Overview
You can update an existing loan portfolio in Araya to modify records or add new properties. This keeps your propensity intelligence insights accurate and current.
Updating a Portfolio for Propensity Intelligence
Click My Portfolios in the top-right corner of the dashboard.
Click Manage My Portfolios.
Click the Actions menu next to the target portfolio.
Select Update Portfolio.
Click Continue to confirm that you want to proceed with updating the records.
Click Continue.
Drag and drop your file into the upload area or click the Browse files link to select it.
Click Continue.
Select the correct column from the dropdown menu for any column marked as Not Matched.
Select the checkbox to confirm that your matched columns do not contain sensitive or personally identifiable information (PII).
Click Continue to complete the submission.
Outcome
You have updated your portfolio records in the system. After validation is complete, the updated records are ready for analysis on the dashboard.