Mapping data types

This dimension is a table that contains a list of standard Axiom data types. The system uses data types to differentiate balances in General Ledger (GL) tables. For example, data types AVG (average) and EOM (end of month) allow Axiom to day weighted average and end of period balances of GL account and department combinations.

At the top of the page, the system displays when the table was last updated. You can perform the following actions to manage data types:

  • Edit existing data types directly in the table.

  • Add one or more new data types directly in the table.

  • Manage the list of data types outside the system by downloading the table to Excel, make your changes, and then upload the table to the system. This allows you to make larger changes more easily. For more information, see Editing a dimension using a spreadsheet.

  • Download a template of the table to add data types. For example, when you are performing the initial system setup.

Adding or editing a data type

NOTE: The system can only display up to a maximum of 10,000 records. Use the filter to increase or decrease the records returned in the table.

To add or edit a data type:

  1. On the Manage Data tab of the System Administration page, click the Dimensions sub-tab.

  2. From the drop-down list, select DTYPE, and click Open.

  3. In the table, do any of the following:

    • To add a single data type, click Add Row. The new row displays at the bottom of the table. Enter information in each column. After you save, the table will display the new row in order by the DTYPE column.

      NOTE: You can optionally add multiple data types by clicking Add Rows. This displays the Add Rows dialog box, where the system will prompt you to enter the number of rows to add.

      IMPORTANT: If you add a new record that already exists in the table, the system will overwrite the original column values with your new entries when you save your changes. We recommend that you review your entries before saving any changes.

    • To edit a data type, click in the cell(s) to make your changes.

    • To undo your changes, click the left arrow icon.
    • To redo your changes, click the right arrow icon .
  4. When you finish making changes, click Save.

Deleting a data type

IMPORTANT: If the record is currently used in the system or has historical data assigned to it, Axiom may not allow you to delete the record.

To delete a data type:

  1. On the Manage Data tab of the System Administration page, click the Dimensions sub-tab.

  2. From the drop-down list, select DTYPE, and click Open.

  3. In the table, select the row to highlight it, and then click Delete Row.

  4. At the confirmation prompt, click OK.
  5. When you finish making changes, click Save.

Filtering records

To filter records:

  1. Click the funnel icon in the upper left corner of the page.

    TIP: To keep the Filter panel open and in place, click the pin icon in the upper right corner of the panel. To close the panel, click the pin icon again.

  2. In the Maximum Records (Up to 10,000) field, type the number of records to display (up to 10,000).
  3. In the Filter box, you can narrow down the records to display by selecting or creating a filter using the Filter Wizard. To access the Filter Wizard, click Edit. If you are familiar with writing filter statements, you can type the statement syntax directly in the Filter box. For more information, see Filter criteria syntax.
  4. Click Apply.

Column descriptions

For column descriptions, see Common dimensions.

List of Axiom data types

The following table lists the available Axiom data types listed in the DTYPE column of the table:

DTYPE Description
NA Not Assigned
ANNCFFTP Annualized FTP on total cash flow
ANNCFINT Annualized interest on total cash flow
ANNFASB Annualized FASB fees earned for yield reporting
ANNFEE Annualized loan fees - yield reporting (non FASB)
AnnFTP Annualized FTP
ANNFTPSPRD Annualized FTP Spread
AnnInt Annualized Interest
AVG Average Balances
BALLOON Contractual balloon payment cash flow
BEGBAL Beginning Balance
CF Total cash flow
CHARGEOFFRATIO Monthly Loan Charge Off Ratio
CONCF Contractual principal payment cash flow
COVERAGERATIO Loan Loss Allowance Coverage Ratio
ENDBAL Ending Balance
EOM End of Month Balances
FASB Periodic FASB fees earned for yield reporting
FEE Periodic loan fees - yield reporting (non FASB)
FINSTATMTD Financial Statistic - Monthly values
FINSTATQTD Financial Statistic - Quarterly values
FINSTATYTD Financial Statistic - Year to date values
FTP FTP Monthly Interest/Expense
FTPSPRD FTP Spread
INT Interest
MTD Month to Date
NVAMOUNT New volume portfolio - monthly production
NVANNFTP New volume portfolio annualized FTP
NVANNINT New volume portfolio annualized interest
NVENDBAL New volume portfolio cumulative ending balance
PPCF Prepayment cash flow
RATIOMTD Financial Ratios - Monthly values
RATIOQTD Financial Ratios - Quarterly values
RATIOYTD Financial Ratios - Year to date values
RECOVERYRATIO Monthly Loan Recovery Ratio
STAT Statistical data
TgtAvgBal Target average balance for budgets
TgtEndBal Target ending balance for budgets
TgtNVBal Target new volume balance for budgets