Users will need to complete three core steps to build a query:1) Define the population2) Segment the population (optional)3) Select attributes

Service Level 3 users will be able to Benchmark their portfolios from this page

Click Get Started >> to continue

Page One in Define the population Select values for Time and View

Select view: define how to aggregate the data1) Portfolio view: trades – de-duped2) Market view: consumers – all consumers

* A Portfolio view will have impact to consumer type attributes later on

Click Next >> to continue

Page Two in Define the population Select values for Account type, condition and distinction

Note that the Active query build (AQB) menu is now populated with previously made selections

Titles are hyperlinked for easy navigation

Page Two in Define the population Select values for Account type, condition and distinction

Account distinction (new accounts):

Narrow the base population to only those recently opened accounts, or use “New" as an attribute to measure open rates

Click Next >> to continue

Peer selections are driven off of Account Type

Page Three in Define the population – Service Level 2 and 3 users only: Select values for Peer groups

Click Next >> to continue

Click Skip Segmentation >> to accept default selections and go straight to attributes

OR

Geography selections include National, Regional, State or MSA

Page One in Segment the populationSelect values for Geography

Click Next >> to continue

Page Two in Segment the populationSelect values for Score

Click Next >> to continue

Score: select Score classifications or create unique score groupings using Score bands

Narrow the base population to only those accounts in a specific risk segment, or use “Score classification" as an attribute to create score distributions

Final step: Select attributes

Click Select attribute values >> to continue

Step 1: Attribute types available are determined by the View, Account type, Account condition, Account distinction and Score selections in the query build process

Final step: Select attributes

Click Review query >> to continue

Step 2: Attribute values are determined by the type of attribute selected and in some instances, the account type for Loan Amount and Balance amount values

1. Review query2. Name query3. Save or Save & submit query

Click Save & Submit >> to submit it for processing now

Once all selections have been reviewed, name the query, which will also be the name of the associated report once it completes processing

Click Save query >> to save it to the system for submission at another time

OR

After submitting a query for processing, the user will be navigated to the Thank you page

To view the query in the active dashboard, select the Query & Report Management Dashboard link

Manage queries and reports from the Dashboard

To view a query or a report, click into the title

Use the page title links to navigate between activities

Review output results:Print, download or graph

The “Graph it” button will display only for those grids with < or = to 120 cells, determined by the Time and Geography selections made in the query

For Service Level 2 and 3 users, a list of Top 10 lenders is produced for each Account Type / Peer Group combination in the query

Download>> or Print>> the results

Review graphed output results:•Percentage values will always be on the Y axis •Time values will always be on the X axis •Bars will identify the geography

Download>> or Print>> the graph