Table of Contents

Summary

This context query will get property values from current commercial loan account and works with field and summary tags as well as Andi chat. It can target properties on the commercial loan that contain simple values and also includes options to traverse those properties that contain objects or an array of objects.

Simple properties like the commercial loan amount all that is needed is to pass dto.amount as the argument.

query: {
    name: "getPropertyFromCommercialLoanAccount",
    args: ["dto.amount"]
}

Properties with object values can be traversed using dot notation. For example, to retrieve the calculated pricing date that would be represented as dto.calculated.pricingDate. In the example dto.calculated is a property representing an object with many properties of it’s own where pricingDate is one of them.

query: {
    name: "getPropertyFromCommercialLoanAccount",
    args: ["dto.calculated.pricingDate"]
}

Properties with an array object objects can be traversed using zero based index. For example, to retrieve the first floor value from the caps and floors property would be represented as dto.capsAndFloors.0.floor. Notice that capsAndFloors is a property containing an array of objects of type capFloor and 0 denotes the first item in that array and floor is the property on that first object in the capsAndFloors array.

query: {
    name: "getPropertyFromCommercialLoanAccount",
    args: ["dto.capsAndFloors.0.floor"]
}

In addition to using an index number the keyword last can also be used to get the last item of the array. Using the previous example, to get floor of the last item in the array of dto.capsAndFloor would be represented as dto.capsAndFloors.last.floor.

query: {
    name: "getPropertyFromCommercialLoanAccount",
    args: ["dto.capsAndFloors.last.floor"]
}

For Advance usage with findby check out this tutorial.

Available Fields

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Below is a list of all fields that can be used with this query. Fields with arrays are denoted with []. For example, facilityRatings[loanFacilityRating].id could be queried like:

Example

// getting the id of the first facility Rating
query: {
  name: "getPropertyFromCommercialLoanAccount",
  args: ["facilityRatings.0.id"]
}

// getting the id of the last facility Rating
query: {
  name: "getPropertyFromCommercialLoanAccount",
  args: ["facilityRatings.last.id"]
}

//getting the id of the facility Rating with the name test
query: {
  name: "getPropertyFromCommercialLoanAccount",
  args: ["facilityRatings.findby>loanFacilityRating>name?test.id"]
}

