Table of Contents Table of Contents Title and Copyright Information 1 Preface Audience Access to Oracle Support Related Information Sources Additional Documents to Read Conventions Abbreviations 2 Components of OFS PA Profitability Segmentation Institutional Analytics Segmentation Retail Analytics Segmentation Time Series Forecasting Lifetime Value What-If Analysis OFS PA Integration with OFS Price Creation and Discovery (PCD) Reporting Line Correlation Calculations What-If Analysis Limitation 3 Dashboards for OFS IPA OFS IPA Dashboards Customer Analysis Profit and Loss Profit and Loss (Scenario) Performance Summary Top N Summary Customer 360 Customer Group Revenue Summary Line of Business Analysis Profit and Loss Profit and Loss (Scenario) Customer Summary Revenue Summary Performance Summary Top N Summary Customer Distribution Cross Sell Summary Product Penetration Manager Analysis Profit and Loss Profit and Loss (Scenario) Cross Sell Summary Revenue Summary Opportunities and Activities Top 10 Opportunities Opportunities Activities Product Analysis Profit and Loss Profit and Loss (Scenario) Customer Summary Revenue Summary Performance Summary Top N Summary Cross Sell Summary What-If Analysis 4 Dashboards for OFS RPA OFS RPA Dashboards Business Analysis Performance Summary Portfolio Mix Portfolio Mix Revenue Distribution Cross LOB Holding Top 10 Products by Revenue No. of Accounts by Region and Product Summary of New Customers New Business Summary by Channel New Business Summary by Product Summary of Closed Accounts Origination Channel Performance New Business Analysis Acquisitions Over last 5 Years Approval Trends across Channels New Account Distribution by Customer Segment Acquisition by Channel Overall Attrition Over last 5 Years Top 10 Reject Reasons Account Distribution by Credit Band Revenue Analysis Expense Analysis Credit Loss Summary Margin Report Customer Summary Customer Distribution by Income Customer Distribution by Age Customer Distribution by LoB Customer Distribution by Region Product Penetration Report Customer Central Customer 360 Customer Performance Risk-Adjusted Performance Metrics Income Statement Profit and Loss Summary Product Summary All Product Risk-Adjusted Performance Metrics Income Statement Profit and Loss Summary Profit and Loss - Scenario Comparison Cards Risk-Adjusted Performance Metrics Income Statement Profit and Loss Summary Performance by Card Type Standard Non-Cash Balance Balance by Expiry Month Active Net Receivables Summary Summary of Balance (Receivables) Breakdown Profit and Loss - Scenario Comparison Retail Bank Risk-Adjusted Performance Metrics Income Statement Profit and Loss Summary Total Deposit Analysis Profit and Loss - Scenario Comparison Mortgage Risk-Adjusted Performance Metrics Income Statement Profit and Loss Summary Profit and Loss - Scenario Comparison Relationship Manager Insights Relationship Manager Portfolio Relationship Manager Org Performance