Relationship View

The Relationship View page provides the customer/member list and the corresponding relationships between them.

Selecting a relationship name on the Relationships page opens the Customer (for banks) or Member (for credit unions) tab of the Relationship View page. On this tab, you can view a list of customers/members that make up the relationship.

One customer/member or a group of interrelated customers/members can compose a relationship. In the application, a customer/member cannot stand alone. They must belong to a relationship.

Selecting a relationship name in the Most Profitable Relationships and Least Profitable Relationships sections on the home page opens this page. Selecting a relationship name in Manage Relationships or selecting a relationship search result also opens this page.

The scorecard section at the top of the page summarizes the individual totals that appear in the grid. The name of the relationship that you are examining and its ranking also appear in this section.

In addition to the Customer/Member tab, you can also access the following information:

Officers

Select this option to see a list of all the officers assigned to the instruments in the relationship.

Pricing Opportunity

Select this option to see a list of all individual instruments that the customers/members on the Relationship View page own. From the Pricing Opportunity page, you can drill down into every aspect of an instrument, and you can add new instruments.

Product

Select this tab if you want to see the instruments that belong to the customers/members broken down by loan, deposit, and service products. This tab shows a level of granularity that includes account numbers and key profit indicators.

Profit Statement

Select this tab to view a consolidated profit statement for the customers/members. You can also choose to examine profit statements for loans, deposits, and services. Each category provides both a consolidated product view and detailed profit statements for individual instruments.