If your institution is licensed for the Pricing module and you have the
necessary permissions, then the Pricing Opportunity page
allows you to view a list of instruments associated with a relationship.
The Pricing
Opportunity page also allows you to:
- Switch instruments in and out of opportunity and review the Profitability
banner metrics as they adjust immediately.
- Select the Consolidated Profit Statement link to view
a profit statement for the in-opportunity instruments.
- Drill down into a single instrument to view instrument-level assumptions in the loan,
deposit, or service instrument forms.
- Add new instruments to price them using the loan, deposit, or service
instrument detail panels.
- Attach notes to loan assumptions.
- Run scenarios and simulations for loans that you are pricing.
- Duplicate a booked loan to create a copy so that you can modify the previous settings to
gauge the profitability of the loan after renewal.
- Create reports to access from the page.