Relationship Profitability and Pricing 2020.3 Help

Version 2020.3

NOTE: This website is under construction for the new version of RPPS. Some information may be missing or links to documents may be broken until closer to release.

Welcome to Kaufman Hall’s Axiom Relationship Profitability and Pricing (RPPS). RPPS provides financial institutions with a complete picture of each customer's total relationship, and an understanding of how to accurately price and manage that business based on the customer's net contribution and profitability.

This help file provides information on how to use RPPS, such as loading data, running data quality analysis, setting up a yield curve, and using report building functions.

Version 2020.3 features enhancements such as:

Enhancements in this release include:

• Calculations while adding prospective accounts - Use the Calculate function in the Add Prospective Account display to execute calculations on numbers after you type them in the blue text boxes.
• Improved viewability of Scenario Comparison report's PDF output - We updated the layout of the PDF view for the Scenario Comparison report to make the report printable.

See What's new for more information.

Troubleshooting

Need help resolving an error or other issue in Axiom Relationship Profitability and Pricing System?

Search our Troubleshooting knowledge base for answers to common issues.

Latest Updates