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Field List

adjustableRateIndexName

dto.SBLCFronting

dto.accountCloseDate

dto.accountType

dto.adjustableRateAdjustmentFrequency

dto.adjustableRateIndexId

dto.adjustableRateIndexRate

dto.adjustableRateInitialPeriod

dto.adjustableRateScalingFactor

dto.adjustableRateScalingFactorOption

dto.adjustableRateSpread

dto.adjustableRateUserInput

dto.adjustableSpreadResetFrequency

dto.amortizationBalances

dto.amortizationBalances[amortizationBalance].amount

dto.amortizationBalances[amortizationBalance].calculated.dollarAmount

dto.amortizationBalances[amortizationBalance].id

dto.amortizationBalances[amortizationBalance].month

dto.amortizationTerm

dto.amount

dto.applicationFieldTags

dto.assetCategories

dto.assetCategory

dto.b3Counterparty

dto.businessRatingCodeId

dto.calculated.actualLife

dto.calculated.adjustableRateIndexName

dto.calculated.amortization.bankAmortization

dto.calculated.amortization.customerAmortization

dto.calculated.amortization.monthlyFinancialStatements

dto.calculated.amortization.trancheAccountMonthlyFinancialStatements

dto.calculated.availableLoanEngineParams

dto.calculated.capsFloors.lifeTimeCap

dto.calculated.capsFloors.lifeTimeCapFloor

dto.calculated.capsFloors.lifeTimeFloor

dto.calculated.changedAssumptionSet

dto.calculated.collateralPositions.combinedLTV

dto.calculated.collateralPositions.count

dto.calculated.collateralPositions.effectiveLoanToValue

dto.calculated.collateralPositions.totalEffectiveValue

dto.calculated.collateralPositions.totalPriorLiens

dto.calculated.collateralPositions.totalValue

dto.calculated.contractualRate

dto.calculated.conversionLoanRelated.conversionAmount

dto.calculated.conversionLoanRelated.conversionLoan

dto.calculated.conversionLoanRelated.conversionLoanProducts

dto.calculated.conversionLoanRelated.primaryLoan

dto.calculated.costOfFunds.allInCostOfFunds

dto.calculated.costOfFunds.preLPCostOfFunds

dto.calculated.doNotUseThis

dto.calculated.draws.periodicDraw

dto.calculated.draws.periodicDraw.firstAmount

dto.calculated.draws.periodicDraw.firstMonth

dto.calculated.draws.periodicDraw.isAutoCalculating

dto.calculated.draws.periodicDraw.lastMonth

dto.calculated.draws.periodicDraw.repeatMonth

dto.calculated.draws.periodicDraw.repeatedAmount

dto.calculated.draws.singleDraw

dto.calculated.draws.singleDraw.nextAmount

dto.calculated.draws.singleDraw.nextMonth

dto.calculated.drawsAndRepays.availableToDraw

dto.calculated.drawsAndRepays.hasDraws

dto.calculated.drawsAndRepays.hasRepays

dto.calculated.drawsAndRepays.maximumUtilization

dto.calculated.drawsAndRepays.repaysLeft

dto.calculated.expenses.expenseOriginationComplexityDollars

dto.calculated.expenses.expenseOriginationPercentOfAmountDollars

dto.calculated.expenses.expenseOriginationPercentOfFeesDollars

dto.calculated.expenses.expenseOriginationTotalDollars

dto.calculated.expenses.expenseServicingComplexityDollars

dto.calculated.expenses.expenseServicingPercentOfAmountDollars

dto.calculated.expenses.expenseServicingPercentOfAverageBalanceDollars

dto.calculated.expenses.expenseServicingTotalDollars

dto.calculated.fees.feesAnnualTotal

dto.calculated.fees.feesOriginationTotal

dto.calculated.fees.feesPercentDollars

dto.calculated.fees.feesPercentNonTaxExemptDollars

dto.calculated.fees.feesUnusedLOCTotal

dto.calculated.givenLGD

dto.calculated.guarantees.hasAmountGuarantees

dto.calculated.guarantees.hasExposureGuarantees

dto.calculated.guarantees.totalAmount

dto.calculated.guarantees.totalExposure

dto.calculated.indexFloor.spreadAdjustment

dto.calculated.initialPayment

dto.calculated.isAtOrAboveTargetROE

dto.calculated.isExpectedLifeDifferentThanMaturity

dto.calculated.loanBalance

dto.calculated.loanExposure

dto.calculated.loc.initialUsagePercent

dto.calculated.masterCommitmentAmountForTestingOnly

dto.calculated.masterCommitmentExposureAtDefaultForTestingOnly

dto.calculated.netCommitment

dto.calculated.original.adjustableRateIndexId

dto.calculated.original.rateType

dto.calculated.otherExpenses.otherExpensePercentDollars

dto.calculated.otherExpenses.otherExpenseUpFrontTotal

dto.calculated.participations.totalAmount

dto.calculated.participations.totalPercent

dto.calculated.payoffs.averageBalance

dto.calculated.payoffs.currentBalance

