DATA ANALYSIS AND REPORTING Topic of the Month FusionBanking Loan IQ - PowerPoint PPT Presentation

DATA ANALYSIS AND REPORTING Topic of the Month – FusionBanking Loan IQ Conor CUMMINS Senior Software Developer March 2018 Finastra

WELCOME TO THE FINASTRA TOPIC OF THE MONTH! Format ▪ 45 min presentation by Finastra experts ▪ 15 min Questions and Answers Objectives ▪ Present product features and market requirements new / little known / under spotlight ▪ Share views and help us understanding client requirements Frequency ▪ Monthly within Finastra – For Loan IQ 3-4 sessions per year ▪ Schedule in SAG section of Documentation Portal ▪ Invitations sent 2 weeks in advance to mailing list ▪ Open for topics suggestions (can use Survey) Finastra | 21 March 2018 2

LOAN IQ – DATA SOLUTIONS Ad hoc DataNet Insight Query Operational Management SQL Reporting Reporting Reporting Basic in application Deal-Facility-Loans Exposure-Risk querying Borrowers Metrics Canned Queries Transactions Financial Analysis User Defined Events Queries Finastra | 21 March 2018 3

REPORTING CHALLENGES Availability Ad Hoc Reports Consolidation Standard Reports Business Data Sets Exception Reporting Operational Control Report Designers Finastra | 21 March 2018 4

AD HOC QUERY Finastra | 21 March 2018 5

WHAT IS LOAN IQ AD HOC QUERY? Real-time in-application Queries Canned Queries (Out of box) User Defined Queries Finastra | 21 March 2018 6

DATANET Finastra | 21 March 2018 7

WHAT IS DATANET? Real-time Operational Reporting (Loan IQ database) Standard reports (Out of box) User friendly report designers (Multiple Formats, scheduling) Finastra | 21 March 2018 8

DATA CONFIDENTIALITY… DataNet Data Security The Data Security feature in DataNet is based on the same row-level filtering of Deals, Customers, and Risk Books that exists in Loan IQ. Note: The DataNet User ID must exactly match the spelling of the user’s Loan IQ login stored in the User Login ID field in the User Profile Notebook. Finastra | 21 March 2018 9

DATANET PACKAGES A DataNet package defines a subset of data based on: Key Screen Data Elements Report Grouping Loan IQ Notebook . Generally one tab of a notebook Logical business groupings from many Loan IQ notebooks to assist in reporting. in Loan IQ is a Query Subject in DataNet. • • Event Collateral • • Interest/Fee/Principal/Commitment Customers • • LenderShare Overview Deal / Facility / Outstanding • • SubLedger Document Tracking • • Transactions User Profile • Trading • Budget Tracking Finastra | 21 March 2018 10

DATANET: INFORMATION INTO INTELLIGENCE Out-of-the-box, customisable Standard Reports Reliable data, better decision making Business data sets Report Quick and easy report building Designers Finastra | 21 March 2018 11

INSIGHT Finastra | 21 March 2018 12

WHAT IS FUSION BANKING INSIGHT ? Scheduled Data Extracts Management Dashboards Business Metrics Finastra | 21 March 2018 13

WHERE TO FIND MORE INFO Ad Hoc Query https://docportal.misys.com/documentation/fusionbanking_loan_iq/help/liq_online_h elp/welcome.htm DataNet https://docportal.misys.com/products/fusionbanking/loan-iq.aspx? Fusion Banking Insight https://docportal.misys.com/products/fusionbanking/insight.aspx? Finastra | 21 March 2018 14

WRAP UP Finastra | 21 March 2018 15

NEXT STEPS • Questions and Answers In one minute • Send Presentation PDF and link to Survey • Post Presentation PDF and Webex recording on Documentation Portal (Tutorial tab) Later today • Rate this session • Suggest topics for future TOM sessions • State your organisation’s interest in the features presented Survey • lorenzo.cerutti@finastra.com Anytime Finastra | 21 March 2018 16

QUESTIONS AND ANSWERS Finastra | 21 March 2018 17

Thank you @FinastraFS Finastra LinkedIn Finastra YouTube Finastra | 21 March 2018