Time Deposit and Loan Trends
Contents
1. 2011 djay Saysoney saoinies Time Deposit and Loan Trend DEC 676 825 88 0 00 Time Deposit Growth Trend Time Deposit andimpe Peroa vear O vwm AUG 2 436 435 62 0 00 SEP 1 992 915 39 0 00 OCT 17 247 535 24 0 00 NOY 663 018 74 0 00 DEC 11 361 122 85 0 00 Amountin Billions g E Z amp 3 lt m a m eae 7 a m JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC OTEN FEB MAR APR may PAULA A Mvex 2010 Year 201 Peroa Depost tom Merosi ff auc 20 654 64 2 436 435 62 SEP 2 310 472 04 1 992 915 39 7 i OCT 33 049 93 17 247 535 24 Loan Disbursement Trend Time Deposit ang 5 TA SME 676 825 88 11 361 122 85 Year Wise Comparision Time Deposit and Loans 2011 400 Amountin Millions o A E E E E E o JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY Wives 2010 ves 2011 Year Wise Comparision WDo posi e Time Deposits Growth Trend histogram Time Deposit Growth Trend 1200 1000 800 600 400 200 o 4 r r r r Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Figures in 000 m Year 2009 WE Year 2010 Year wise comparision Time Deposit and Loan Trends 8 03122014 Time Deposit and Loan Trends Fiserv e Loan Disbursement Trend histogram Loan Disbursement Trend 1200 1000 Be a a E m n 8 soo E2 gg i s 400 4 Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec2. E Year 2009 Year2010 Figures in 000 E E 200 7 Year wise comparision Time Deposits and Loans histogram Time Deposits and Loans Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec E Deposit Loan Year 2010 Time Deposit and Loan Trends 9 03122014 Time Deposit and Loan Trends Fiserv e Time Deposits and Loans histogram Time Deposits and Loans 1200 1000 S s800 a ij g 600 7 5 400 if 200 o i Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec E Deposit E Loan Year 2009 Field Listing Field Description Branch This combo box enables the user to select the required branch available at the Financial Institution level The user can also select the ALL option to view the data for all the branches at the Financial Institution level By default this drop down list displays the user s logged in branch as selected Monthly On selection this radio button produces the data on the monthly basis Quarterly On selection this radio button produces the data on the quarterly basis Year This text box enables the user to enter the required calendar year for which the data is to be analyzed Depending on the calendar year the Time Deposits and Loans screen displays two graphs Time Deposits and Loans Selected Year and Time Deposits and Loans Previous Year Application Messages Application M
3. e total value of the new Time Deposit accounts over a period of a month or a quarter at the branch level or at the institution level for the respective selected year and the related previous year The account only with the Account status as ACT DORM IACT CLS where the relevant transaction s status is completed will be considered The graph will show the relevant figures in O00 or in Millions or Billions etc based on the minimum and maximum values and accordingly will plot the scale Time Deposit and Loan Trends 3 03122014 Time Deposit and Loan Trends Fiserv e The Loan Disbursement Trend histogram This graph displays the growth of new additional disbursement for the Loan accounts over a period of a month or a quarter at the branch or at the institution level for the respective selected year and the related previous year The graph will show the relevant figures in 000 or in Millions or Billions etc based on the minimum and maximum values and accordingly will plot the scale e The Time Deposits and Loans Selected Year histogram This graph displays the growth of Time Deposits Accounts and Loans accounts disbursement trend over a period of a month or a quarter for the selected year This graph calculates and represents the Credit Deposit Ratio at the branch or at the institution level The graph will show the relevant figures in 000 or in Millions or Billions etc based on the minimum and maximum values and
4. accordingly will plot the scale For time deposit accounts only with the Account status as ACT DORM IACT CLS and for Loans all accounts where the relevant transaction s status is completed will be considered e The Time Deposits and Loans Previous Year histogram This graph displays the growth of Time Deposits Accounts and Loans accounts disbursement trend over a period of a month or a quarter for the year previous to the selected year This graph calculates and represents the Credit Deposit Ratio at the branch or at the institution level The graph will show the relevant figures in 000 or in Millions or Billions etc based on the minimum and maximum values and accordingly will plot the scale For time deposit accounts only with the Account status as ACT DORM IACT CLS and for Loans all accounts where the relevant transaction s status is completed will be considered The Financial Institution will be required to consider the following exclusions e For Time Deposit accounts only Active Dormant Inactive Closed accounts will be considered and accounts with other status will be excluded e For Loan accounts all accounts will be included where disbursement has taken place Only the transaction s NDSB New Loan Disbursement PDSB Principal Disbursement XDSB External Prin Disbursement with status as completed will be considered Note A new AuthCd AVSO has been associated with only thos
