Interest Bearing Map updated and moved to the web

Why use this feature

The Interest Bearing Map driver has been separated into two components—Balance Sheet Account Settings and Balance Sheet Projection Drivers–and migrated to the web.

The Balance Sheet Account Settings contains properties to manage user interaction in the balance sheet budget utilities. These properties, once set up, are rarely changed. The Balance Sheet Projection Drivers allow you to set the properties used to calculate interest income and expense on projected balances, and provides administrators the ability to map accounts to interest rate and FTP indexes, allocate new volumes by interest type, and select the appropriate runoff schedule for budgeted new volumes.

By separating these two functions of the Interest Bearing Map driver and moving them to the unified platform, users will have easier access to more commonly used settings.

How this feature works

What: The Interest Bearing Map driver has been separated into two components—Balance Sheet Account Settings and Balance Sheet Projection Drivers–and migrated to the web. Users will no longer need to open Excel or the Desktop Client to access these drivers.

Where: Both new drivers are accessible from the Drivers & Assumptions tab when viewing any budget, forecast, or scenario from the Command Center.

Who: Administrative users with access to the Command Center will be able to view the new drivers.

How: From the Command Center, click Financial Planning, and open any budget, forecast, or scenario. Then click the Drivers & Assumptions tab to access the two new drivers.

Where to find more information

See the following topics: