Product Analysis (PDF)

The Product Analysis (PDF) wizard produces a formatted comparison of loan products by volume, balance, yield and PAR for a chosen period. It is the printable input to product-committee and pricing decisions.

Product Analysis (PDF)
Product Analysis (PDF) — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open the wizard and select the analysis period.
  2. Choose which products to include if filtering.
  3. Run to generate the PDF.
  4. Review per-product volumes, yield and risk.
  5. Export for the product committee.

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
From
date_from
DateYesFrom
To
date_to
DateYesTo
Products
product_ids
TagsProducts
Company
company_id
Link → res.companyCompany

Actions & buttons

Buttons available on this screen and what they do:

  • View Report
  • Print PDF

Notes & rules

  • Model: mfi.product.analysis.wizard (PDF).
  • Parameters: period, product selection.
  • Output: per-product count, OLB, yield, PAR.
  • PDF counterpart to on-screen Product Analysis.

Technical model: mfi.product.analysis.wizard · Record: Product Analysis Report

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