When your institution is licensed for Customer Profitability and/or
Organization Profitability, then the Profitability menu
gives you insight into your customer/member relationships and/or lets you process and view
allocations.
Customer/Member
If your institution is licensed for the Customer Profitability module, then selecting Customer (for banks) or Member (for credit unions) from the Profitability menu lets you access the Relationships and Summary pages to review customer/member relationships.
Organization
The Organization menu allows you to view pre-allocated and post-allocated results for the balance sheet, income statement, and funds transfer pricing (FTP).
Processing Allocations
You can process allocations using allocation methods and rule sets on the Process Allocations page.