dto.calculated.payoffs.priorCommitment

dto.calculated.payoffs.totalAverageBalance

dto.calculated.payoffs.totalCommitment

dto.calculated.payoffs.totalCurrentBalance

dto.calculated.preScaledAdjustableRateSpread

dto.calculated.pricingDate

dto.calculated.repays.periodicRepay

dto.calculated.repays.periodicRepay.firstAmount

dto.calculated.repays.periodicRepay.firstMonth

dto.calculated.repays.periodicRepay.isAutoCalculating

dto.calculated.repays.periodicRepay.lastMonth

dto.calculated.repays.periodicRepay.repeatMonth

dto.calculated.repays.periodicRepay.repeatedAmount

dto.calculated.repays.singleRepay

dto.calculated.repays.singleRepay.nextAmount

dto.calculated.repays.singleRepay.nextMonth

dto.calculated.scenarioExposure

dto.calculated.scenarioOutstanding

dto.calculated.scheduledStructures.commitments

dto.calculated.scheduledStructures.commitments.commitmentToCommit

dto.calculated.scheduledStructures.commitments.commitmentToCommit.nextMonth

dto.calculated.scheduledStructures.commitments.effectiveScheduledCommitments

dto.calculated.scheduledStructures.commitments.facility

dto.calculated.scheduledStructures.commitments.facility.nextMonth

dto.calculated.swaps.creditEquivalentExposure

dto.calculated.swaps.floatingRateToBank

dto.calculated.swaps.forwardStartTerm

dto.calculated.swaps.indicativeFixedRate

dto.calculated.swaps.probableFutureExposure

dto.calculated.swaps.pv01

dto.calculated.swaps.swapFee

dto.calculated.swaps.swapFixedRate

dto.calculated.swaps.swapFixedSpread

dto.calculated.swaps.swapRate

dto.calculated.tenorFinancialStatement

dto.calculated.trancheAccountFinancialStatements

dto.capsAndFloors

dto.capsAndFloors[capFloor].cap

dto.capsAndFloors[capFloor].displayOrder

dto.capsAndFloors[capFloor].endMonthOffset

dto.capsAndFloors[capFloor].floor

dto.capsAndFloors[capFloor].id

dto.cashFlowCollection

dto.clientsCRMId

dto.clientsLOSId

dto.clonedFromId

dto.collateralPositions

dto.collateralPositions[collateralPosition].calculated.collateralLTV

dto.collateralPositions[collateralPosition].calculated.collateralType.defaultLTV

dto.collateralPositions[collateralPosition].calculated.collateralType.recoveryFactor

dto.collateralPositions[collateralPosition].calculated.effectiveLTV

dto.collateralPositions[collateralPosition].calculated.effectiveValue

dto.collateralPositions[collateralPosition].calculated.id

dto.collateralPositions[collateralPosition].calculated.isTrackingLoanAmount

dto.collateralPositions[collateralPosition].calculated.shouldNotChangeTracking

dto.collateralPositions[collateralPosition].collateralTypeId

dto.collateralPositions[collateralPosition].collateralValue

dto.collateralPositions[collateralPosition].description

dto.collateralPositions[collateralPosition].displayOrder

dto.collateralPositions[collateralPosition].id

dto.collateralPositions[collateralPosition].priorLiens

dto.collateralPositions[collateralPosition].scenarioCollateralPositionId

dto.commercialLoanAccountPayoffs

dto.commercialLoanAccountPayoffs[commercialLoanAccountPayoff].commercialLoanAccountId

dto.commercialLoanAccountPayoffs[commercialLoanAccountPayoff].coreLoanAccountId

dto.commercialLoanAccountPayoffs[commercialLoanAccountPayoff].id

dto.commercialLoanAccountPayoffs[commercialLoanAccountPayoff].percentOfPayoff

dto.commitmentToCommitContractualPeriod

dto.commitmentToCommitProjectedPeriod

dto.commitmentToCommitUnfundedLPExemptionPeriod

dto.commitmentTypeEnum

dto.conversionAdditionalAmount

dto.countryType

dto.created

dto.createdById

dto.currencyId

dto.currentSwapPricing

dto.customDetails

dto.disableAdjustableFixedPeriod

dto.displayOrder

dto.draws

dto.draws[draw].amount

dto.draws[draw].calculated.percent

dto.draws[draw].id

dto.draws[draw].month

dto.effectiveClientAnnualRevenue

dto.enableAdjustableSpreadReset

dto.entityClassification

dto.entityClassifications

dto.exemptMaturityFloor

dto.expectedLife

dto.expenseOriginationDollars

dto.expenseOriginationPercentOfAmount

dto.expenseOriginationPercentOfFees

dto.expenseServicingDollars

dto.expenseServicingPercentOfAmount

dto.expenseServicingPercentOfAverageBalance

dto.exposureType

dto.facilityDesignation

dto.facilityDesignations

dto.facilityRatingId

dto.facilityRatings

dto.facilityRatings[loanFacilityRating].calculated.b3CounterPartyFacilityRatingId

