The CPFM reports under the Feature Data tab contain data for the Contextual Personal Financial Management (CPFM) feature. These reports provide you visualized data including external accounts (count/amount) over time, external accounts (count/amount) by type, external accounts (count/amount) by institution, and user data.
Note
CPFM reports will only appear for FIs who have purchased this feature. CPFM reporting only contains data starting from March 28, 2023, and onwards.
The following table describes the cards displayed on the CPFM Accounts page. This data is based on visible external accounts with a current balance identified by CPFM within the last 180 days.
Table 13. CPFM Accounts terms
|
Card |
Description |
|---|---|
|
Displays the total count or amount of external accounts. There are two types of external accounts: external transfer accounts and linked or aggregated accounts. |
|
|
Displays the number of external banks and credit unions that users have linked or aggregated. |
|
|
Displays the number of external product types that users have linked or aggregated. |
Note
These cards include the ability to toggle between count and amount to provide different visualizations.
The CPFM Users report provides data on user activity. This data is updated daily and is available after 10:30 PM Central Standard Time.