September’s release makes Slope more flexible for projection portfolio configuration, improve performance for large-scale projections, and provide greater visibility through new API capabilities. The updates also add clearer guidance throughout the modeling workflow and strengthen reliability across projections and model configuration.

Reminder

Our support email address has changed to slope-support@akur8.com. Please use the new address for all future support inquiries.

New Features

Portfolio-level output groupings in projections

When configuring a projection, users can set Product Output Groupings once at the portfolio level and apply them automatically to products within that portfolio, including products introduced through investment strategies or new-business allocations. Product-specific additions and removals remain available when more granular control is needed.

Scenario-independent calculations: global company variables

Slope now separates scenario-independent and scenario-dependent work for global company variables where possible, calculating scenario-independent global company variables once and re-evaluating dependencies after global variables are run. This is the first step in broader optimization across all variable levels; as this work continues, clients should see ongoing improvements in run performance.

Enhancements

Boolean asset grouping variables

Investment Strategy constraints and pro-rata rule filters now support Boolean variables as Asset Grouping Variables. When applicable, users can select True or False directly from a dropdown.

Portfolio results for future time periods in HPM

HPM projections now support portfolio-level output for future time periods. When selected, eligible results are included on the Portfolios tab of the Projection Run Summary workbook without requiring all results to be output.

New projection portfolio and product API endpoints

API users can now retrieve the portfolios configured on a projection and the products within a selected portfolio. Both endpoints support pagination and field filtering, making it easier to inspect projection configuration programmatically.

Clearer feedback for array aggregations in Debug View

Debug View now explains when a formula’s result cannot be represented as a single value because it depends on multiple array index values. An information icon provides additional context when users hover over the message.

Unsaved Table Editor change warnings

Users are now warned before navigating away from a table with unsaved changes, helping preserve work when switching models, tables, or other application areas.

Improved Goal Seek error visibility

Goal Seek formulas now display an error indicator when an issue exists in a hidden settings field. Users can hover over the indicator for additional context and see the relevant setting-level warning when editing the formula.

Faster Constant formula entry

After adding a Constant formula through the Formula Wheel, the Value field is now focused automatically so users can begin entering a value immediately.

Clearer workbook upload feedback

Users now receive a clear message when attempting to upload a password-protected Excel workbook, rather than waiting indefinitely for the upload to complete.

Fixes

• File-only data tables are now more resilient to intermittent loading interruptions during large projections.
• Projections using range arrays now handle variable calculation ordering more reliably.
• Product variables that reference portfolio variables using Product Output Grouping arrays now calculate as expected without an incorrect validation error.
• Projection Documentation now loads correctly when opened from a shared Debug link.
• Calculations are more reliable when all products in an output grouping mature before the end of the projection.
• Edit Array warnings now include all dependent variables that may be affected by an array source change.
• Projection statuses now update correctly when a scenario cannot complete, making it easier to identify and rerun affected scenarios.
• Scenario file uploads now provide a specific message when the selected file type is unsupported.
• Virtual folder names containing special characters now display correctly.

This month’s releases make it easier to organize assumptions and projections, build more flexible models, document modeling decisions, and work with APIs and reporting tools. We also introduced improvements to projection visibility, model comparison, and runtime reliability.

Reminder

Please note that our support email address has changed to slope-support@akur8.com. Please use the new address for all future support inquiries.

New Features

Build richer date calculations with DateAdd A new DateAdd formula lets you add or subtract days, months, or years from a date, with support for leap years, month-end behavior, and standard date validation.

Create array from a multi-index data table A new “list” data type for variables and “list” source for arrays, along with a modification to the Data Table Read function, allow users to create an array of values from any index in a multi-index data table. This makes it easier for users to manage data in a single multi-index table, rather than several smaller single-index tables. See this support article for more details and a callable bond example.

Apply product output groupings selectively Product Output Groupings can now be applied to selected variables and/or tags, giving model developers more control over which variables are included. Reducing the scope of variables that get grouped can improve runtimes and reduce unnecessary output.

Document projection templates Projection Templates now support rich-text documentation and file attachments. Documentation and attachments are preserved when templates are copied or used to create projections.

Document data tables Data Tables now include a dedicated documentation area with auto-save, versioning support, and preservation through copying, merging, and model export.

