Lending Cloud Release Notes
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1 10 October 2016 Lending Cloud Release Notes These release notes apply to the release of the Lending Cloud software beginning October 18 of These release notes include the following information: Executive Summary New and Enhanced Features Known Limitations Additional Information for the Release of Lending Cloud Software Release Resources 2016 Moody s Analytics Solutions, LLC and/or its licensors and affiliates. All rights reserved.
2 Executive Summary The release provides enhancements to the RiskCalc integration with Lending Cloud. You will be able to generate RiskCalc EDF (Expected Default Frequency) scores and reports for commercial loan customers based on their financial statements. In addition, improvements to various areas of Lending Cloud will be implemented. The new features are listed below. Note Your license to the Lending Cloud product and chosen use of the product may not include all the features and functionalities described in these release notes. Certain features and functionalities are only available if optional modules or features are licensed for an additional fee. New and Enhanced Features The release of Lending Cloud includes these new features and enhancements: RiskCalc Integration Enhancements New Indicator Identifying Related Entities from the Repository that have been Associated with a Customer Customer Number Added to Related Entity Screens Soft or Hard Pull Options on the Credit Report Information Screen Displaying Whole Numbers on Common Size Reports Compliance with the Military Lending Act New s for Data Manager and Data Extract RiskCalc Integration Enhancements You will be able to generate the RiskCalc EDF scores for customers based on income/expense statements that have attached balance sheets. Additionally, you will be able to produce reports which provide information associated with these scores. You must be licensed for RiskCalc and the Lending Cloud RiskCalc security setup must be completed by your system administrator before you can take advantage of these enhancements. Note This functionality is only available for commercial account types. If the customer s chart of accounts has agriculture or personal accounts associated with it, the agriculture and personal information will not be included in the EDF calculation. RiskCalc Score Calculation Settings The new RiskCalc Setup dialog box will enable you to select the model, U.S. state, and EDF mode used to calculate the EDF score for a customer. You will access this dialog box by clicking the RiskCalc Settings option on the Page Actions drop-down list on the Balance Sheet Trends and Income / Expense Trends screens. 2 Moody s Analytics, Moody s, and all other names, logos, and icons identifying Moody s Analytics and/or its products and services are trademarks of Moody s Analytics or its licensors. Third-party trademarks referenced herein are the property of their respective owners.
3 Initially, the only model available for calculations will be RiskCalc for Private Firm, version 4.0, with the US Corporate submodel. Additional models will be added in the future. The available EDF modes will be Credit Cycle Adjusted, which produces results adjusted for the credit cycle, and Financial Statement Only, which produces results based only on financial statements, adjusted to reflect differences in credit risk across industries. Getting the RiskCalc Score After you have saved the settings on the new RiskCalc Setup dialog box, The Get RiskCalc Score option becomes available on the Page Actions drop-down list on the Balance Sheet Trends and Income / Expense Trends screens. When you click this option, the Statement Selection dialog box appears, enabling you to select a single income/expense statement that will be used by the RiskCalc application for the score calculation. Only income/expense statements that have balance sheets attached will appear on this dialog box. Prior year inputs can increase the accuracy of the calculation. To supply prior year inputs, the following conditions must be met for the income/expense statement you select on the Statement Selection dialog box: An income/expense statement exists for the prior year. The prior year statement must be actual and not projected. The prior year statement must be present on the Trends Manager screen. The prior year statement must have an ending balance sheet attached. After you select a statement and click OK on the Statement Selection dialog box, a separate browser window will open displaying detailed results for the score calculation from the RiskCalc application. These details include a summary of the inputs, the EDF results, and the ratios used to calculate the EDF. The following is an example of the results: Lending Cloud Release Notes 3
4 RiskCalc Reports The following new reports will be available in the Analysis category on the Print Manager screen: RiskCalc CCA (Credit Cycle Adjusted) This report displays EDF results adjusted for the credit cycle. RiskCalc FSO (Financial Statements Only) This report displays EDF results based on financial statements only, adjusted to reflect differences in credit risk across industries. RiskCalc Inputs This report displays the amounts from your financial statements that were used to calculate the EDF. New Indicator Identifying Related Entities from the Repository that have been Associated With a Customer When you perform a search for related entities in the repository, [Entity Already Related] will appear as red text in the Action column of the Search Results list for entities that have already been associated with the customer. Customer Number Added to Related Entity Screens The Customer Number field has been added to the list of results on the following screens: Related Entity Information Copy From Existing Customer Data to New Related Entity This screen is accessed by clicking the Add From Locator button on the Related Entity Information screen Soft or Hard Pull Options on the Credit Report Information Screen You will have the option of conducting either soft or hard pulls of a customer s credit report. System administrators can add the Credit Report - Soft Pull and Credit Report - Hard Pull options to the drop-down lists for the Equifax, Experian, and Trans Union credit bureaus appearing on the Credit Report Information screen. The generated credit report will display the pull option you chose; however, the content of the report will be identical regardless of the option. System administrators will use the new Defaults->Credit Report->Soft Pull functionality group setting to add Credit Report Soft Pull to the available options for credit bureaus on the Credit Report Setup screen that is accessed by selecting Defaults > Credit Report > Setup (Location/Department). The existing Credit Report option on this screen will be changed to Credit Report Hard Pull. In addition, system administrators will need to provide Location Registration IDs for each pull option on this screen. 4 Moody s Analytics, Moody s, and all other names, logos, and icons identifying Moody s Analytics and/or its products and services are trademarks of Moody s Analytics or its licensors. Third-party trademarks referenced herein are the property of their respective owners.
