Skip to main content

🔍 Finance Analytics Open Office Hours – Session Summary (Today)

  • March 18, 2026
  • 0 replies
  • 13 views

woodlande
Forum|alt.badge.img+9

Thank you to everyone who joined today’s Open Office Hours! Here’s a quick recap of the key topics we covered:

📌 Searching by FEIN/TIN
Participants asked about the ability to search for a company using FEIN or TIN. While this functionality is not yet available, the Product Owner confirmed it is actively on the roadmap with plans to introduce it in Q2. In the meantime, we walked through the expanded search capabilities that are currently supported.

📌 Using Alert Profiles to Monitor Risk
We encouraged all users to take advantage of Alert Profiles—especially assigning them to folders or portfolios. This is a highly effective way to stay informed and mitigate risk during these unprecedented market conditions.

📌 Understanding Changes to Standard Scores
We addressed questions around shifts in standard scores and suggested using the keyword search in the Community to locate supporting documentation for a deeper understanding. There are several helpful articles and discussions available that provide additional context.

If you have follow‑up questions, topics you'd like covered in future sessions, or if you weren’t able to join today’s office hours, feel free to share your questions here—we’re happy to help!