1. Business User Guide
  2. Dashboards for OFS IPA

3 Dashboards for OFS IPA

Oracle Financial Services Institutional Performance Analytics (OFS IPA) is a complete end-to-end Web-based Business Intelligence Solution for Customer Analytics.

It provides tools for Data Integration and includes customizable, pre-built Dashboards and Reports, a Reporting Data Model, and user-friendly functional subject areas for ad-hoc Reporting.

It enables you to actively plan, manage, and track Marketing Investments with pre-built Reports, Dashboards, and underlying Data Structures.

The OFS IPA solution is a part of the Performance Analytics Pack and is packaged along with AAI and other applications. This OFS IPA is supported for Oracle 18c and 19c.

OFS IPA Solution is built using the OBIEE for Dashboard and Reports Activities.

This section deals with essential Oracle Financial Services Analytical Applications (OFSAA) Infrastructure required for OFS IPA activities, the process flow for the Data Transformation, and functional details about the Dashboards and Reports. Also, it includes subject areas that could be used for ad-hoc Reporting using the OBIEE Answers Tool.

Oracle Financial Services Institutional Performance Analytics (OFS IPA) offers Dashboards to users that organize different kinds of reports by subject area. The reports provide you with the following details:

  • Behavioral and Engagement Trends of Target Segments such as Exposures, Commitments, Line Utilization, Assets or Liabilities, Deposits, Withdrawals, Fees, Income, Recent Transactions, and so on.
  • Performance of the Business and underlying Customers.
  • Product Holdings across the Organization (that is Corporate Client and any of its sub-divisions or subsidiaries).
  • The efficiency of the Sales Force in terms of ongoing Customer Revenue Generation, Cross-sell and Up-sell, Product usage, and Pipeline.
  • The efficiency of investments such as Marketing and Partner Development.

Time Hierarchy prompted reports are all drill enabled on Time Hierarchy. On the first load, the values are visible for a year, and on subsequent drills, we obtain values for a quarter and a month. These are not drilled through reports.