Organize assumptions with folders Assumption Management now supports folders that mirror the structure used for models, helping teams navigate and maintain assumptions more efficiently. Folder changes remain synchronized between assumptions and models.

Move multiple projections into folders Multiple projections can now be selected and dragged into a virtual folder in one action.

Enhancements

• Identify projection run modes more easily The projection list now provides clearer visual cues to distinguish Cores and High Performance Mode runs, including the number of cores used for Cores projections.

• Navigate directly to referenced variables Referenced variables in Present Value and Yield Curve Merge formulas can now be opened directly from Debug View or the Formula Builder.
• Compare copied models more quickly Models copied from another model now include a convenient link to open Model Compare with the source and target models preselected.
• Choose scenario file versions in projection templates Projection Templates now provide a dedicated version selector when choosing scenario files.
• Improve model and data table comparisons Compare View now surfaces documentation and selected property differences for Data Tables. Array merging has also been expanded to support static arrays and additional dynamic array types as sources.
• Add links to model documentation exports Variable names in Model Documentation exports are now linked to their corresponding locations in the platform.

API Enhancements

• Improve API access and detail API enhancements include model point field descriptions, Product Output Grouping variable scope, and broader access to production-model GET endpoints for appropriately authorized personal API token users. Workbook endpoint validation now accepts projection controls with flexible naming, provided they clearly identify a projection ID.

Fixes

• Large Data Tables now use a bounded display area to improve loading and navigation performance.
• Restarted scenarios in Cores runs no longer create duplicate scenario result records.
• Non-model administrators can now access documentation for production models as expected.
• Projection status updates now refresh correctly while a run is in progress.
• Model Compare no longer reports data table differences incorrectly after Data Tables are merged.
• Static array selections are now preserved when switching arrays on Formula Per Array variables.
• Force Recalc variable results now appear correctly within a formula in Debug View.
• Array references are preserved more consistently when changing from two-dimensional to one-dimensional arrays.
• Projection configuration now provides clearer guidance when a selected product does not contain fields used by a model point filter.
• Model Documentation exports and Model Compare now represent two-dimensional array variables more accurately.
• Data Table selectors now show the updated Data Table name and version.
• File uploads now provide a specific message when “Other Delimiter” is selected without entering a delimiter.

July was one of our biggest months yet. This release delivers several highly requested new features — including the ability to recover accidentally deleted projections and dedicated documentation for each projection — alongside a major expansion to compare and merge capabilities, a wave of formula builder improvements, new API endpoints, and dozens of fixes and quality-of-life improvements across the platform.

Reminder: The Slope Reporting Dataset Migration is scheduled for August 24th. Plan to review your custom workbooks on or soon after this date. See this post for more details.

✨ New Features

Restore Recently Deleted Projections Accidents happen. A new Recently Deleted folder now appears in your projections list, giving you up to 48 hours to restore any projection you’ve deleted. Restored projections return to their original folder if it still exists.

Documentation & Attachments on Projections Projections now have a dedicated Documentation tab with a rich text editor, so you can capture run notes, assumptions, and adjustments right alongside your results. You can also attach files to a projection for easy reference. When duplicating a projection, you can choose whether to carry the documentation over. Documentation and attachments also appear in the Compare Projections module.

Description Field for Model Point File Fields Model Point File Definition fields now support an optional description (up to 2,000 characters), so you can document expected values, formats, or other details about each field. Descriptions carry through model copies and compare/merge workflows.

Min/Max Model Point Aggregation Methods Two new model point aggregation methods — Min and Max — are now available on product variables. When selected, the variable returns the minimum or maximum value across all model points.

Current Array Size System Variable A new Current Array Size system variable is available when a variable has an array set in its properties. It returns the number of values in the array, making it easy to build dynamic formulas that depend on array length. For 2D arrays, each dimension has its own Current Array Size.

Company-Level Future Time Period Output for HPM HPM projections now support a Company option for the “Output Future Time Period Results for” setting. When selected, company-level variables calculated beyond the projection end date will appear in the Company tab of the Projection Run Summary workbook.

Direct Variable References to Table Variables Variables that return Data Tables, Scenario Tables, or Yield Curves can now be directly referenced in formulas — enabling more advanced expressions like coalescing between two tables when one is empty.

