How to use Pulse

Field:

Description:

  Pulse

Toggle this button to provide access to the Pulse Dashboard.

Field:

Description:

Selecting the Widget Visualization

Enables you to change the visualization of the widget.

Adding Data to the Widget (Data Panel)

Used for selecting the values that you want to appear in the widget and those needed for grouping the data. The options differ depending on the visualization (chart type).

Previewing the Widget

The center of the window displays the current design and content of the widget, which automatically changes each time you select a different option in this window.

Adding a title to the dashboard

Click Set a Title and type in a new title for the widget. You can also add a widget title directly from the dashboard without entering the Widget Designer.

Accessing More Options

Displays a menu of additional options for the widget.

Filtering the Widget (Filter Panel

Lets you manage the filters that affect this widget. Learn more in Introduction to Filters..

Designing the Widget (Design Panel)

Provides a variety of options for fine-tuning the appearance of the widget, including labels, legends, line types and more. Some of these options need to be turned on for you to configure them. The options differ depending on the visualization (chart type).

TIP: Setting the Widget Style(Widget Style)

Provides a variety of options for customizing the appearance of the widget, including backgrounds, borders, corners, and more.

Update on every change

When selected, data changes are automatically and dynamically updated in the display. Not selected - you have to click UPDATE to display your latest changes in the widget. Clearing this check box may be useful when you are working with very large datasets where query times might be slower.

Field:

Description:

Area Chart

An Area Chart is very similar to a Line Chart except that the areas under each line are filled in (colored), and it is possible to display them as stacked. The chart is recommended for displaying absolute or relative (stacked) values over a time period.

Area Map

Area Maps allow you to visualize geographical data as polygons on a map.

TMO uses a cloud service to position data points on the map using a geocoding service.

You can use your data to affect the color of the areas.

Bar Chart

The Bar Chart is commonly used to compare many items. The Bar Chart typically presents categories or items (descriptive data) displayed along the Y-Axis, with their values displayed on the X-Axis. You can also break up the values by another category or groups.

Box & Whisker Plot

The Box & Whisker Plot, or Box Plot, widget is a convenient way of visually describing the distribution, variability, and center of a data set along an axis.

Box Plots are divided into four quartiles. The middle quartiles are represented by a box that contains 50% of the data and the median value. The upper and lower quartiles contain the maximum and minimum values and the remaining 50% of the data. These quartiles are represented by lines called whiskers.

The maximum and minimum values can be adjusted when defining your box plot. By default, these values are within 1.5 times of the IQR (Interquartile Range), however you can set them to the actual maximum and minimum values or to within one standard deviation of the mean of your data.

Calendar Heatmap

The Calendar Heatmap widget visualizes values over days in a calendar-like view, making it easy to identify daily patterns or anomalies.

Column Chart

The column chart can be used in different business scenarios, especially for comparing items, and comparing data over time. The chart can include multiple values on both the X and Y-axis, as well as a breakdown by categories displayed on the Y-axis.

Funnel Chart

The funnel chart shows stages in a process that are sequentially dependent. The funnel shape helps you track the health or validity of any process. For instance:

●       Tracking sequential data that moves through stages

●       Representing a greater number of items in the first stage versus a smaller number in the final stage

●       Calculating the results of customer leads through sale conversions

●       Measuring the progress of a marketing campaign from impressions to interactions

●       Revealing bottlenecks in a linear production and manufacturing process

●       Adjusting the size of clinical medical trials based on size of test and control groups

●       Measuring the progress and success of click-through advertising/marketing campaigns

Indicator

The Indicator widget provides various options for displaying one or two numeric values as a number, gauge or ticker. It also provides the option to add additional titles and a color-coded indicator icon representing the value, such as a green up arrow or a red down arrow.

Line Chart

The line chart can be used for various business cases, including:

●       Comparing data over time, for example: to analyze sales revenue for the past year.

●       Comparing changes over the same period of time for more than one group or category. Example: Analyze expenditures of different business units for the past year.

Pie Chart

The Pie chart is used to display proportional data, and/or percentages.

Pivot Tables

Pivot tables are one of the most useful widgets for visualizing data. They enable you to quickly summarize and analyze large amounts of data.

Polar Chart

Use the polar (radar) chart to compare multiple categories/variables with a spatial perspective in a radial chart.

Scatter Chart

The Scatter Chart displays the distribution of two variables on an X-Axis, Y-Axis, and two additional dimensions of data that are shown as colored circles scattered across the chart.

Scatter Map

Scatter Maps allow you to visualize geographical data as data points on a map. TMO uses a cloud service to load the background tiles of the map, and position data points on the map using a geocoding service.

