Launching Pool Selector

Clicking the pen icon launches the Pool Selector window, which is organized primarily along product lines. Asset classes are separated within each product section, and we've also helpfully broken out your saved pools for easy access. The search feature helps locate pools quickly.

Choosing a Single Pool within a Product Line

In the tab corresponding to your desired asset class, select a single pool and click ApplyNote: if you want to ensure that you stay on your current page, your must de-select your previous pool (either via the checkbox or by clicking Clear All). Selecting multiple pools will take you to Intelligence to compare datasets (detailed below).

Choosing Multiple 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)

You can save your most commonly used datasets (with or without applied filter) for easier access. If you do not wish to save any applied filters alongside your applied datasets, simply clear the filters before saving. 

Applying Saved Pools

Any pools that you create and save can be accessed from the Saved Pools section.