Finley Knowledge Base
  • What is Finley?
  • Guides
    • Implementing Finley
    • Getting Started with Finley
    • Executing a Funding Request
    • Monitoring Your Credit Facility
  • Core Capabilities
    • Digital Credit Agreement
    • Automated Borrowing Base Calculation
    • Draw Requests
    • Recycle Requests
    • Statements (Draws, Interest, Fees)
    • Monthly Servicer Reports
    • Borrowing Base Reporting
    • Receivables Dashboard
    • Borrowing Base Insights
    • Strats & Report Builder
    • Reports Repository
    • Manual Uploader
    • Deliverables
    • Calculation Terminologies
    • Event Log
    • Finley API
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    • Data Integrations
      • AWS S3 Setup Guide
      • SFTP Setup Guide (Client-Hosted)
      • SFTP Setup Guide (Finley-Hosted)
      • Setting up Bank Data Integrations
  • Additional Features
    • Receivable Assignment
    • Custom Strats
    • SSO
    • Collateral Data Quality, Roll-Forward Analysis
    • Asset Verification
    • Forward Flow
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  • Overview
  • Strats
  • Summary
  • Report Builder
  1. Core Capabilities

Strats & Report Builder

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Last updated 10 months ago

Overview

The Borrowing Base / Strats page provides detailed views of strats, or in-depth analyses of borrowing base composition and performance. These pages include breakdowns of collateral across a number of dimensions, including:

  • Industry

  • Cohort

  • Delinquency

  • Losses over time

Strats

Summary

The Strats tabs display information about receivables by industry, cohort, and delinquency. For example, you can quickly view delinquent exposure or aggregate receivable count.

Report Builder

The Report Builder within the Strats capability enables users to create and save custom reports that may be of interest, such as the performance of receivables in a specific cohort or subgroup.