- Choosing a Single Pool within a Product Line
- Comparing Two or More Pools in Intelligence
- Choosing Pools for Comparison
- Saving Pool Sets and Filters
- Applying Saved Pools
Following the same logic as the rest of the application, the pool selector is primarily organized along product lines. There is an All Datasets section (or you can search the dedicated product sections), while a saved pools section has been added for easy access. Each product line will only show pools related to that specific product, while All Datasets presents all possible options on one screen, organized by platform/originator and asset class. All sections are easily searchable according to deal name, originator, etc.
Choosing a Single Pool within a Product Line
Click on the green pen icon next to the pool name.
In the tab corresponding to your desired asset class, select a single pool and click Apply. Note that if you want to stay where you are in the app, your must de-select your previous pool when you choose your second pool, or you will be taken to intelligence to compare datasets.
Comparing Two or More Pools in Intelligence
If you are using a tool within a Product Line that allows for multiple pool comparisons, you will see a blue Compare button next to the selector. Choosing at least one additional dataset and applying your choices will redirect you to the Intelligence section for dataset comparison.
Choosing Pools for Comparison
There are two ways to evaluate multiple pools within the app. The Combined Pool feature aggregates multiple selected pools into a larger single pool, underpinned by the combined collateral of all the underlying datasets. In contrast, applying multiple selected pools as a Pool Set allows you to view multiple pools at once without commingling the collateral; this keeps each pool distinct and separate within the analysis.
Within a product line, click the edit pen icon (and/or the blue Compare button if present) next to the current selected pool.
When at least two datasets are chosen, the options to Apply as a Combined Pool or Apply as a Pool Set become available. While each button determines how the datasets will be displayed, both buttons will still direct you to the same relevant page in Intelligence.
Saving Pools (With or Without Filters)
For your most commonly used datasets, save your unique combination of dataset(s) and filter(s) for easier access. If you do not wish to save any filters along with your datasets, simply clear the filters before saving. As mentioned above, saved pools can be found and loaded via their dedicated section in Pool Selector.
Applying Saved Pools
Any pools that you create and save can be accessed from the Saved Pools section.