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SANDI Dashboard (Predefined Widgets) (4. Title: Term/Tenor Histogram …

SANDI Dashboard
(Predefined Widgets)

1. Title: Loan Evaluation
Chart: Line chart
(Statistics of all non-closed loans)

Y axis: Checkbox (up to 3. Two Y axes. Displayed currency: HKD, USD, LocalCurrency.)

ExpectedPrincipal
ExpectedInterest
ExpectedRepayment
ReceivedPrincipal
ReceivedInterest
ReceivedLateInterest
ReceivedRepayment
OutstandingPrincipal
OutstandingInterest
OutstandingRepayment
AccuredInterest
TotalInterestToDate
AccuredFees
AccuredWHT
PaidFees
PaidWHT
NetInterest
DelinquentPrincipal
DelinquentAmount
PAR30
WriteOffAmount
RecoveryAmount
---
NumofEvaluatedLoan
Avg(PassedPeriodInDay)
Avg(PassedPeriodInMonth)
Avg(OustandingPeriodInDay)
Avg(OustandingPeriodInMonth)
Avg(TermInDay)
Avg(TermInMonth)
Avg(InterestRate)
Avg(EffectiveRate)
Avg(DPD)
---
NumofDeliquency
DeliquencyRate
LossRate (how to calc.?)
ReturnExIdleCash (how to calc.?)
ReturnInIdleCash (how to calc.?)

Embedded filters in the widget
Filter loans for evaluation
(Except time, all filters use checkbox)

By LoanPlatform (dynamic)
By Status (static)
By LocalCurrency (dynamic)
By Country (dynamic)
By LoanType (static)
By Industry (dynamic)
By DPD (static, e.g., >30)
By StartDate (time range)
By DueDate (time range)
By LoanSize (principal range: e.g., 100 ~ 5000)
By Tenor (range: e.g., 1.1~3.0 month)

7. Title: Vintage Analysis
Chart: Multiple lines

Embedded filters
(Except time, all filters use checkbox)

By LoanPlatform (dynamic)
By LocalCurrency (dynamic)
By Country (dynamic)
By LoanType (static)
By Industry (dynamic)
By StartDate (time range)
By DueDate (time range)

~~By Status~~
~~By DPD~~