Welcome to the FinPro Hub!

The FinPro Hub displays the Digital Products you’re subscribed to. To begin, click on 'FinPro Analytical System':

After clicking the FinPro Analytical system tile, you will end up on the Scorecard overview page:

The Info tab takes you to our Knowledge Base, where you can access helpful Knowledge Articles designed to enhance your user experience, as well as interact with our Live Chatbot:

Our helpful virtual assistant will pull answers to any questions directly from our internal Knowledge Base.
If your question is covered in one of our Knowledge Articles, the chatbot will send you directly to the exact section.

Getting Started - Make your selections

After clicking "Get Started," you will be presented with a dashboard from which you can make selections:

Institution Type:

Select the institution type you would like to base your analysis on:

Period (Quarter):

Select the period you would like to utilize. You can select from the most recent 10 Quarters:

Institution:

Select the institution you would like to utilize:

Once you select the Institution of your choice, clicking on the "i" icon will populate the institution details as shown below:

Primary Peer:

Select the primary peer you would like to include in your analysis. Primary peer groups are groups of institutions between 8 – 20 that are hand selected by a user. All primary peer groups created by a single user will be available to all users associated with your Scorecard subscription.

Median Groups:

Select both your primary and secondary groups. Both groups utilize median level data to assist in comparable analysis. You may choose from predefined groups or create your own. Like primary peer groups, all comparable groups created will be available to all users associated with your Scorecard subscription.

Ranking:

Select the ranking group you would like to include in your analysis. Like both the primary and secondary group, the ranking group will allow for a more detailed comparability analysis. Ranking groups look at a single institution’s data and risk results compared to individual institutions within the selected group. You can either choose from predefined ranking groups or utilize a comparable group that you have created.

Thresholds:

Select the threshold option you would like to use. You may select either "FinPro Industry Thresholds" or "Institution Provided Thresholds":

If you select "Institution Provided Thresholds," you will be required to input a value for each of the risk metrics used. To edit thresholds, click "Edit Thresholds" button:

To edit your Bank Specific Thresholds, click into the yellow input cells provided:

Please note: Thresholds carry over from the quarter in which they were originally entered. If you want your Institution Specific thresholds to appear in both previous and current quarters, be sure to select the appropriate historical quarter during the threshold entry process.

Review your selections and click Generate Model once confirmed:

Getting Started

The Getting Started article will guide you step-by-step through the process of accessing Scorecard.