Concentration Risk Analysis (2)

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IRSKANL-02

Risk Analysis

4592

þ As of Month End

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Access this screen after defining a segment on the previous screen and pressing Enter.

NOTE: Because this dashboard uses end-of-month data, activity during the current month will not be included in this analysis.

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This second Concentration Risk Analysis screen lists the accounts included in the segment (as defined on the previous screen). Included are many figures about their status, such as the number of days that they have been delinquent. (Loans delinquent at least sixty days are highlighted.)

To sort the columns ascending and descending order, such as the delinquent days column, click on the headers of the columns.

Use Summary (F12) to advance to the first analysis screen.

Field Descriptions

Field	Description
Concentration Risk	The concentration risk of the segment as defined on the previous screen.
Total balance includes	Indicates whether the segment includes credit union owned loans, investor owned loans or both.
Net worth	The net worth entered on the previous screen.
Total balance	The total balance of the loans included in the segment.
Loans selected	The number of loans included in the segment.

Buttons

Buttons	Description
Export (F9)	Use this to move to a screen that allows you to export the data for use with Member Connect or CU*BASE Report Builder (Query).
Member Connect (F10)	After creating a database file using the Export feature, use F10-Member Connect to contact those members.
Category Description/Member Name (F11)	Toggles the second column between member name and the category description.
Show Employees Only/Show All (F14)	Toggles the account selection between showing employees and all member records.
Summary (F12)	Takes you to the first analysis screen.
Data Source (F15)	Use this to view the tables and columns used to derive the data in this dashboard.