Table of Contents

• Title and Copyright Information
• 1 Get Help
  • 1.1 Get Help in the Applications
  • 1.2 Learn About Accessibility
  • 1.3 Get Support
  • 1.4 Get Training
  • 1.5 Join Our Community
  • 1.6 Share Your Feedback
  • 1.7 Before You Begin
• 2 Introduction
• 3 Access Oracle Analytics Server
• 4 Preparing Data using SQL Query Browser
• 5 Raw Data Analysis
  • 5.1 Staging Instrument Data
    • 5.1.1 Assets
    • 5.1.2 Liabilities
    • 5.1.3 Loan Commitments
    • 5.1.4 Off Balance Sheet Items
  • 5.2 Staging Instrument Supplementary Data
    • 5.2.1 Account Rate Tiers
    • 5.2.2 Payment Schedule
  • 5.3 Processing Instrument Data
    • 5.3.1 Assets
    • 5.3.2 Liabilities
    • 5.3.3 Loan Commitments
    • 5.3.4 Off Balance Sheet Items
  • 5.4 Processing Instrument Supplementary Data
    • 5.4.1 Account Rate Tiers
    • 5.4.2 Payment Schedule
• 6 Processed Data Insights
  • 6.1 Common Features
    • 6.1.1 Common Configurations
  • 6.2 Global Filters
  • 6.3 Stage Overview Reports
    • 6.3.1 Legal Entity
      • 6.3.1.1 Pre-Stage Reassignment by Legal Entity
      • 6.3.1.2 Post-Stage Reassignment by Legal Entity
      • 6.3.1.3 Stage Reassignment Movement by Legal Entity
    • 6.3.2 Organization Unit
      • 6.3.2.1 Pre-Stage Reassignment by Organization Unit
      • 6.3.2.2 Post-Stage Reassignment by Organization Unit
    • 6.3.3 Customer Type
      • 6.3.3.1 Pre-Stage Reassignment by Customer Type
      • 6.3.3.2 Post-Stage Reassignment by Customer Type
    • 6.3.4 Product
      • 6.3.4.1 Pre-Stage Reassignment by Product
      • 6.3.4.2 Post-Stage Reassignment by Product (Product)
    • 6.3.5 Industry
      • 6.3.5.1 Pre-Stage Reassignment by Industry
      • 6.3.5.2 Post-Stage Reassignment by Industry
  • 6.4 Stage Comparison Reporting
    • 6.4.1 Stage Transition Reporting
      • 6.4.1.1 Stage Transition Matrix by Legal Entity
      • 6.4.1.2 Stage Transition Matrix by Organization Unit
      • 6.4.1.3 Stage Transition Matrix by Customer Type
      • 6.4.1.4 Stage Transition Matrix by Product
      • 6.4.1.5 Stage Transition Matrix by Industry
    • 6.4.2 Stage Trend Reporting
      • 6.4.2.1 Stage Trends by Legal Entity
      • 6.4.2.2 Stage Trends by Organization Unit
      • 6.4.2.3 Stage Trends by Customer Type
      • 6.4.2.4 Stage Trends by Product
      • 6.4.2.5 Stage Trends by Industry
  • 6.5 Account Classification Overview Reporting
    • 6.5.1 Legal Entity
      • 6.5.1.1 Pre-Account Classification by Legal Entity
      • 6.5.1.2 Post-Account Classification by Legal Entity
    • 6.5.2 Organization Unit
      • 6.5.2.1 Pre-Account Classification by Organization Unit
      • 6.5.2.2 Post-Account Classification by Organization Unit
    • 6.5.3 Customer Type
      • 6.5.3.1 Pre-Account Classification by Customer Type
      • 6.5.3.2 Post-Account Classification by Customer Type
    • 6.5.4 Product
      • 6.5.4.1 Pre-Account Classification by Product
      • 6.5.4.2 Post-Account Classification by Product (Product)
    • 6.5.5 Industry
      • 6.5.5.1 Pre-Account Classification by Industry
      • 6.5.5.2 Post-Account Classification by Industry
  • 6.6 Amortization Reporting
    • 6.6.1 Amortization Detailed Report by Legal Entity
    • 6.6.2 Amortization Detailed Report by Organization Unit
    • 6.6.3 Amortization Detailed Report by Customer Type
    • 6.6.4 Amortization Detailed Report by Product
    • 6.6.5 Amortization Detailed Report by Industry