dto.facilityRatings[loanFacilityRating].displayOrder

dto.facilityRatings[loanFacilityRating].facilityRatingId

dto.facilityRatings[loanFacilityRating].id

dto.facilityRatings[loanFacilityRating].loanAccountId

dto.facilityRatings[loanFacilityRating].loanToValuePercent

dto.facilityType

dto.facilityTypes

dto.feesAnnualDollars

dto.feesInitialDollars

dto.feesInitialPercentOfAmount

dto.feesNotTaxExemptInitialDollars

dto.feesNotTaxExemptInitialPercentOfAmount

dto.feesUnusedLOC

dto.fieldTags

dto.financialSBLCFronting

dto.financialStatement

dto.financialStatement.ROA

dto.financialStatement.ROE

dto.financialStatement.ROEC

dto.financialStatement.ROMCE

dto.financialStatement.RORC

dto.financialStatement.actualLife

dto.financialStatement.averageAssets

dto.financialStatement.averageEconomicRiskWeightedAssets

dto.financialStatement.averageEquity

dto.financialStatement.averageLiabilities

dto.financialStatement.averageLoanCommitment

dto.financialStatement.averageRegulatoryCapital

dto.financialStatement.averageRegulatoryRiskWeightedAssets

dto.financialStatement.capFloorImpact

dto.financialStatement.capitalStrategy

dto.financialStatement.depositAverageBalance

dto.financialStatement.earningsOnCapital

dto.financialStatement.engineVersion

dto.financialStatement.financialStatementBreakdown

dto.financialStatement.financialStatementHorizon

dto.financialStatement.firstMonthEconomicCapital

dto.financialStatement.firstMonthEconomicRiskWeightedAssets

dto.financialStatement.firstMonthRegulatoryCapital

dto.financialStatement.firstMonthRegulatoryRiskWeightedAssets

dto.financialStatement.id

dto.financialStatement.interestExpense

dto.financialStatement.interestIncome

dto.financialStatement.isNew

dto.financialStatement.isValid

dto.financialStatement.lastCalculated

dto.financialStatement.loanAmount

dto.financialStatement.loanBalance

dto.financialStatement.loanCommitment

dto.financialStatement.loanLossReserve

dto.financialStatement.loanNetCommitment

dto.financialStatement.loanNetFunding

dto.financialStatement.netIncome

dto.financialStatement.netInterestIncome

dto.financialStatement.nonInterestExpense

dto.financialStatement.otherAccountRevenueEarningsCreditGenerated

dto.financialStatement.otherAppliedEarningsCredit

dto.financialStatement.otherEarningsCreditEligibleRevenue

dto.financialStatement.otherEarningsCreditIneligibleRevenue

dto.financialStatement.otherGrossRevenue

dto.financialStatement.otherIncome

dto.financialStatement.otherNetRevenue

dto.financialStatement.otherServicingExpense

dto.financialStatement.preTaxIncome

dto.financialStatement.revenue

dto.financialStatement.targetNetIncome

dto.financialStatement.targetROA

dto.financialStatement.targetROE

dto.financialStatement.targetROEC

dto.financialStatement.targetROMCE

dto.financialStatement.targetRORC

dto.financialStatement.taxRate

dto.financialStatement.taxes

dto.firstPaymentMonth

dto.fixedRateIndexRate

dto.fixedRateIndexRateName

dto.fixedRateLock

dto.fixedRateSpread

dto.floatingRateUserInput

dto.forLargeFI

dto.fundingCurveId

dto.fundingPackageId

dto.guarantees

dto.guarantees[guarantee].businessRatingCodeId

dto.guarantees[guarantee].calculated.guaranteedPercent

dto.guarantees[guarantee].calculated.isTrackingLoanAmount

dto.guarantees[guarantee].displayOrder

dto.guarantees[guarantee].guaranteeTypeId

dto.guarantees[guarantee].guaranteedAmount

dto.guarantees[guarantee].guaranteedExposure

dto.guarantees[guarantee].id

dto.guarantees[guarantee].industrySegmentId

dto.guarantees[guarantee].riskRatingId

dto.guarantees[guarantee].scorecardId

dto.hasCommitmentToCommitPeriod

dto.id

dto.indexAdjustment

dto.indexAdjustment.accountId

dto.indexAdjustment.adjustment

dto.indexAdjustment.id

dto.indexAdjustment.isEnabled

dto.indexAutoMode

dto.indexFloor

dto.indexFloor.accountId

dto.indexFloor.floorAmount

dto.indexFloor.id

dto.indexFloor.isEnabled

dto.industrySegmentId

dto.initialRate

dto.interestOffsetAccount

dto.interestOnlyPeriod

dto.interestRateCalculation

dto.isConversionLoan

dto.isExemptMaturityFloors

dto.isFirstPaymentMonthSpecified

dto.isFixedRateLocked

dto.isInitialRateUsedAsFloor

dto.isLOCInitialBalanceUserEntered

dto.isNew

dto.lastModified

dto.lastModifiedById

dto.letterOfCreditType

dto.loanEngineParams

dto.locAverageUsagePercent

dto.locInitialBalance

