When your institution is licensed for Customer Profitability and/or
Organization Profitability, then the Profitability menu
gives you insight into your customer relationships and/or lets you process and view
allocations.
Customer
If your institution is licensed for the Customer Profitability module, then selecting Customer from the Profitability menu lets you access the Relationships and Summary pages to review customer 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.