Common icons in the Assumption Interface has been implemented for the following assumption areas:
Reinvestment Rates |
- Advanced Income Shock and Budgeting |
Prepayments |
- Advanced Income Shock, Budgeting, and Advanced Economic Value of Equity (EVE) |
Discount Rates |
- Advanced Economic Value of Equity (EVE) |
Tree Structure Icons:
- Accounts that are marked with the red arrow pointing to the left and upward are accounts that are inheriting their assumptions from the account above it in the chart of accounts structure.
- This icon indicates the account is inheriting its assumption from the account above it at the bank level. You will see this icon if you have selected a branch tab.
- The green arrow pointing to the left and upward indicates that this subtotal contains accounts or other subtotal at a lower level that have assumptions assigned to them. This provides an indication that assumptions exists even when the subtotal structure is collapsed.
- Accounts that are marked with a green check mark are accounts that have assumptions assigned to them. If these accounts are subtotal accounts, then those assumptions will flow down to the accounts totaling into these subtotal accounts.
-This icon indicates assumption on the account has been made at the bank level. You will see this icon if have selected the branch level for viewing and reporting.
- This icon indicates assumption on the account has been made at the branch level. You will see this icon at the bank level. This icon is used in the following tabs: Growth, Reinvestment, Prepayment, and Discount.
- This icon indicates the assumption was placed at the item level. Item level assumptions can only be placed at the bank level.
- The system also provides for split assumptions by item type, i.e. Fixed, Floating and Adjustable, at the account level. If such a parameter assignment was made, the system will display a triple check mark.
-This icon indicates the split assumptions on the account has been made at the bank level. You will see this icon if you have selected the branch level for viewing and reporting.
- This icon indicates the account(Goodwill) has been excluded from EVE processing by checking the EVE Exclude box in the Param. Setup/Chart of Accounts tab. This icon is only active in the EVE module.
Accounts without Assumptions
Accounts without assumptions will not show any kind of icon (you will see dashes instead.)