• Financial Performance Suite
  • Training Guides
    • Accessing Training Guides on Help Center
  • Training Videos
    • Accessing Training Videos on JHU
  • Home Page
    • Most Profitable Relationships
    • Loan Pipeline
    • Pricing Loan Volume
    • Rank Change
    • My Recent Reports
    • Relationship Percentile
    • New Loans by Officer
    • Balance Sheet – Actual/Budget
    • Income Statement – Actual/Budget
    • Yield Variance – Actual/Budget
    • Ratio Variance – Actual/Budget
  • In-App Notifications
  • Daily Dashboard
    • Report Navigation
    • Bookmarking Reports
    • Exporting Reports
  • Profitability
    • Customer
      • Relationships
      • Profit Statement Calculations - Loans
      • Profit Trend Detail
      • Relationship View
      • Summary
    • Organization
      • Viewing Income Statement Allocation Results
      • Viewing Balance Sheet Allocation Results
      • Viewing Funds Transfer Pricing Allocation Results
    • Processing Allocations
  • Pricing
    • Pricing Loans
    • Pricing Deposits
    • Pricing Services
    • Pricing Relationships
      • Adding Relationships
      • Manage Relationships
        • Adding Relationships from Manage Relationships
        • Assigning Customers to Relationships
        • Calculating Customer-Related Calculations
        • Merging Relationships
        • Solo Relationships
    • Pricing Opportunity
      • Pricing Opportunity Instrument List
      • Pricing Opportunity Details
      • Pricing Opportunity Profitability Banner
      • New Loan Pricing
        • Pricing New Loans
        • Review of Loan
      • Pricing Construction to Permanent Loans
      • Duplicating a Loan
      • Status and Interest Options
      • Months to Start and Lock Rate Options
      • Rate Type
      • Setting Up Step Up Rates
      • Setting Up Caps and Floors
      • Draws
      • Forward Rate Calculations for Construction and Development Loans
      • Loan Fees
      • Expense Allocations
      • Participation Details
      • Annual Profit Statement
      • Notes
      • Scenarios
        • Generating Scenarios Automatically
        • Creating Scenarios Manually
        • Working with Scenarios
      • Simulations
        • Simulation Sets
        • Simulations Table
        • Simulations Graph
    • Rate Sheets
      • Using the Rate Sheets Landing Page
      • Rate Sheet Set and Product Settings Navigation
      • Setting Up Rate Sheet Tiers
      • Setting Up Rate Sheets for Other Products
      • Setting Up Interest-Bearing Deposit Rate Sheets
  • Forecasting
    • Forecasting Summary
      • Creating a Forecast at a Summary Level
      • Creating a Basic Quick Forecast
      • Creating an Advanced Quick Forecast
    • Forecasting Detail
      • Working in the Forecasting Detail Page
    • Forecasting Key Rates
    • Forecasting Supplemental Data
    • Consolidating Forecasts
    • Liquidity Risk
      • Setting Up a Liquidity Risk
    • Project - Forecasting Techniques
    • Distributed Forecasting Training Videos - Administrator Tasks
      • Assigning Account Permissions for Distributed Forecasting
      • Creating the Review Structure
      • Setting Up Email Notifications for Review Status Change
      • Creating a Budget What If Model
      • Setting Up Fixed Asset Accounts
      • Opening a Forecast for Editing
      • Finishing the Budgeting Process
    • Distributed Forecasting Training Videos - End User Tasks
      • Entering Forecast Assumptions
      • Working with Subledger Accounts
        • Forecasting a Fixed Asset Purchase Using Subledgers
      • Using Comments
      • Forecast Views
    • Distributed Forecasting Training Videos - Review and Approval Process
      • My Responsibilities
      • Submitting Your Forecast
      • Reviewing Forecasts from Other Users
      • Approving or Rejecting Submitted Forecasts
      • Accessing Special Actions for Reviewers
  • ALM
