We have data up to the last MIS Date based on which projections are done on Replines in FCT_ACCOUNT_VALUE_FORECAST. For each repline, for last MIS Date, there is a projection on every projected date (generally last date of every month)
PA Metrics calculation
The following table list the available web services (APIs) for OFSPA Cloud Service:
Table 51: Web Services (APIs) Available for OFS PA
|
Web Service |
Input |
Output Version |
|
Account Level Metrics (without UDM) |
Account Number, Date |
ROTA, RAROC, ROE, Total Expenses, Total Income, Net Income |
|
Customer Level Metrics (without UDM) |
Customer Number, Date |
ROTA, RAROC, ROE, Total Expenses, Total Income, Net Income |
|
Account Segmentation |
Account Number, Date |
Account Segment Code |
|
Customer Segmentation |
Customer Number, Date |
Customer Segment Code |
|
Metrics on existing Customer/Account with UDM |
Account Number, Date of Report, {Date of UDM, UDM} repeated for all UDMs |
ROTA, RAROC, ROE, Total Expenses, Total Income, Net Income, Customer ROTA, Customer RAROC, Customer ROE, Customer Total Expenses, Customer Total Income, Customer Net Income |
|
Metrics for New Account of existing Customer |
Customer Number, Date of Report, Account Schedule |
ROTA, RAROC, ROE, Total Expenses, Total Income, Net Income, Customer ROTA, Customer RAROC, Customer ROE, Customer Total Expenses, Customer Total Income, Customer Net Income |
|
Metrics for New Account of New Customer |
Date of Report, Account Schedule |
Account Level ROTA, RAROC, ROE, Total Expenses, Total Income, Net Income |
|
NOTE |
Segment Metrics are done through the batch process. The segment metrics considering the lifetime calculations of all the accounts in that segment. At Present Customer level segment metrics are based on the segment of the first account identified (by the system) of the customer. The segment averages as computed against the identified account segment would be reported. |