Sphere of Influence Extract image

Sphere of Influence Extract

By Prometheus Financial Solutions LLC

This is a non-updating, batch application that produces an extract file that contains pertinent business information that can be imported into the Sphere of Influence application by Prometheus Financial Solutions LLC

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Platform

DNA

Overview

The Sphere of Influence Extract DNAapp is a non-updating, batch application (SphereOfInfluenceExtract.SQT) that allows a Financial Institution to produce an extract file that contains pertinent business information that can be imported into the Prometheus Financial Solutions LLC’s Sphere of Influence application.

 

Benefits

The Sphere of Influence solution from Prometheus Financial Solutions LLC enables business relationship officers from DNA® in-house and ASP banks and credit unions located in the US and Canada to determine each of their relationship’s potential impact, or influence, on the institution’s overall portfolio. The solution captures all of an officer’s direct, indirect, and prospect connections and combines elements of BI, CRM, Pipeline Management, and social networking into a single solution to give a truer view of what a client or prospect is truly worth to the officer’s and institution’s portfolios.

The Sphere of Influence Extract DNAapp enables the Financial Institution to extract their business information from DNA® and import this data into the Sphere of Influence application where it can be combined with subjective, user-supplied data to create a model that enables the officer  - and the institution – to gain and utilize a better “real world” understanding of how their clients’ network of connections truly can affect the institution.

For increased flexibility, this DNAapp provides options to select specific business and account informationto be included or excluded from the extract file. Options for extract inclusion/exclusion include:

  • Report Organization Type
  • Co-Owner Roles
  • Roles to Include
  • Report Person Type
  • Product Majors to Include
  • Product Minors to Exclude
  • Account Statuses To Include

 

Combined, this DNAapp and the Sphere of Influence application allow officers to quickly assess each portfolio client or prospect’s value to the financial institution by showing the relationship’s total potential value from a business growth or loss perspective. 

App Information

Version
1.0.0.0 - Published July 2016
Developer Website

Specs

DNAapp Type: Exract File 

Requirements

  • Requires purchase or subscription to a third-party solution. Third-party solution is not included in the price of this app.
    • This DNAapp was originally designed to work with the Sphere of Influence application by Prometheus Financial Solutions LLC.
    • Vendors/solutions not listed may also work with this application; please check with your vendor of choice if they are not listed here. 

 

Note:Contact your third-party solution provider for instructions on configuring your third-party solution to accept and process the extract file(s) created by this DNAapp.