Account Portfolio Insights
Account Portfolio Insights

Account Portfolio Insights

Account Portfolio Insights enables credit unions to analyze all their accounts by categorizing them into products, classes, and statuses. By dividing up the entire portfolio into various groupings, analysts can discover insights previously unknown within their account portfolio.
Before running the report, users can adjust the parameters for a more focused analysis.

Parameters
Reporting Period Date: Date being analyzed by the report. This is the effective date of the account information.
Account Portfolio Code: Code for a portfolio of accounts (loans, deposits and other services).
Account Product Code: Credit union originated service that is used by a member.
Account Product Sub Class: Classification of each product into segments.
Account Status: State of an account based on criteria outlining its current standing within the credit union.
Account Class: Credit union defined grouping of accounts used to categorize the account types.
 
Total Number of Accounts (By Portfolio Code)
Displays the total number of accounts classified as a loan, deposit, or other service.
Total Number of Accounts (By Product)
Shows the total number of accounts classified as a standard product category.
 
DRILL DOWN for more insights
Simply click on any chart to drill down to more details (ex: Drill-down on Total Number or Accounts (By Product) to see a breakdown of product sub classes).
 
Total Accounts (By Status)
Displays the total number of accounts by the status of the account.
Total Number of Accounts (By Class)
Shows the total number of accounts classified by the credit union.

Filter Apps By: