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To generate expert comments that compares a customer's
financial data to a Financial Benchmark A portfolio that aggregates financial statement data for a group of
customers fromyour
eCredit database. You define rules to select the customers included in
the portfolio. eCredit calculates an average financial statement and cash
flow statement, and the quintile distribution for the ratios for the portfolio
members. You can use thisdata
as benchmarks when analyzing risk for customers that are comparable to
the portfolio members.
or Standard portfolio: A standard portfolio stores the percentile distribution for financial
ratios obtained from external databases of industry standards. This distribution
is used to generate Expert Comments through the Financial Analysis feature.
You use the Portfolio Management module to enter standard portfolios.
Select the
customer. How? Select the
Financial Analysis tab.
The Financials screen appears. In the Portfolio
field, select the portfolio you want to compare to the selected statement.
You can generate Expert Comments using a Financial Benchmark or a Standard
portfolio. In the Quarter
field, select the financial quarter for the portfolio. Select the
check box for the statement you want to compare to the portfolio. Click Expert
Comments.
The Expert Comments screen appears. To print the
Expert Comments, click Print. To scroll down
to a particular section, select the section from the list at the top of
the screen. |
