Release 2019.4

NEW

  • Groupings can now be created from existing formulas in the formula builder by selecting the formulas and selecting the grouping icon.
  • Variable lists at all levels can now be filtered by tag in addition to name, and the filter control remains fixed at the top of list for ease of use.

IMPROVEMENTS

  • Validation errors are now shown properly for “root” level formulas. For example, the date field in the Date Part formula.
  • An icon now displays next to variables that are tagged, showing all tags on hover of the icon.
  • A new “Re-run” button is available on completed projections which allows users to re-run and replace the results of an existing projection, preventing the need to delete the results later when they are no longer needed.
  • Minor interface improvements have been made to the formula builder for ease of use.
  • Performance improvements have been made to the interactions with filters and dashboards in the Model Results module.
  • Yield curve points and currencies can now be merged in the Change Management module, as well as changes to existing input tables.
  • Entities in the merge preview are now sorted within each section by name.
  • Scenario files can now be downloaded from the Model Results module on the details view.

FIXES

  • Whitespace is now trimmed on either side of data table values on save to prevent parsing issues downstream.
  • Fixed an issue where post projection calculations were sometimes not being calculated in dynamic mode if a model point was terminated during processing.

OPERATIONS

  • We’ve upgraded versions of some backend technologies we use in order to keep up to date with the latest in performance and security.

Release 2019.3

NEW

  • Tagging is now available on projections and projection templates, independent of the model tags. This allows for organization, filtering, and a new “grouped by projection tag” view in both the Execute and Analyze modules.
  • We’ve added new views to the model list in model development to provide more options for organization, including groupings by tag and legal entity.
  • Portfolio variables can now be merged in the Change Management module.

IMPROVEMENTS

  • “Page Up” and “Page Down” keys now select cells appropriately when navigating within the table editors, in addition to scrolling the pane.
  • Minor performance improvements have been made to the reporting module queries and when restarting a scenario.

FIXES

  • Fixed redirect when attempting to log off of an already expired session.
  • Info message about variable references now updates appropriately on input tables after adding a variable that references it.
  • Self-referencing variables now properly reference themselves after merging and/or copying.

OPERATIONS

  • We’ve made several upgrades and updates to our backend servers for improved reliability and performance. This includes updating server software as well as adding new hardware for disaster recovery.
  • Several architectural changes are being made behind the scenes to support a host of upcoming features.