Balance Weighted Rates in the FTP Dashboard – Trend Analysis

Trend Analysis dashboard widgets calculate portfolio rates using Average Book Balance weighting. The displayed rate is based on the sum of rate-weighted average balances divided by total Average Book Balance, replacing the earlier simple arithmetic average. The enhancement applies to transfer rates and applicable add-on rate measures presented in the dashboard.

Produces a more representative portfolio rate by reflecting the contribution of each account's balance. This improves trend interpretation and prevents small and large positions from receiving the same weight in portfolio-level analysis.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

Regression Testing Recommended

Key resources

https://docs.oracle.com/en/industries/financial-services/ofs-analytical-applications/profitability-balance-sheet-base/index.html