Working with Scenarios

You can work with automatically generated scenarios or manually created scenarios on the Pricing Opportunity page.

  1. Select Pricing > Pricing.
  2. Expand a loan on the Loans page to see the loan details.
  3. Select View Pricing Opportunity.
    The Pricing Opportunity page opens.
  4. Select Scenarios.
  5. Switch the Status option to "" On to modify a scenario's settings.
    You can only have one active scenario.
  6. Select Instrument.
    The loan's pricing details show the active scenario.
  7. Update the loan's characteristics that you want to test.
  8. Select Save.
  9. Select Scenarios to verify that the scenario's settings are updated.
  10. Review the Projected ROE and Projected Profit values to see that they are different for each scenario.
    Note: The Projected ROE and Projected Profit values are annual averages that are calculated over the life of the loan.
  11. Continue to create and test scenarios until you decide which scenario you prefer.
  12. Switch the Status option to "" On for the preferred scenario to use in the loan details.
You can select "" Delete to remove scenarios that you do not need.