Insights - Feature Enhancements in 22.3 November Service Pack

Two new filters are now provided to help Insights users better analyze their data.

Lien Position - A new Lien Position option is now available in the Manage Filters panel. Select this option to display the First Lien and Second Lien options in the Filters panel. Insights users can then select one or both of these lien options to filter the data they are analyzing by the Encompass loan's lien position (field ID 420).

          

The Lien Position option is also available to select in the Segment By filter drop-down list on the Benchmark tab. Select the Lien Position option in the drop-down list to filter the data view by First Lien or Second Lien. After selecting the Lien Position option in the drop-down, you can then select the First Lien or Second Lien option to apply the desired segment.

Generation - A new Generation option is now available in the Manage Filters panel. Select this option to display the various generation options in the Filters panel. Insights users can then select one or more of these generation options to filter the data they are analyzing.

        

The Generation option is also available to select in the Segment By filter drop-down list on the Benchmark tab. Select the Generation option in the drop-down list to filter the data view by First Lien or Second Lien. After selecting the Generation option in the drop-down, you can then select a resulting option to apply the desired segment.

The generation options are based on the borrower birth date (field ID 1402) in the Encompass loan file and the birth year ranges listed below. If the birth date is not provided, the borrower average age (derived from Encompass field ID 38) is used is to calculate the borrower birth year by subtracting borrower's average age from the year indicated in the GFE Application Date (field ID 3142)).

Generation Name	Birth Year Range
Greatest	1901 - 1927
Silent	1928 - 1945
Boomers	1946 - 1964
Gen-X	1965 - 1980
Millennials	1981 - 1996
Gen-Z	1997 - 20212
Gen-Alpha	2013 - 2025

Insights now offers lenders the ability to drill down into the health of their company by introducing the new branch analytics feature. From the "My Data" pill, track and monitor the performance of your branch offices. The Insights views by branch(es) leverages your organization hierarchy [Field OrgID] indicated in your Encompass Settings. In previous versions of Insights, lenders could only view their 'My Data' from an organization standpoint as a whole. By providing the new branch analytics capability, Insights now enables users to gain insights into how their predefined branches are performing within the organization.

New Branches Column - Administrators utilizing the Admin Settings screen to configure Insights users in their organization now see the Branches column that indicates the assigned branches for each user. By default, All Branches is selected for new users.

Assigning New and Existing Users to a Branch - When adding a new Insights user or modifying the settings for an existing user, administrators can select the branches to add the user to.

To edit the branches for an existing user, hover over the user's row, and then click the resulting Edit (pencil) icon that displays.

Apply Branch Data to Inquiry Paths - Once assigned to a branch, the user will be to add or remove their branches from the 'My Data' view when analyzing data on the Benchmark, Map Count/Average, and Map Trends tabs.

View the Performance at a Glance Dashboard Based on Branch Selections - In the Performance at a Glance Dashboard, in all areas where "My Data" is displayed under the Overall Performance, Loan Characteristics and Borrower Characteristics tables, the data displayed is now based on the users' applied branch filter. This enables users to view the overall performance metrics for the branches they want to analyze.