The Business Intelligence Oversight application links to the Decision Optimizer tool to help achieve compliance, evaluate analysis responses and assist with the annual retrospective review requirement of PTE 2020-02.
Analysis Summary
The Analysis Summary Page is an interactive screen which allows you to view specific details from all analyses within a configurable date range. You can filter the screen to display the data for any specific Advisors (if applicable), framework used, benchmark used, analysis state or preference resulted.
Graphs and Charts will breakdown the data by Client Specific metrics such as age or account size and can be exported or evaluated deeper on screen:
The bottom of the page provides a list the analyses which can be exported or drilled into deeper.
Analysis Drill In
Right-clicking on any analysis from the list will give you the option to drill in deeper:
This will take you the the Analysis Drill - In Page to provide full look at one specific analysis. You can see the client information entered and the responses to each factor as well as the fee data entered and any commentary (if applicable).
Commentary Export
The 3rd tab of the Business Intelligence Report will list each analysis in which comments were entered and provide an option to export the data to excel.
*Almost all data is able to exported into an excel file by clicking on the 3 vertical dots in the right hand corner of each data area:
You will then be given the option to export the current layout, underlying data, or summarized data for most areas.