August 2018 – Release History

We’ve added a link to the help site from the user dropdown in the header.
In addition, we’ve redesigned the help site with improved navigation, new articles (and still more to come!), and improved search functionality.
There is now a validation summary page for financial projection models, located in the “Go To” navigation menu. This page shows validation errors across the model in one consolidated location, similar to the projection validation summary page.

When viewing “Inputs Used” in the model results area, users can now click on the data tables used to take them directly to the table (in a new window or tab)
On the projection validation summary page (and the new model validation summary), a link now shows up on the right hand side of each error message, which will take the user to the location in the projection/model that is causing the issue.
Files can now be downloaded in the file manager.
We’ve added all projection setting values (scenario tables, compute environment, etc) to the model results pages to add more context.
Users can now navigate directly to mortality data tables from the input tables screen in model development.
Model name now displays on projections in the “Execute” and “Analyze” modules.
Portfolio names now display the custom name on the projection as well as the original name (if different) on the “Inputs Used” section within the model results area.
When adding a new condition or rule group in the variable editor, an empty rule will automatically be added to save time for the most common use cases.
The “Run Projection” button text has been updated to “Validate & Run” to properly indicate its full functionality.
Product and Portfolio names must now be unique within a model.

Fixed an issue in the calculation engine that was causing the wrong variable name to be displayed in the log in the case of an error when variables were missing for an aggregate calculation.
Fixed rendering issues on the formula builder in Safari, which now renders the same as other browsers.
Large amounts of data can now be copied and pasted into the table editor without causing any save errors.
Fixed an issue on the formula builder where if a user added an empty group and saved, then it was not showing up properly.
Fixed an issue causing projection runs to stop if the cash flow or cash on hand variables on a portfolio had an error.

Financial Projection Models can now be copied via an interface similar to that of model export, allowing users to configure which pieces to copy. The model details menu has been adjusted to accommodate this new feature.
Product, Portfolio, and Company Variables can now be copied via a link in the variable details.

Portfolio variables can now reference company variables.
When projections complete successfully but errors occurred during calculation, the projection status now displays as “Completed With Error(s)”.
Spacing has been adjusted on the formula builder to allow for more of the formula to be displayed at once.
The interface within the assumption management data tables area has been updated for consistency and usability to match that of the model development area.
Data tables can now be imported within the model development input tables area (in addition to the assumption management area where this functionality currently exists) via a new icon in the sidebar:
Data table and mortality table references are now maintained when exporting and importing models.
Username in header has been replaced by company name, and username has been moved to the user options dropdown.
Input tables are now sorted by name everywhere they are referenced, for easier identification of the desired table.
Performance improvements have been implemented in the following areas:
- Model snapshot creation
- Model export
- Input table, data table, and product set validation

When attempting to create a snapshot against in invalid model, the error message now properly reflects this.
Fixed an issue on the formula builder which was allowing multiple operator menus to be open at once in certain situations.

A new, highly concurrent, in-memory cache is now being used for caching of commonly used information, which should improve performance across the application.

Month: August 2018