🔧 Enhancements

Formula Builder & Variable Properties

• Faster operand search: You can now start typing to search for an operand immediately after selecting an operator — no extra click needed.
• Force Recalc & Post Projection mutual exclusion: The Force Recalc and Post Projection settings are now mutually exclusive in variable properties, with clear UI guardrails to prevent invalid configurations. Existing variables have been automatically migrated.

Projections

• Read-only mode for results-only users: Users with Model Results access (but not Model Execution) can no longer edit projection details or configuration. All projections are now visible to these users regardless of status, in a read-only view.
• Scenario file version selector: The scenario file dropdown on projections now includes a version selector, so you can choose a specific version of a scenario file rather than always defaulting to the latest.
• Smarter model point default in workbooks: When model point filters are applied, the Model Point Details view in the workbook now defaults to the first model point that actually has results, preventing confusion when model point 1 has no output.
• Links to scenario tables from projections: Scenario Table names on Projection and Projection Template detail pages are now clickable links that navigate directly to the scenario table in Assumptions.
• Links to product definitions from projections: Product Definition names on Projection and Projection Template detail pages now link directly to the corresponding product definition page.
• Clearer cancelled projection messaging: When a projection is cancelled, the Run Logs tab now displays a clear message explaining that run logs are unavailable for cancelled projections.
• Variable errors in debug view: Calculation errors now appear inline on the debug view for the variables that errored, making it easier to investigate issues without switching to the error report separately.
• Run more HPM scenarios: HPM projections now support running up to 250 scenarios.

Compare & Merge

This month includes a significant expansion to what can be compared and merged between models:

• Portfolio details (name, description, Cash Before Investment, New Business Sales Amount) can now be viewed and merged.
• Product Variable Output Grouping differences — including variable additions and deletions — can now be viewed and merged.
• Product Output Grouping Arrays and Calculated Range Array differences (including start/end index and step) now appear in the diff view and can be merged.
• Table structure deletions can now be merged from the source to the target model, including all associated data tables.
• Investment strategy differences on projection portfolios are now visible in the projection diff view.
• Indirect array labeling in the diff view now clearly distinguishes between direct (“Array”) and indirect (“Indirect Array”) references for better clarity.
• Static Aggregate operand order is now preserved consistently across model copies and compare/merge workflows.
• Links to source and target projections now appear in the Compare Projections module for easy navigation.
• Links to source and target products now appear in the Compare Products module.
• Performance: Model comparison is now significantly faster for models with large numbers of data tables.

Data Tables & Arrays

• Array source changes propagate to tables: When a static array used as a dropdown list source for a table column is updated, the change now propagates to the data table automatically.
• Paste from Excel with commas: Numbers with comma formatting (and accounting-style dashes for zero) can now be pasted directly from Excel into the table editor without error.
• No unnecessary versioning on name-only changes: Renaming a Decrement Table or Improvement Scale no longer creates a new version — only the last modified date is updated, matching how Data Tables and Scenario Tables already behave.
• Scrollable data table list: The data table list in the left-hand rail now scrolls independently, so you no longer need to scroll the entire page to navigate a long list.

API Enhancements

• New: GET Product Output Groupings — retrieve all Product Output Groupings for a model, including IDs, names, and associated variable names: GET /api/v1/Models/{ModelId}/ProductOutputGroupings
• New: DELETE Decrement Table — delete decrement tables via the API: DELETE /api/v1/DecrementTables/{id}
• New: POST Static Array — create static arrays via the API, including specifying values in order: POST /api/v1/Arrays
• TableStructureId in GET Data Tables Data — the GET /api/v1/DataTables/Data response now includes TableStructureId, making it easier to use the GET response directly in POST/PATCH calls.

