9.6 Customer Profitability

To access the Processing Analytics report, from the LHS Menu, select Analytics, and then select Customer Profitability.

Customer Profitability provides you with the roll-up and drill-down capability on the Instrument level the available levels into for product, region, or channel. This comprehensive view explores various insights around customer details and customer comparison with segments into customer relationships.

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:

• Currencies
• Currency Rates

To feed the Customer Profitability Report, refer to the Oracle Financial Services Profitability Analytics Cloud Service Data Flow document available at Doc ID: 2869409.1.

For the Customer Profitability Report, refer to the following Data Flow sub-sections:

• PACS - Instrument Summary
• PACS – Instrument Income Statement
• PACS – Instrument Segmentation
• PACS - Customer and Account
• PACS – Instrument Life Time Value
• PACS – Customer Group Income Statement
• PACS – Instrument Segmentation Movements

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.