Monarch Learning Series 2023 Exercise 12 - Fiserv DNA LN_AMT Analysis

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 DNA
  • Estimated Time to Solve: 15 mins
  • Exercise files required are attached in the Zip File Below;
    • LN_AMT.txt
    • Major_Minor_Codes_Descriptions.xlsx

Exercise Overview

You are a Loan Operations Analyst at a Bank and your Manager has asked you to perform some research on Loan Activity on the LN_AMT report by using both Monarch Classic & Data Prep Studio;

Classic

Create a Monarch Classic Model to Capture the Data from the LN_AMT.txt report and answer the following questions;

  1. What is the Total Principal Balance & Count of Loans across all Branches in the report?
  2. How many Loans have a Risk Rating that is 'GOOD'
  3. What is the Total Principal Balance & Count of Loans for Consumer Loans (Major = CNS)?

Data Prep Studio

Create a Monarch Data Prep Studio Workspace that Joins the LN_AMT.txt to the Major_Minor_Codes_Description.xlsx file to answer the following questions;

  1. What is the Total Principal Balance & Count of Loans that are 'Commercial Construction' based on the Minor Description?
  2. How many loans have a 'null' in the Maturity Date?
  3. On which date were the most number of loans Originated?

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.
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