Transactions
• Trading
• Budget Tracking

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DATANET: INFORMATION INTO INTELLIGENCE

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Standard Reports Business data sets Report Designers

Out-of-the-box, customisable Reliable data, better decision making Quick and easy report building

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INSIGHT

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WHAT IS FUSION BANKING INSIGHT ?

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Scheduled Data Extracts Management Dashboards Business Metrics

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WHERE TO FIND MORE INFO

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Ad Hoc Query

https://docportal.misys.com/documentation/fusionbanking_loan_iq/help/liq_online_h elp/welcome.htm

DataNet

https://docportal.misys.com/products/fusionbanking/loan-iq.aspx?

Fusion Banking Insight

https://docportal.misys.com/products/fusionbanking/insight.aspx?

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WRAP UP

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NEXT STEPS

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In one minute

• Questions and Answers

Later today

• Send Presentation PDF and link to Survey
• Post Presentation PDF and Webex recording on Documentation Portal (Tutorial

tab)

Survey

• Rate this session
• Suggest topics for future TOM sessions
• State your organisation’s interest in the features presented

Anytime

• lorenzo.cerutti@finastra.com

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QUESTIONS AND ANSWERS

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@FinastraFS Finastra LinkedIn Finastra YouTube

Thank you

21 March 2018