🛠 Fixes

• Resolved an issue where multi-scenario HPM runs could stall when workers were all concentrated on a single scenario simultaneously.
• Fixed an issue where multi-scenario Cores runs could intermittently hang with one scenario stalling indefinitely while all others completed.
• Resolved an issue where certain forward-projected portfolio variables relying on product aggregates would produce an unknown error at future time periods.
• Fixed an issue where variable errors were sometimes absent from the Variable Errors workbook in HPM runs when the error limit was reached with dynamically generated model points.
• Resolved an issue where running a projection with all model points filtered out produced incomplete Company and Portfolio level results.
• Improved error messaging when scaled model point values falling outside the valid decimal range caused runs to fail.
• Fixed an improper validation error that appeared on scenario tables when no yield curve points are configured but none are needed.
• Resolved an issue where a false diff would appear after toggling the Required flag on a model point field in the compare view.
• Fixed an issue where a product merge was showing model point fields from all products in the destination dropdown, instead of only the relevant target product’s fields.
• Fixed an issue where the Decrement Table formula merge was not displaying Table field differences when other field differences were also present.
• Fixed an issue where the Annuity Factor formula merge did not detect differences in Gender, Age, Duration Frequency, and Duration fields.
• Fixed an issue where a table structure column merge could produce an unknown error when the operation would result in duplicate column names, rather than surfacing a clear explanation.
• Fixed an issue where 2D array variables would produce an unknown error when aggregating one dimension while referencing another 2D array variable.
• Fixed an issue where deleting a 2D array set to “Formula per array value” would fail with an error instead of completing successfully.
• Fixed an issue where editing a 2D array to change both dimensions simultaneously would produce an error.
• Resolved an issue where the Current Array Index and Current Array Value system variables were not selectable inside Present Value, IRR, or Goal Seek formulas when the variable had an indirect array reference.
• Fixed an issue where array values were not available in the formula builder when the only reference to an array variable came through a Data Table selection.

June brought meaningful additions across access control, API capabilities, and everyday usability — plus a solid round of reliability improvements to keep your projections running smoothly.

✨ New Features

Granular Model Permissions Slope now includes a dedicated Model Permissions permission that can be granted independently of Model Development access. This gives administrators finer control over who can manage permissions on a given model — without needing to grant full development rights. Users with only this permission can access a model’s permissions page directly from the model list. A built-in safeguard also prompts users before they accidentally revoke their own access.

🔧 Enhancements

Full Decimal Values on Older Data Table Versions When reviewing older, non-editable versions of a data table, you can now hover over any cell to see its full precision value — handy for audit and review workflows.

Variable Copy Link Improvements The “Copy link to variable” icon now appears when hovering anywhere in the Variable Properties header (not just over the title text). Clicking it shows a confirmation message, and the icon has been updated to match Slope’s other copy icons.

Drag & Drop Indicator for Model Folders Hovering over a model in the model list now reveals a drag handle icon, making it clear that models can be dragged into (or out of) folders.

Improved Error Messaging Tenor-related errors in the Scenario Table Read function now correctly reference “Tenor” instead of the outdated “Duration” label. Additionally, scenario lookup errors now return more descriptive messages when a scenario table is missing a time 0 entry.

UI Refinements A handful of smaller but impactful polish updates:

• The Array modal for Portfolio-level Data Table arrays no longer includes text about “Model Point Aggregation method,” which doesn’t apply at the portfolio level.
• Field names in the Change Management merge view now display in a human-readable format.
• The Confirm Merge button is now disabled while its confirmation modal is still loading.
• The click target for the edit icon on Data Tables in the projection inputs panel has been enlarged for easier use.
• A “Back to List” navigation option now exists on Improvement Scale details, to be consistent with Decrement Tables.
• Clicking a download icon no longer unintentionally opens an edit modal in some views.
• When viewing a model that lives inside a folder, you’ll now see its full folder path displayed in the model details

API Enhancements

Expanded CSV Row Limit for Scenario Table Uploads The scenario table API endpoint now supports CSV uploads of up to 2 million rows (up from the previous limit). For very large files, you can optionally skip validation on upload — validation will then run automatically when a projection is executed. Excel (.xlsx) row limits remain unchanged.