5 Displaying Whole Numbers on Common Size and Comparative Reports The following reports will display values in whole numbers when the Rounding drop-down list on the Print Manager screen is set to Whole Numbers. In addition, when Whole Numbers is selected, the Amounts rounded to 000 s message will no longer display on these reports. Balance Sheet Trends: Common-Size Balance Sheet Trends: Comparative Income Statement: Common-Size Income Statement: Comparative Compliance with the Military Lending Act Lending Cloud supports compliance with the Military Lending Act (MLA) requirements that went into effect on October 3, Messages from the Department of Defense will appear in the warning section at the bottom of credit reports for customers who are active-duty service members. This feature is supported by Equifax, Experian, and TransUnion. You must contact your credit bureau provider and Lending Cloud Support to activate this feature. New s for Data Manager and Data Extract The following data fields will be added to the Data Manager and Data Extract modules. Accumulated OCI New Data Manager s After Tax Non Cash Inc (Exp) Capitalized Interest Construction in Progress CP - Subordinated Debt Currency Translation Def Inc Tax Recover - LTP Deferred Debt Deferred Interest Expense Dividends - Preferred Dividends - Stock Lending Cloud Release Notes 5
6 New Data Manager s Dividends ESOP Trust Due from Related Co. CP Due To Related Co CP Gain on Asset Revaluation Income from Subs Joints Ventures Income Tax Credit Income Tax Receivable Loss on Asset Revaluation Minority Interest (BS) Minority Interest Expense Non Financial 11 Non Financial 12 Non Financial 13 Non Financial 14 Non Financial 15 Non Financial 16 Non Financial 17 Non Financial 18 Non Financial 19 Non Financial 20 Non Financial 21 Non Financial 22 Non Financial 23 Non Financial 24 Non Financial 25 Non-Prod Inventory Other Comprehensive Income Other Liabilities Gray Area 6 Moody s Analytics, Moody s, and all other names, logos, and icons identifying Moody s Analytics and/or its products and services are trademarks of Moody s Analytics or its licensors. Third-party trademarks referenced herein are the property of their respective owners.
7 New Data Manager s Other Operating Income Overdrafts (Finance) Post Retirement Benefits LTP Raw Material Inventory Subord Debt Int&Debt Equity Work in Process Inventory AccumulatedOCI Address1 Address2 New Data Extract s AfterTaxNonCashInc(Exp) CACreationdate CADescription CapitalizedInterest City ClientInfoID Comments ConstructioninProgress Country CP-Subordinated Debt CreditActionForm CreditActionID CurrencyTranslation DateofEntry DeferredDebt Lending Cloud Release Notes 7
8 New Data Extract s DeferredInterestExpense DefIncTaxRecover-LTP Description DividendsESOPTrust Dividends-Preferred Dividends-Stock DropListSelection DuefromRelatedCo.CP DueToRelatedCoCP Address FirstName FullName GainonAssetRevaluation IncomefromSubsJointsVentures IncomeTaxCredit IncomeTaxReceivable LastName LendingAuthority LossonAssetRevaluation MiddleName MinorityInterest(BS) MinorityInterestExpense MobilePhone MostRecent MostRecentCACreation 8 Moody s Analytics, Moody s, and all other names, logos, and icons identifying Moody s Analytics and/or its products and services are trademarks of Moody s Analytics or its licensors. Third-party trademarks referenced herein are the property of their respective owners.
9 New Data Extract s MostRecentScoreDate NonFinancial11 NonFinancial12 NonFinancial13 NonFinancial14 NonFinancial15 NonFinancial16 NonFinancial17 NonFinancial18 NonFinancial19 NonFinancial20 NonFinancial21 NonFinancial22 NonFinancial23 NonFinancial24 NonFinancial25 Non-ProdInventory OrderNumber OrganizationID OtherComprehensiveIncome OtherLiabilitiesGrayArea Lending Cloud Release Notes 9
10 New Data Extract s OtherOperatingIncome Overdrafts(Finance) Phone PostRetirementBenefitsLTP RawMaterialInventory ScoreDate State StateAbbreviation SubordDebtInt&DebtEquity UserName UseTitle WorkinProcessInventory Zip Known Limitations None in this release. Additional Information for the Release of Lending Cloud Software None in this release. Release Resources Documentation for This Release You can access the product documentation for this release on Lending Cloud s ehelp. Product Training To find training materials or learn more about training opportunities, visit one of the following: 10 Moody s Analytics, Moody s, and all other names, logos, and icons identifying Moody s Analytics and/or its products and services are trademarks of Moody s Analytics or its licensors. Third-party trademarks referenced herein are the property of their respective owners.
11 For Clients: Lending Cloud product information page: Assessment-and-Origination/Lending-Cloud OnPoint LMS page: 8kaOz6SDL%2f34ODnCc%2fmk1zmbYe%2f4dCFa%2bqabsDv%2fw%3d%3d&nav=Logo n&originalurl=%2fgeonext%2fwebequity%2fdisplaywidgetpage.geo%3fid%3dpgenhjvy nvou4mky5%2fqrt6puvgiby%2fazstivijlcevqas%2bprm0cb%2fa%3d%3d%26nav% 3dHomev2 Send an to to request an OnPoint login ID and password. For Moody s Analytics employees: OnPoint LMS page: 8kaOz6SDL%2f34ODnCc%2fmk1zmbYe%2f4dCFa%2bqabsDv%2fw%3d%3d&nav=Logo n&originalurl=%2fgeonext%2fwebequity%2fdisplaywidgetpage.geo%3fid%3dpgenhjvy nvou4mky5%2fqrt6puvgiby%2fazstivijlcevqas%2bprm0cb%2fa%3d%3d%26nav% 3dHomev2 Send an to trainingwes@moodys.com to request an OnPoint login ID and password. Lending Cloud Support You can reach Lending Cloud Support at: Phone: supportwes@moodys.com Lending Cloud Release Notes 11
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