Altair Monarch Exercise 27 - Fiserv Optis CD-072 Report of Adjustments & Tran Codes

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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?

Exercise Answer

Not sure you got the correct answer? No problem. Watch the video below for a demonstration of this exercise from start to finish.