5. an Trend OCT 33 049 93 Time Deposit Growth Trend Time Deposit andimpe Period Year2oo veram JUN 553 498 30 0 00 JUL 1 167 493 52 0 00 AUG 2 436 435 62 0 00 SEP 1 992 915 39 0 00 OCT 17 247 535 24 0 00 80 60 40 20 e S 2 E 3 o E lt o m a m eae 7 a m JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC OTEN FEB MAR APR may PULLAN A Mvex 2010 Year 201 Peroa Depot tom Bibeposit JUN 5 016 75 553 498 30 JUL 100 000 007 07 1 167 493 52 m m AUG 20 654 64 2 436 435 62 Cj Loan Disbursement Trend Time Deposit and Saat Tees ais a 33 049 93 17 247 535 24 Year Wise Comparision Time Deposit and Loans 2011 400 Amountin Millions Amountin Millions o ss es 0 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY Wives 2010 ves 2011 Year Wise Comparision Bbeposit PRODUCTION 100000249911 Time Deposit and Loan Trends 7 03122014 Time Deposit and Loan Trends Fiserv CORE The Bank of TB20081 TEST SYSTEM Maintenance Loans Collateral Institution Inquiries Year End Reporting Investor Loans Manage Tax and Insurance Files MyForms System Logout 4 d Service open s d solutions View Data Tickler Inquiry Information Inquiry Information Time Deposit Growth Trend D O aa Peroa verano O vn Search Criteria AUG 20 654 64 0 00 SEP 2 310 472 04 0 00 OCT 33 049 93 0 00 NOY 1 231 28 0 00 Branch Main Office Monthly O Quarterly Year gt
6. arch Criteria 42 455 56 309 607 64 4 902 02 Time Deposit and Loan Trend 26 694 99 Branch Main Office Monthly O Quarterly Year 2011 djay Sayuoaey SIIS Time Deposit Growth Trend Time Deposit andi 80 92 140 60 5 428 327 78 106 029 306 91 1 194 096 30 2 599 892 06 60 40 20 g s H 3 o E lt os se mo om a m 0 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY Wve 2010 ves 2011 Year Wise Comparision Deposit 42 455 56 428 327 78 i 309 607 84 106 029 306 91 Loan Disbursement Trend Time Deposit anc aan RE 26 694 99 2 599 892 06 400 Amountin Millions Amountin Millions o a E E E O E o JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY Wives 2010 ves 2011 Year Wise Comparision bbeposit Time Deposit and Loan Trends 6 03122014 Time Deposit and Loan Trends Fiserv CORE The Bank of TB20081 TEST SYSTEM Eek Maintenance Loans Collateral Institution Inquiries Year End Reporting Investor Loans Manage Tax and Insurance Files MyForms System Logout 4 d Service open ices d solutions View Data Tickler Inquiry Information Inquiry Information Time Deposit and Loan Trend Time Deposit Growth Trend i Search Criteria JUN 5 016 75 JUL 100 000 007 0 AUG 20 654 64 SEP 2 310 472 04 Branch Main Office Monthly O Quarterly Year gt 2011 djay Saysoney saoinies Time Deposit and Lo
7. e Applications which have the drop down list Branch and where the user has the option to make a selection for a branch or for all the branches by selecting the option ALL If the AuthCD AVSO is not associated then the drop down list Branch will be disabled and will display only the current logged in as the default branch However if AVSO is associated then the drop down list Branch will be enabled and the user will have the option to make a selection for a branch or for all the branches by selecting the option ALL This application provides the drop down list Branch where the user will be required to select the appropriate branch and therefore the Financial Institution will be required to provide a set up for this AuthCd and then associate the same with the respective new screen s Time Deposit and Loan Trends 4 03122014 Time Deposit and Loan Trends Fiserv Screens This application is available from the new screen Time Deposit and Loan Trend and is accessible through following navigation Navigation Time Deposit and Loan Trend Services gt Services gt Inquiries gt Time Deposit and Loan Trend This screen also has a quick panel View Data On click this panel displays the information correspondent to the graphical representations in a grid format This helps the users to quickly analyze the data in form of figures for various business purposes The user can also copy this data by selecting the required rows Screen App
