9.6 Profitability Insights
To access the Processing Analytics report, select Analytics from the LHS Menu, and then select Profitability Insights.
Profitability Insights provides strategic e a comprehensive view of financial performance around the Institutional and Retail customer of the bank across multiple dimensions, including Organization Unit, Product, Line of Business, Region, Channel, and Customer Performance, all aggregated up from the Instrument level.
Note:
Before generating reports and analytics, it is mandatory to set the relevant currencies and currency rates. This is required for generating the reports with correct values. For more information about creating currencies and currency rates, see the following:To feed the Profitability Insights Report, refer to the Oracle Financial Services Profitability Analytics Cloud Service Data Flow document available at Doc ID: 2869409.1.
For the Profitability Insights Report refer to the following Data Flow sub-sections:
- PACS - Instrument Summary
- PACS - Instrument Income Statement
For Income Statement and Balance Sheet Hierarchies, or any other Hierarchy created out of Financial Element dimension, a Financial Element carrying a percentage value cannot be added as a child, Sibling to a child or Leaf under Parent/ Child/ Sibling in the Hierarchy. Users are expected to be mindful not to map a portfolio column to a FE denoting a rate or apply an expression, where a divisor is used in a way that the column value effectively becomes a rate, thus preventing a meaningful roll-up to the node of the hierarchy.