    • Earnings at Risk
      • Calculating Earnings at Risk
      • Earnings at Risk Reports
      • Earnings at Risk Results
      • Earnings at Risk Validation
      • Earnings at Risk Manage Scenarios
      • Earnings at Risk Column Setup
    • EVE/NEV
      • Calculating EVE/NEV
      • EVE/NEV Reports
      • EVE/NEV Results
      • EVE/NEV Validation
      • EVE/NEV Manage Scenarios
      • EVE/NEV Column Setup
      • EVE/NEV Treatments
      • Servicing Cost
  • CECL
    • CECL Summary
    • CECL Categories
    • CECL Details
    • CECL Exceptions Summary
    • CECL Exceptions Detail
    • CECL Validation Reports
    • CECL Analysis and Reporting
      • CECL Analysis Summary
      • CECL Analysis Categories
      • CECL Analysis Details
      • CECL Analysis Forecast Report
    • CECL Subcategories
    • Requesting CECL Loan or Investment Level Documentation
    • CECL Economic Scenarios
    • Q Factor Adjustments
      • Adding Q Factor Adjustments
      • Working with Category Q Factors
      • Q Factor Results in CECL Analysis Grids
      • Q Factor Adjustment Reporting
    • CECL Exception Descriptions
  • Scorecard
    • Scorecard Executive View
    • Scorecard Manager View
    • Scorecard User View
      • Substantiating Information for Categories
      • Scorecard What If Capability
    • Scorecard Setup Process
  • Reporting
    • Viewing Reports
    • Creating Reports
      • Standard Reports
    • Generating Reports
    • Customer Profitability Report Parameters
    • Organization Profitability Report Parameters
    • Pricing Reports
      • Pricing Report Parameters
    • Financial Reporting Parameters
    • ALM Report Parameters
    • CECL Report Parameters
    • Setup Report Parameters
    • Report Writer
      • Installing the Report Writer
      • Report Writer Report Parameters
        • Opening the Report Writer
        • Generating Report Writer Reports
      • Report Writer - Menu Bar Overview
        • Report Writer - File Menu
        • Report Writer - Edit Menu
        • Report Writer - Insert Menu
        • Report Writer - Format Menu
        • Report Writer - Tools Menu
    • Exporting to Synapsys
    • Creating Report Favorites
    • Generating Report Favorites
    • Copying Report Favorites
    • Modifying Report Favorites
    • Sharing Report Favorites
  • Update
    • Daily Update Process
      • Daily Update Process Exceptions Reports
      • Completing the Daily Update Process Manually
      • Daily Update Exception Handling
        • Resolving Errors on the Daily Exceptions Summary Page
        • Resolving Errors on the Daily Exceptions Detail Page
        • Daily Update Process Resolution Methods
    • Monthly Update Process
      • Monthly Update Settings
      • Monthly Update Process Exceptions Reports
      • Completing the Monthly Update Process
      • Monthly Update Exception Handling
        • Resolving Errors on the Monthly Exceptions Summary Page
        • Resolving Errors on the Monthly Exceptions Detail Page
        • Monthly Update Process Resolution Methods
    • Manage Files for the Update Processes
      • Downloading and Viewing Data Files
      • File Layout Setup
        • File Layout Setup Source View
        • File Layout Setup Parsed View
        • File Layout Setup Processed View
        • Mapping Data Fields
      • Adding Files
      • Adding File Layouts
    • Data Field Definitions
      • Data Field Definitions - Loans
      • Data Field Definitions - Deposit Files
      • Data Field Definitions - Services
      • Data Field Definitions - Customer Files
      • Data Field Definitions - Relationship Files
      • Data Field Definitions - Officer Files
      • Data Field Definitions - Transaction Files
      • Data Field Definitions - GL Files
    • Reconciliation Summary
      • Reconciling Balance Sheets and Income Statements
      • Reconciling Cash Flows
      • Reconciling Yields
