1. User Guide
  2. General Features
  3. Components of OFS PCD Homepage

3.2 Components of OFS PCD Homepage

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Figure 3-1 OFS PCD Home Page


OFS PCD Home Page

The OFS PCD Homepage (Landing page) displays the following information:

Table 3-1 Top Row

Widget Description
My Performance Shows amount by which deal value for the logged-in RM exceeds/falls short of target – Target shown in brackets.
Approvals Overdue Pie Values <=3 days, 3-5 days, 5-7 days.
My Deal Closure Time Shows the average time in days from submission to approval.
My Notifications

Displays the status of the deals as follows:

  • Approved
  • Rejected
  • Escalated

Table 3-2 Middle Row

Widget Description
Relationship Depth This shows the average number of account holdings for each customer that has been priced.
Pricing Snapshot

Displays the following details:

  • New Customers Priced
  • Existing Customers Priced (for new deals)
  • Accounts Priced (indicating the total number of products)
  • Repricings
Aging of Deals This shows the number of days it takes for a deal approval to come through.
Top 5 RM Performance Lines point to Top 5 RM’s with approved deal balances over the Last 5 Days.

Table 3-3 Bottom Row

Widget Description
Top 5 Products Shows Product names and balances sold.
Top 5 Customers Shows Customer names along with estimated net income.
Net Income vs Prior Year Shows amount by which estimated net income exceeds/falls short of last year – Prior year shown in brackets below for all RM’s in the system

The OFS PCD Homepage contains the following sections:

  • Top Menu
  • Left Hand Side (LHS)
  • Right Hand Side (RHS)

Top Menu: This section displays the logged-in User information and Information Domain. The Top menu contains the following buttons:

  • Logout: This logs you out from the application.
  • Change Password: This takes you to the Change Password Window.
  • About: This displays the OFSAAI Copyright Information.

Left Hand Side (LHS): This section displays the menu which allows you to navigate to the required module. The items displayed in the Menu depend upon the access rights of the logged-in user.

You can select an Information Domain to which the Application is connected, from the connected to drop-down list. The Menu gets refreshed based on the selected Information Domain.

For more details, see the Oracle Financial Services Analytical Application Infrastructure User Guide.

Right Hand Side (RHS): This section displays user options available on the Home page on logging into OFSAAI Application. From the Set My Home Page drop-down list select an option and click Save. This saves the Application Page as the default Landing Page.