8. earances Time Deposit and Loan Trend CORE The Bank of TB20081 TEST SYSTEM EEk Maintenance Loans Collateral Institution Inquiries Year End Reporting Investor Loans Manage Tax and Insurance Files MyForms System Logout GP x0 _ 7A solutions ervices Tickler Inquiry Information Inquiry Information x Time Deposit and Loan Trend Search Criteria Branch Main Office Monthly O Quarterly Year 2011 Time Deposit and Loan Trend Time Deposit Growth Trend Time Deposit and Loans Year 2010 Amount in Billions Amountin Billions MEE EE E a E E E FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC 0 JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Wives 2010 ves 2011 Year Wise Comparision WDo posi Hoan Loan Disbursement Trend Time Deposit and Loans Year 2011 Amountin Millions sa eee eee FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Amountin Millions 0 EE EE EE E EE EE ee E JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Wv 2010 ves 2011 Year Wise Comparision deposit Hoan Time Deposit and Loan Trends 5 03122014 Time Deposit and Loan Trends Fiserv CORE The Bank of TB20081 TEST SYSTEM Eek Maintenance Loans Collateral Institution Inquiries Year End Reporting Investor Loans Manage Tax and Insurance Files MyForms System Logout 4 d Service open ices d solutions View Data Tickler Inquiry Information Inquiry Information Time Deposit Growth Trend Time Deposit and Loan Trend Se
9. essage Description the input This is required field please provide Year The value entered cannot be less than This Error message will pop up when year input 1900 and greater than the current year provided for Year is either less than 1900 or above post date year Additional Requirements Time Deposit and Loan Trends 03122014 10 This exception will appear if no input is provided for the Time Deposit and Loan Trends Fiserv Before executing this application the Financial Institution would ensure that the following prerequisites are available at their environment e The appropriate AuthKey from Fiserv has been obtained for the relevant application number e Either DNA 3 2 or the higher version of DNA is available e The required set up script steps have been executed before running this application e The Financial Institution will be required to provide the authorization rights to the respective users at the branch level or the Financial Institution level Configuration Checklist Item Test Production Environment Environment Authcd AVSO Revisions Date App Version Change 03 2014 1 0 0 0 User Manual updated based on Fiserv format 05 2011 1 0 0 0 Updated based on checklist requirements 04 2011 1 0 0 0 Draft Version Created Time Deposit and Loan Trends 11 03122014
10. fiserv Time Deposit and Loan Trends Time Deposit and Loan Trends Fiserv 2011 2014 Fisery Inc or its affiliates All rights reserved This work is confidential and its use is strictly limited Use is permitted only in accordance with the terms of the agreement under which it was furnished Any other use duplication or dissemination without the prior written consent of Fiserv Inc or its affiliates is strictly prohibited The information contained herein is subject to change without notice Except as specified by the agreement under which the materials are furnished Fiserv Inc and its affiliates do not accept any liabilities with respect to the information contained herein and is not responsible for any direct indirect special consequential or exemplary damages resulting from the use of this information No warranties either express or implied are granted or extended by this document http www fiserv com Fiserv is a registered trademark of Fiserv Inc Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such Time Deposit and Loan Trends 2 03122014 Time Deposit and Loan Trends Fiserv Overview This Application enables the users at the Financial Institutions to view the Time Deposit Growth and Loan Disbursement Trend through a graphical interpretation on a yearly basis with the corresponding period monthly or quarterly The Financial Institution may
11. then go for a corrective action to launch a new scheme as to generate new Time Deposit or disbursement of additional new Loans This will help the Financial Institutions to improve their Time Deposit and Loan portfolio and to maintain the correct Credit Deposit Ratio Key Benefits e Helps to monitor the growth of time Deposit and loan Disbursement at the branch level or at the institutional level e Helps in planning product marketing e Track the Time Deposit growth rate which help the financial institution to formulate new marketing policies e Track the Loan disbursement trend e Helps to improve Deposit and Loan portfolio of the financial institution Processing This application is available from the new screen Time Deposit and Loan Trend This application enables the Financial Institution to e View the growth of Time Deposit accounts and the Loan disbursement Amounts trend separately over a period of a month or a quarter on the yearly basis for comparison at the branch or at the institution level with the corresponding period monthly or quarterly e View the Time deposits growth with respect to Loans disbursed amount trend over a period of a month or a quarter on the yearly basis to monitor the Credit Deposit ratio at the branch level or at the institution level This screen has the following four graphical representations e The Time Deposits Growth Trend histogram This graph displays the growth of Time Deposit accounts i
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