Common Assumptions Setup
You can set general assumptions that are used globally across the application on the Common setup page.
You can access the Common page from the menu. Then, you can select .
The following fields are global settings:
- Relationship Measurement
- This field determines what information appears on the Pricing Opportunity profitability banner.
- Relationship Target ROE
- This field is the return on equity that the institution wants each relationship to achieve.
- Relationship Target ROA
- This field is the return on assets that the institution wants each relationship to achieve.
- Tax Rate
- This field is the institution's corporate tax rate.
- Cost of Capital
- This field is the percentage applied to the capital amount to determine the cost of the institution's funds.
- Edit Loan Target ROE
- This field indicates that the institution's loan officers can edit the loan target ROE at the loan product level when pricing individual loans.
These values are used as default settings that flow to fields in the income statements and product forms and are used in other calculations.