Monarch Learning Series 2023 Exercise 14 - Fiserv Optis CD-072 Report of Adjustments & Tran Codes

Baba_Majekodunmi_703
Baba_Majekodunmi_703
Altair Employee
edited September 2023 in Altair RapidMiner

Exercise Info

  • Application (Classic vs Data Prep Studio): Classic & Data Prep Studio
  • Level of Difficulty (Beginner, Intermediate, Advanced): Beginner
  • Skills/Features Tested: Detail & Append Templates, Join (Lookup Join), Analyze
  • Systems of Record: Fiserv Optis
  • Estimated Time to Solve: 15 mins
  • Exercise files required are attached Below;
    • CD-072 Report of Adjustments Sample.txt
    • Fiserv Optis Tran Codes.xlsx

Exercise Overview

You are a Credit Card Operations Analyst at a Bank and your Manager has asked you to perform some research on the CD-072 Report of Adjustments by using both Monarch Classic & Data Prep Studio;

Classic

Create a Monarch Classic Model to Capture the Data from the CD-072 report and answer the following questions;

  1. How many Unique Accounts had an Adjustment in the report?
  2. What is the Total Old Amount & New Amount in the report?

Data Prep Studio

Create a Monarch Data Prep Studio Workspace that Joins the CD-072 Report .txt to the Fiserv Optis Tran Codes.xlsx file to answer the following questions;

  1. Create a Summary (Analyze) on Tran Codes, Which Tran Code had the largest activity for Old Amount?
  2. Create a Summary (Analyze) on Tran Codes, Which Tran Code had the largest activity for New Amount?

Answer

  • Please upload your answers below in the comment section for the exercise
  • A Video Answer to the question will be published within 7-10 days on the Monarch Succcess Plan page in the 'Monarch Exercises' section.
Tagged:

Categories