How to Search

Dealscan Search:  This application that allows you to query Refinitiv LPC's Loan Database, filter results and assemble reports on selected criteria. The data may be searched and sorted along many different dimensions. DealScan® provides credit market participants worldwide with a competitive edge in an ever changing market.

This application allows you to search and build reports on a multitude of criteria specific to the syndicated bank loan market.  A maximum of 15,000 rows of data will be returned for any search performed in Dealscan.

Click Dealscan Search to open the application.  This is where you will build your initial search.  All searcheable fields are displayed initially when you first open the application.  These fields are grouped by the following categories: Borrower, Lender, Deal, Tranche, Borrower Rating, Tranche Rating, Secondary Pricing, Spread/Fee, Financial Covenants, General Covenants, Borrowing Base, Option, Law Firm and Source.

The categories are expandable and collapsible to make searching LPC’s data more efficient.  Simply click the + or – box next to the category’s name.  The “Collapse / Expand (+/-)” button on the right side of “Build Your Search” will either collapse or expand all the search categories seen in Dealscan.

Users can further customize the fields available to them in Dealscan by clicking on the “More Fields” button on the left side.  This will open a pop-up window where all fields are listed by category.  Simply check the box next to the fields that you desire to remain in your search.  Dealscan will remember the fields you select each time you navigate to and from the search application.

Users can select a report to display their search results by selecting a report in the drop down labelled “Report Type”.  The list of available reports include Deal List, Chart, Custom Report, Detailed Report, League Table Report, Bank Inventory Report and a Totals and Averages Report.

Users can select a currency to display various reports in y selecting the currency from a list available in the “Report Currency” drop down.

When searching on specific fields in Dealscan, users will have the ability to remove fields from a search category simply by clicking “reset” next to the field parameters.

Users can save their search criteria for easy referencing in the future.  Simply click the “Save Search” button to “Save”.  Click the “Load Search” button to load any saved search.  Click the “Reset Search” button to clear variables entered for search and start anew.

New search features

Country of Syndication found under Tranche will allow users to select the country that the loan was syndicated in.  This field is helpful when attempting to use Dealscan Search to compile underliers for LPC’s published volume and quarter-end analytics.

Lender name search now has the ability to search for deals that involve any or all of the names identified as lenders.  Simply click on the “Any of the selected Lenders” or “All of the selected Lenders” radio buttons.

Users can exclude certain variables in any field simply by selecting all values seen (Shift key + End key), including them in the inclusion box and then selecting ones to remove by highlighting them and removing them from the inclusion box.

New search fields

Under Tranche, users can now search by Tranche Cusip, Country of Syndication, New Money Amount, Amend and Extend Flag and Currency Onshore / Offshore.

Under Secondary Pricing, Users can search on Secondary Pricing attributes such as LIN, Avg Bid, Avg Ask, Mean, Yield and Disc Spread (bps).

Under Spread/Fee, users can search by Floor, Original Issue Discount (OID)

New Search fields include Floor (under Spread/Fee),

LPC has introduced Moody’s and S&P Senior Debt ratings for Issuers in Dealscan, both on the Current and At Close levels, as an efficient way to search across different senior ratings from each Rating Agency.

We label an Issuer's Senior Debt rating by taking the closest rating to the Deal's original closing date as the At Close rating and the most recent rating as the Current rating per the following rating types and hierarchy:

S&P Sr. Debt Ratings

1. S&P Senior Unsecured

2. S&P Senior Secured

3. S&P Long-Term Issuer Rating

Moody’s Sr. Debt Ratings

1. Moody’s Senior Unsecured

2. Moody’s Senior Secured

3. Moody’s Long-Term Issuer Rating

4. Moody’s Corporate Family

Dealscan Search will review the ratings (At Close or Current) in this order and return results accordingly for each Agency’s Senior Debt.

Deal List Report will now include both S&P and Moody’s Current Sr. Debt Ratings as a field in its output and will use the same hierarchy as listed above to display the applicable rating.

Custom Report will now make S&P Sr. Debt Rating At Close and S&P Sr. Debt Rating Current as available fields to include in the output.

Filters

Dealscan now enables the user to further filter data seen in a report generated from their initial search results. Filters make searching and reporting on data in Dealscan smarter and more efficient by enabling users to perform a broader initial search.

When you Build Your Initial search and click “Run Search”, your results will be displayed in the report format you selected.  Outside of the report results on the left side of the page you will see a Filters Box.  This box is populated with specific categories users can “drill down” into their search results further. Note that if you included any of the Filter categories in your initial Build Your Search for Dealscan, those categories will not be displayed as available Filters to select from.

Users can collapse or expand these categories, much like Build Your Search in Dealscan, by clicking on the “Collapse/Expand All” button.

Users can further customize their Filters by collapsing or expanding specific Filter categories.

Each Filter category will display the five (5) most by count attributes for that category.  Users can see all attributes for that filter category simply by clicking on “Show More” under the last attribute seen for that filter.

Next to each attribute in a Filter is a check box.  Select that check box for the attribute you wish to narrow your search.  This will cause a pop-up window to appear alerting you that your Filters have changed and to click “Refresh report” to update the report results that you are viewing.  Note that you can select multiple filter attributes before clicking “Refresh” by simply scrolling down the page to view all other Filter categories and attributes.

Users can select one or more attributes to select as a Filter.  Users can run multiple “Filters”  on the results of their initial search or previous Filter results.

Users can view their Applied Filters by clicking the “Applied Filters” button at the top of the Filters Box on the left side of the menu.  This will open a pop-up window that will display what Filter Categories were included in what Filter.  Users can remove Filters in this pop-up window. Note that any Filter selected for removal will also remove Filters created after that Filter being removed was created.

Users can Reset all their Filters simply by clicking the “Reset Filters” button.

Filter Categories include:

Deal Amount

Deal Purpose

Tranche Amount

Tranche Maturity Date

Tranche Active Date

Tranche Currency

Tranche Type

Rating – Issue

Spread/Margin

Base/Rate Reference Rate

Region

Country

Major Industry Group

Market Segment

Lender Name

Moody’s Long-term Issuer Rating

Moody’s Senior Secured Rating

Moody’s Senior Unsecured Rating

S&P’s Long-term Issuer Rating

S&P’s Senior Secured Rating

S&P’s Senior Unsecured Rating