🛠 Fixes

• Resolved an issue where projections could intermittently stall or fail to complete when running with a higher number of scenarios. As a result of this stability fix, we’ve also increased the max number of HPM scenarios to 200, and are continuing to work to increase this further.
• Addressed a rare race condition that could cause model point values to be double-counted across two adjacent time periods in large projections.
• Fixed an issue where Goal Seek formulas configured with an “On Failure” fallback would error instead of applying the fallback when the maximum iteration count was reached.
• Corrected the sort order used by the NAIC Scenario Generator when applying the Significance Value subset method, aligning with NAIC documentation.
• Improved projection worker stability and performance, reducing intermittent failures during high-parallelism runs.
• Corrected an issue where sequential seed values in the Random Number Generator formula produced predictable, non-random results.
• Resolved an issue where large file-only data tables with parsing errors could cause a projection run to hang indefinitely instead of returning an error.
• Fixed an issue where hyperlinks created in Model Documentation were not clickable after saving.
• Fixed an issue where adding a hyperlink in Variable Documentation applied the link to all text rather than just the selected portion.
• Corrected a display issue in the Model Point File Filters modal that showed an unexpected element on completed projections.
• Fixed a problem where the Sales Allocation dropdown in the Edit Portfolio Details modal appeared empty after saving without a portfolio selected.
• Resolved an issue where deleting a data table did not warn users if an older version of that table was referenced in a projection template.
• Fixed a validation gap that allowed model point definition merges containing duplicate field names or aliases.
• Corrected array variable bracket display in the Relationship View — brackets now appear consistently on both upstream and downstream array variables.
• Fixed an issue where attempting to delete a model with a running projection showed an ambiguous confirmation dialog instead of a clear warning.
• Fixed an issue where data table dropdown columns would error when the selected value contained leading or trailing whitespace.

May was a productive month across the platform, with meaningful improvements to how modelers handle Goal Seek failures, compare models, and work with large data tables. Rounding things out were a number of performance improvements and a solid round of fixes to keep things running smoothly.

✨ New Features

Goal Seek “On Failure” Handling

The Goal Seek formula now includes an On Failure parameter, giving modelers more control over what happens when a goal seek can’t be solved. Instead of always causing an error, you can now choose:

• Error – the existing behavior; the formula errors.
• Warn – the model continues using a fallback value, and a warning is written to the run logs.
• Ignore – the model continues silently using the fallback value.

When using Warn or Ignore, you can select a Default Value of either the Closest Iteration (the nearest value found during solving) or a Defined Value of your choosing.

🔧 Enhancements

Data Table Content Differences in Compare Models The Compare Models view now surfaces differences in data table contents, not just structure. When two tables have differing data, a “Data” field will appear indicating that differences exist — with a direct link to the Compare Tables view. For file-only tables, the file name difference is shown instead.

Support for File-Only Data Tables Greater Than 2GB File-only data tables larger than 2GB can now be used in projections without errors in the calculation engine. This unlocks the ability to perform lookups on very large datasets that were previously unsupported.

Goal Seek Error Details for Max Iterations (HPM / Debug / Cores) When a goal seek fails due to reaching the maximum number of iterations (as opposed to general non convergence), the error details now include the last two iteration values attempted. This gives modelers the information they need to fine-tune their settings and resolve convergence issues faster.

Improved Scenario File Error Messaging When a scenario file contains an issue, error messages now identify which scenario file is the source of the problem. This is especially helpful when a projection uses multiple scenario files, such as when yield curves are involved.

Multi-Scenario Projection Performance Improvement The finalization steps for projections with a high number of scenarios has been significantly optimized, reducing what was previously a multi-minute wait to a much faster experience.

🛠 Fixes

• Fixed an issue where using the models dropdown from within a Model Development page would result in an error page when selecting a production model.
• Fixed an issue that unintentionally re-introduced case-sensitivity in xlsx files in the calc engine, causing parsing errors.
• When the Subset Count formula in a Rolling Value resolves to a non-positive number, the system now returns a clear, descriptive error rather than a generic unknown error.
• The system now correctly detects and reports an error at validation time when a product output grouping is configured with an array variable, preventing errors in HPM, and product groupings results that simply used the first array value in Cores. This setup is not allowed.
• The right-click context menu for virtual folders on the Projections page no longer gets cut off at the bottom of the screen when the page doesn’t scroll.
• Resolved a rare race condition that could cause product aggregate results to be inserted twice, slightly skewing HPM product aggregate results.
• The Seed Value field (for the random number generator) now renders correctly immediately after saving, without requiring a secondary edit to display properly.
• Folder dropdowns (used when creating, editing, or copying models) now scroll correctly when there are a large number of folders, making all folders accessible.
• Resolved an intermittent failure in the scenario preparation step that could cause projections to fail under certain conditions.
• Fixed an issue where projection run logs would reference worksheet names from an old scenario file version after the file had been replaced with a new one, causing false errors.
• The projection run log no longer shows “Starting Execution” multiple times for projections with many scenarios in HPM.

