When attempting to generate the Preliminary Assessment in your Opportunity, you may be presented with an error. The following dependencies are generally the most common reason an error occurs.

Financials Ownership

All line items in the Financials tab must have the allocated ownership equal 100% across all applicants.

Calculators

In the Calculations tab, there must be a Funding Position and a Product Comparison calculation present and must also be marked as Default by clicking the checkbox.