Overview of Axiom RPPS reports

The following table lists the reports available for the Relationship Profitability and Pricing System (RPPS):

Report Description
Account Detail report Provides income, expense, and transaction details at the account level.
Account Recap Allows you to view attribute and profitability metric data for an account.
Contribution Analysis

The Contribution Analysis report is located in its own category. This report provides two dashboards:

  • Product Contribution Vintage Analysis - Allows you to analyze historical contribution trends by product for a selected year and to see how much of the current contribution for a selected product has been originated through time.
  • Portfolio Contribution Maturity Analysis - Allows you to analyze how a selected product's current profitability will be running off over the next 12 months.
Institutional Ranking report Provides a ranking of relationships within your institution.
Analytical reports
  • Metric Analysis - Includes KPI metrics for the relationships with the highest monthly contribution, 12 month contribution, and 12 month Risk Adjusted Return on Capital (RAROC) as well as the lowest monthly contribution, 12 month contribution, and 12 month RAROC.
  • RM Ranking - Includes a ranking of the top and bottom ten relationship managers by 12 month contribution and 12 month RAROC.
  • Decile Analysis - Includes a decile analyis for 12 month contribution and 12 month RAROC metrics. There are 10 deciles for both metrics. Each decile contains 10% of institution wide relationships. Decile 1 is the highest performing decile with Decile 10 being the lowest performing.

  • Decile by RM - Includes a decile analysis for 12 month contribution and 12 month RAROC metrics by Relationship Manager.

Non-supervisor restricted reports
  • Individual RM Metric Analysis - Includes the metric analysis for the individual Relationship Manager logged into Axiom Axiom RPPS. Provides KPIs based on their specific portfolios and a list of highest and lowest contributing relationships by monthly contribution, 12 month contribution, and RAROC.
  • Individual Monthly Change Analysis - Includes the monthly change analysis for the individual Relationship Manager logged into Axiom Axiom RPPS. Provides monthly KPIs for the current publish date and the preceding month.
Portfolio Ranking report Ranks the relationships within a portfolio owned by the selected relationship manager.
Portfolio Analysis Monthly Change Analysis by RM report - Provides a ranking and analysis of contribution of each Relationship Manager. The Supervisor role can select individual Relationship Managers to view detailed data specific to that individual.
Product reports
  • Loan Concentration - Includes dashboards with analysis of loan concentration for all product types, loan concentration for all products across and within states. Metrics include current balance, net contribution, RAROC, allocated capital for product types, and allocated capital for states.
  • Deposit Concentration - Includes dashboards with analysis of deposit concentration for all product types, deposit concentration for all products across and within states. Metrics include current balance, net contribution, RAROC, allocated capital for product types, and allocated capital for states.
  • Product Comparison - Includes KPIs, graphs, and a ranking to allow you to compare products for a selected month.
  • Loan to Deposit Analysis - Includes Loan to Deposit Vintage and Prospective (Maturity) analyses allowing you to view historical trends for loans and deposits for a selected year as well as determine the effect of maturing dollars (or cumulative maturing dollars) on overall portfolio performance.
Relationship Summary report Provides a 12-month relationship summary for the relationship.
Submitted Pricing Scenarios View submitted pricing scenarios