April was a packed month! The big headline is the arrival of Model Documentation — a long-requested feature that gives model developers a dedicated space to document their work. We also shipped some meaningful formula-level additions, improved the model comparison experience, and squashed a solid round of bugs. Read on for the full rundown.

🆕 New Features

Model Documentation

Summary: Models now have a dedicated documentation page where developers can capture notes, context, and supporting files alongside their work.

Each model now includes a Model Documentation page accessible from the model details and the model context menu. The page features a rich text editor for structured documentation, the ability to attach files from the File Manager, and a tracked timestamp showing who last updated the documentation and when. Documentation carries over when copying a model. Documentation on Production models is read-only to preserve auditability. See an example of the power of these capabilities on our latest published Pension library model.

Seeded Random Number Generation

Summary: Models can now produce fully reproducible results by setting an optional seed value on the Random Number Generator formula.

A new optional Seed Value setting has been added to the Random Number Generator formula. When a consistent seed is provided, the same set of random numbers will be generated consistently across projection runs, making it much easier to validate and audit stochastic models. When no seed is set, behavior is unchanged. Note that in order to generate a unique seed per scenario, per time, or per model point number, those variables need to be included in the Seed formula.

🔧 Enhancements

Ranked Subset Support for Rolling Value

Summary: The Rolling Value formula now supports ranked subsets — Highest N or Lowest N — giving actuaries more precise control over rolling calculations.

The Rolling Value formula has been expanded with two new capabilities. First, the Frequency parameter is now a formula builder input (rather than a fixed dropdown), allowing for dynamic frequency expressions. Second, a new Subset option lets you filter the rolling window to only the Highest N or Lowest N values, with control over whether those values must be contiguous or can be selected freely from across the window.

Projections List Pagination

The All Projections and My Projections list views are now paginated, reducing load times — especially for customers with a large number of projections. Pagination applies when browsing both the top-level list and individual virtual folders.

Delete Individual Array Values When Comparing Models

When comparing models, you can now merge individual or multiple static array value deletions from a source model into the target — giving you finer-grained control during the merge process.

Improved Yield Curve Point Matching in Model Compare

Previously, if a yield curve point existed in both models with the same duration but different names, the comparison incorrectly flagged it as an addition and deletion. The comparison now matches yield curve points by duration, and name differences are shown as a standard mergeable diff.

Smarter Nested Table Handling When Copying Models

When copying a model with a nested table reference to an older version — and the latest version of that table isn’t used elsewhere — the copy will now correctly include all referenced versions, not just the latest.

🐛 Fixes

• Projection file references updated correctly — Switching a model point file from one format to another (e.g., XLSX to CSV) now takes effect on the next projection run as expected.
• Table lookup errors resolved — A specific combination of nested and non-nested table references was causing an incorrect table to be cached, leading to lookup failures (which caused errors). This has been corrected.
• Scenario table versioning fixed — When a projection uses multiple scenario tables via nesting, all tables now version correctly upon update, rather than only the first one being versioned.
• Scenario files can now be deleted after creation — Recently generated scenario table files were not being removed from the File Manager upon deletion. This has been resolved.
• Excel model point file parsing corrected — Certain Excel MPFs with stripped dimension tags were not being processed during projections. These files now parse correctly.
• Model copy reliability improved — An issue causing model copies to fail when saving files was identified and resolved.
• HPM projection improved stability — A rare condition where HPM workers would stall, causing a projection to hang has been addressed.
• Scenario log error messages no longer cut off — Full error messages are now displayed in Cores scenario logs.
• Debug dropdown alignment corrected — A minor visual misalignment between the array dropdown and array symbol box in Debug view has been fixed.

API Fixes

• Data table indexReadMethod now validated — The API now returns a 400 error when an invalid indexReadMethod value (anything other than 1 or 2) is provided in data table requests, rather than silently creating a malformed table.
• Scenario table ID returned correctly — The GET /api/v1/DataTables/Data endpoint now returns the correct scenario table ID instead of null for data table columns backed by a scenario table.