      • Reconciling Distributed Interest Income/Expense
      • Reconciling Offering Rates
      • Reconciling Supplemental Data
      • Reconciling Key Rates
  • Setup
    • Chart of Accounts
      • Adding Accounts
      • Working with Accounts
      • Payment Type Panel
      • Rate Type Panel
        • Setting Rate Betas and Lags for an Account
      • Prepayments Panel
      • Calculations & Formulas Panel
      • Risk Panel
    • Prepay Tables
      • Adding a Basic Prepay Table and Scenarios
      • Working with Basic Prepay Tables
      • Setting Up a Mortgage Category
      • Working with Mortgage Categories
      • Setting Up an Advanced Prepay Category
      • Working with Advanced Prepay Categories
      • Importing Rates for Prepay Tables
      • Prepayment Methods
    • Decay Tables
      • Adding a Basic Decay Table and Scenarios
      • Working with Basic Decay Tables
      • Setting Up an Advanced Decay Category
      • Working with Advanced Decay Categories
      • Importing Rates for Decay Tables
      • Decay Methods
    • Key Rates
      • Adding Custom Key Rates Categories
      • Adding Custom Key Rates
      • Working with Key Rates
      • Key Rate Sources
    • Supplemental Data
      • Adding Supplemental Data Accounts
      • Working with Supplemental Data Accounts
    • Ratios
      • Adding Ratios
      • Working with Ratios
    • Organization
      • Adding Organizations
      • Working with Organizations
      • Working with Organization Groups
    • What If Models
      • Creating What If Models
      • Working with What If Models
    • Review Structure
    • Setting Up Funds Transfer Pricing
    • Allocations
      • Allocation Rules
        • Allocation Areas
        • Adding Allocation Rules
        • Adding Allocation Rule Groups
        • Managing Rule Sets
      • Allocation Methods
        • Evenly Distribute and Reassign Values Allocation Methods
        • Adding Capital Allocation Methods
        • Adding Direct Transfer Allocation Methods
        • Adding Transfer % Allocation Methods
        • Adding Transfer Price Allocation Methods
    • Assumptions
      • Assumptions Training Videos
      • Loan Applications Setup
        • Adding Loan Expense Assumptions
        • Adding Loan Loss Assumptions
        • Adding Loan Products
      • Setting Up Deposit Applications
      • Setting Up Service Applications
      • Sub-Instruments Setup
        • Adding Sub-Instrument Assumptions
      • Common Assumptions Setup
      • Simulation Sets Setup
      • Loan Status Setup
        • Adding Loan Statuses
    • Assign Ranks
      • Setting Up Rank Tiers
    • Display Settings
    • Setting Performance Objectives
    • CECL
      • Category Assumptions
        • Creating CECL Subcategories
        • Creating Recovery Rates
      • Credit Rating Codes
      • Model Selection
      • Selecting the Primary Economic Scenario
    • Setup Notifications
    • Manage Users
      • Adding a User
      • Working with Users
      • Assigning Scorecard User Access
      • Signing In for the First Time
      • User Roles
        • Administrator User Role
        • Branch Manager User Role
        • Loan Officer User Role
        • Relationship Manager User Role
        • Creating Custom User Roles
        • Adding Nonstandard User Roles
        • User Permissions
        • Assigning Scorecard Permissions
      • Modifying User Details
      • Resetting Your Password
    • Manage Scorecards
      • Adding a Scorecard
      • Working with Scorecards
      • Performance Measures
        • Adding Custom Categories for Scorecards
      • Achievements/Adjustments
        • Adding an Adjustment
      • Parameters
      • Standard Category Descriptions
    • Managing APIs
  • Grids
    • Grids Search
    • Export Data from a Grid
    • Working with Filters
  • FPS System Requirements
  • FPS Security Overview
  • Performing a Hard Refresh for Browser Updates