Interest Rate Migration
Interest Rate Migration

Interest Rate Migration

Interest Rate Migration gives credit unions the ability to monitor all interest rate changes throughout their account portfolio. Analyzing interest rate changes allows managers to make decisions to mitigate risks and capture opportunities.
Before running the report, users can adjust the parameters for a more focused analysis.

Parameters
Account Open Year: Year the account was opened at the credit union.
Account Rate Type: Rate type for either a loan or a deposit.
Account Rate Code: Code representing the method of calculating the percentage rate applied to the balance of the account according to the disclosure.

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