dto.masterCommitmentLoanAccountId

dto.maturity

dto.maximumInitialAdjustment

dto.maximumLifetimeAdjustment

dto.maximumPeriodicAdjustment

dto.name

dto.opportunityApplicationFieldTags

dto.originationChannelId

dto.otherExpenseInitialDollars

dto.otherExpenseInitialPercentOfAmount

dto.ownerId

dto.participations

dto.participations[participation].annualFeeDollars

dto.participations[participation].annualFeePercent

dto.participations[participation].calculated.amount

dto.participations[participation].calculated.annualPremiumPercentDollars

dto.participations[participation].calculated.annualPremiumTotal

dto.participations[participation].calculated.isFixedParticipationAmount

dto.participations[participation].calculated.shouldNotChangeTracking

dto.participations[participation].calculated.shouldRecalculate

dto.participations[participation].calculated.upfrontPremiumPercentDollars

dto.participations[participation].calculated.upfrontPremiumTotal

dto.participations[participation].id

dto.participations[participation].monthlyServicingExpense

dto.participations[participation].name

dto.participations[participation].principalPercent

dto.participations[participation].upfrontCostDollars

dto.participations[participation].upfrontPremiumDollars

dto.participations[participation].upfrontPremiumPercent

dto.paymentFrequency

dto.paymentType

dto.payoffCoreAccountIds

dto.payoffCoreAccountIds[coreAccountId].id

dto.payoffCoreAccountIds[coreAccountId].rawClientId

dto.payoffOrRenewalAmount

dto.prepaymentOptionId

dto.primaryLoanId

dto.priorCommitment

dto.productId

dto.rateType

dto.repays

dto.repays[repay].amount

dto.repays[repay].calculated.percent

dto.repays[repay].id

dto.repays[repay].month

dto.riskRatingId

dto.scenarioLevelFieldTags

dto.scenarioWeight

dto.scheduledCommitments

dto.scheduledCommitments[scheduledCommitment].available

dto.scheduledCommitments[scheduledCommitment].calculated.availableAmount

dto.scheduledCommitments[scheduledCommitment].calculated.commitmentAmount

dto.scheduledCommitments[scheduledCommitment].calculated.firstScheduledCommitment_MinimumAmount

dto.scheduledCommitments[scheduledCommitment].calculated.utilizationAmount

dto.scheduledCommitments[scheduledCommitment].commercialLoanAccountId

dto.scheduledCommitments[scheduledCommitment].commitment

dto.scheduledCommitments[scheduledCommitment].id

dto.scheduledCommitments[scheduledCommitment].isCommitmentToCommit

dto.scheduledCommitments[scheduledCommitment].month

dto.scheduledCommitments[scheduledCommitment].utilization

dto.scheduledRates

dto.scheduledRates[scheduledRate].commercialLoanAccountId

dto.scheduledRates[scheduledRate].id

dto.scheduledRates[scheduledRate].month

dto.scheduledRates[scheduledRate].rate

dto.scheduledSpreads

dto.scheduledSpreads[scheduledSpread].calculated.preScaledSpread

dto.scheduledSpreads[scheduledSpread].commercialLoanAccountId

dto.scheduledSpreads[scheduledSpread].id

dto.scheduledSpreads[scheduledSpread].month

dto.scheduledSpreads[scheduledSpread].spread

dto.scorecardId

dto.servicingChannelId

dto.shortId

dto.spreadGuidanceId

dto.stageId

dto.status

dto.swapPricingRequests

dto.swapPricingRequests[swapPricingRequest].adjustableRateIndexId

dto.swapPricingRequests[swapPricingRequest].adjustableRateIndexRate

dto.swapPricingRequests[swapPricingRequest].adjustableRateSpread

dto.swapPricingRequests[swapPricingRequest].amortizationTerm

dto.swapPricingRequests[swapPricingRequest].commercialLoanAccountId

dto.swapPricingRequests[swapPricingRequest].created

dto.swapPricingRequests[swapPricingRequest].createdById

dto.swapPricingRequests[swapPricingRequest].estimatedSwapFee

dto.swapPricingRequests[swapPricingRequest].id

dto.swapPricingRequests[swapPricingRequest].isCurrent

dto.swapPricingRequests[swapPricingRequest].loanAmount

dto.swapPricingRequests[swapPricingRequest].maturity

dto.swapPricingRequests[swapPricingRequest].paymentType

dto.swapPricingRequests[swapPricingRequest].presentValue1BasisPoint

dto.swapPricingRequests[swapPricingRequest].swapClientMarkup

dto.swapPricingRequests[swapPricingRequest].swapFixedSpread

dto.swapPricingRequests[swapPricingRequest].swapPriceId

dto.swapPricingRequests[swapPricingRequest].swapRate

dto.taxExemptionOption

dto.useNewPriorLiensMethod

rate

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