Sunburst

The Sunburst widget is similar to a pie chart but is multi-dimensional. Whereas a pie chart combines one field and one numeric value, the Sunburst widget can display multiple rings, one for each field. Each ring in the Sunburst shows a breakdown of its parent ring slice.

Table

The Table widget displays a broader view of your data, presenting it in columns, with as many fields and as many metrics as necessary, tailored to your needs.

Text Widgets

You can add Text widgets to create titles and texts that stand out, or when you want to add more descriptive explanations to your dashboard and surrounding visualizations.

In the Text widget's settings, you can find plenty of options for creating different text styles. Some examples of what you can do include changing the font color, selecting a background color, adding hyperlinks, and defining the text alignment

Treemap

Treemap is a multi-dimensional widget that displays hierarchical data in the form of nested rectangles. This type of chart can be used in different scenarios, for example, instead of a column chart if you have to compare too many categories and sub-categories.

Table:

Description:

Loan Servicing Metrics

This table provides most recent snapshot of all loans and key loan data. This table contains one record for every loan and provides the most up to date snapshot of key loan parameters.

Lender History Metrics

Contains all lender and vendor transactions.

Field:

Description:

Account

Loan account number

Updated Date Time

Date and time when the loan was last updated

Next Due Date

Next payment date

Paid To Date

The date interest is paid to. This date is always in arrears and a period earlier than the Next Payment Due date. For example, the paid to date for a loan with a monthly frequency and a next payment due date of 5/1/2007 is 4/1/2007. This field does not apply to Lines of Credit or Construction loans.

Closing Date

Closing date from terms page

Paid Off Date

Paid Off date from terms page

First Payment Date

First payment date as entered on terms screen

Created Date

The date when loan record was created in the system

Loan Balance Past Maturity

Any outstanding amount of a loan that remains unpaid after its maturity date.

Original Loan Balance

The original amount of the loan.

Current Loan Balance

Current principal balance of the loan.

Unpaid Late Charges

This is the total amount of late charges that have been assessed but not yet paid.

Unpaid Interest

This is the total amount of unpaid interest due on this loan.

Original Loan Term

Number of months from loan’s origination date until it’s maturity date.

Remaining Loan Term

Number of months left until a loan reaches its maturity date.

FICO Score

Primary borrower's FICO score.

Loan Priority

Loan priority as appears on Terms page in the loan file.

Primary Property Type

Property type for the primary property

Property State

Property Province

State/Province of primary property

Property City

City of primary property

Property County

County of primary property

Property Zip Code

Property Postal Code

Zip/Postal Code of primary property

Property Occupancy

Primary property occupancy

Aggregate Appraised Value

Total appraised value of all properties securing the loan.

LTV

Loan-to-value rate.

Maturity Date

The maturity date for the loan. This is the date on which the loan must be paid in full.

Apply To P&I

The amount of the total payment to be applied towards principal and interest.

Apply To Reserve

The amount of the total regular payment to be applied towards Reserve.

Apply To Impound

The amount of the total regular payment to be applied towards Impound.

Apply To Other

Other payments included in total regular payment amount

Regular Payment

Total regular payment.

Note Rate

The loan's annual interest rate. This is the interest rate used to calculate borrower's interest due.

Sold Rate

The annual interest rate to be paid to participating lenders.

Loan Code

Loan code as entered on details page of loan terms.

Loan Officer

The name of the loan officer associated with the loan.

City

Borrower's city.

State

Borrower's state. (US)

Province

Borrower's Province. (Canada)

Zip Code

Borrower's zip code (US).

Postal Code

Borrower's postal code (Canada).

Days Overdue

The number of days that have elapsed since a loan payment was due but.

Days Overdue Groups

Allows grouping loans by number of days overdue to simplify reporting. Following groups are provided:

·         Current

·         1-30

·         31-60

·         61-90

·         91-120

·         121-150

·         Over 150 days

LTV Range

Shows LTV Range for the loans. Allows grouping loans based on LTV:

·         50% or

·         50-60%

·         60-65%

·         65-70%

·         70-75%

·         75-80%

·         80-85%

·         85-90%

·         90% or More

Field:

Description:

Date Created

Date and time when the transaction record was added to the database.

Date Last Updated

Date and time when the record was last updated.

Check Date

Date of the check

Payment Code

Check Amount

The amount of the check.

ACH

Y or N indicator

Service Fees

Amount applied to service fees

GST

Goods and Services Tax

Applied To Interest

Interest

Applied To Principal

Principal

Applied To Late Charges

Late Charges

Charges Principal

Amount applied to charges.

Charges Interest

Interest accrued on charges.

Applied To Prepay Fee

Prepay Fee

Applied To Trust

Amount applied to trust

Other Taxable

Other taxable fees

Other Non-Taxable

Other non-taxable

Other Payments

Amount applied to other payments

Lender Account

Lender account