Main Landing Page
Upon logging in, you'll see a customizable dashboard displaying tables of datasets organized by asset class and product line, as well as a list of recently published research reports. You can hide a card using the icon in the upper right hand corner; to see the card again, select it from the Add a Widget menu.
Core App Navigation
The dynamic lefthand navigation bar expands and collapses as needed, allowing you to explore our full suite of products (which are helpfully grouped at the top of the navigation bar).
- Securitizations
- Portfolio Surveillance
- Credit Facilities
- Tape Cracker
- Data Direct
dv01's Tape Cracker is a self-contained, machine learning product, used for data ingestion, field mapping, and formatting loan datasets originating from multiple sources.
Data Direct, our data-as-a-service product, enables powerful analysis outside of the dv01 web app by seamlessly integrating the normalized data into your internal reporting processes.
The icons at the bottom of the side nav bar contain Help and Support links and the Logout function.
Navigating Inside Core Product Lines
In Securitizations, Portfolio Surveillance, and Market Surveillance, a tabular secondary navigation system allows you to explore the different pages and tools. A clickable trail of "breadcrumbs" on each page also provides at-a-glance confirmation of your current location with the app.
Navigating Across Pools
The Global Search bar displays on all pages to quickly find other data-sets. Alternatively, Pool Selector is used to change datasets and can be accessed by clicking "Add/Edit Datasets" next to the pool name currently chosen.
The Pool Selector window organizes data by product lines (left menu) and asset class (top tabs).
Selecting Multiple Datasets
Selecting more than one dataset will present two options: Apply as a Combined Pool or Apply as a Pool Set.
A Combined Pool (shown below) contains individually selected pools grouped into a single large pool and is backed by the collateral of each underlying dataset.
In contrast, applying multiple pools as a Pool Set (shown below) allows you to compare multiple pools at once without commingling the collateral, keeping each dataset distinct and separate within the analysis. You will see a pill displayed for each selected dataset. Use the green Add/Edit Pools button to change your selected datasets.
Navigating Inside Tape Cracker
Tape Cracker is a workflow-dependent product for working with your own data, and therefore organized differently from our core offerings. Once a dataset, or loan tape, is selected or newly imported, you can move it through the rest of our Tape Cracker tools. Return to My Tapes to select a different dataset.