1. Business User Guide
  2. Dashboards for OFS RPA

4 Dashboards for OFS RPA

This guide explains the concepts of Oracle Financial Services Retail Performance Analytics and provides step-by-step instructions for navigating the Retail Performance Analytics user interface. Oracle Financial Services Retail Performance Analytics (OFS RPA) is a complete end-to-end web-based Business Intelligence solution that provides a 360-degree view of the customer relationship for key insights into the customer life-cycle.

OFS RPA 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 also provides you deep insights into customer engagements across target segments and products/Line Of Business (LOB) including lending, credit cards, and so on. It proactively manages the growth through strategic insights into the retail business performance. OFS RPA helps you to monitor customer distribution across credit and delinquency bands and related exposures.

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

OFSRPA solution is built using OBIEE for Dashboard and Reports activities.

This section deals with essential Oracle Financial Services Analytical Applications Infrastructure (OFSAAI) required for OFS RPA activities, process flow for the data transformation, and functional details about the dashboards and reports. In addition, it includes subject areas which could be used for ad-hoc reporting using the OBIEE Answers tool.

Oracle Financial Services Retail Performance Analytics (OFSRPA) offers the following dashboards that organize different kinds of reports by subject area.

These reports provide the following:

  • Gain deep insight into customer engagements across target segments and products/LOB including lending, credit cards, and so on.
  • Perform Wallet share analysis and Customer Profitability.
  • Understand the efficiency of investments (like marketing, branch, and channel, and so on) over time.
  • Monitor customer distribution across credit and delinquency bands and related exposures.
  • Perform an enterprise-wide revenue analysis across customer segments, products, and reporting lines including fee income, interest, and interchange.
  • Summary performance of the LOBs, overall Profitability, and Portfolio mix.
  • Customer trends across performance drivers like Sales, Balances, Deposits, Product subscriptions (revenue services), Credit scores, Delinquency bands, Losses, and so on.
  • LOB-specific performance reports can be analyzed against key dimensions like customer segments, product family, region, branch, risk scores, and so on.
  • Analyze expenses across customer segments, products, and channels to understand ROI.

For all dashboards, there are filters available. You can filter data based on year, region, line of business, and currency type.