Charting performance over time—by As of Month, Deal Age, and Loan Age—can now be done from a single web page (Analysis). Previously, performance charts were configured across three separate web pages (Historical Analysis, Deal Age Analysis and Loan Age Analysis).
Note: This functionality can be found across the web app (Securitizations, Portfolio Surveillance, and Intelligence)
Navigate to the new page: Securitization/Portfolio Surveillance/Intelligence > Performance/Performance Compare > Analysis
To configure the chart, select Chart Settings > Edit Charts to prompt a user panel
Set your x-axis (As Of Month, Loan Age, Deal Age) and any other performance metrics to analyze. Save changes to render the chart and data table.
Who is impacted?
All Securitizations, Portfolio Overview and Market Surveillance users
Why is this important?
Consolidating steps to allow users to analyze performance metrics from a single interface improves the overall user experience.
dv01 support: Analyzing Performance with Deal Age, Loan Age, and Historical Analysis