Release 2018.15

NEW

  • 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.

IMPROVEMENTS

  • 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  • Username in header has been replaced by company name, and username has been moved to the user options dropdown.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

FIXES

  • 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.

OPERATIONS

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