Display Settings
Use to define settings that affect how specific information appears elsewhere in the application.
Performance Criteria
The Performance Criteria setting allows you to specify the profit measure that is used to calculate relationship percentiles. The four options are:
- Gross Profit - Monthly net interest margin plus revenue from services plus fees minus loan loss provision
- Contribution - Monthly gross profit minus direct expenses
- Profit - Monthly contribution minus overhead expenses
- Value Added - Monthly historical profit minus cost of capital
The selected profit measure affects the relationship percentile values displayed on the following pages:
- On the home page, in the Relationship Percentile table
- On the page, which appears when you select a specific percentile range bar from the Relationship Percentile table
- On the Relationship View page
- On the Profit Trend Detail page
The name of the selected profit measure appears under the home page's Relationship Percentile table.
Display Funds Transfer Pricing
When you select this check box, the Funding Costs link is enabled for single-instrument income statements on the page. The link is active for loan and deposit instruments that are associated with products that have a funds transfer pricing (FTP) method assigned. Selecting this link causes a Funding Cost Rate Details window to display additional information if data exists for the current instrument.
If your institution does not need the additional detail, you can clear the Display Funds Transfer Pricing check box. This action removes the Funding Costs link from single-instrument income statements. Even when the hyperlink is not visible, the rate displays in the income statement.